Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on May 13, 2020
4,657
$35.74 - $66.24 $166K - $308K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 13, 2020
14,610
$19.98 - $32.48 $292K - $475K
BP
Bp PLC

Energy
Q1 2020 Filed on May 13, 2020
5,321
$16.11 - $39.85 $85.7K - $212K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
23,056
$12.27 - $29.02 $283K - $669K
United Technologies
Q1 2020 Filed on May 13, 2020
2,544
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on May 13, 2020
7,413
$28.19 - $51.45 $209K - $381K
IFV
First Trust Dorsey Wright Inte

ETFs
Q1 2020 Filed on May 13, 2020
11,603
$11.81 - $21.85 $137K - $254K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on May 13, 2020
7,525
$25.85 - $40.79 $195K - $307K
Invesco Ladderrite 0 5 Year Corporate Bond ETF
Q1 2020 Filed on May 13, 2020
8,803
N/A
WPC
W. P. Carey Inc.

Real Estate
Q3 2019 Filed on Nov 21, 2019
2,440
$80.33 - $91.62 $196K - $224K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Nov 21, 2019
7,248
$20.76 - $32.1 $150K - $233K
Nabors Industries F
Q3 2019 Filed on Nov 21, 2019
10,000
N/A
First Trust Tactical High Yield ETF
Q3 2019 Filed on Nov 21, 2019
4,363
N/A
IEMG
Ishares Inc

ETFs
Q3 2019 Filed on Nov 21, 2019
7,010
$46.63 - $52.12 $327K - $365K
VRSN
Verisign Inc

Technology
Q3 2019 Filed on Nov 21, 2019
1,000
$186.78 - $221.04 $187K - $221K
Diplomat Pharmacy
Q2 2019 Filed on Aug 14, 2019
14,495
N/A
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
13,439
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2019 Filed on Aug 14, 2019
6,596
N/A
BFOR
Alps ETF Tr Barrons 400 ETF
Q2 2019 Filed on Aug 14, 2019
5,594
N/A
Dowdupont Inc
Q1 2019 Filed on May 08, 2019
4,500
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2018 Filed on Feb 04, 2019
8,464
N/A
Invesco Qqq Trust
Q4 2018 Filed on Feb 04, 2019
1,646
N/A
FDT
First Trust Developed Markets

ETFs
Q4 2018 Filed on Feb 04, 2019
4,792
$47.63 - $59.64 $228K - $286K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Feb 04, 2019
4,658
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 04, 2019
6,391
$44.51 - $47.86 $284K - $306K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
Q3 2018 Filed on Nov 13, 2018
447
N/A
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
98
$65.43 - $69.3 $6.41K - $6.79K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2018 Filed on Nov 13, 2018
1,979
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2018 Filed on Nov 13, 2018
1,181
N/A
Vaneck Vectors Amt Free Intermediate Mun Index ETF
Q3 2018 Filed on Nov 13, 2018
2,352
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2018 Filed on Nov 13, 2018
216
N/A
TTE
Total Energies Se

Energy
Q3 2018 Filed on Nov 13, 2018
1,159
$58.87 - $65.25 $68.2K - $75.6K
IHE
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
250
$151.16 - $169.55 $37.8K - $42.4K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2018 Filed on Nov 13, 2018
950
$68.55 - $73.03 $65.1K - $69.4K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
845
$40.58 - $44.29 $34.3K - $37.4K
SURE
Advisorshares Trust Advisorsha
Q3 2018 Filed on Nov 13, 2018
3,281
N/A
ICF
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
514
$49.14 - $51.92 $25.3K - $26.7K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
541
N/A
FLT
Fleetcor Technologies Inc

Technology
Q3 2018 Filed on Nov 13, 2018
93
$212.56 - $227.84 $19.8K - $21.2K
IRM
Iron Mountain Inc

Real Estate
Q3 2018 Filed on Nov 13, 2018
705
$34.09 - $36.74 $24K - $25.9K
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
304
$45.41 - $53.16 $13.8K - $16.2K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2018 Filed on Nov 13, 2018
742
$95.58 - $104.54 $70.9K - $77.6K
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
1,292
N/A
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2018 Filed on Nov 13, 2018
819
N/A
ILMN
Illumina, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
65
$279.04 - $367.06 $18.1K - $23.9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2018 Filed on Nov 13, 2018
400
$36.39 - $44.89 $14.6K - $18K
INDA
Ishares Msci India Index Fund

ETFs
Q3 2018 Filed on Nov 13, 2018
1,000
$32.47 - $36.14 $32.5K - $36.1K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
187
$122.39 - $134.44 $22.9K - $25.1K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2018 Filed on Nov 13, 2018
2,515
N/A
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