Juncture Wealth Strategies, Llc Buys Financial Select Sector SPDR, SPDR Oil & Gas Exploration and Production ETF, iShares MSCI Poland ETF, Sells ProShares UltraShort Russell2000, Invesco Optimum Yield Diversified Commodity, ProShares UltraShort S&P500

Scottsdale, AZ, based Investment company Juncture Wealth Strategies, Llc (Current Portfolio) buys Financial Select Sector SPDR, SPDR Oil & Gas Exploration and Production ETF, iShares MSCI Poland ETF, iShares Commodities Select Strategy ETF, iShares 1-3 Year Treasury Bond ETF, sells ProShares UltraShort Russell2000, Invesco Optimum Yield Diversified Commodity, ProShares UltraShort S&P500, Calix Inc, 2U Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Juncture Wealth Strategies, Llc. As of 2021Q4, Juncture Wealth Strategies, Llc owns 128 stocks with a total value of $210 million. These are the details of the buys and sells.

For the details of JUNCTURE WEALTH STRATEGIES, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/juncture+wealth+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of JUNCTURE WEALTH STRATEGIES, LLC
  1. Schwab U.S. Broad Market ETF (SCHB) - 294,114 shares, 15.82% of the total portfolio. Shares reduced by 9.21%
  2. SPDR Portfolio S&P 500 Value ETF (SPYV) - 281,342 shares, 5.62% of the total portfolio. Shares added by 1.08%
  3. NETLease Corporate Real Estate ETF (NETL) - 309,965 shares, 4.69% of the total portfolio. Shares added by 6.54%
  4. Schwab US Dividend Equity ETF (SCHD) - 92,998 shares, 3.58% of the total portfolio. Shares added by 5.18%
  5. iShares Core U.S. Aggregate Bond ETF (AGG) - 51,865 shares, 2.82% of the total portfolio. Shares added by 12.92%
New Purchase: Financial Select Sector SPDR (XLF)

Juncture Wealth Strategies, Llc initiated holding in Financial Select Sector SPDR. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $39.590000. The impact to a portfolio due to this purchase was 2.1%. The holding were 113,099 shares as of 2021-12-31.

New Purchase: SPDR Oil & Gas Exploration and Production ETF (XOP)

Juncture Wealth Strategies, Llc initiated holding in SPDR Oil & Gas Exploration and Production ETF. The purchase prices were between $90.95 and $110.89, with an estimated average price of $102.02. The stock is now traded at around $108.150000. The impact to a portfolio due to this purchase was 1.63%. The holding were 35,688 shares as of 2021-12-31.

New Purchase: iShares MSCI Poland ETF (EPOL)

Juncture Wealth Strategies, Llc initiated holding in iShares MSCI Poland ETF. The purchase prices were between $19.57 and $23.62, with an estimated average price of $21.78. The stock is now traded at around $22.050000. The impact to a portfolio due to this purchase was 1.58%. The holding were 157,368 shares as of 2021-12-31.

New Purchase: iShares Commodities Select Strategy ETF (COMT)

Juncture Wealth Strategies, Llc initiated holding in iShares Commodities Select Strategy ETF. The purchase prices were between $28.56 and $32.43, with an estimated average price of $31. The stock is now traded at around $33.310000. The impact to a portfolio due to this purchase was 1.41%. The holding were 95,657 shares as of 2021-12-31.

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Juncture Wealth Strategies, Llc initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $85.49 and $86.06, with an estimated average price of $85.72. The stock is now traded at around $85.100000. The impact to a portfolio due to this purchase was 1.23%. The holding were 30,244 shares as of 2021-12-31.

New Purchase: Global X Blockchain ETF (BKCH)

Juncture Wealth Strategies, Llc initiated holding in Global X Blockchain ETF. The purchase prices were between $21.27 and $37.56, with an estimated average price of $28.04. The stock is now traded at around $18.830000. The impact to a portfolio due to this purchase was 0.49%. The holding were 47,088 shares as of 2021-12-31.

Added: S&P 500 ETF TRUST ETF (SPY)

Juncture Wealth Strategies, Llc added to a holding in S&P 500 ETF TRUST ETF by 51.47%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $457.700000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,113 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

Juncture Wealth Strategies, Llc added to a holding in Microsoft Corp by 50.09%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $311.020100. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,657 shares as of 2021-12-31.

Added: VanEck Short Muni ETF (SMB)

Juncture Wealth Strategies, Llc added to a holding in VanEck Short Muni ETF by 34.19%. The purchase prices were between $17.83 and $17.92, with an estimated average price of $17.88. The stock is now traded at around $17.719000. The impact to a portfolio due to this purchase was 0.07%. The holding were 31,839 shares as of 2021-12-31.

Added: Rio Tinto PLC (RIO)

Juncture Wealth Strategies, Llc added to a holding in Rio Tinto PLC by 48.84%. The purchase prices were between $59.9 and $71.09, with an estimated average price of $64.71. The stock is now traded at around $77.800000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,400 shares as of 2021-12-31.

Added: Power Integrations Inc (POWI)

Juncture Wealth Strategies, Llc added to a holding in Power Integrations Inc by 50.56%. The purchase prices were between $85.98 and $108.9, with an estimated average price of $98.14. The stock is now traded at around $81.530000. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,151 shares as of 2021-12-31.

Added: Ziff Davis Inc (ZD)

Juncture Wealth Strategies, Llc added to a holding in Ziff Davis Inc by 31.09%. The purchase prices were between $106.43 and $132.98, with an estimated average price of $118.37. The stock is now traded at around $107.340000. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,575 shares as of 2021-12-31.

Sold Out: ProShares UltraShort Russell2000 (TWM)

Juncture Wealth Strategies, Llc sold out a holding in ProShares UltraShort Russell2000. The sale prices were between $11.27 and $14.42, with an estimated average price of $12.93.

Sold Out: ProShares UltraShort S&P500 (SDS)

Juncture Wealth Strategies, Llc sold out a holding in ProShares UltraShort S&P500. The sale prices were between $34.9 and $44.35, with an estimated average price of $38.38.

Sold Out: Calix Inc (CALX)

Juncture Wealth Strategies, Llc sold out a holding in Calix Inc. The sale prices were between $52.27 and $79.97, with an estimated average price of $65.61.

Sold Out: 2U Inc (TWOU)

Juncture Wealth Strategies, Llc sold out a holding in 2U Inc. The sale prices were between $20 and $34.17, with an estimated average price of $26.32.

Sold Out: Chegg Inc (CHGG)

Juncture Wealth Strategies, Llc sold out a holding in Chegg Inc. The sale prices were between $24.99 and $69.96, with an estimated average price of $39.74.

Sold Out: Global X Silver Miners ETF (SIL)

Juncture Wealth Strategies, Llc sold out a holding in Global X Silver Miners ETF. The sale prices were between $33.99 and $41.44, with an estimated average price of $37.54.



Here is the complete portfolio of JUNCTURE WEALTH STRATEGIES, LLC. Also check out:

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