Wealthspire Advisors, LLC ETFs

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IXN Ishares Global Information Tec	$0	$343,000 0.0% of portfolio	4,167	Q3 2024 Added 0.05%
SLV I Shares Silver Trust	$14.3B	$342,000 0.0% of portfolio	12,051	Q3 2024 Reduced 6.04%
HYG Ishares Tr	$0	$330,000 0.0% of portfolio	4,118	Q3 2024 New
USRT Ishares Core U.S. Reit ETF	$0	$325,000 0.0% of portfolio	5,290	Q3 2024 New
IBDP Ishares Ibonds Dec 2024 Term C	$0	$320,000 0.0% of portfolio	12,713	Q3 2024 Reduced 69.18%
IDU Ishares Tr U S Utils ETF	$0	$315,000 0.0% of portfolio	3,095	Q2 2024 Reduced 0.9%
VOX Vanguard Communication Service	$0	$312,000 0.0% of portfolio	2,151	Q2 2024 New
FIVG ETF Ser Solutions Defiance Nex	$0	$304,000 0.0% of portfolio	7,505	Q3 2024 Reduced 37.37%
PIE Invesco Exchange Traded Fd Tr	$0	$302,000 0.0% of portfolio	14,670	Q3 2024 Added 17.19%
JPIN Jp Morgan Diversified Return I	$0	$297,000 0.0% of portfolio	4,956	Q3 2024 Reduced 13.69%
QYLD Global X Fdsnasdaq 100 Covered	$0	$296,000 0.0% of portfolio	16,412	Q2 2024 Added 2.58%
GLTR Abrdn Precious Metals Basket ETF Trust	$1.32B	$289,000 0.0% of portfolio	2,552	Q3 2024 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$289,000 0.0% of portfolio	11,545	Q2 2023 New
IEV Ishares Tr Europe ETF	$0	$286,000 0.0% of portfolio	4,925	Q2 2024 Added 2.26%
FIXD First Tr ETF Viii Tcw Opportun	$0	$280,000 0.0% of portfolio	6,200	Q3 2024 Reduced 1.01%
PEJ Invesco Exchange Traded Fd Tr	$0	$275,000 0.0% of portfolio	5,771	Q3 2024 Added 2.72%
BIV Vanguard Bd Index Fd Inc Inter	$0	$271,000 0.0% of portfolio	3,465	Q2 2024 Reduced 79.83%
EWJ Ishares Msci Japan ETF	$0	$270,000 0.0% of portfolio	3,780	Q3 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$264,000 0.0% of portfolio	2,958	Q3 2024 Reduced 18.65%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$261,000 0.0% of portfolio	5,670	Q3 2024 New
VIS Vanguard Industrial ETF	$0	$258,000 0.0% of portfolio	994	Q3 2024 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$257,000 0.0% of portfolio	5,452	Q3 2024 New
SPTL Spdr Portfolio Long Term Treas	$0	$256,000 0.0% of portfolio	8,832	Q3 2024 Added 2.99%
FDL First Tr Morningstar Dividend	$0	$251,000 0.0% of portfolio	6,000	Q4 2022 New
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$241,000 0.0% of portfolio	10,151	Q1 2024 New
SSO Proshares Ultra S&P 500	$0	$239,000 0.0% of portfolio	2,661	Q3 2024 Added 0.23%
SPHQ Invesco Exchange Traded Fd Tr	$0	$236,000 0.0% of portfolio	3,519	Q3 2024 Added 0.28%
RWO Spdr Dow Jones Global Real Est	$0	$236,000 0.0% of portfolio	4,983	Q3 2024 New
SPTS Spdr Portfolio Short Term Trea	$0	$235,000 0.0% of portfolio	8,018	Q3 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$220,000 0.0% of portfolio	3,959	Q3 2024 New
EEMV Ishares Msci Emerging Markets	$0	$218,000 0.0% of portfolio	3,478	Q3 2024 Reduced 6.05%
XLB Select Sector Spdr Fd Material	$0	$212,000 0.0% of portfolio	2,204	Q3 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$210,000 0.0% of portfolio	5,592	Q3 2024 New
IHI Ishares Tr Dow Jones Us Medica	$0	$208,000 0.0% of portfolio	3,516	Q3 2024 New
SHV Ishares Tr	$0	$205,000 0.0% of portfolio	1,859	Q3 2024 Reduced 14.05%
IYY Ishares Tr	$0	$201,000 0.0% of portfolio	1,445	Q3 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$201,000 0.0% of portfolio	4,235	Q3 2024 Reduced 48.51%
DBLV Advisorshares Doubleline Value	$0	$0 0.0% of portfolio	1,931	Q4 2023 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	6,567	Q3 2024 New

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