Estatísticas Básicas
Posições Atuais 0
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Kalos Management, Inc. divulgou 0 participações totais em seus últimos arquivamentos da SEC. As principais posições de Kalos Management, Inc. são iShares Trust - iShares U.S. Real Estate ETF (US:IYR) , iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) , Vanguard World Fund - Vanguard Health Care ETF (US:VHT) , iShares Trust - iShares Dow Jones U.S. ETF (US:IYY) , and Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF (US:RSPT) .

Kalos Management, Inc. - Valor do Portfólio
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ao seu Painel
Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.00 0.00 -12.2315
0.00 0.00 -7.0598
0.00 0.00 -6.2782
0.00 0.00 -4.2545
0.00 0.00 -3.7507
0.00 0.00 -3.3146
0.00 0.00 -3.3042
0.00 0.00 -3.2494
0.00 0.00 -3.2388
0.00 0.00 -3.1506
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2023-10-16 para o período de relatório 2023-09-30. Este investidor não divulgou títulos que são contados em ações, portanto, as colunas relacionadas a ações na tabela abaixo são omitidas. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
IYR / iShares Trust - iShares U.S. Real Estate ETF 0.00 -100.00 -0.0899
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF 0.00 -100.00 -3.1166
VHT / Vanguard World Fund - Vanguard Health Care ETF 0.00 -100.00 -0.9215
IYY / iShares Trust - iShares Dow Jones U.S. ETF 0.00 -100.00 -1.3384
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF 0.00 -100.00 -0.3578
PECO / Phillips Edison & Company, Inc. 0.00 -100.00 -3.2388
NONE / NONE (000000000) 0.00 0.0000
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.00 -100.00 -0.0253
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 0.00 -100.00 -1.0269
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.00 -0.0019
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF 0.00 -100.00 -0.0154
FCPI / Fidelity Covington Trust - Fidelity Stocks for Inflation ETF 0.00 -100.00 -0.0288
CSGP / CoStar Group, Inc. 0.00 -100.00 -0.6994
SPY / SPDR S&P 500 ETF 0.00 -100.00 -6.2782
IYM / iShares Trust - iShares U.S. Basic Materials ETF 0.00 -100.00 -2.4737
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF 0.00 -100.00 -3.2494
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.00 -100.00 -0.5179
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF 0.00 -100.00 -0.0049
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.00 -100.00 -0.4896
BMVP / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg MVP Multi-factor ETF 0.00 -100.00 -0.0060
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.00 -100.00 -0.0469
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 -0.0346
IYJ / iShares Trust - iShares U.S. Industrials ETF 0.00 -100.00 -0.0542
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF 0.00 -100.00 -0.0275
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -100.00 -0.0682
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 -100.00 -0.1450
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.00 -100.00 -0.0572
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF 0.00 -100.00 -0.1174
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 -0.0238
XTN / SPDR Series Trust - State Street SPDR S&P Transportation ETF 0.00 -100.00 -0.0189
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.00 -100.00 -2.0440
IYK / iShares Trust - iShares U.S. Consumer Staples ETF 0.00 -100.00 -2.5898
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF 0.00 -100.00 -0.0183
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF 0.00 -100.00 -0.0892
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF 0.00 -100.00 -0.0102
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 0.00 -100.00 -0.1407
O / Realty Income Corporation 0.00 -100.00 -0.9375
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.00 -100.00 -0.0151
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.00 -100.00 -0.0035
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF 0.00 -100.00 -0.0053
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF 0.00 -100.00 -0.0227
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF 0.00 -100.00 -0.3249
IYZ / iShares Trust - iShares U.S. Telecommunications ETF 0.00 -100.00 -0.0057
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF 0.00 -100.00 -0.1295
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF 0.00 -100.00 -0.0173
IYH / iShares Trust - iShares U.S. Healthcare ETF 0.00 -100.00 -3.3042
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 -100.00 -4.2545
IXN / iShares Trust - iShares Global Tech ETF 0.00 -100.00 -0.0430
ICF / iShares Trust - iShares Select U.S. REIT ETF 0.00 -100.00 -0.0358
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 -100.00 -0.0139
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF 0.00 -100.00 -2.9519
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 -100.00 -0.2185
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF 0.00 -100.00 -0.0082
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF 0.00 -100.00 -0.7373
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 -100.00 -0.1748
