Wealth Shield Partners, LLC Closed Holding Positions

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q1 2021 Filed on May 17, 2021
12,000
$13.81 - $22.65 $166K - $272K
Direxion Shs ETF Tr
Q1 2021 Filed on May 17, 2021
10,000
N/A
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q1 2021 Filed on May 17, 2021
12,776
$21.25 - $22.55 $271K - $288K
CAPD
Barclays Bank PLC

ETFs
Q1 2021 Filed on May 17, 2021
3,315
$17.55 - $19.3 $58.2K - $64K
CATY
Cathay General Bancorp

Financial Services
Q1 2021 Filed on May 17, 2021
28,101
$31.99 - $44.92 $899K - $1.26M
COMB
Graniteshares ETF Tr Bloomber

ETFs
Q1 2021 Filed on May 17, 2021
37,278
$23.53 - $26.3 $877K - $980K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2021 Filed on May 17, 2021
5,018
$46.56 - $49.33 $234K - $248K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
Q1 2021 Filed on May 17, 2021
2,347
$157.42 - $169.83 $369K - $399K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
4,000
$55.98 - $64.35 $224K - $257K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2021 Filed on May 17, 2021
8,063
$27.01 - $49.1 $218K - $396K
WTFC
Wintrust Financial Corp

Financial Services
Q1 2021 Filed on May 17, 2021
4,031
$60.19 - $84.03 $243K - $339K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2021 Filed on May 17, 2021
95,860
$63.54 - $94.39 $6.09M - $9.05M
TBT
Proshares Ultrashort 20+Year T

ETFs
Q4 2020 Filed on Feb 16, 2021
126
$15.66 - $17.15 $1.97K - $2.16K
EPP
Ishares Inc

ETFs
Q4 2020 Filed on Feb 16, 2021
5
$40.25 - $48.1 $201 - $241
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2020 Filed on Feb 16, 2021
108
$55.57 - $56.21 $6K - $6.07K
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
Q4 2020 Filed on Feb 16, 2021
460
$20.34 - $22.86 $9.36K - $10.5K
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
95
$159.52 - $175.0 $15.2K - $16.6K
VIS
Vanguard Industrial ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
326
$141.72 - $170.63 $46.2K - $55.6K
VAW
Vanguard Materials ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
39
$132.46 - $156.97 $5.17K - $6.12K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2020 Filed on Feb 16, 2021
1,976
$60.52 - $61.79 $120K - $122K
SPFF
Global X Superincome Preferred

ETFs
Q4 2020 Filed on Feb 16, 2021
14,791
$11.05 - $11.8 $163K - $175K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q4 2020 Filed on Feb 16, 2021
39
$130.94 - $170.25 $5.11K - $6.64K
INTF
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
69
$23.31 - $27.33 $1.61K - $1.89K
FOX
Fox Corp Cl B (De)

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

ETFs
Q4 2020 Filed on Feb 16, 2021
380
$204.66 - $233.76 $77.8K - $88.8K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q4 2020 Filed on Feb 16, 2021
715
$51.98 - $52.22 $37.2K - $37.3K
Ishares Tr
Q4 2020 Filed on Feb 16, 2021
585
N/A
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2020 Filed on Feb 16, 2021
100
$84.3 - $116.2 $8.43K - $11.6K
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
Cadence Bancorporation
Q4 2020 Filed on Feb 16, 2021
18,836
N/A
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q4 2020 Filed on Feb 16, 2021
360
$47.77 - $50.77 $17.2K - $18.3K
Parsley Energy Inc
Q4 2020 Filed on Feb 16, 2021
14,783
N/A
RWX
Spdr Dow Jones International R

ETFs
Q4 2020 Filed on Feb 16, 2021
455
$28.36 - $34.31 $12.9K - $15.6K
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
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
KOS
Kosmos Energy Ltd.

Energy
Q3 2020 Filed on Oct 30, 2020
18,176
$0.98 - $1.82 $17.8K - $33.1K
AVT
Avnet Inc

Technology
Q3 2020 Filed on Oct 30, 2020
10,514
$25.05 - $29.22 $263K - $307K
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
Direxion Shs ETF Tr
Q3 2020 Filed on Oct 30, 2020
47,900
N/A
LADR
Ladder Capital Corp

Real Estate
Q3 2020 Filed on Oct 30, 2020
38,584
$6.57 - $8.28 $253K - $319K
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
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
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on May 12, 2020
15
$29.43 - $48.44 $441 - $727
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