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Destiny Wealth Partners, LLC Buys Innovator S&P Investment Grade Preferred ETF, SPDR S&P 600 Small Cap Growth ETF, Nuveen ESG Mid-Cap Growth ETF, Sells PGIM Ultra Short Bond ETF, WisdomTree Emerging Market Local Debt Fund, Amplify Online Retail ETF

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Jan 20, 2022
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Investment company Destiny Wealth Partners, LLC (Current Portfolio) buys Innovator S&P Investment Grade Preferred ETF, SPDR S&P 600 Small Cap Growth ETF, Nuveen ESG Mid-Cap Growth ETF, Xtrackers USD High Yield Corporate Bond ETF, Fidelity MSCI Consumer Discretionary Index ETF, sells PGIM Ultra Short Bond ETF, WisdomTree Emerging Market Local Debt Fund, Amplify Online Retail ETF, iShares Global Energy ETF, Vanguard Tax-Exempt Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Destiny Wealth Partners, LLC. As of 2021Q4, Destiny Wealth Partners, LLC owns 548 stocks with a total value of $516 million. These are the details of the buys and sells.

For the details of Destiny Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/destiny+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Destiny Wealth Partners, LLC
  1. iShares 0-5 Year Investment Grade Corporate Bond E (SLQD) - 400,581 shares, 3.96% of the total portfolio. Shares added by 1.36%
  2. iShares 0-5 Year TIPS Bond ETF (STIP) - 171,733 shares, 3.52% of the total portfolio. Shares reduced by 0.77%
  3. SPDR Portfolio TIPS ETF (SPIP) - 523,667 shares, 3.20% of the total portfolio. Shares added by 34.30%
  4. Amazon.com Inc (AMZN) - 4,630 shares, 2.99% of the total portfolio. Shares added by 5.66%
  5. Xtrackers USD High Yield Corporate Bond ETF (HYLB) - 365,050 shares, 2.82% of the total portfolio. Shares added by 45.20%
New Purchase: Innovator S&P Investment Grade Preferred ETF (EPRF)

Destiny Wealth Partners, LLC initiated holding in Innovator S&P Investment Grade Preferred ETF. The purchase prices were between $23.36 and $24.23, with an estimated average price of $23.79. The stock is now traded at around $23.500000. The impact to a portfolio due to this purchase was 1.62%. The holding were 349,920 shares as of 2021-12-31.

New Purchase: SPDR S&P 600 Small Cap Growth ETF (SLYG)

Destiny Wealth Partners, LLC initiated holding in SPDR S&P 600 Small Cap Growth ETF. The purchase prices were between $87.24 and $95.87, with an estimated average price of $91. The stock is now traded at around $83.330000. The impact to a portfolio due to this purchase was 1.48%. The holding were 82,343 shares as of 2021-12-31.

New Purchase: Nuveen ESG Mid-Cap Growth ETF (NUMG)

Destiny Wealth Partners, LLC initiated holding in Nuveen ESG Mid-Cap Growth ETF. The purchase prices were between $46.99 and $52.67, with an estimated average price of $49.94. The stock is now traded at around $42.580000. The impact to a portfolio due to this purchase was 1.34%. The holding were 140,426 shares as of 2021-12-31.

New Purchase: Fidelity MSCI Consumer Discretionary Index ETF (FDIS)

Destiny Wealth Partners, LLC initiated holding in Fidelity MSCI Consumer Discretionary Index ETF. The purchase prices were between $79.89 and $91.95, with an estimated average price of $86.98. The stock is now traded at around $79.400000. The impact to a portfolio due to this purchase was 0.86%. The holding were 50,455 shares as of 2021-12-31.

New Purchase: VanEck Vectors Retail ETF (RTH)

Destiny Wealth Partners, LLC initiated holding in VanEck Vectors Retail ETF. The purchase prices were between $170.95 and $197.28, with an estimated average price of $187.75. The stock is now traded at around $178.750000. The impact to a portfolio due to this purchase was 0.3%. The holding were 8,005 shares as of 2021-12-31.

