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Petix & Botte Co Buys FIRST TR EXCH VII, ISHARES TRUST, First Trust Low Duration Mortgage Opportunities ET, Sells PowerShares QQQ Trust Ser 1, First Trust Capital Strength ETF, SPDR Gold MiniShares Trust

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Nov 12, 2021
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Investment company Petix & Botte Co (Current Portfolio) buys FIRST TR EXCH VII, ISHARES TRUST, First Trust Low Duration Mortgage Opportunities ET, ISHARES TRUST, Vanguard Intermediate-Term Corporate Bond ETF, sells PowerShares QQQ Trust Ser 1, First Trust Capital Strength ETF, SPDR Gold MiniShares Trust, Invesco S&P MidCap Low Volatility ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Petix & Botte Co. As of 2021Q3, Petix & Botte Co owns 113 stocks with a total value of $295 million. These are the details of the buys and sells.

For the details of Petix & Botte Co's stock buys and sells, go to https://www.gurufocus.com/guru/petix+%26+botte+co/current-portfolio/portfolio

These are the top 5 holdings of Petix & Botte Co
  1. ISHARES TRUST (IUSG) - 205,091 shares, 7.12% of the total portfolio. Shares added by 118.52%
  2. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 196,703 shares, 6.29% of the total portfolio. Shares added by 107.39%
  3. ISHARES TRUST (IUSV) - 250,175 shares, 6.01% of the total portfolio. Shares added by 125.66%
  4. First Trust Low Duration Mortgage Opportunities ET (LMBS) - 333,817 shares, 5.72% of the total portfolio. Shares added by 144.15%
  5. Vanguard Total Bond Market ETF (BND) - 197,431 shares, 5.71% of the total portfolio. Shares added by 113.30%
New Purchase: FIRST TR EXCH VII (FTGC)

Petix & Botte Co initiated holding in FIRST TR EXCH VII. The purchase prices were between $22.72 and $24.29, with an estimated average price of $23.64. The stock is now traded at around $25.185000. The impact to a portfolio due to this purchase was 4.88%. The holding were 597,464 shares as of 2021-09-30.

New Purchase: Tesla Inc (TSLA)

Petix & Botte Co initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1026.110000. The impact to a portfolio due to this purchase was 0.13%. The holding were 510 shares as of 2021-09-30.

New Purchase: Invesco BuyBack Achievers ETF (PKW)

Petix & Botte Co initiated holding in Invesco BuyBack Achievers ETF. The purchase prices were between $87.21 and $95.49, with an estimated average price of $91.87. The stock is now traded at around $97.660000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,386 shares as of 2021-09-30.

New Purchase: Procter & Gamble Co (PG)

Petix & Botte Co initiated holding in Procter & Gamble Co. The purchase prices were between $135.24 and $145.68, with an estimated average price of $141.69. The stock is now traded at around $146.410000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,784 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Pure Growth ETF (RPG)

Petix & Botte Co initiated holding in Invesco S&P 500 Pure Growth ETF. The purchase prices were between $182.77 and $205.84, with an estimated average price of $195.45. The stock is now traded at around $217.720000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,772 shares as of 2021-09-30.

New Purchase: Invesco Variable Rate Preferred ETF (VRP)

Petix & Botte Co initiated holding in Invesco Variable Rate Preferred ETF. The purchase prices were between $26.07 and $26.38, with an estimated average price of $26.21. The stock is now traded at around $26.090000. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,883 shares as of 2021-09-30.

Added: ISHARES TRUST (IUSG)

Petix & Botte Co added to a holding in ISHARES TRUST by 118.52%. The purchase prices were between $101.22 and $109.25, with an estimated average price of $105.45. The stock is now traded at around $113.769400. The impact to a portfolio due to this purchase was 3.86%. The holding were 205,091 shares as of 2021-09-30.

Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)

Petix & Botte Co added to a holding in First Trust Low Duration Mortgage Opportunities ET by 144.15%. The purchase prices were between $50.44 and $50.64, with an estimated average price of $50.54. The stock is now traded at around $50.213500. The impact to a portfolio due to this purchase was 3.38%. The holding were 333,817 shares as of 2021-09-30.

Added: ISHARES TRUST (IUSV)

Petix & Botte Co added to a holding in ISHARES TRUST by 125.66%. The purchase prices were between $69.51 and $73.69, with an estimated average price of $72.22. The stock is now traded at around $75.340000. The impact to a portfolio due to this purchase was 3.35%. The holding were 250,175 shares as of 2021-09-30.

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

Petix & Botte Co added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 107.39%. The purchase prices were between $94.06 and $95.6, with an estimated average price of $94.94. The stock is now traded at around $93.530000. The impact to a portfolio due to this purchase was 3.26%. The holding were 196,703 shares as of 2021-09-30.

Added: First Trust Value Line Dividend Index Fund (FVD)

Petix & Botte Co added to a holding in First Trust Value Line Dividend Index Fund by 131.42%. The purchase prices were between $39.2 and $41.55, with an estimated average price of $40.45. The stock is now traded at around $41.820000. The impact to a portfolio due to this purchase was 3.08%. The holding were 408,522 shares as of 2021-09-30.

Added: Vanguard Total Bond Market ETF (BND)

Petix & Botte Co added to a holding in Vanguard Total Bond Market ETF by 113.30%. The purchase prices were between $85.19 and $86.45, with an estimated average price of $85.93. The stock is now traded at around $85.120000. The impact to a portfolio due to this purchase was 3.03%. The holding were 197,431 shares as of 2021-09-30.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Petix & Botte Co sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $354.18 and $381.69, with an estimated average price of $367.93.

Sold Out: First Trust Capital Strength ETF (FTCS)

Petix & Botte Co sold out a holding in First Trust Capital Strength ETF. The sale prices were between $74.82 and $79.76, with an estimated average price of $77.79.

Sold Out: SPDR Gold MiniShares Trust (GLDM)

Petix & Botte Co sold out a holding in SPDR Gold MiniShares Trust. The sale prices were between $17.16 and $18.2, with an estimated average price of $17.8.

Sold Out: Invesco S&P MidCap Low Volatility ETF (XMLV)

Petix & Botte Co sold out a holding in Invesco S&P MidCap Low Volatility ETF. The sale prices were between $52.52 and $55.82, with an estimated average price of $54.24.



Here is the complete portfolio of Petix & Botte Co. Also check out:

1. Petix & Botte Co's Undervalued Stocks
2. Petix & Botte Co's Top Growth Companies, and
3. Petix & Botte Co's High Yield stocks
4. Stocks that Petix & Botte Co keeps buying

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