Solutions 4 Wealth, Ltd
CIK 2006405 · Holdings on Jun 30, 2026 · First reported Jul 29, 2026
Top ten holdings
Q2 2026- VVR10.48%
- WTPI10.18%
- QYLD8.21%
- XLK5.98%
- AAPL4.44%
- JEPI4.33%
- AIQ4.11%
- FNX4.09%
- XMHQ3.24%
- SCYB2.73%
Share classes counted separately57.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VVRWeight decreased · -3.19 pp13.67% → 10.48%Shares -115.25K (-4.08%)
- SCYBWeight increased · +1.32 pp1.41% → 2.73%Shares +44.71K (+123.83%)
- XLKWeight increased · +1.12 pp4.86% → 5.98%Shares +18 (+0.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VVRINVESCO SENIOR INCOME TRUST View history and evidence | $8.12M | 10.48% | 2.71M shares | 13.67% → 10.48%-3.19 pp -115.25K (-4.08%) | Reduced | ▾ |
| 02 | WTPIWISDOMTREE EQUITY PREMIUM INEQUITY PREMIUM View history and evidence | $7.89M | 10.18% | 240.52K shares | 9.45% → 10.18%+0.73 pp +43.53K (+22.10%) | Added | ▾ |
| 03 | QYLDGLOBAL X NASD 100 COV CALLNASDAQ 100 COVER View history and evidence | $6.36M | 8.21% | 345.00K shares | 8.64% → 8.21%-0.43 pp +10.14K (+3.03%) | Added | ▾ |
| 04 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $4.64M | 5.98% | 24.33K shares | 4.86% → 5.98%+1.12 pp +18 (+0.07%) | Added | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $3.44M | 4.44% | 11.88K shares | 4.52% → 4.44%-0.08 pp +27 (+0.23%) | Added | ▾ |
| 06 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $3.35M | 4.33% | 59.34K shares | 4.10% → 4.33%+0.23 pp +11.23K (+23.35%) | Added | ▾ |
| 07 | AIQGLOBAL X ART INTEL & TECHARTIFICIAL ETF View history and evidence | $3.18M | 4.11% | 48.49K shares | 3.42% → 4.11%+0.69 pp -239 (-0.49%) | Reduced | ▾ |
| 08 | FNXFIRST TRUST MID CAP CORE ALPCOM SHS View history and evidence | $3.17M | 4.09% | 21.66K shares | 4.29% → 4.09%-0.20 pp -591 (-2.66%) | Reduced | ▾ |
| 09 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $2.51M | 3.24% | 22.22K shares | 3.02% → 3.24%+0.22 pp +2.81K (+14.50%) | Added | ▾ |
| 10 | SCYBSCHWAB HIGH YIELD BOND ETFHIGH YIEL BD ETF View history and evidence | $2.12M | 2.73% | 80.82K shares | 1.41% → 2.73%+1.32 pp +44.71K (+123.83%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Non-derivative | -688 | -$254.66K | SEC filing ↗ | SEC filing ↗ |
| SPIB SS SPDR P INT C CORP ETF | Non-derivative | -6,432 | -$215.71K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2006405 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 77473296
}Research all 58 reported holdings.
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