Advisor Resource Council Closed Holding Positions

Advisor Resource Council

  • $298 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TBBK
Bancorp, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
11,500
$24.35 - $32.12 $280K - $369K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2022 Filed on Apr 20, 2022
11,326
$8.51 - $11.43 $96.4K - $129K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on Apr 20, 2022
14,026
$55.42 - $64.7 $777K - $907K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
5,292
$32.42 - $42.66 $172K - $226K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2022 Filed on Apr 20, 2022
6,824
$35.08 - $42.85 $239K - $292K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
1,472
$33.02 - $41.86 $48.6K - $61.6K
BLD
Top Build Corp

Industrials
Q1 2022 Filed on Apr 20, 2022
905
$181.39 - $275.79 $164K - $250K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
2,428
$87.3 - $110.53 $212K - $268K
LSEA
Landsea Homes Corp

Real Estate
Q1 2022 Filed on Apr 20, 2022
26,000
$6.28 - $9.0 $163K - $234K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
1,464
$129.09 - $164.35 $189K - $241K
KMX
Carmax Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,597
$96.48 - $127.01 $154K - $203K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on Apr 20, 2022
6,535
$85.05 - $92.24 $556K - $603K
BX
Blackstone Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
7,821
$108.62 - $137.98 $850K - $1.08M
CMBS
Ishares Cmbs ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
3,991
$49.41 - $52.81 $197K - $211K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,457
$85.0 - $96.56 $124K - $141K
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on Apr 20, 2022
2,894
$36.68 - $98.81 $106K - $286K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
549
$386.18 - $553.22 $212K - $304K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
Q1 2022 Filed on Apr 20, 2022
4,456
$55.43 - $65.52 $247K - $292K
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2022 Filed on Apr 20, 2022
4,522
$46.53 - $48.08 $210K - $217K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2022 Filed on Apr 20, 2022
2,820
$94.61 - $116.48 $267K - $328K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 20, 2022
2,618
$238.66 - $350.42 $625K - $917K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on Apr 20, 2022
5,394
$37.82 - $41.16 $204K - $222K
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on Apr 20, 2022
586
$270.99 - $346.41 $159K - $203K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
615
$53.94 - $69.5 $33.2K - $42.7K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
1,034
$153.19 - $251.05 $158K - $260K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on Apr 20, 2022
4,827
$51.49 - $53.86 $249K - $260K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on Apr 20, 2022
10,777
$16.21 - $33.07 $175K - $356K
THC
Tenet Healthcare Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
2,912
$70.0 - $91.2 $204K - $266K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
4,396
$57.28 - $62.28 $252K - $274K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 20, 2022
3,320
$81.03 - $87.06 $269K - $289K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2022 Filed on Apr 20, 2022
7,978
$29.63 - $32.87 $236K - $262K
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on Apr 20, 2022
115,573
$8.76 - $11.69 $1.01M - $1.35M
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on Apr 20, 2022
3,191
$56.84 - $89.45 $181K - $285K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q1 2022 Filed on Apr 20, 2022
10,416
$28.8 - $32.07 $300K - $334K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
8,571
$50.79 - $95.08 $435K - $815K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,976
$146.0 - $169.35 $288K - $335K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
5,950
$60.72 - $66.33 $361K - $395K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,374
$146.34 - $159.0 $201K - $218K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
78,245
$28.51 - $32.9 $2.23M - $2.57M
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on Apr 20, 2022
2,003
$65.33 - $133.55 $131K - $268K
Enviva Partners LP
Q1 2022 Filed on Apr 20, 2022
4,801
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
41,580
$190.9 - $221.63 $7.94M - $9.22M
TNL
Travel & Leisure Co.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
4,076
$46.31 - $62.06 $189K - $253K
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
5,501
$40.9 - $45.1 $225K - $248K
BIBL
Northern Lts Fd Tr Iv

ETFs
Q1 2022 Filed on Apr 20, 2022
5,476
$33.04 - $39.29 $181K - $215K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
2,100
$112.99 - $126.4 $237K - $265K
VALE
Vale S.A.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
159,270
$11.27 - $14.78 $1.79M - $2.35M
FSM
Fortuna Silver Mines Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
26,373
$3.06 - $5.25 $80.7K - $138K
OLN
Olin Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
63,192
$48.56 - $64.42 $3.07M - $4.07M
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