WELL previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding WELL
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AFLG | First Trust Active Factor Large Cap ETF | 2023-11-30 | 2024-05-31 |
| AIEQ | Amplify AI Powered Equity ETF | 2023-09-30 | 2023-12-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2025-04-30 | 2025-07-31 |
| ALTL | Pacer Lunt Large Cap Alternator ETF | 2024-10-31 | 2025-01-31 |
| AVDS | Avantis International Small Cap Equity ETF | 2024-02-29 | 2024-08-31 |
| BALI | iShares U.S. Large Cap Premium Income Active ETF | 2025-06-30 | 2025-12-31 |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| CLSE | Convergence Long/Short Equity ETF | 2025-05-31 | 2025-08-31 |
| CLSE | Convergence Long/Short Equity ETF | 2023-11-30 | 2024-05-31 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | Present before retained history; addition date unavailable | 2020-07-31 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2022-09-30 | 2022-12-30 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2021-09-30 | 2022-06-30 |
| DMA | Destra Multi-Alternative Fund | 2024-09-30 | 2024-12-31 |
| DUBS | Aptus Large Cap Enhanced Yield ETF | Present before retained history; addition date unavailable | 2026-01-31 |
| DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2022-09-30 | 2022-12-30 |
| DWPP | First Trust Dorsey Wright Peoples Portfolio ETF | Present before retained history; addition date unavailable | 2020-03-31 |
| EGGS | Nestyield Total Return Guard ETF | Present before retained history; addition date unavailable | 2026-02-28 |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | 2023-06-30 | 2024-09-30 |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | Present before retained history; addition date unavailable | 2020-06-30 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2021-07-30 | 2021-10-29 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2020-10-30 | 2021-01-29 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2023-04-28 | 2024-04-30 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-01-31 |
| FAS | Direxion Daily Financial Bull 3X Shares | Present before retained history; addition date unavailable | 2020-10-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2025-06-30 | 2025-12-31 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2022-03-31 | 2022-06-30 |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2020-06-30 | 2020-12-31 |
| FCVT | First Trust SSI Strategic Convertible Securities ETF | 2023-10-31 | 2024-01-31 |
| FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 2024-12-31 | 2025-06-30 |
| FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 2023-09-29 | 2023-12-31 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 2022-10-31 | 2024-04-30 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | 2020-10-30 | 2022-04-29 |
| FEX | First Trust Large Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-01-31 |
| FLCC | Federated Hermes MDT Large Cap Core ETF | 2025-05-31 | 2025-11-30 |
| FLCV | Federated Hermes MDT Large Cap Value ETF | 2025-05-31 | 2025-08-31 |
| FPX | First Trust US Equity Opportunities ETF | 2021-12-31 | 2022-06-30 |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2021-07-30 | 2021-10-29 |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 2020-10-30 | 2021-01-29 |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | 2023-04-28 | 2024-04-30 |
| FTC | First Trust Large Cap Growth AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-01-31 |
| FTHI | First Trust BuyWrite Income ETF | 2021-03-31 | 2021-09-30 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2021-03-31 | 2021-09-30 |
| FTLS | First Trust Long/Short Equity ETF | 2024-04-30 | 2024-10-31 |
| FTLS | First Trust Long/Short Equity ETF | 2022-07-31 | 2022-10-31 |
| FTLS | First Trust Long/Short Equity ETF | 2021-04-30 | 2021-10-31 |
| FXO | First Trust Financials AlphaDEX Fund | 2020-01-31 | 2020-04-30 |
| GBDV | Global Beta Smart Income ETF | 2021-05-31 | 2021-08-31 |
| GINN | Goldman Sachs Innovate Equity ETF | Present before retained history; addition date unavailable | 2022-11-30 |
| GLOV | Goldman Sachs ActiveBeta World Equity ETF | 2023-11-30 | 2024-05-31 |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | Present before retained history; addition date unavailable | 2020-05-29 |
| HEQ | John Hancock Diversified Income Fund | 2022-03-31 | 2023-09-30 |
| HEQ | John Hancock Diversified Income Fund | Present before retained history; addition date unavailable | 2020-03-31 |
| HIBL | Direxion Daily S&P 500 High Beta Bull 3X Shares | Present before retained history; addition date unavailable | 2021-10-31 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2024-07-31 | 2025-04-30 |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2022-10-31 | 2023-01-31 |
| IGR | CBRE Global Real Estate Income Fund | 2021-09-30 | 2024-06-28 |
| IGR | CBRE Global Real Estate Income Fund | 2020-06-30 | 2021-03-31 |
| IGR | CBRE Global Real Estate Income Fund | Present before retained history; addition date unavailable | 2020-03-31 |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | 2025-01-31 | 2025-07-31 |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | Present before retained history; addition date unavailable | 2024-04-30 |
| ILCV | iShares Morningstar Value ETF | 2022-10-31 | 2025-07-31 |
| IMCV | iShares Morningstar Mid-Cap Value ETF | 2022-10-31 | 2024-07-31 |
| IRET | Ireit - Marketvector Quality Reit Index ETF | 2026-01-31 | 2026-04-30 |
| IUSV | iShares Core S&P U.S. Value ETF | 2022-09-30 | 2025-12-31 |
| IVE | iShares S&P 500 Value ETF | 2022-09-30 | 2025-12-31 |
| IWS | iShares Russell Mid-Cap Value ETF | 2022-09-30 | 2024-09-30 |
| JHML | John Hancock Multifactor Large Cap ETF | Present before retained history; addition date unavailable | 2023-10-31 |
| KORP | American Century Diversified Corporate Bond ETF | 2022-11-30 | 2023-05-31 |
| KORP | American Century Diversified Corporate Bond ETF | 2020-08-31 | 2021-02-28 |
| LSLT | Pacer Salt Low truBeta US Market ETF | Present before retained history; addition date unavailable | 2020-06-30 |
| LVHB | Innovator Laddered Fund of S&P 500 Power Buffer ETFs | Present before retained history; addition date unavailable | 2020-07-31 |
| MUSI | American Century Multisector Income ETF | 2022-11-30 | 2023-05-31 |
| NLSI | NEOS Long/Short Equity Income ETF | Present before retained history; addition date unavailable | 2026-03-31 |
| OPTZ | Optimize Strategy Index ETF | Present before retained history; addition date unavailable | 2026-03-31 |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2025-04-30 | 2025-10-31 |
| PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2024-10-31 | 2025-01-31 |
| PTLC | Pacer Trendpilot US Large Cap ETF | 2023-01-31 | 2025-04-30 |
| PTLC | Pacer Trendpilot US Large Cap ETF | 2020-07-31 | 2022-04-30 |
| PTLC | Pacer Trendpilot US Large Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |
| PWS | Pacer WealthShield ETF | 2021-07-31 | 2022-07-31 |
| PWS | Pacer WealthShield ETF | Present before retained history; addition date unavailable | 2020-01-31 |
| QRFT | QRAFT AI-Enhanced U.S. Large Cap ETF | 2021-04-30 | 2024-04-30 |
| RA | Brookfield Real Assets Income Fund Inc. | 2023-09-30 | 2026-03-31 |
| RA | Brookfield Real Assets Income Fund Inc. | Present before retained history; addition date unavailable | 2023-03-31 |
| RIET | Hoya Capital High Dividend Yield ETF | Present before retained history; addition date unavailable | 2022-08-31 |
| RNDV | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2022-09-30 | 2023-12-31 |
| RNDV | First Trust S&P 500 Diversified Dividend Aristocrats ETF | Present before retained history; addition date unavailable | 2022-06-30 |
| RNLC | Large Cap US Equity Select ETF | Present before retained history; addition date unavailable | 2022-06-30 |
| SDSI | American Century Short Duration Strategic Income ETF | Present before retained history; addition date unavailable | 2024-02-29 |
| SGLC | SGI U.S. Large Cap Core ETF | 2024-11-30 | 2025-08-31 |
| SNPV | Xtrackers S&P 100 Ex Top 20 ETF | Present before retained history; addition date unavailable | 2026-02-27 |
| SPDV | AAM S&P 500 High Dividend Value ETF | 2020-10-31 | 2021-04-30 |
| STXV | Strive 1000 Value ETF | Present before retained history; addition date unavailable | 2025-09-30 |
| TRPL | Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| TUSA | First Trust Dividend Strength ETF | 2019-12-31 | 2020-03-31 |
| VALQ | American Century U.S. Quality Value ETF | 2020-05-31 | 2021-05-31 |
| VALQ | American Century U.S. Quality Value ETF | Present before retained history; addition date unavailable | 2020-02-29 |
| VEGN | US Vegan Climate ETF | 2021-04-30 | 2021-05-31 |
| VEGN | US Vegan Climate ETF | 2021-01-31 | 2021-02-28 |
| VEGN | US Vegan Climate ETF | 2020-10-31 | 2020-11-30 |