HoldingsChannel.com
Wealth & Pension Services Group Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TRUST RUS 1000 ETF (IWB) 45,799 -41 $7,456
     IWB45,799-41$7,456
SPDR SERIES TRUST PORTFOLIO LR ETF (SPLG) 208,206 +12,146 $7,191
     SPLG208,206+12,146$7,191
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF (SPDW) 235,204 +15,918 $6,960
     SPDW235,204+15,918$6,960
JP MORGAN ETF TRUST ULTRA SHRT INC ETF (JPST) 105,840 +22,336 $5,333
     JPST105,840+22,336$5,333
ISHARES TRUST RUS 1000 VAL ETF (IWD) 37,959 -524 $4,829
     IWD37,959-524$4,829
VANGUARD TAX MANAGED FUND FTSE DEV MKT ETF (VEA) 105,129 -552 $4,385
     VEA105,129-552$4,385
VANGUARD INDEX FUNDS VALUE ETF (VTV) 39,012 +3,666 $4,327
     VTV39,012+3,666$4,327
VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) 37,009 +501 $4,262
     VIG37,009+501$4,262
ISHARES TRUST CORE S&P US GWT ETF (IUSG) 55,549 +8,786 $3,482
     IUSG55,549+8,786$3,482
ISHARES TRUST CORE S&P500 ETF (IVV) 11,380 +357 $3,354
     IVV11,380+357$3,354
ISHARES TRUST RUS 1000 GRW ETF (IWF) 17,262 +408 $2,716
     IWF17,262+408$2,716
ISHARES TRUST CORE S&P TTL STK ETF (ITOT) 37,398 -988 $2,492
     ITOT37,398-988$2,492
SPDR SERIES TRUST PRTFLO S&P500 GW ETF (SPYG) 58,010 +9,033 $2,247
     SPYG58,010+9,033$2,247
ISHARES TRUST 3 7 YR TREAS BD ETF (IEI) 17,479 +672 $2,198
     IEI17,479+672$2,198
SPDR SERIES TRUST PORTFOLIO MD ETF (SPMD) 63,533 +5,509 $2,165
     SPMD63,533+5,509$2,165
ISHARES TRUST CORE US AGGBD ET ETF (AGG) 19,169 -99 $2,134
     AGG19,169-99$2,134
ISHARES TRUST MULTIFACTOR USA ETF (LRGF) 66,432 +3,375 $2,110
     LRGF66,432+3,375$2,110
SPDR SERIES TRUST PORTFOLIO SHORT ETF (SPSB) 62,269 -536 $1,917
     SPSB62,269-536$1,917
ISHARES TRUST EAFE SML CP ETF (SCZ) 33,329 +1,235 $1,913
     SCZ33,329+1,235$1,913
ISHARES TRUST MIN VOL USA ETF (USMV) 30,775 +33 $1,900
     USMV30,775+33$1,900
VANGUARD INTL EQUI FTSE EMR MKT ETF (VWO) 41,309 +6 $1,757
     VWO41,309+6$1,757
ISHARES TRUST INTRM TR CRP ETF (IGIB) 30,486 UNCH $1,736
     IGIB30,486UNCH$1,736
ISHARES TRUST CORE DIV GRWTH ETF (DGRO) 45,221 -98 $1,727
     DGRO45,221-98$1,727
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF (SPEM) 47,186 +3,206 $1,689
     SPEM47,186+3,206$1,689
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 5,727 +4,923 $1,678
     SPY5,727+4,923$1,678
ISHARES TRUST BROAD USD INVT GRD CORP BD ETF (USIG) 28,727 UNCH $1,639
     USIG28,727UNCH$1,639
ISHARES TRUST INTRM GOV CR ETF (GVI) 14,159 -3,648 $1,590
     GVI14,159-3,648$1,590
SPDR SERIES TRUST PORTFOLIO SM ETF (SPSM) 50,485 +3,832 $1,547
     SPSM50,485+3,832$1,547
ISHARES TRUST US TREAS BD ETF (GOVT) 57,536 UNCH $1,485
     GOVT57,536UNCH$1,485
COLONY CREDIT REAL ESTATE INC COM CL A 91,638 +1,076 $1,420
     CLNC91,638+1,076$1,420
ETF SERIES SOLUTIONS APTUS FORTIFIED ETF (FTVA) 53,388 -509 $1,390
     FTVA53,388-509$1,390
ISHARES TRUST CORE S&P MCP ETF (IJH) 7,096 +1,228 $1,378
     IJH7,096+1,228$1,378
SELECT SECTOR SPDR TRUST SBI INT FINL ETF (XLF) 44,399 +2,211 $1,225
     XLF44,399+2,211$1,225
ISHARES TRUST SHORT TREAS BD ETF (SHV) 10,757 UNCH $1,190
     SHV10,757UNCH$1,190
ISHARES TRUST RUSSELL 3000 ETF (IWV) 6,621 -437 $1,141
     IWV6,621-437$1,141
SPDR SERIES TRUST PORTFOLIO TL STK ETF (SPTM) 30,525 +1,543 $1,113
     SPTM30,525+1,543$1,113
ISHARES TRUST CORE MSCI EURO ETF (IEUR) 23,760 +1,567 $1,107
     IEUR23,760+1,567$1,107
ISHARES TRUST US AER DEF ETF (ITA) 4,992 -623 $1,069
     ITA4,992-623$1,069
ISHARES TRUST IBOXX INV CP ETF (LQD) 8,329 +203 $1,036
     LQD8,329+203$1,036
INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ) 5,517 -650 $1,030
     QQQ5,517-650$1,030
ISHARES TRUST USA MOMENTUM FCT ETF (MTUM) 8,582 -440 $1,018
     MTUM8,582-440$1,018
ETF SERIES SOLUTIONS APTUS DEFINED ETF (DRSK) 36,633 -402 $1,001
     DRSK36,633-402$1,001
HORMEL FOODS CORP COM 22,600 -2,000 $916
     HRL22,600-2,000$916
ISHARES TRUST U.S. CNSM SV ETF (IYC) 4,128 UNCH $899
     IYC4,128UNCH$899
ISHARES TRUST SELECT DIVID ETF (DVY) 8,547 UNCH $851
     DVY8,547UNCH$851
JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF (JMST) 16,843 +4,938 $849
     JMST16,843+4,938$849
ISHARES TRUST AGGRES ALLOC ETF (AOA) 14,455 -92 $797
     AOA14,455-92$797
VANGUARD WHITEHALL FUNDS HIGH DIV YLD ETF (VYM) 9,023 -106 $788
     VYM9,023-106$788
VICTORY PORTFOLIOS II VCSHS US 500 ENH ETF (CFO) 15,866 -75 $776
     CFO15,866-75$776
APPLE INC COM 3,910 -31 $774
     AAPL3,910-31$774

See Full List: All Stocks Held By Wealth & Pension Services Group Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth & Pension Services Group Inc.

Size ($ in 1000's)
At 06/30/2019: $137,477
At 03/31/2019: $128,484

Wealth & Pension Services Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth & Pension Services Group Inc. 13F filings. Link to 13F filings: SEC filings

Wealth & Pension Services Group Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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