Apella Capital, LLC Closed Holding Positions

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wisdomtree Tr
Q2 2022 Filed on Jul 08, 2022
14,663
N/A
ICLN
Ishares

ETFs
Q2 2022 Filed on Jul 08, 2022
9,754
$16.82 - $22.08 $164K - $215K
ZTS
Zoetis Inc.

Healthcare
Q2 2022 Filed on Jul 08, 2022
1,763
$155.97 - $200.09 $275K - $353K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 08, 2022
5,511
$32.02 - $36.26 $176K - $200K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Jul 08, 2022
4,208
$54.29 - $67.38 $228K - $284K
General Electric CO
Q2 2022 Filed on Jul 08, 2022
2,843
N/A
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q2 2022 Filed on Jul 08, 2022
12,319
$17.13 - $21.08 $211K - $260K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on Apr 11, 2022
2,128
$106.08 - $113.93 $226K - $242K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2022 Filed on Apr 11, 2022
8,399
$22.05 - $24.55 $185K - $206K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on Apr 11, 2022
1,707
$128.66 - $144.3 $220K - $246K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2022 Filed on Apr 11, 2022
6,902
$26.79 - $30.98 $185K - $214K
Xilinx Inc
Q1 2022 Filed on Apr 11, 2022
1,000
N/A
PSR
Invesco Actively

ETFs
Q4 2021 Filed on Jan 13, 2022
3,268
$103.68 - $120.11 $339K - $393K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 13, 2022
842
$179.32 - $271.7 $151K - $229K
SKOR
Flexshares Tr Credit Scored Us

ETFs
Q4 2021 Filed on Jan 13, 2022
4,218
$52.7 - $53.96 $222K - $228K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2021 Filed on Jan 13, 2022
6,654
$31.08 - $31.92 $207K - $212K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2021 Filed on Jan 13, 2022
5,637
$40.52 - $43.72 $228K - $246K
RYLD
Global X Fds Russell 2000 Cove

ETFs
Q4 2021 Filed on Jan 13, 2022
11,109
$23.73 - $25.7 $264K - $286K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q4 2021 Filed on Jan 13, 2022
8,571
$34.61 - $35.48 $297K - $304K
EMTL
Spdr Doubleline Emerging Marke

ETFs
Q4 2021 Filed on Jan 13, 2022
5,848
$48.82 - $50.4 $285K - $295K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 13, 2022
33,677
N/A
JPUS
Jpmorgan Diversified Return Us

ETFs
Q4 2021 Filed on Jan 13, 2022
3,550
$96.89 - $106.04 $344K - $376K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q4 2021 Filed on Jan 13, 2022
10,725
$40.72 - $43.68 $437K - $468K
HERO
Global X Fds Video Games & Esp

ETFs
Q3 2021 Filed on Oct 12, 2021
14,643
$27.71 - $32.41 $406K - $475K
PVH
Pvh Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 12, 2021
3,552
$93.8 - $120.58 $333K - $428K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Oct 12, 2021
5,452
$118.69 - $138.49 $647K - $755K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on Oct 12, 2021
2,940
$67.69 - $73.03 $199K - $215K
SNSR
Global X Fds Internet Of Thing

ETFs
Q3 2021 Filed on Oct 12, 2021
8,377
$34.75 - $38.65 $291K - $324K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2021 Filed on Oct 12, 2021
9,628
$46.8 - $52.52 $451K - $506K
CLOU
Global X Fds Cloud Computing E

ETFs
Q3 2021 Filed on Oct 12, 2021
16,830
$27.8 - $31.44 $468K - $529K
BOTZ
Global X Fds

ETFs
Q3 2021 Filed on Oct 12, 2021
13,604
$32.76 - $39.39 $446K - $536K
SOCL
Global X Fds Global X Social M

ETFs
Q3 2021 Filed on Oct 12, 2021
8,565
$60.12 - $72.08 $515K - $617K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q3 2021 Filed on Oct 12, 2021
14,563
$45.19 - $52.21 $658K - $760K
MILN
Global X Funds Global X Millen

ETFs
Q3 2021 Filed on Oct 12, 2021
12,707
$42.24 - $45.13 $537K - $573K
CHIQ
Global X Msci China Consumer D

ETFs
Q3 2021 Filed on Oct 12, 2021
18,149
$27.52 - $34.74 $499K - $630K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 02, 2021
18,853
N/A
Colony Cr Real Estate Inc
Q2 2021 Filed on Jul 02, 2021
13,165
N/A
Texas Pac Ld Tr
Q1 2021 Filed on Apr 15, 2021
884
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 18, 2021
62,571
N/A
PHK
Pimco High Income Fund

Financial Services
Q3 2020 Filed on Oct 22, 2020
12,802
$5.09 - $5.58 $65.2K - $71.4K
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Oct 22, 2020
30,050
$24.94 - $34.57 $749K - $1.04M
Raytheon CO
Q2 2020 Filed on Jul 20, 2020
6,298
N/A
United Technologies Corp
Q2 2020 Filed on Jul 20, 2020
4,032
N/A
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