Transform Wealth, LLC Buys Powell Industries Inc, Innovator U.S. Equity Power Buffer ETF - July, JPMorgan Ultra-Short Municipal Income ETF, Sells Amgen Inc, WestRock Co, iShares Russell 2000 ETF

• New Purchases: PJUL, JMST, CVS, CAPE, NUE, MLPX, CWB, BSEP, IAC, IEI, PSEP, TBF, DFAC, EEM, XLB, VCSH, PAPR, ORCC, FOCS, SONY, CMCSA,
• Added Positions: POWL, VOO, XLK, XLY, GD, BMY, WMT, QDF, XLV, IJR, SMH, IEFA, VIG, SHY, IVE, SPY, FPE, W, XLI, DIS, ABBV, AMZN, XLF, FB, NXPI, SCHW, URI, C, TSM, FDX, MU, FANG, ADM, KMX, XLC, SPYV, HD, SCHP, OTIS, DELL, ALLY, ZTS, ICE, NKE, BKNG, QCOM, EXC, PM, AMT, T,
• Reduced Positions: AMGN, WRK, IWM, GM, OLED, EOG, IJH, FTNT, HON, VCR, INTC, XLE, DOW, QQQ, ACN, WHR, DHI, TMO, IVV, ATVI, CAT, JNJ, HBI, MSCI, CSCO, GOOGL, IPG, USB, VZ, ALL, COST, DE, XOM, SJM, AVGO, VRSK, DVY, EFA, SPYG, PLD, ABT, MO, AXP, AMP, AJG, TFC, BRK.B, CACC, CCI, DUK, ECL, EPD, FCX, GILD, LHX, HPQ, MTCH, LMT, LOW, SPGI, MDT, MRK, PAYX, PEP, PG, SYK, UNP, DFS, CARR, ANGL, ITOT, IWN, IYW, PFF, RSP, SDY, VOX, MMM, BK, CVX, NEE, INFO, INTU, MCD, NFLX, ORLY, PKG, RPM, RSG, SNA, VRSN, WMB, WWD, CMG, PSX, SHOP, IJJ, IJK, IWD, SCHB, SCHX, VTI, VYM,
• Sold Out: VAW, VEU, VST, KRE, EEFT, GSY, 4LRA, MINT, FIS, ITW, ANET, DOCU,

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

1. Powell Industries Inc (POWL) - 2,534,155 shares, 7.14% of the total portfolio. Shares added by 1493.01%
2. Microsoft Corp (MSFT) - 114,311 shares, 3.70% of the total portfolio. Shares added by 0.41%
3. Apple Inc (AAPL) - 226,052 shares, 3.67% of the total portfolio. Shares added by 0.65%
4. Innovator U.S. Equity Power Buffer ETF - July (PJUL) - 987,964 shares, 3.37% of the total portfolio. New Position
5. iShares S&P 500 Value ETF (IVE) - 137,505 shares, 2.29% of the total portfolio. Shares added by 1.65%

Transform Wealth, LLC initiated holding in Innovator U.S. Equity Power Buffer ETF - July. The purchase prices were between $29.41 and $30.17, with an estimated average price of $29.9. The stock is now traded at around $30.400000. The impact to a portfolio due to this purchase was 3.37%. The holding were 987,964 shares as of 2021-09-30.

Transform Wealth, LLC initiated holding in JPMorgan Ultra-Short Municipal Income ETF. The purchase prices were between $51.02 and $51.09, with an estimated average price of $51.06. The stock is now traded at around $51.035000. The impact to a portfolio due to this purchase was 2.16%. The holding were 368,580 shares as of 2021-09-30.

Transform Wealth, LLC initiated holding in CVS Health Corp. The purchase prices were between $80.05 and $87.47, with an estimated average price of $83.8. The stock is now traded at around $88.620000. The impact to a portfolio due to this purchase was 0.97%. The holding were 100,016 shares as of 2021-09-30.

