| |
|
|
| Name: |
Gateway Wealth Partners LLC |
| City: |
APPLETON |
| State: |
WI |
| Zip: |
54911 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
38 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
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 |
|
SNPE |
Xtrackers S&p 500 Esg Etf |
4 |
New |
$0.00 |
$6,664,000 |
153,047 |
2.68% |
6,664,000 |
153,047 |
1.314 |
N/A |
|
|
PBW |
Invesco WilderHill Clean En... |
51 |
New |
$21.06 |
$1,276,000 |
42,922 |
0.51% |
1,276,000 |
42,922 |
0.286 |
Closed - End Fund - Debt |
|
|
NULV |
Nushares Esg Large Cap Valu... |
61 |
New |
$0.00 |
$1,051,000 |
29,272 |
0.42% |
1,051,000 |
29,272 |
0.012 |
N/A |
|
|
OEF |
iShares S&P 100 Index |
74 |
New |
$247.84 |
$796,000 |
3,564 |
0.32% |
796,000 |
3,564 |
0.008 |
Closed - End Fund - E... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
80 |
New |
$0.00 |
$679,000 |
18,666 |
0.27% |
679,000 |
18,666 |
0.002 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
97 |
New |
$336.67 |
$561,000 |
1,851 |
0.23% |
561,000 |
1,851 |
0.001 |
Closed - End Fund - E... |
|
|
DFAS |
Dimensional U S Small Cap Etf |
101 |
New |
$61.34 |
$534,000 |
8,954 |
0.22% |
534,000 |
8,954 |
0.01 |
N/A |
|
|
QTEC |
First Trust NASDAQ-100-Tech... |
104 |
New |
$184.74 |
$502,000 |
2,859 |
0.2% |
502,000 |
2,859 |
0.012 |
Closed - End Fund - Debt |
|
|
SPHB |
Invesco S&P 500 High Beta ETF |
112 |
New |
$83.35 |
$465,000 |
5,640 |
0.19% |
465,000 |
5,640 |
0.022 |
N/A |
|
|
EMXC |
Ishares Msci Emerging Marke... |
119 |
New |
$0.00 |
$429,000 |
7,743 |
0.17% |
429,000 |
7,743 |
0.001 |
N/A |
|
|
PDI |
Pimco Dynamic Income Fund |
127 |
New |
$0.00 |
$388,000 |
21,594 |
0.16% |
388,000 |
21,594 |
0.047 |
N/A |
|
|
SPHQ |
Powershares S&P 500 High Q |
151 |
New |
$60.12 |
$309,000 |
5,715 |
0.12% |
309,000 |
5,715 |
0.006 |
Closed - End Fund - Debt |
|
|
MMTM |
Spdr S |
159 |
New |
$0.00 |
$290,000 |
1,434 |
0.12% |
290,000 |
1,434 |
0.322 |
N/A |
|
|
EXG |
Eaton Vance Tax-Managed Glo... |
162 |
New |
$8.30 |
$287,000 |
37,190 |
0.12% |
287,000 |
37,190 |
0.012 |
Closed - End Fund - E... |
|
|
FBT |
First Trust NYSE Arca Biote... |
163 |
New |
$148.98 |
$286,000 |
1,812 |
0.12% |
286,000 |
1,812 |
0.015 |
Closed - End Fund - Debt |
|
|
XHB |
SPDR S&P Homebuilders |
164 |
New |
$107.51 |
$285,000 |
2,982 |
0.11% |
285,000 |
2,982 |
0.001 |
Closed - End Fund - E... |
|
|
IXC |
iShares tr S&P Glbl Energy |
175 |
New |
$43.71 |
$258,000 |
6,608 |
0.1% |
258,000 |
6,608 |
0.007 |
Closed - End Fund - E... |
|
|
JGRO |
Jpmorgan Active Growth Etf |
177 |
New |
$0.00 |
$250,000 |
4,097 |
0.1% |
