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| Name: |
Feltz Wealth PLAN Inc. |
| City: |
OMAHA |
| State: |
NE |
| Zip: |
68154 |
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data |
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| Holdings
Found :
29 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MDT |
Medtronic Plc |
322 |
Closed |
$82.76 |
$0 |
0 |
0% |
-202,000 |
-2,579 |
0 |
Medical Appliances & ... |
|
|
BOND |
Pimco Total Return Exchange... |
328 |
Closed |
$89.43 |
$0 |
0 |
0% |
-273,000 |
-3,102 |
0 |
N/A |
|
|
XBJA |
Innovator Us Eqty Accelerat... |
315 |
Closed |
$0.00 |
$0 |
0 |
0% |
-247,000 |
-9,970 |
0 |
N/A |
|
|
DIVB |
Ishares Us Dividend And Buy... |
334 |
Closed |
$0.00 |
$0 |
0 |
0% |
-281,000 |
-7,549 |
0 |
N/A |
|
|
MMM |
3M Co |
321 |
Closed |
$97.33 |
$0 |
0 |
0% |
-203,000 |
-2,173 |
0 |
Conglomerates |
|
|
HYG |
iShares iBoxx $ High Yield ... |
327 |
Closed |
$77.02 |
$0 |
0 |
0% |
-292,000 |
-3,961 |
0 |
Closed - End Fund - E... |
|
|
AOM |
iShares Trust |
314 |
Closed |
$42.34 |
$0 |
0 |
0% |
-211,000 |
-5,422 |
0 |
Closed - End Fund - Debt |
|
|
LQD |
iShares Trust Goldman Sachs |
333 |
Closed |
$106.65 |
$0 |
0 |
0% |
-428,000 |
-4,196 |
0 |
Closed - End Fund - E... |
|
|
IVOL |
Quadratic Interest Rate Vlt... |
320 |
Closed |
$0.00 |
$0 |
0 |
0% |
-366,000 |
-17,786 |
0 |
N/A |
|
|
SGOV |
Ishares 03 Month Treasury B... |
326 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,247,000 |
-32,249 |
0 |
N/A |
|
|
PGX |
Invesco Preferred ETF |
313 |
Closed |
$11.51 |
$0 |
0 |
0% |
-124,000 |
-11,350 |
0 |
Closed - End Fund - Debt |
|
|
IOCT |
Innovator Intl Developed Po... |
332 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,418,000 |
-168,290 |
0 |
N/A |
|
|
CINF |
Cincinnati Financial Corp |
319 |
Closed |
$118.31 |
$0 |
0 |
0% |
-233,000 |
-2,282 |
0 |
Property & Casualty I... |
|
|
SIXJ |
Allianzim Us Large Cap 6 Mo... |
338 |
Closed |
$0.00 |
$0 |
0 |
0% |
-257,000 |
-10,465 |
0 |
N/A |
|
|
NAPR |
Innovator Nasdaq-100 Power ... |
325 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,614,000 |
-38,589 |
0 |
N/A |
|
|
PAVM |
Pavmed Inc. |
312 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,000 |
-32,335 |
0 |
N/A |
|
|
AN |
AutoNation Inc |
331 |
Closed |
$165.84 |
$0 |
0 |
0% |
-228,000 |
-1,508 |
0 |
Auto Dealerships |
|
|
CHRW |
CH Robinson Worldwide Inc |
318 |
Closed |
$81.26 |
$0 |
0 |
0% |
-242,000 |
-2,805 |
0 |
AirDelivery & Freight... |
|
|
VRIG |
Invesco Variable Rate Inves... |
337 |
Closed |
$25.16 |
$0 |
0 |
0% |
-286,000 |
-11,474 |
0 |
N/A |
|
|
ADSK |
Autodesk Inc |
324 |
Closed |
$218.63 |
$0 |
0 |
0% |
-1,290,000 |
-6,232 |
0 |
Technical & System So... |
|
|
XSEP |
Ft Cboe Vest Us Equity Enh ... |
311 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,084,000 |
-61,472 |
0 |
N/A |
|
|
SEEL |
Seelos Therapeutics Inc |
330 |
Closed |
$0.11 |
$0 |
0 |
0% |
-10,000 |
-56,533 |
0 |
Drug Manufacturers - ... |
|
|
CIU |
iShares Barclays Intermedia... |
317 |
Closed |
$50.86 |
$0 |
0 |
0% |
-205,000 |
-4,206 |
0 |
Closed - End Fund - E... |
|
|
SIXO |
Allianzim Us Large Cap 6 Mo... |
336 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,177,000 |
-43,223 |
0 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
323 |
Closed |
$119.48 |
$0 |
0 |
0% |
-222,000 |
-2,150 |
0 |
Closed - End Fund - Debt |
|
|
RGEN |
Repligen Corp |
310 |
Closed |
$164.89 |
$0 |
0 |
0% |
-210,000 |
-1,320 |
0 |
Biotechnology |
|
|
EMR |
Emerson Electric Co |
329 |
Closed |
$115.59 |
$0 |
0 |
0% |
-347,000 |
-3,589 |
0 |
Industrial Electrical... |
|
|
GOVT |
Ishares Barclays Us Treasur... |
316 |
Closed |
$0.00 |
$0 |
0 |
0% |
-294,000 |
-13,357 |
0 |
N/A |
|
|
SYY |
SYSCO Corp |
335 |
Closed |
$75.15 |
$0 |
0 |
0% |
-223,000 |
-3,381 |
0 |
Food Wholesale |
|
