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Smart Portfolios, LLC Buys Schwab Short-Term U.S. Treasury ETF, JPMorgan Ultra-Short Income ETF, JPMorgan Short Duration Core Plus ETF, Sells JPMorgan U.S. Aggregate Bond ETF, Health Care Select Sector SPDR, Consumer Staples Select Sector SPDR

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Nov 10, 2021
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Seattle, WA, based Investment company Smart Portfolios, LLC (Current Portfolio) buys Schwab Short-Term U.S. Treasury ETF, JPMorgan Ultra-Short Income ETF, JPMorgan Short Duration Core Plus ETF, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun, First Trust STOXX European Select Dividend Income , sells JPMorgan U.S. Aggregate Bond ETF, Health Care Select Sector SPDR, Consumer Staples Select Sector SPDR, PIMCO Enhanced Short Maturity Active Exchange-Trad, BTC iShares MSCI India ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Smart Portfolios, LLC. As of 2021Q3, Smart Portfolios, LLC owns 50 stocks with a total value of $125 million. These are the details of the buys and sells.

For the details of Smart Portfolios, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/smart+portfolios%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Smart Portfolios, LLC
  1. JPMorgan Ultra-Short Income ETF (JPST) - 266,333 shares, 10.77% of the total portfolio. Shares added by 51.60%
  2. First Trust Enhanced Short Maturity ETF (FTSM) - 181,220 shares, 8.66% of the total portfolio. Shares reduced by 2.51%
  3. ETCT EMQQ The Emerging Markets Internet and Ecomme (EMQQ) - 165,635 shares, 6.55% of the total portfolio. Shares added by 12.55%
  4. First Trust Consumer Staples AlphaDEX Fund (FXG) - 144,324 shares, 6.48% of the total portfolio. Shares added by 0.03%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 21,497 shares, 6.13% of the total portfolio. Shares reduced by 7.36%
New Purchase: Schwab Short-Term U.S. Treasury ETF (SCHO)

Smart Portfolios, LLC initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $51.14 and $51.26, with an estimated average price of $51.2. The stock is now traded at around $50.980000. The impact to a portfolio due to this purchase was 5.33%. The holding were 130,518 shares as of 2021-09-30.

New Purchase: JPMorgan Short Duration Core Plus ETF (JSCP)

Smart Portfolios, LLC initiated holding in JPMorgan Short Duration Core Plus ETF. The purchase prices were between $50 and $50.21, with an estimated average price of $50.09. The stock is now traded at around $49.940000. The impact to a portfolio due to this purchase was 3.09%. The holding were 77,358 shares as of 2021-09-30.

New Purchase: PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun (STPZ)

Smart Portfolios, LLC initiated holding in PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun. The purchase prices were between $53.98 and $54.97, with an estimated average price of $54.57. The stock is now traded at around $55.380000. The impact to a portfolio due to this purchase was 2.06%. The holding were 47,115 shares as of 2021-09-30.

New Purchase: First Trust STOXX European Select Dividend Income (FDD)

Smart Portfolios, LLC initiated holding in First Trust STOXX European Select Dividend Income . The purchase prices were between $13.89 and $14.9, with an estimated average price of $14.45. The stock is now traded at around $14.330000. The impact to a portfolio due to this purchase was 1.25%. The holding were 112,587 shares as of 2021-09-30.

New Purchase: ARK Next Generation Internet ETF (ARKW)

Smart Portfolios, LLC initiated holding in ARK Next Generation Internet ETF. The purchase prices were between $137.41 and $154.33, with an estimated average price of $147.76. The stock is now traded at around $152.550000. The impact to a portfolio due to this purchase was 0.89%. The holding were 8,041 shares as of 2021-09-30.

New Purchase: Amplify Online Retail ETF (IBUY)

Smart Portfolios, LLC initiated holding in Amplify Online Retail ETF. The purchase prices were between $109.27 and $129.35, with an estimated average price of $118.32. The stock is now traded at around $109.300000. The impact to a portfolio due to this purchase was 0.63%. The holding were 7,284 shares as of 2021-09-30.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Smart Portfolios, LLC added to a holding in JPMorgan Ultra-Short Income ETF by 51.60%. The purchase prices were between $50.6 and $50.67, with an estimated average price of $50.64. The stock is now traded at around $50.620000. The impact to a portfolio due to this purchase was 3.67%. The holding were 266,333 shares as of 2021-09-30.

Added: iShares Select Dividend ETF (DVY)

Smart Portfolios, LLC added to a holding in iShares Select Dividend ETF by 55.43%. The purchase prices were between $111.54 and $118.84, with an estimated average price of $115.94. The stock is now traded at around $120.200000. The impact to a portfolio due to this purchase was 1.2%. The holding were 36,793 shares as of 2021-09-30.

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Smart Portfolios, LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 55.86%. The purchase prices were between $48.9 and $53.52, with an estimated average price of $51.26. The stock is now traded at around $51.060000. The impact to a portfolio due to this purchase was 0.9%. The holding were 62,682 shares as of 2021-09-30.

Added: GLOBAL X FDS (RNRG)

Smart Portfolios, LLC added to a holding in GLOBAL X FDS by 89.07%. The purchase prices were between $15.58 and $16.66, with an estimated average price of $16.2. The stock is now traded at around $16.220000. The impact to a portfolio due to this purchase was 0.22%. The holding were 36,578 shares as of 2021-09-30.

Sold Out: BTC iShares MSCI India ETF (INDA)

Smart Portfolios, LLC sold out a holding in BTC iShares MSCI India ETF. The sale prices were between $43.81 and $50.07, with an estimated average price of $46.64.

Sold Out: WisdomTree U.S. Dividend Growth Fund (DGRW)

Smart Portfolios, LLC sold out a holding in WisdomTree U.S. Dividend Growth Fund. The sale prices were between $58.78 and $62.51, with an estimated average price of $60.95.

Sold Out: iShares Russell 1000 Value ETF (IWD)

Smart Portfolios, LLC sold out a holding in iShares Russell 1000 Value ETF. The sale prices were between $153.84 and $163.24, with an estimated average price of $159.58.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Smart Portfolios, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $114.8 and $117.93, with an estimated average price of $116.69.

Sold Out: Industrial Select Sector SPDR (XLI)

Smart Portfolios, LLC sold out a holding in Industrial Select Sector SPDR. The sale prices were between $97.84 and $105.19, with an estimated average price of $102.44.

Sold Out: Financial Select Sector SPDR (XLF)

Smart Portfolios, LLC sold out a holding in Financial Select Sector SPDR. The sale prices were between $34.96 and $38.83, with an estimated average price of $37.28.



Here is the complete portfolio of Smart Portfolios, LLC. Also check out:

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