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Innova Wealth Partners Buys iShares 7-10 Year Treasury Bond ETF, ProShares Short VIX Short-Term Futures ETF, iShares Core U.S. Aggregate Bond ETF, Sells Communication Services Select Sector SPDR Fund, iShares MSCI EAFE ETF, BTC iShares Cohen & Steers REIT

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Jan 13, 2022
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Investment company Innova Wealth Partners (Current Portfolio) buys iShares 7-10 Year Treasury Bond ETF, ProShares Short VIX Short-Term Futures ETF, iShares Core U.S. Aggregate Bond ETF, SPDR Gold Shares ETF, iShares 20+ Year Treasury Bond ETF, sells Communication Services Select Sector SPDR Fund, iShares MSCI EAFE ETF, BTC iShares Cohen & Steers REIT ETF, Vanguard FTSE Europe ETF, Vanguard FTSE Developed Markets ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Innova Wealth Partners. As of 2021Q4, Innova Wealth Partners owns 72 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of Innova Wealth Partners's stock buys and sells, go to https://www.gurufocus.com/guru/innova+wealth+partners/current-portfolio/portfolio

These are the top 5 holdings of Innova Wealth Partners
  1. iShares 7-10 Year Treasury Bond ETF (IEF) - 126,176 shares, 10.34% of the total portfolio. Shares added by 524.42%
  2. iShares Core U.S. Aggregate Bond ETF (AGG) - 120,598 shares, 9.81% of the total portfolio. Shares added by 27.37%
  3. iShares 1-3 Year Treasury Bond ETF (SHY) - 108,893 shares, 6.64% of the total portfolio. Shares reduced by 0.76%
  4. S&P 500 ETF TRUST ETF (SPY) - 14,670 shares, 4.97% of the total portfolio. Shares reduced by 19.16%
  5. Technology Select Sector SPDR ETF (XLK) - 37,718 shares, 4.68% of the total portfolio. Shares reduced by 0.22%
New Purchase: Direxion Daily 7-10 Year Treasury Bull 3X Shares (TYD)

Innova Wealth Partners initiated holding in Direxion Daily 7-10 Year Treasury Bull 3X Shares. The purchase prices were between $50.46 and $54.33, with an estimated average price of $52.36. The stock is now traded at around $49.955000. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,625 shares as of 2021-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

Innova Wealth Partners initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.620000. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,605 shares as of 2021-12-31.

New Purchase: Lowe's Companies Inc (LOW)

Innova Wealth Partners initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $251.970000. The impact to a portfolio due to this purchase was 0.17%. The holding were 900 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

Innova Wealth Partners initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $55.640000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,802 shares as of 2021-12-31.

New Purchase: Chevron Corp (CVX)

Innova Wealth Partners initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $127.380000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,808 shares as of 2021-12-31.

New Purchase: McDonald's Corp (MCD)

Innova Wealth Partners initiated holding in McDonald's Corp. The purchase prices were between $236.42 and $268.49, with an estimated average price of $252.91. The stock is now traded at around $262.170000. The impact to a portfolio due to this purchase was 0.15%. The holding were 810 shares as of 2021-12-31.

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

Innova Wealth Partners added to a holding in iShares 7-10 Year Treasury Bond ETF by 524.42%. The purchase prices were between $113.36 and $116.25, with an estimated average price of $114.77. The stock is now traded at around $113.110000. The impact to a portfolio due to this purchase was 8.68%. The holding were 126,176 shares as of 2021-12-31.

Added: ProShares Short VIX Short-Term Futures ETF (SVXY)

Innova Wealth Partners added to a holding in ProShares Short VIX Short-Term Futures ETF by 935.72%. The purchase prices were between $51.07 and $63.91, with an estimated average price of $59.33. The stock is now traded at around $61.680000. The impact to a portfolio due to this purchase was 2.28%. The holding were 57,441 shares as of 2021-12-31.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Innova Wealth Partners added to a holding in iShares Core U.S. Aggregate Bond ETF by 27.37%. The purchase prices were between $113.17 and $115.05, with an estimated average price of $114.13. The stock is now traded at around $112.570100. The impact to a portfolio due to this purchase was 2.11%. The holding were 120,598 shares as of 2021-12-31.

Added: SPDR Gold Shares ETF (GLD)

Innova Wealth Partners added to a holding in SPDR Gold Shares ETF by 645.23%. The purchase prices were between $163.92 and $174.5, with an estimated average price of $167.93. The stock is now traded at around $170.030000. The impact to a portfolio due to this purchase was 1.82%. The holding were 17,200 shares as of 2021-12-31.

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Innova Wealth Partners added to a holding in iShares 20+ Year Treasury Bond ETF by 56.81%. The purchase prices were between $141.01 and $154.18, with an estimated average price of $147.11. The stock is now traded at around $143.480000. The impact to a portfolio due to this purchase was 1.38%. The holding were 36,004 shares as of 2021-12-31.

Added: Invesco Optimum Yield Diversified Commodity (PDBC)

Innova Wealth Partners added to a holding in Invesco Optimum Yield Diversified Commodity by 50.62%. The purchase prices were between $13.05 and $14.76, with an estimated average price of $14.1. The stock is now traded at around $14.635000. The impact to a portfolio due to this purchase was 0.36%. The holding were 108,036 shares as of 2021-12-31.

Sold Out: Communication Services Select Sector SPDR Fund (XLC)

Innova Wealth Partners sold out a holding in Communication Services Select Sector SPDR Fund. The sale prices were between $73.48 and $81.95, with an estimated average price of $78.88.

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

Innova Wealth Partners sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $47.41 and $51.73, with an estimated average price of $49.73.



Here is the complete portfolio of Innova Wealth Partners. Also check out:

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