250,000 |
4,097 |
0.046 |
N/A |
|
|
JAVA |
Jpmorgan Active Value Etf |
178 |
New |
$59.84 |
$246,000 |
4,428 |
0.1% |
246,000 |
4,428 |
0.057 |
N/A |
|
|
LWC |
SPDR Series Trust |
179 |
New |
$22.41 |
$246,000 |
10,360 |
0.1% |
246,000 |
10,360 |
0 |
N/A |
|
|
FBND |
Fidelity Total Bond Etf |
183 |
New |
$0.00 |
$242,000 |
5,260 |
0.1% |
242,000 |
5,260 |
0 |
N/A |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
184 |
New |
$42.50 |
$240,000 |
5,975 |
0.1% |
240,000 |
5,975 |
0.001 |
Closed - End Fund - E... |
|
|
ETE |
Energy Transfer Equity LP |
190 |
New |
$15.94 |
$234,000 |
16,961 |
0.09% |
234,000 |
16,961 |
0.001 |
Oil & Gas Pipelines &... |
|
|
SUSC |
Ishares Esg Usd Corporate Bond |
194 |
New |
$0.00 |
$229,000 |
9,820 |
0.09% |
229,000 |
9,820 |
0.011 |
N/A |
|
|
MMLG |
First Trust Multimanager La... |
193 |
New |
$0.00 |
$229,000 |
9,567 |
0.09% |
229,000 |
9,567 |
0.117 |
N/A |
|
|
DVY |
iShares Dow Select Div |
195 |
New |
$124.24 |
$228,000 |
1,944 |
0.09% |
228,000 |
1,944 |
0.002 |
Closed - End Fund - E... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
196 |
New |
$547.09 |
$228,000 |
450 |
0.09% |
228,000 |
450 |
0 |
Closed - End Fund - E... |
|
|
ROBT |
First Trust Nasdaq Artifici... |
202 |
New |
$0.00 |
$223,000 |
4,891 |
0.09% |
223,000 |
4,891 |
0.005 |
N/A |
|
|
CHI |
Calamos Convertible Opportu... |
205 |
New |
$11.24 |
$220,000 |
21,261 |
0.09% |
220,000 |
21,261 |
0 |
Closed - End Fund - Debt |
|
|
BUFR |
First Tr Exchng Traded Fd Vi |
208 |
New |
$0.00 |
$217,000 |
8,151 |
0.09% |
217,000 |
8,151 |
0 |
N/A |
|
|
RPG |
Invesco S&P 500 Pure Growth... |
206 |
New |
$35.38 |
$217,000 |
6,722 |
0.09% |
217,000 |
6,722 |
0.017 |
Closed - End Fund - E... |
|
|
SKYY |
First Trust Ise Cloud Compu... |
211 |
New |
$93.23 |
$213,000 |
2,433 |
0.09% |
213,000 |
2,433 |
0 |
N/A |
|
|
GCOW |
Pacer Global Cash Cows Divi... |
213 |
New |
$0.00 |
$212,000 |
6,174 |
0.09% |
212,000 |
6,174 |
0.05 |
N/A |
|
|
JEMA |
Jpmorgan Activebuilders Eme... |
215 |
New |
$0.00 |
$211,000 |
5,833 |
0.09% |
211,000 |
5,833 |
0.009 |
N/A |
|
|
USXF |
Ishares Esg Advanced Msci U... |
219 |
New |
$0.00 |
$205,000 |
5,150 |
0.08% |
205,000 |
5,150 |
0.004 |
N/A |
|
|
VTR |
Ventas Inc |
221 |
New |
$47.56 |
$202,000 |
4,056 |
0.08% |
202,000 |
4,056 |
0.001 |
REIT - Healthcare Fac... |
|
|
AGNC |
AGNC Investment Corp |
222 |
New |
$9.66 |
$122,000 |
12,434 |
0.05% |
122,000 |
12,434 |
0.002 |
REIT - Housing/Apartm... |
|
|
MPW |
Medical Properties Trust Inc |
223 |
New |
$4.78 |
$99,000 |
20,154 |
0.04% |
99,000 |
20,154 |
0.004 |
REIT - Healthcare Fac... |
|
