Wt Wealth Management Closed Holding Positions

Wt Wealth Management

$391 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
ABT Abbott Laboratories Healthcare	Q1 2021 Filed on Apr 29, 2021	2,812	$108.84 - $128.23 $306K - $361K
HOLX Hologic Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	7,119	$68.76 - $83.72 $490K - $596K
PFF Ishares Trust Ishares Pfd And ETFs	Q1 2021 Filed on Apr 29, 2021	34,029	$37.15 - $38.46 $1.26M - $1.31M
PTON Peloton Interactive, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	4,939	$101.35 - $167.42 $501K - $827K
Invesco Exch Trd Slf Idx Fd	Q4 2020 Filed on Feb 01, 2021	9,126	N/A
PDT John Hancock Premium Dividend Fund Financial Services	Q4 2020 Filed on Feb 01, 2021	11,625	$12.32 - $14.48 $143K - $168K
FXY Invesco Currency Shares Japanese Yen Trust ETFs	Q4 2020 Filed on Feb 01, 2021	8,666	$89.15 - $91.58 $773K - $794K
EFAV Ishares Msci Eafe Min Vol Fact ETFs	Q4 2020 Filed on Feb 01, 2021	6,038	$65.49 - $73.81 $395K - $446K
CARR Carrier Global Corp Industrials	Q4 2020 Filed on Feb 01, 2021	7,252	$30.77 - $40.5 $223K - $294K
TWTR Twitter, Inc. Communication Services	Q3 2020 Filed on Oct 30, 2020	8,714	$30.81 - $45.33 $268K - $395K
HYLB Xtrackers Usd High Yield Corp ETFs	Q2 2020 Filed on Aug 04, 2020	24,110	$33.62 - $38.69 $811K - $933K
NOBL Proshares S&P 500 Dividend Ari ETFs	Q1 2020 Filed on May 13, 2020	54,657	$49.36 - $76.45 $2.7M - $4.18M
VNQ Vanguard Specialized Funds Van ETFs	Q1 2020 Filed on May 13, 2020	18,958	$56.91 - $99.57 $1.08M - $1.89M
REGL Proshares Tr S&P Midcap 400 Di ETFs	Q1 2020 Filed on May 13, 2020	38,259	$38.94 - $61.2 $1.49M - $2.34M
FVD First Tr Value Line Divid Inde ETFs	Q1 2020 Filed on May 13, 2020	18,573	$23.88 - $36.88 $444K - $685K
SPSM Spdr Portfolio S&P 600 Small C ETFs	Q1 2020 Filed on May 13, 2020	9,600	$18.96 - $33.37 $182K - $320K
PEY Invesco Exchange Traded Fd Tr ETFs	Q1 2020 Filed on May 13, 2020	27,605	$11.14 - $19.3 $308K - $533K
SPMD Spdr Portfolio ETFs	Q1 2020 Filed on May 13, 2020	7,000	$21.39 - $37.02 $150K - $259K
NURE Nuveen Short Term Reit ETF ETFs	Q1 2020 Filed on May 13, 2020	13,155	$17.15 - $31.78 $226K - $418K
SPHD Invesco ETF Tr Ii S&P 500 High ETFs	Q1 2020 Filed on May 13, 2020	18,079	$25.66 - $44.35 $464K - $802K
INTC Intel Corp Technology	Q1 2020 Filed on May 13, 2020	6,582	$44.61 - $68.47 $294K - $451K
EFR Eaton Vance Senior Floating Rate Trust Financial Services	Q1 2020 Filed on May 13, 2020	12,810	$7.91 - $13.86 $101K - $178K
EEMV Ishares Msci Emerging Markets ETFs	Q1 2020 Filed on May 13, 2020	3,666	$42.59 - $59.58 $156K - $218K
FLTR Vaneck ETF Tr Investment Grade ETFs	Q1 2020 Filed on May 13, 2020	9,280	$20.87 - $25.45 $194K - $236K
SURE Advisorshares Trust Advisorsha	Q1 2020 Filed on May 13, 2020	3,125	N/A
Invesco Exch Trd Slf Idx Fd	Q4 2019 Filed on Jan 27, 2020	11,639	N/A

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