Wela Strategies, Inc. Purchases and Sells in Q3 2024

Wela Strategies, Inc.

$229 Million
Q3 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTI	80.5K + 9.45%	$27.8 - $29.26 $2.24M - $2.35M	932K $27.1M
LQD	14.2K + 7.36%	$106.11 - $113.72 $1.51M - $1.61M	207K $23.4M
BND	21.1K + 14.93%	$71.45 - $75.64 $1.51M - $1.6M	162K $12.2M
IEFA	544 + 0.2%	$70.09 - $78.74 $38.1K - $42.8K	274K $21.4M
XLI	6.58K + 21.6%	$120.56 - $135.44 $794K - $891K	37.1K $5.02M
XLF	13.1K + 13.01%	$40.84 - $45.74 $535K - $599K	114K $5.16M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MBB	17.1K New	$90.85 - $96.66 $1.56M - $1.66M	17.1K $1.64M
QCOM	2.31K New	$156.12 - $209.64 $360K - $484K	2.31K $392K
HON	1.87K New	$196.73 - $220.21 $367K - $411K	1.87K $385K
T	10.6K New	$18.21 - $22.28 $193K - $236K	10.6K $233K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-8.35K - 8.07%	$520.18 - $576.82 $4.35M - $4.82M	95.2K $54.9M
EMLP	-35.4K - 35.79%	$30.38 - $34.0 $1.08M - $1.2M	63.5K $2.13M
BIV	-8.63K - 20.4%	$74.26 - $78.84 $641K - $681K	33.7K $2.64M
FLRN	-14.7K - 17.38%	$30.55 - $30.85 $448K - $453K	69.7K $2.15M
BSV	-6.57K - 18.99%	$76.38 - $78.87 $502K - $518K	28K $2.2M
BLV	-6.18K - 21.04%	$69.16 - $76.64 $427K - $473K	23.2K $1.74M

Activity Summary All Purchases 21 New Holdings 4 Increased Positions 17 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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