Transform Wealth, LLC initiated holding in Barclays Bank PLC ZC SP ETN REDEEM 12/10/2022 USD . The purchase prices were between $20.65 and $22.24, with an estimated average price of $21.52. The stock is now traded at around $22.200000. The impact to a portfolio due to this purchase was 0.59%. The holding were 242,407 shares as of 2021-09-30.

Transform Wealth, LLC initiated holding in Nucor Corp. The purchase prices were between $90.04 and $126.17, with an estimated average price of $106.28. The stock is now traded at around $109.390000. The impact to a portfolio due to this purchase was 0.56%. The holding were 49,664 shares as of 2021-09-30.

Transform Wealth, LLC initiated holding in Global X MLP & Energy Infrastructure ETF. The purchase prices were between $32.27 and $36.42, with an estimated average price of $34.47. The stock is now traded at around $38.770000. The impact to a portfolio due to this purchase was 0.46%. The holding were 111,339 shares as of 2021-09-30.

Transform Wealth, LLC added to a holding in Powell Industries Inc by 1493.01%. The purchase prices were between $23.25 and $30.97, with an estimated average price of $27.01. The stock is now traded at around $25.980000. The impact to a portfolio due to this purchase was 6.69%. The holding were 2,534,155 shares as of 2021-09-30.

Transform Wealth, LLC added to a holding in Vanguard S&P 500 ETF by 611.73%. The purchase prices were between $389.4 and $415.37, with an estimated average price of $404.42. The stock is now traded at around $421.410000. The impact to a portfolio due to this purchase was 1.41%. The holding were 36,177 shares as of 2021-09-30.

Transform Wealth, LLC added to a holding in Technology Select Sector SPDR ETF by 1420.59%. The purchase prices were between $147.65 and $159.42, with an estimated average price of $154.06. The stock is now traded at around $160.840000. The impact to a portfolio due to this purchase was 1.21%. The holding were 75,178 shares as of 2021-09-30.

Transform Wealth, LLC added to a holding in Consumer Discretionary Select Sector SPDR by 1957.25%. The purchase prices were between $175.67 and $185.89, with an estimated average price of $181.44. The stock is now traded at around $200.630000. The impact to a portfolio due to this purchase was 0.9%. The holding were 45,959 shares as of 2021-09-30.

Transform Wealth, LLC added to a holding in General Dynamics Corp by 367.43%. The purchase prices were between $184.09 and $204.4, with an estimated average price of $195.74. The stock is now traded at around $202.610000. The impact to a portfolio due to this purchase was 0.24%. The holding were 13,546 shares as of 2021-09-30.

Transform Wealth, LLC added to a holding in Bristol-Myers Squibb Co by 26.20%. The purchase prices were between $59.17 and $69.31, with an estimated average price of $65.87. The stock is now traded at around $57.130000. The impact to a portfolio due to this purchase was 0.2%. The holding were 143,427 shares as of 2021-09-30.

Transform Wealth, LLC sold out a holding in Vanguard Materials ETF. The sale prices were between $172.22 and $188.21, with an estimated average price of $180.96.

Transform Wealth, LLC sold out a holding in Vanguard FTSE All-World ex-US ETF. The sale prices were between $60.96 and $64.22, with an estimated average price of $62.6.

Transform Wealth, LLC sold out a holding in Vistra Corp. The sale prices were between $16.77 and $19.47, with an estimated average price of $18.5.

Transform Wealth, LLC sold out a holding in SPDR S&P Regional Banking ETF. The sale prices were between $59.55 and $68.61, with an estimated average price of $64.

Transform Wealth, LLC sold out a holding in Euronet Worldwide Inc. The sale prices were between $123.7 and $142.82, with an estimated average price of $132.76.

Transform Wealth, LLC sold out a holding in Invesco Ultra Short Duration ETF. The sale prices were between $50.41 and $50.47, with an estimated average price of $50.44.