Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Invesco S&P Smallcap 600 Equal Weight ETF
Q3 2018 Filed on Nov 13, 2018
778
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q3 2018 Filed on Nov 13, 2018
658
$52.65 - $55.0 $34.6K - $36.2K
Columbia Ppty Tr Inc Reit
Q3 2018 Filed on Nov 13, 2018
699
N/A
Cys Investments Reit
Q3 2018 Filed on Nov 13, 2018
2,001
N/A
Invesco Zacks Mid Cap ETF
Q3 2018 Filed on Nov 13, 2018
230
N/A
Invesco S&P Midcap 400 Equal Weight ETF
Q3 2018 Filed on Nov 13, 2018
304
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
806
$48.78 - $59.61 $39.3K - $48K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,839
$16.9 - $17.94 $31.1K - $33K
EOG
Eog Resources Inc

Energy
Q3 2018 Filed on Nov 13, 2018
106
$114.32 - $129.9 $12.1K - $13.8K
EMR
Emerson Electric CO

Industrials
Q3 2018 Filed on Nov 13, 2018
800
$67.89 - $78.41 $54.3K - $62.7K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2018 Filed on Nov 13, 2018
2,232
$57.14 - $59.9 $128K - $134K
DUK
Duke Energy Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
1,872
$78.09 - $83.47 $146K - $156K
ED
Consolidated Edison Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
593
$74.41 - $81.35 $44.1K - $48.2K
ECL
Ecolab Inc.

Basic Materials
Q3 2018 Filed on Nov 13, 2018
127
$139.97 - $159.4 $17.8K - $20.2K
BIIB
Biogen Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
66
$293.51 - $383.83 $19.4K - $25.3K
RESE
Wisdomtree Emerging Markets Es

ETFs
Q3 2018 Filed on Nov 13, 2018
599
N/A
BTEGF
Baytex Energy Corp.

Energy
Q3 2018 Filed on Nov 13, 2018
6,415
$2.65 - $3.55 $17K - $22.8K
DVN
Devon Energy Corp

Energy
Q3 2018 Filed on Nov 13, 2018
303
$38.81 - $45.61 $11.8K - $13.8K
EA
Electronic Arts Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
99
$111.55 - $148.93 $11K - $14.7K
Invesco Bulletshares 2021 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,095
N/A
Invesco Bulletshares 2020 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
1,389
N/A
Invesco Bulletshares 2022 Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,407
N/A
Invesco Bulletshares 2018 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,658
N/A
DXGE
Wisdomtree Germany Hedged Equi

ETFs
Q3 2018 Filed on Nov 13, 2018
6,283
N/A
EFAD
Proshares Tr Proshares Msci Ea

ETFs
Q3 2018 Filed on Nov 13, 2018
405
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2018 Filed on Nov 13, 2018
1,701
N/A
EFV
Msci Eafe Value ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
667
$49.68 - $52.91 $33.1K - $35.3K
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Nov 13, 2018
552
$38.18 - $42.27 $21.1K - $23.3K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,408
$18.4 - $19.86 $25.9K - $28K
BAC
Bank Of America Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
3,777
$27.78 - $31.8 $105K - $120K
BAX
Baxter International Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
2,217
$70.71 - $77.75 $157K - $172K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2018 Filed on Nov 13, 2018
8,974
$23.11 - $24.49 $207K - $220K
C
Citigroup Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
707
$66.06 - $74.79 $46.7K - $52.9K
EMDV
Proshares Tr Msci Emerging Mkt

ETFs
Q3 2018 Filed on Nov 13, 2018
882
N/A
BDX
Becton Dickinson & CO

Healthcare
Q3 2018 Filed on Nov 13, 2018
665
$233.07 - $256.0 $155K - $170K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2018 Filed on Nov 13, 2018
418
N/A
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
93
$111.52 - $124.3 $10.4K - $11.6K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2018 Filed on Nov 13, 2018
2,947
$36.7 - $37.37 $108K - $110K
BWX
Spdr Bloomberg International T

ETFs
Q3 2018 Filed on Nov 13, 2018
400
N/A
Boardwalk Pipeline Pa LP
Q3 2018 Filed on Nov 13, 2018
1,000
N/A
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
978
$27.45 - $32.95 $26.8K - $32.2K
BHP
Bhp Group LTD

Basic Materials
Q3 2018 Filed on Nov 13, 2018
297
$39.13 - $46.62 $11.6K - $13.8K
Invesco Bulletshares 2019 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,890
N/A
CWCO
Consolidated Water Co. Ltd.

Utilities
Q3 2018 Filed on Nov 13, 2018
1,012
$12.75 - $14.7 $12.9K - $14.9K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2018 Filed on Nov 13, 2018
2,275
$31.39 - $32.91 $71.4K - $74.9K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2018 Filed on Nov 13, 2018
950
$68.55 - $73.03 $65.1K - $69.4K
FNI
First Trust Chindia ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
1,057
$34.04 - $39.13 $36K - $41.4K
ADP
Automatic Data Processing Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
231
$132.61 - $150.68 $30.6K - $34.8K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2018 Filed on Nov 13, 2018
1,181
N/A
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