Juncture Wealth Strategies, Llc Buys iShares Russell 2000 ETF, Invesco Optimum Yield Diversified Commodity, Global X Uranium ETF, Sells Schwab U.S. Broad Market ETF, Vanguard Mid-Cap Growth ETF, SPDR Portfolio S&P 500 Value ETF

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Apr 15, 2021
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Scottsdale, AZ, based Investment company Juncture Wealth Strategies, Llc (Current Portfolio) buys iShares Russell 2000 ETF, Invesco Optimum Yield Diversified Commodity, Global X Uranium ETF, Industrial Select Sector SPDR, Materials Select Sector SPDR, sells Schwab U.S. Broad Market ETF, Vanguard Mid-Cap Growth ETF, SPDR Portfolio S&P 500 Value ETF, Schwab U.S. Mid-Cap ETF, Schwab Short-Term U.S. Treasury ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Juncture Wealth Strategies, Llc. As of 2021Q1, Juncture Wealth Strategies, Llc owns 98 stocks with a total value of $149 million. These are the details of the buys and sells.

For the details of JUNCTURE WEALTH STRATEGIES, LLC's stock buys and sells,go to https://www.gurufocus.com/guru/juncture+wealth+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of JUNCTURE WEALTH STRATEGIES, LLC
  1. Schwab U.S. Broad Market ETF (SCHB) - 194,978 shares, 12.55% of the total portfolio. Shares reduced by 31.76%
  2. iShares MSCI Emerging Markets ETF (EEM) - 247,559 shares, 8.80% of the total portfolio. Shares reduced by 10.92%
  3. SPDR Portfolio S&P 500 Value ETF (SPYV) - 257,829 shares, 6.58% of the total portfolio. Shares reduced by 20.95%
  4. iShares Russell 2000 ETF (IWM) - 37,223 shares, 5.43% of the total portfolio. New Position
  5. Schwab US Dividend Equity ETF (SCHD) - 85,685 shares, 4.20% of the total portfolio. Shares added by 11.21%
New Purchase: iShares Russell 2000 ETF (IWM)

Juncture Wealth Strategies, Llc initiated holding in iShares Russell 2000 ETF. The purchase prices were between $193.14 and $233.98, with an estimated average price of $217.96. The stock is now traded at around $224.290000. The impact to a portfolio due to this purchase was 5.43%. The holding were 37,223 shares as of 2021-03-31.

New Purchase: Global X Uranium ETF (URA)

Juncture Wealth Strategies, Llc initiated holding in Global X Uranium ETF. The purchase prices were between $14.52 and $20.33, with an estimated average price of $17.41. The stock is now traded at around $19.320000. The impact to a portfolio due to this purchase was 1.59%. The holding were 127,793 shares as of 2021-03-31.

New Purchase: Materials Select Sector SPDR (XLB)

Juncture Wealth Strategies, Llc initiated holding in Materials Select Sector SPDR. The purchase prices were between $70.34 and $79.69, with an estimated average price of $75.18. The stock is now traded at around $81.670000. The impact to a portfolio due to this purchase was 1.25%. The holding were 23,550 shares as of 2021-03-31.

New Purchase: United States Oil Fund (USO)

Juncture Wealth Strategies, Llc initiated holding in United States Oil Fund. The purchase prices were between $32.38 and $44.6, with an estimated average price of $39.21. The stock is now traded at around $43.270000. The impact to a portfolio due to this purchase was 1.25%. The holding were 45,314 shares as of 2021-03-31.

New Purchase: Industrial Select Sector SPDR (XLI)

Juncture Wealth Strategies, Llc initiated holding in Industrial Select Sector SPDR. The purchase prices were between $84.51 and $98.77, with an estimated average price of $91.33. The stock is now traded at around $100.920000. The impact to a portfolio due to this purchase was 1.25%. The holding were 18,872 shares as of 2021-03-31.