New Purchase: The Energy Select Sector SPDR Fund (XLE)

Destiny Wealth Partners, LLC initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $63.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 4,830 shares as of 2021-12-31.

Added: Xtrackers USD High Yield Corporate Bond ETF (HYLB)

Destiny Wealth Partners, LLC added to a holding in Xtrackers USD High Yield Corporate Bond ETF by 45.20%. The purchase prices were between $38.9 and $39.95, with an estimated average price of $39.49. The stock is now traded at around $39.120000. The impact to a portfolio due to this purchase was 0.88%. The holding were 365,050 shares as of 2021-12-31.

Added: SPDR Portfolio TIPS ETF (SPIP)

Destiny Wealth Partners, LLC added to a holding in SPDR Portfolio TIPS ETF by 34.30%. The purchase prices were between $30.81 and $31.68, with an estimated average price of $31.22. The stock is now traded at around $30.440000. The impact to a portfolio due to this purchase was 0.82%. The holding were 523,667 shares as of 2021-12-31.

Added: BTC iShares Convertible Bond ETF (ICVT)

Destiny Wealth Partners, LLC added to a holding in BTC iShares Convertible Bond ETF by 73.10%. The purchase prices were between $86.86 and $97.6, with an estimated average price of $92.91. The stock is now traded at around $83.370000. The impact to a portfolio due to this purchase was 0.66%. The holding were 90,030 shares as of 2021-12-31.

Added: Vanguard FTSE Pacific ETF (VPL)

Destiny Wealth Partners, LLC added to a holding in Vanguard FTSE Pacific ETF by 34.03%. The purchase prices were between $75.52 and $80.44, with an estimated average price of $78.61. The stock is now traded at around $76.200000. The impact to a portfolio due to this purchase was 0.36%. The holding were 94,095 shares as of 2021-12-31.

Added: Vanguard FTSE Europe ETF (VGK)

Destiny Wealth Partners, LLC added to a holding in Vanguard FTSE Europe ETF by 30.30%. The purchase prices were between $64.49 and $69.3, with an estimated average price of $67.12. The stock is now traded at around $67.000000. The impact to a portfolio due to this purchase was 0.35%. The holding were 113,890 shares as of 2021-12-31.

Added: iShares Biotechnology ETF (IBB)

Destiny Wealth Partners, LLC added to a holding in iShares Biotechnology ETF by 21.71%. The purchase prices were between $145.23 and $164.73, with an estimated average price of $154.73. The stock is now traded at around $130.650000. The impact to a portfolio due to this purchase was 0.09%. The holding were 16,871 shares as of 2021-12-31.

Sold Out: Workday Inc (WDAY)

Destiny Wealth Partners, LLC sold out a holding in Workday Inc. The sale prices were between $249.68 and $300.9, with an estimated average price of $278.01.

Sold Out: BTC iShares U.S. Fixed Income Balanced Risk Factor (FIBR)

Destiny Wealth Partners, LLC sold out a holding in BTC iShares U.S. Fixed Income Balanced Risk Factor. The sale prices were between $98.68 and $100.29, with an estimated average price of $99.57.

Sold Out: Invesco International Corporate Bond ETF (PICB)

Destiny Wealth Partners, LLC sold out a holding in Invesco International Corporate Bond ETF. The sale prices were between $27.38 and $28.48, with an estimated average price of $27.88.

Sold Out: Clorox Co (CLX)

Destiny Wealth Partners, LLC sold out a holding in Clorox Co. The sale prices were between $158.99 and $178.17, with an estimated average price of $166.8.

Sold Out: Vanguard Real Estate Index Fund ETF (VNQ)

Destiny Wealth Partners, LLC sold out a holding in Vanguard Real Estate Index Fund ETF. The sale prices were between $101.58 and $116.01, with an estimated average price of $108.38.

Sold Out: KraneShares CSI China Internet ETF (KWEB)

Destiny Wealth Partners, LLC sold out a holding in KraneShares CSI China Internet ETF. The sale prices were between $34.06 and $53.46, with an estimated average price of $46.02.



Here is the complete portfolio of Destiny Wealth Partners, LLC. Also check out:

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