Wela Strategies, Inc.

CIK: 0001644329SEC EDGAR →

Portfolio Value

$263.7M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

53

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

IVVCLOSED
$64.8M
SPTICLOSED
$28.7M
AQLTCLOSED
$25.1M
LQDCLOSED
$24.2M
BNDCLOSED
$13.1M

Closed Positions (53)

$64.8M · 104K shares
$28.7M · 999K shares
$25.1M · 301K shares
$24.2M · 221K shares
$13.1M · 178K shares
$10.7M · 215K shares
$10.6M · 119K shares
$7.9M · 128K shares
$6.4M · 43K shares
$6.4M · 121K shares
$5.9M · 73K shares
$5.7M · 196K shares
$5.6M · 42K shares
$5.2M · 82K shares
$3.9M · 36K shares
$2.8M · 36K shares
$2.5M · 66K shares
$2.3M · 29K shares
$2.2M · 73K shares
$1.8M · 25K shares
$1.1M · 25K shares
$897K · 2K shares
$878K · 15K shares
$783K · 24K shares
$752K · 11K shares
$734K · 5K shares
$703K · 3K shares
$686K · 2K shares
$683K · 4K shares
$679K · 6K shares
$660K · 824 shares
$635K · 4K shares
$623K · 2K shares
$600K · 2K shares
$542K · 2K shares
$507K · 2K shares
$500K · 86K shares
$484K · 973 shares
$479K · 47K shares
$478K · 2K shares
$478K · 120K shares
$477K · 23K shares
$474K · 43K shares
$422K · 2K shares
$343K · 5K shares
$320K · 11K shares
$308K · 4K shares
$303K · 2K shares
$290K · 3K shares
$240K · 938 shares
$238K · 5K shares
$218K · 1K shares
$19K · 19K shares