Allworth Financial LP Closed Holding Positions

Allworth Financial LP

$17.4 Billion
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
PSCF Invesco S&P Smallcap Financial ETFs	Q4 2018 Filed on Feb 11, 2019	487	$46.25 - $56.75 $22.5K - $27.6K
Vaneck Vectors ETF Tr	Q4 2018 Filed on Feb 11, 2019	806	N/A
Stonemor Partners L P	Q4 2018 Filed on Feb 11, 2019	380	N/A
SHLDQ Sears Holdings Consumer Cyclical	Q4 2018 Filed on Feb 11, 2019	2	N/A
Proshares Tr	Q4 2018 Filed on Feb 11, 2019	59	N/A
Energy Transfer Partners LP	Q4 2018 Filed on Feb 11, 2019	793	N/A
Pinnacle Foods Inc Del	Q4 2018 Filed on Feb 11, 2019	66	N/A
MFUS Pimco Rafi Dynamic Multi Facto ETFs	Q4 2018 Filed on Feb 11, 2019	456	N/A
New York Reit Inc	Q4 2018 Filed on Feb 11, 2019	30	N/A
PSCD Invesco S&P Smallcap Consumer ETFs	Q4 2018 Filed on Feb 11, 2019	236	$51.8 - $67.6 $12.2K - $16K
PSCH Invesco S&P Smallcap Health Ca ETFs	Q4 2018 Filed on Feb 11, 2019	228	$100.46 - $138.29 $22.9K - $31.5K
Wiley John & Sons Inc	Q4 2018 Filed on Feb 11, 2019	1,600	N/A
Groupon Inc	Q4 2018 Filed on Feb 11, 2019	11	N/A
JHS John Hancock Income Securities Trust Financial Services	Q4 2018 Filed on Feb 11, 2019	464	$12.46 - $13.44 $5.78K - $6.24K
CRT Cross Timbers Royalty Trust Energy	Q3 2018 Filed on Oct 30, 2018	1	$14.1 - $15.75 $14.1 - $15.8
Antares Pharma Inc	Q3 2018 Filed on Oct 30, 2018	200	N/A
Dun & Bradstreet Corp Del Ne	Q3 2018 Filed on Oct 30, 2018	19	N/A
AAV.TO Advantage Energy Ltd. Energy	Q3 2018 Filed on Oct 30, 2018	28	N/A
Supervalu Inc	Q3 2018 Filed on Oct 30, 2018	65	N/A
Gci Liberty Inc	Q3 2018 Filed on Oct 30, 2018	14	N/A
Cushing Energy Income	Q3 2018 Filed on Oct 30, 2018	112	N/A
Michael Kors Hldgs LTD	Q3 2018 Filed on Oct 30, 2018	8	N/A
Tortoise Mlp Fd Inc	Q3 2018 Filed on Oct 30, 2018	40	N/A
Momo Inc	Q3 2018 Filed on Oct 30, 2018	37	N/A
Liberty Expedia Holdings	Q3 2018 Filed on Oct 30, 2018	9	N/A
LTRPA Liberty Trip Advisor Holdings, Inc. Communication Services	Q3 2018 Filed on Oct 30, 2018	10	$14.2 - $18.05 $142 - $181
Norbord Inc	Q3 2018 Filed on Oct 30, 2018	45	N/A
Twenty First Centy Fox Inc	Q3 2018 Filed on Oct 30, 2018	104	N/A
Bank Of The Ozarks	Q3 2018 Filed on Oct 30, 2018	33	N/A
DISCK Warner Bros. Discovery, Inc. Communication Services	Q3 2018 Filed on Oct 30, 2018	60	$23.8 - $29.62 $1.43K - $1.78K
Rsp Permian Inc	Q3 2018 Filed on Oct 30, 2018	23	N/A
Barclays Bank PLC	Q3 2018 Filed on Oct 30, 2018	2,500	N/A
Vivus Inc	Q3 2018 Filed on Oct 30, 2018	250	N/A
Golar Lng Partners LP	Q3 2018 Filed on Oct 30, 2018	375	N/A
AMJ Jpmorgan Chase & CO Alerian Ml ETFs	Q3 2018 Filed on Oct 30, 2018	39	N/A
SHIIY Sinopec Shanghai Ads (1 Oo Clh)	Q3 2018 Filed on Oct 30, 2018	28	N/A
Pimco ETF Tr	Q3 2018 Filed on Oct 30, 2018	127	N/A
Och Ziff Cap Mgmt Group	Q3 2018 Filed on Oct 30, 2018	900	N/A
Cigna Corporation	Q3 2018 Filed on Oct 30, 2018	22	N/A
Halyard Health Inc	Q3 2018 Filed on Oct 30, 2018	14	N/A
Relx Nv	Q3 2018 Filed on Oct 30, 2018	88	N/A
Windstream Hldgs Inc	Q2 2018 Filed on Aug 08, 2018	1,300	N/A
Blackhawk Network Hldgs Inc	Q2 2018 Filed on Aug 08, 2018	43	N/A
Shire PLC	Q2 2018 Filed on Aug 08, 2018	14	N/A
Monsanto CO New	Q2 2018 Filed on Aug 08, 2018	301	N/A
Westar Energy Inc	Q2 2018 Filed on Aug 08, 2018	2,730	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 08, 2018	241	N/A
Time Warner Inc	Q2 2018 Filed on Aug 08, 2018	264	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 08, 2018	329	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 08, 2018	146	N/A

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