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| Name: |
Wealthquest Corp |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45241 |
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data |
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| Holdings
Found :
10 |
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Closed Positions |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BAPR |
Innovator S&p 500 Buffer Etf |
133 |
Closed |
$0.00 |
$0 |
0 |
0% |
-531,000 |
-13,888 |
0 |
N/A |
|
|
AZBL |
Allianzim Us Large Cap Buff... |
139 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,907,000 |
-125,229 |
0 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
132 |
Closed |
$163.68 |
$0 |
0 |
0% |
-306,000 |
-1,939 |
0 |
Closed - End Fund - E... |
|
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AZAJ |
Allianzim Us Large Cap Buff... |
138 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,194,000 |
-38,407 |
0 |
N/A |
|
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WPM |
Wheaton Precious Metals Corp |
131 |
Closed |
$52.94 |
$0 |
0 |
0% |
-202,000 |
-4,098 |
0 |
Silver |
|
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CIVB |
Civista Bancshares Inc |
137 |
Closed |
$13.80 |
$0 |
0 |
0% |
-1,674,000 |
-90,759 |
0 |
Domestic Regional Banks |
|
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MO |
Altria Group Inc |
130 |
Closed |
$44.32 |
$0 |
0 |
0% |
-208,000 |
-5,148 |
0 |
Cigarettes & Other To... |
|
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AZAL |
Allianzim Us Large Cap Buff... |
136 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,768,000 |
-171,680 |
0 |
N/A |
|
|
BJAN |
Innovator S&p 500 Buffer Etf |
135 |
Closed |
$0.00 |
$0 |
0 |
0% |
-487,000 |
-11,914 |
0 |
N/A |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
134 |
Closed |
$50.44 |
$0 |
0 |
0% |
-428,000 |
-8,514 |
0 |
N/A |
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