New Purchase: SPDR S&P Regional Banking ETF (KRE)

Juncture Wealth Strategies, Llc initiated holding in SPDR S&P Regional Banking ETF. The purchase prices were between $51.46 and $70.75, with an estimated average price of $62.15. The stock is now traded at around $66.940000. The impact to a portfolio due to this purchase was 1.22%. The holding were 27,112 shares as of 2021-03-31.

Added: Invesco Optimum Yield Diversified Commodity (PDBC)

Juncture Wealth Strategies, Llc added to a holding in Invesco Optimum Yield Diversified Commodity by 315.45%. The purchase prices were between $15.21 and $18.16, with an estimated average price of $16.83. The stock is now traded at around $18.170000. The impact to a portfolio due to this purchase was 1.99%. The holding were 227,119 shares as of 2021-03-31.

Added: Global X Lithium & Battery Tech ETF (LIT)

Juncture Wealth Strategies, Llc added to a holding in Global X Lithium & Battery Tech ETF by 442.56%. The purchase prices were between $55.15 and $74.31, with an estimated average price of $65.34. The stock is now traded at around $61.270000. The impact to a portfolio due to this purchase was 0.89%. The holding were 28,148 shares as of 2021-03-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Juncture Wealth Strategies, Llc added to a holding in iShares Core U.S. Aggregate Bond ETF by 20.18%. The purchase prices were between $113.25 and $117.47, with an estimated average price of $115.44. The stock is now traded at around $114.840000. The impact to a portfolio due to this purchase was 0.54%. The holding were 42,330 shares as of 2021-03-31.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Juncture Wealth Strategies, Llc added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 42.30%. The purchase prices were between $92.44 and $96.49, with an estimated average price of $94.68. The stock is now traded at around $94.010000. The impact to a portfolio due to this purchase was 0.54%. The holding were 28,931 shares as of 2021-03-31.

Added: iShares S&P Small-Cap 600 Value ETF (IJS)

Juncture Wealth Strategies, Llc added to a holding in iShares S&P Small-Cap 600 Value ETF by 20.06%. The purchase prices were between $80.09 and $107.56, with an estimated average price of $94.36. The stock is now traded at around $102.170000. The impact to a portfolio due to this purchase was 0.49%. The holding were 43,733 shares as of 2021-03-31.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Juncture Wealth Strategies, Llc added to a holding in iShares 1-3 Year Credit Bond ETF by 27.54%. The purchase prices were between $54.42 and $54.93, with an estimated average price of $54.75. The stock is now traded at around $54.780000. The impact to a portfolio due to this purchase was 0.46%. The holding were 57,858 shares as of 2021-03-31.

Sold Out: ProShares UltraShort Russell2000 (TWM)

Juncture Wealth Strategies, Llc sold out a holding in ProShares UltraShort Russell2000. The sale prices were between $13.38 and $20.56, with an estimated average price of $15.8.

Sold Out: Apple Inc (AAPL)

Juncture Wealth Strategies, Llc sold out a holding in Apple Inc. The sale prices were between $116.36 and $143.16, with an estimated average price of $128.47.

Sold Out: VanEck Vectors Gold Miners ETF (GDX)

Juncture Wealth Strategies, Llc sold out a holding in VanEck Vectors Gold Miners ETF. The sale prices were between $30.9 and $38.51, with an estimated average price of $34.07.

Sold Out: SPDR Gold Shares ETF (GLD)

Juncture Wealth Strategies, Llc sold out a holding in SPDR Gold Shares ETF. The sale prices were between $157.49 and $182.87, with an estimated average price of $168.06.

Sold Out: Vanguard Total Stock Market ETF (VTI)

Juncture Wealth Strategies, Llc sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $191.23 and $208.16, with an estimated average price of $201.72.

Sold Out: ProShares Short Russell2000 (RWM)

Juncture Wealth Strategies, Llc sold out a holding in ProShares Short Russell2000. The sale prices were between $20.93 and $25.8, with an estimated average price of $22.65.



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