Get Premium to unlock powerful stock data

Howard Wealth Management, LLC Buys Nuveen S&P 500 Dynamic Overwrite Fund, BTC iShares J.P. Morgan EM High Yield Bond ETF, RiverNorth Managed Duration Muni Inc Fd, Sells Roku Inc, McDonald's Corp, New York Community Bancorp Inc

Author's Avatar
insider
Oct 19, 2021
Article's Main Image
Investment company Howard Wealth Management, LLC (Current Portfolio) buys Nuveen S&P 500 Dynamic Overwrite Fund, BTC iShares J.P. Morgan EM High Yield Bond ETF, RiverNorth Managed Duration Muni Inc Fd, RiverNorth Managed Duration Muni Inc Fd, iShares U.S. Medical Devices ETF, sells Roku Inc, McDonald's Corp, New York Community Bancorp Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Howard Wealth Management, LLC. As of 2021Q3, Howard Wealth Management, LLC owns 126 stocks with a total value of $179 million. These are the details of the buys and sells.

For the details of Howard Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/howard+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Howard Wealth Management, LLC
  1. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 122,345 shares, 6.97% of the total portfolio. Shares added by 0.68%
  2. Vanguard Growth ETF (VUG) - 31,919 shares, 5.18% of the total portfolio. Shares reduced by 1.73%
  3. Vanguard High Dividend Yield Indx ETF (VYM) - 87,700 shares, 5.07% of the total portfolio. Shares reduced by 0.91%
  4. Vanguard Total Bond Market ETF (BND) - 82,440 shares, 3.94% of the total portfolio. Shares reduced by 0.85%
  5. Vanguard Small Cap ETF (VB) - 32,018 shares, 3.91% of the total portfolio. Shares added by 0.88%
New Purchase: Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)

Howard Wealth Management, LLC initiated holding in Nuveen S&P 500 Dynamic Overwrite Fund. The purchase prices were between $17.08 and $18.42, with an estimated average price of $18.04. The stock is now traded at around $17.720000. The impact to a portfolio due to this purchase was 2.85%. The holding were 298,398 shares as of 2021-09-30.

New Purchase: BTC iShares J.P. Morgan EM High Yield Bond ETF (EMHY)

Howard Wealth Management, LLC initiated holding in BTC iShares J.P. Morgan EM High Yield Bond ETF. The purchase prices were between $44.1 and $45.48, with an estimated average price of $44.9. The stock is now traded at around $43.960000. The impact to a portfolio due to this purchase was 0.31%. The holding were 12,660 shares as of 2021-09-30.

New Purchase: RiverNorth Managed Duration Muni Inc Fd (RMM)

Howard Wealth Management, LLC initiated holding in RiverNorth Managed Duration Muni Inc Fd. The purchase prices were between $19.7 and $21.57, with an estimated average price of $21.03. The stock is now traded at around $19.640000. The impact to a portfolio due to this purchase was 0.28%. The holding were 25,315 shares as of 2021-09-30.

New Purchase: RiverNorth Managed Duration Muni Inc Fd (RMM)

Howard Wealth Management, LLC initiated holding in RiverNorth Managed Duration Muni Inc Fd. The purchase prices were between $19.7 and $21.57, with an estimated average price of $21.03. The stock is now traded at around $19.640000. The impact to a portfolio due to this purchase was 0.28%. The holding were 25,315 shares as of 2021-09-30.

New Purchase: Amplify High Income ETF (YYY)

Howard Wealth Management, LLC initiated holding in Amplify High Income ETF. The purchase prices were between $16.64 and $17.3, with an estimated average price of $17.05. The stock is now traded at around $17.128800. The impact to a portfolio due to this purchase was 0.15%. The holding were 16,415 shares as of 2021-09-30.

New Purchase: Angel Oak Financial Strats Income Term (FINS)

Howard Wealth Management, LLC initiated holding in Angel Oak Financial Strats Income Term. The purchase prices were between $16.97 and $18.45, with an estimated average price of $18.09. The stock is now traded at around $16.850000. The impact to a portfolio due to this purchase was 0.14%. The holding were 14,680 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Howard Wealth Management, LLC added to a holding in iShares U.S. Medical Devices ETF by 487.15%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $63.750000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,255 shares as of 2021-09-30.

Sold Out: Roku Inc (ROKU)

Howard Wealth Management, LLC sold out a holding in Roku Inc. The sale prices were between $302.92 and $479.5, with an estimated average price of $377.12.

Sold Out: McDonald's Corp (MCD)

Howard Wealth Management, LLC sold out a holding in McDonald's Corp. The sale prices were between $229.26 and $248.11, with an estimated average price of $238.61.

Sold Out: New York Community Bancorp Inc (NYCB)

Howard Wealth Management, LLC sold out a holding in New York Community Bancorp Inc. The sale prices were between $10.92 and $13.13, with an estimated average price of $12.09.



Here is the complete portfolio of Howard Wealth Management, LLC. Also check out:

1. Howard Wealth Management, LLC's Undervalued Stocks
2. Howard Wealth Management, LLC's Top Growth Companies, and
3. Howard Wealth Management, LLC's High Yield stocks
4. Stocks that Howard Wealth Management, LLC keeps buying

Become a Premium Member to See This: (Free Trial):

» Take a Free Trial of Premium Membership

Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus