SW
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SteelPeak Wealth’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

SteelPeak Wealth’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-26,434
Closed -$1.34M – 455
2021
Q2 		$1.34M Sell
26,434
-630
-2% -$32.2K 0.1% 143
2021
Q1 		$1.38M Sell
27,064
-478
-2% -$24.6K 0.11% 129
2020
Q4 		$1.42M Buy
27,542
+748
+3% +$38.6K 0.13% 126
2020
Q3 		$1.39M Buy
26,794
+3,301
+14% +$171K 0.15% 108
2020
Q2 		$1.21M Buy
23,493
+267
+1% +$13.8K 0.15% 102
2020
Q1 		$1.19M Buy
23,226
+6,820
+42% +$354K 0.19% 99
2019
Q4 		$850K Buy
+16,406
New +$851K 0.12% 147

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UBS Group
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return