Investing Like a Pro: Comparing Fluent Financial's Q3 2022 vs. Q4 2022 Holdings

Fluent Financial, LLC's latest 13F holdings report for Q3 2022 vs. Q4 2022 is out, and it provides insight into the changes the firm made to its investment portfolio. As an individual investor or a fund manager, you may learn a lot from the report's issuer names, share moves, and value changes. No doubt, one of the reasons Fluent Financial remains successful is because it keeps a keen eye on the market's movements and makes strategic investing decisions. This article delves into Fluent Financial's Q3 2022 vs. Q4 2022 holdings report to help you determine what market signals the firm is acting on.

SPDR S&P 500 ETF TR

Let's start with the biggest mover in the Fluent Financial's report: SPDR S&P 500 ETF TR. In Q3 2022, the fund purchased 94,056 shares worth $33,594,000. However, in Q4 2022, the fund reduced its holdings by 1.6%. It sold 5,823 shares and ended the quarter holding 89,233 shares worth $34,124,000.

ISHARES TR

ISHARES TR was another significant holding in the Fluent Financial portfolio. In Q3 2022, the fund held 50,223 shares worth $8,283,000, but in Q4 2022, the fund reduced its holdings by 1.1%. The fund sold 2,212 shares and ended the quarter holding 48,011 shares worth $8,371,000.

INVESCO EXCH TRD SLF IDX FD

Fluent Financial increased its stake in INVESCO EXCH TRD SLF IDX FD in Q4 2022 by 12.1% compared to Q3 2022. In Q3 2022, the fund held 159,444 shares worth $6,228,000, and in Q4 2022, the fund increased its holdings by acquiring 3,099 shares. It ended the quarter holding 162,543 shares worth $6,979,000.

JOHNSON & JOHNSON

In contrast to INVESCO EXCH TRD SLF IDX FD, Johnson & Johnson's stock took a 22.1% hit in the Fluent Financial's Q4 2022 report. In Q3 2022, the fund held 40,407 shares worth $6,601,000. However, in Q4 2022, the fund sold 13,309 shares, decreasing its holdings by 32.9%. It ended the quarter holding 29,098 shares worth $5,140,000.

Conclusion

Fluent Financial's Q3 2022 vs. Q4 2022 holdings indicated a few interesting buys and sells. The company's portfolio changes are worth studying, especially if you are a seasoned investor or looking to match Fluent Finacial's strategy. While there's no guarantee that copying their positions can yield the same returns, knowing what a successful investment firm like Fluent Financial is buying and selling can help shape your investment thesis.