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 -100.00 -0.0630
FSCO / FS Credit Opportunities Corp. 0.00 -100.00 -0.4529
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.00 -100.00 -0.0258
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF 0.00 -100.00 -0.0664
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -100.00 -0.0086
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 -1.8252
IXC / iShares Trust - iShares Global Energy ETF 0.00 -100.00 -0.4718
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 0.00 -100.00 -0.0048
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 -0.6177
TSLA / Tesla, Inc. 0.00 -100.00 -0.4328
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF 0.00 -100.00 -0.8759
BRSP / BrightSpire Capital, Inc. 0.00 -100.00 -0.2293
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.00 -100.00 -0.4289
BRK.A / Berkshire Hathaway Inc. 0.00 -100.00 -0.4320
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -100.00 -0.1592
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.00 -100.00 -0.1147
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF 0.00 -100.00 -0.0484
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF 0.00 -100.00 -0.3141
AAPL / Apple Inc. 0.00 -100.00 -1.1401
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 -0.0024
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF 0.00 -100.00 -0.0188
META / Meta Platforms, Inc. 0.00 -100.00 -0.6230
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 -0.3282
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF 0.00 -100.00 -0.2678
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF 0.00 -100.00 -0.0040
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.00 -100.00 -0.1457
GGME / Invesco Exchange-Traded Fund Trust - Invesco Next Gen Media and Gaming ETF 0.00 -100.00 -0.0080
IOO / iShares Trust - iShares Global 100 ETF 0.00 -100.00 -0.0823
GNL / Global Net Lease, Inc. 0.00 -100.00 -0.5234
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.00 -100.00 -3.7507
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.00 -100.00 -0.3068
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF 0.00 -100.00 -0.0074
ILF / iShares Trust - iShares Latin America 40 ETF 0.00 -100.00 -0.0102
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -100.00 -0.0444
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF 0.00 -100.00 -0.1028
VIS / Vanguard World Fund - Vanguard Industrials ETF 0.00 -100.00 -0.0388
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 -100.00 -0.0481
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF 0.00 -100.00 -0.0044
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.00 -100.00 -0.0598
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF 0.00 -100.00 -0.0113
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF 0.00 -100.00 -0.0539
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF 0.00 -100.00 -0.0205
FBRT / Franklin BSP Realty Trust, Inc. 0.00 -100.00 -0.7731
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 -1.4076
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF 0.00 -100.00 -0.0093
LUV / Southwest Airlines Co. 0.00 -100.00 -0.8169
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -100.00 -2.9040
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF 0.00 -100.00 -0.0774
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF 0.00 -100.00 -1.0493
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.00 -100.00 -0.1635
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.00 -100.00 -12.2315
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.00 -100.00 -0.0706
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF 0.00 -100.00 -0.0106
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.00 -100.00 -0.1177
IYE / iShares Trust - iShares U.S. Energy ETF 0.00 -100.00 -0.2466
MAIN / Main Street Capital Corporation 0.00 -100.00 -0.6210
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -100.00 -0.0410
FSK / FS KKR Capital Corp. 0.00 -100.00 -0.5762
IDU / iShares Trust - iShares U.S. Utilities ETF 0.00 -100.00 -0.0235
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF 0.00 -100.00 -0.0052
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -100.00 -0.7188
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -100.00 -7.0598
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -100.00 -0.0051
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF 0.00 -100.00 -0.2879
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -100.00 -1.4258
AFIN / American Fin Tr Inc - Class A 0.00 -100.00 -0.2144
IYF / iShares Trust - iShares U.S. Financials ETF 0.00 -100.00 -0.0684
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF 0.00 -100.00 -1.4232
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 -3.1506
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.00 -100.00 -3.3146
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -100.00 -0.0875
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 -0.0039
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 -100.00 -1.7788
GMF / SPDR Index Shares Funds - SPDR S&P Emerging Asia Pacific ETF 0.00 -100.00 -0.0801
IVE / iShares Trust - iShares S&P 500 Value ETF 0.00 -100.00 -2.4916