Wela Strategies, Inc. Closed Holding Positions

Wela Strategies, Inc.

  • $241 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
1,992
$105.82 - $134.76 $211K - $268K
Huttig Bldg Prods Inc Com
Q1 2022 Filed on Apr 13, 2022
10,000
N/A
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 13, 2022
7,325
$45.75 - $56.69 $335K - $415K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q1 2022 Filed on Apr 13, 2022
88,949
$9.38 - $10.46 $834K - $930K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q1 2022 Filed on Apr 13, 2022
88,043
$9.39 - $10.48 $827K - $923K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Jan 10, 2022
1,821
$118.81 - $129.12 $216K - $235K
MMM
3 M CO

Industrials
Q3 2021 Filed on Oct 13, 2021
1,562
$175.42 - $202.83 $274K - $317K
OMC
Omnicom Group Inc.

Communication Services
Q3 2021 Filed on Oct 13, 2021
3,965
$70.85 - $81.0 $281K - $321K
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on Apr 26, 2021
1,555
$180.63 - $233.63 $281K - $363K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
2,162
$128.93 - $147.23 $279K - $318K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2021 Filed on Apr 26, 2021
905
$324.34 - $379.06 $294K - $343K
F
Ford Motor CO

Consumer Cyclical
Q4 2020 Filed on Jan 21, 2021
1,200
$6.75 - $9.45 $8.1K - $11.3K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q3 2020 Filed on Oct 29, 2020
16,799
$45.25 - $52.27 $760K - $878K
HYG
Ishares Tr

ETFs
Q3 2020 Filed on Oct 29, 2020
4,662
$81.53 - $85.39 $380K - $398K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
117,001
$14.18 - $14.94 $1.66M - $1.75M
XLE
Energy Sector Spdr

ETFs
Q3 2020 Filed on Oct 29, 2020
10,478
$29.95 - $38.58 $314K - $404K
BLW
Blackrock LTD Duration Income Trust

Financial Services
Q1 2020 Filed on Apr 13, 2020
57,122
$9.56 - $16.67 $546K - $952K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2020 Filed on Apr 13, 2020
3,091
$71.75 - $82.34 $222K - $255K
Spdr Barclays 1 3 Month T Bill ETF
Q1 2020 Filed on Apr 13, 2020
4,728
N/A
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
Q3 2019 Filed on Oct 28, 2019
77,071
$10.28 - $10.67 $792K - $822K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q1 2019 Filed on Apr 24, 2019
101,169
$7.79 - $8.71 $788K - $881K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q1 2019 Filed on Apr 24, 2019
42,240
$20.07 - $21.95 $848K - $927K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2019 Filed on Apr 24, 2019
460,291
N/A
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2019 Filed on Apr 24, 2019
100,411
$83.51 - $84.18 $8.39M - $8.45M
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2018 Filed on Jul 17, 2018
12,968
$66.35 - $71.9 $860K - $932K
Powershares Global Preferred ETF
Q2 2018 Filed on Jul 17, 2018
42,934
N/A
BGB
Blackstone Strategic Credit Fund

Financial Services
Q1 2018 Filed on Apr 25, 2018
58,507
$15.58 - $16.04 $912K - $938K
Prudential Sht Duration Hg Yld Com
Q1 2018 Filed on Apr 25, 2018
57,505
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2018 Filed on Apr 25, 2018
10,384
N/A
Ubs E Tracs Alerian Mlp Infrastructure Etn
Q1 2018 Filed on Apr 25, 2018
88,134
N/A
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