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Oxinas Partners Wealth Management LLC Buys Global X U.S. Preferred ETF, Invesco Investment Grade Value ETF, Invesco S&P 500 Equal Weight Real Estate ETF, Sells Janus Henderson Short Duration Income ETF, Vanguard Mid-Cap Value ETF, ARK Innovation ETF

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Nov 01, 2021
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Investment company Oxinas Partners Wealth Management LLC (Current Portfolio) buys Global X U.S. Preferred ETF, Invesco Investment Grade Value ETF, Invesco S&P 500 Equal Weight Real Estate ETF, VictoryShares Nasdaq Next 50 ETF, Southwest Airlines Co, sells Janus Henderson Short Duration Income ETF, Vanguard Mid-Cap Value ETF, ARK Innovation ETF, Compass EMP US Small Cap High Dividend 100 Volatil, Freeport-McMoRan Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Oxinas Partners Wealth Management LLC. As of 2021Q3, Oxinas Partners Wealth Management LLC owns 151 stocks with a total value of $172 million. These are the details of the buys and sells.

For the details of Oxinas Partners Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/oxinas+partners+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Oxinas Partners Wealth Management LLC
  1. Global X U.S. Preferred ETF (PFFD) - 372,399 shares, 5.58% of the total portfolio. New Position
  2. Invesco Investment Grade Value ETF (IIGV) - 331,066 shares, 5.27% of the total portfolio. New Position
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 17,834 shares, 3.71% of the total portfolio. Shares added by 3.16%
  4. iShares Core S&P 500 ETF (IVV) - 14,258 shares, 3.57% of the total portfolio. Shares added by 4.23%
  5. Invesco S&P 500 Equal Weight Real Estate ETF (EWRE) - 153,506 shares, 3.28% of the total portfolio. New Position
New Purchase: Global X U.S. Preferred ETF (PFFD)

Oxinas Partners Wealth Management LLC initiated holding in Global X U.S. Preferred ETF. The purchase prices were between $25.47 and $26.01, with an estimated average price of $25.77. The stock is now traded at around $25.945000. The impact to a portfolio due to this purchase was 5.58%. The holding were 372,399 shares as of 2021-09-30.

New Purchase: Invesco Investment Grade Value ETF (IIGV)

Oxinas Partners Wealth Management LLC initiated holding in Invesco Investment Grade Value ETF. The purchase prices were between $27.39 and $27.94, with an estimated average price of $27.71. The stock is now traded at around $27.210000. The impact to a portfolio due to this purchase was 5.27%. The holding were 331,066 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)

Oxinas Partners Wealth Management LLC initiated holding in Invesco S&P 500 Equal Weight Real Estate ETF. The purchase prices were between $36.41 and $39.5, with an estimated average price of $37.82. The stock is now traded at around $38.630000. The impact to a portfolio due to this purchase was 3.28%. The holding were 153,506 shares as of 2021-09-30.

New Purchase: VictoryShares Nasdaq Next 50 ETF (QQQN)

Oxinas Partners Wealth Management LLC initiated holding in VictoryShares Nasdaq Next 50 ETF. The purchase prices were between $32.16 and $34.93, with an estimated average price of $33.61. The stock is now traded at around $34.755000. The impact to a portfolio due to this purchase was 1.17%. The holding were 61,602 shares as of 2021-09-30.

New Purchase: ARK Fintech Innovation ETF (ARKF)

Oxinas Partners Wealth Management LLC initiated holding in ARK Fintech Innovation ETF. The purchase prices were between $48.84 and $55.03, with an estimated average price of $52.24. The stock is now traded at around $54.045000. The impact to a portfolio due to this purchase was 0.87%. The holding were 30,226 shares as of 2021-09-30.

New Purchase: Moderna Inc (MRNA)

Oxinas Partners Wealth Management LLC initiated holding in Moderna Inc. The purchase prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $325.300000. The impact to a portfolio due to this purchase was 0.78%. The holding were 3,488 shares as of 2021-09-30.

Added: Southwest Airlines Co (LUV)

Oxinas Partners Wealth Management LLC added to a holding in Southwest Airlines Co by 317.54%. The purchase prices were between $47.36 and $53.86, with an estimated average price of $50.53. The stock is now traded at around $48.060000. The impact to a portfolio due to this purchase was 1.06%. The holding were 46,460 shares as of 2021-09-30.

Added: SPDR Bloomberg Barclays Convertible Securities ETF (CWB)

Oxinas Partners Wealth Management LLC added to a holding in SPDR Bloomberg Barclays Convertible Securities ETF by 137.36%. The purchase prices were between $83.45 and $88.58, with an estimated average price of $86.07. The stock is now traded at around $88.380000. The impact to a portfolio due to this purchase was 0.9%. The holding were 31,503 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

Oxinas Partners Wealth Management LLC added to a holding in iShares Global Tech ETF by 416.86%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $60.181000. The impact to a portfolio due to this purchase was 0.6%. The holding were 22,385 shares as of 2021-09-30.

Added: Materials Select Sector SPDR (XLB)

Oxinas Partners Wealth Management LLC added to a holding in Materials Select Sector SPDR by 142.92%. The purchase prices were between $79 and $86.13, with an estimated average price of $82.83. The stock is now traded at around $85.270000. The impact to a portfolio due to this purchase was 0.41%. The holding were 15,020 shares as of 2021-09-30.

Added: Sabre Corp (SABR)

Oxinas Partners Wealth Management LLC added to a holding in Sabre Corp by 38.11%. The purchase prices were between $9.54 and $12.59, with an estimated average price of $11.35. The stock is now traded at around $10.715000. The impact to a portfolio due to this purchase was 0.33%. The holding were 172,500 shares as of 2021-09-30.

Added: Penn National Gaming Inc (PENN)

Oxinas Partners Wealth Management LLC added to a holding in Penn National Gaming Inc by 51.11%. The purchase prices were between $65.08 and $84.84, with an estimated average price of $73.65. The stock is now traded at around $74.245900. The impact to a portfolio due to this purchase was 0.28%. The holding were 20,008 shares as of 2021-09-30.

Sold Out: Freeport-McMoRan Inc (FCX)

Oxinas Partners Wealth Management LLC sold out a holding in Freeport-McMoRan Inc. The sale prices were between $30.48 and $38.73, with an estimated average price of $35.25.

Sold Out: Devon Energy Corp (DVN)

Oxinas Partners Wealth Management LLC sold out a holding in Devon Energy Corp. The sale prices were between $24.93 and $35.75, with an estimated average price of $28.39.

Sold Out: Marathon Oil Corp (MRO)

Oxinas Partners Wealth Management LLC sold out a holding in Marathon Oil Corp. The sale prices were between $10.68 and $14.17, with an estimated average price of $12.08.

Sold Out: Tapestry Inc (TPR)

Oxinas Partners Wealth Management LLC sold out a holding in Tapestry Inc. The sale prices were between $37.02 and $44.7, with an estimated average price of $41.16.

Sold Out: The Energy Select Sector SPDR Fund (XLE)

Oxinas Partners Wealth Management LLC sold out a holding in The Energy Select Sector SPDR Fund. The sale prices were between $45.24 and $54.15, with an estimated average price of $49.03.

Sold Out: BTC iShares U.S. Industrials ETF (IYJ)

Oxinas Partners Wealth Management LLC sold out a holding in BTC iShares U.S. Industrials ETF. The sale prices were between $107.16 and $114.72, with an estimated average price of $111.98.



Here is the complete portfolio of Oxinas Partners Wealth Management LLC. Also check out:

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