Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $796 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VAW
Vanguard Materials ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
39
$132.46 - $156.97 $5.17K - $6.12K
VIS
Vanguard Industrial ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
326
$141.72 - $170.63 $46.2K - $55.6K
INTF
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
69
$23.31 - $27.33 $1.61K - $1.89K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q4 2020 Filed on Feb 16, 2021
360
$47.77 - $50.77 $17.2K - $18.3K
ERH
Allspring Utilities & High Income Fund

Financial Services
Q4 2020 Filed on Feb 16, 2021
40,526
$12.0 - $13.03 $486K - $528K
Wisdomtree Continuous Commod
Q4 2020 Filed on Feb 16, 2021
11,530
N/A
FOX
Fox Corp Cl B (De)

Communication Services
Q4 2020 Filed on Feb 16, 2021
8,740
$25.02 - $30.05 $219K - $263K
Ishares Tr
Q4 2020 Filed on Feb 16, 2021
585
N/A
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
380
$204.66 - $233.76 $77.8K - $88.8K
RWX
Spdr Dow Jones International R

ETFs
Q4 2020 Filed on Feb 16, 2021
455
$28.36 - $34.31 $12.9K - $15.6K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q4 2020 Filed on Feb 16, 2021
715
$51.98 - $52.22 $37.2K - $37.3K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q4 2020 Filed on Feb 16, 2021
517
$29.48 - $35.54 $15.2K - $18.4K
Cadence Bancorporation
Q4 2020 Filed on Feb 16, 2021
18,836
N/A
EPP
Ishares Inc

ETFs
Q4 2020 Filed on Feb 16, 2021
5
$40.25 - $48.1 $201 - $241
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q4 2020 Filed on Feb 16, 2021
3,381
$39.96 - $46.09 $135K - $156K
Bristol Myers Squibb CO
Q4 2020 Filed on Feb 16, 2021
25
N/A
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2020 Filed on Oct 30, 2020
8,134
$29.24 - $33.37 $238K - $271K
PUMP
Pro Petro Holding Corp.

Energy
Q3 2020 Filed on Oct 30, 2020
10,225
$3.85 - $6.56 $39.4K - $67.1K
Proshares Tr
Q3 2020 Filed on Oct 30, 2020
6,300
N/A
Direxion Shs ETF Tr
Q3 2020 Filed on Oct 30, 2020
47,900
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q3 2020 Filed on Oct 30, 2020
21,584
$2.24 - $2.9 $48.3K - $62.6K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q3 2020 Filed on Oct 30, 2020
18,248
$21.48 - $22.2 $392K - $405K
AVT
Avnet Inc

Technology
Q3 2020 Filed on Oct 30, 2020
10,514
$25.05 - $29.22 $263K - $307K
KOS
Kosmos Energy Ltd.

Energy
Q3 2020 Filed on Oct 30, 2020
18,176
$0.98 - $1.82 $17.8K - $33.1K
LADR
Ladder Capital Corp

Real Estate
Q3 2020 Filed on Oct 30, 2020
38,584
$6.57 - $8.28 $253K - $319K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
100
N/A
Proshares Tr
Q2 2020 Filed on Aug 13, 2020
150
N/A
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q1 2020 Filed on May 12, 2020
162
$24.35 - $37.92 $3.94K - $6.14K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2020 Filed on May 12, 2020
21
$19.73 - $38.37 $414 - $806
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q1 2020 Filed on May 12, 2020
8
$49.2 - $74.45 $394 - $596
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q1 2020 Filed on May 12, 2020
0
$35.44 - $37.29 $0 - $0
Spdr Series Trust
Q1 2020 Filed on May 12, 2020
3,393
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on May 12, 2020
15
$29.43 - $48.44 $441 - $727
Mfa Finl Inc
Q1 2020 Filed on May 12, 2020
67,200
N/A
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2020 Filed on May 12, 2020
7,634
$40.08 - $48.58 $306K - $371K
Global X Fds
Q1 2020 Filed on May 12, 2020
2,793
N/A
Exchange Traded Concepts Tr
Q4 2019 Filed on Feb 13, 2020
14,065
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
6,557
N/A
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q4 2019 Filed on Feb 13, 2020
306
$37.75 - $42.41 $11.6K - $13K
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
25,196
N/A
Invesco Exchng Traded Fd Tr
Q3 2019 Filed on Nov 13, 2019
24
N/A
Halcon Res Corp
Q3 2019 Filed on Nov 13, 2019
13,750
N/A
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2019 Filed on Aug 12, 2019
22
$45.84 - $47.81 $1.01K - $1.05K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q2 2019 Filed on Aug 12, 2019
3,328
$30.01 - $32.18 $99.9K - $107K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q2 2019 Filed on Aug 12, 2019
3,660
$27.79 - $29.61 $102K - $108K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2019 Filed on Aug 12, 2019
5
N/A
Spdr Series Trust
Q2 2019 Filed on Aug 12, 2019
2,837
N/A
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2019 Filed on Aug 12, 2019
7
N/A
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
Q2 2019 Filed on Aug 12, 2019
10
N/A
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