Wela Strategies, Inc. Purchases and Sells in Q1 2025

Wela Strategies, Inc.

$237 Million
Q1 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	59.8K + 142.51%	$554.06 - $615.85 $33.2M - $36.9M	102K $56.8M
XLF	116K + 11812.88%	$47.32 - $52.19 $5.51M - $6.08M	117K $5.78M
IEFA	12.1K + 4.21%	$69.57 - $78.65 $840K - $950K	299K $22.8M
BIV	25.7K + 252.93%	$73.78 - $76.59 $1.9M - $1.97M	35.9K $2.74M
SPTI	25K + 2.58%	$27.64 - $28.58 $691K - $715K	995K $28.4M
LQD	4.36K + 2.02%	$105.1 - $109.61 $458K - $478K	220K $23.8M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	174K New	$71.17 - $73.66 $12.4M - $12.8M	174K $12.8M
IJH	125K New	$57.21 - $65.8 $7.15M - $8.22M	125K $7.27M
XLI	42.1K New	$128.78 - $141.67 $5.43M - $5.97M	42.1K $5.48M
IJR	34.1K New	$102.49 - $119.96 $3.49M - $4.09M	34.1K $3.54M
BSV	29.4K New	$76.94 - $78.28 $2.26M - $2.3M	29.4K $2.3M
FLRN	73K New	$30.71 - $30.87 $2.24M - $2.25M	73K $2.25M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	-47.8K - 40.35%	$74.7 - $80.27 $3.57M - $3.84M	70.6K $5.51M
CWI	-43.5K - 64.59%	$27.47 - $30.62 $1.19M - $1.33M	23.8K $710K
KR	-19.1K - 81.59%	$58.36 - $67.72 $1.11M - $1.29M	4.3K $291K
DGRO	-13.4K - 13.97%	$60.46 - $64.42 $809K - $863K	82.4K $5.04M
EMLP	-5.08K - 7.32%	$35.79 - $38.28 $182K - $194K	64.2K $2.4M
VXF	-28 - 1.88%	$170.36 - $201.04 $4.77K - $5.63K	1.46K $252K

Activity Summary All Purchases 43 New Holdings 22 Increased Positions 21 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.