Aspireon Wealth Advisors Closed Holding Positions

Aspireon Wealth Advisors

  • $183 Million
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 29, 2022
39,955
$32.02 - $36.26 $1.28M - $1.45M
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Jul 29, 2022
582
$315.97 - $423.43 $184K - $246K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
16,554
$74.23 - $104.64 $1.23M - $1.73M
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Jul 29, 2022
2,013
$134.63 - $189.39 $271K - $381K
VFH
Vanguard Financial ETF

ETFs
Q1 2022 Filed on May 11, 2022
2,073
$87.26 - $101.75 $181K - $211K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on May 11, 2022
372
$411.5 - $564.37 $153K - $210K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2022 Filed on May 11, 2022
1,745
$126.55 - $139.44 $221K - $243K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 11, 2022
2,380
$95.6 - $107.05 $228K - $255K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2022 Filed on May 11, 2022
57,236
$29.3 - $38.91 $1.68M - $2.23M
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,200
$117.57 - $166.39 $141K - $200K
RING
Ishares Inc Msci Global Gold M

ETFs
Q1 2022 Filed on May 11, 2022
10,336
$24.74 - $31.26 $256K - $323K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q1 2022 Filed on May 11, 2022
6,570
$61.64 - $75.75 $405K - $498K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 15, 2022
9,414
$91.87 - $125.12 $865K - $1.18M
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
3,474
$232.18 - $264.33 $807K - $918K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2021 Filed on Nov 15, 2021
4,313
$102.3 - $108.36 $441K - $467K
Ishares Gold Tr
Q2 2021 Filed on Aug 16, 2021
97,000
N/A
Cadence Bancorporation
Q1 2021 Filed on Apr 19, 2021
18,000
N/A
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