Beam Wealth Advisors, Inc. Closed Holding Positions

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2020 Filed on Jul 07, 2020
3,741
$41.98 - $58.28 $157K - $218K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2020 Filed on Jul 07, 2020
6,924
$32.9 - $43.96 $228K - $304K
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2020 Filed on Jul 07, 2020
1,530
$33.65 - $46.92 $51.5K - $71.8K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2020 Filed on Jul 07, 2020
1,456
$35.5 - $45.33 $51.7K - $66K
ITA
Ishares Tr

ETFs
Q2 2020 Filed on Jul 07, 2020
4,091
$67.92 - $96.92 $278K - $396K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
2,290
$39.5 - $52.48 $90.5K - $120K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q2 2020 Filed on Jul 07, 2020
14,333
$1.75 - $3.56 $25.1K - $51K
China Internet Nationwide Fi
Q2 2020 Filed on Jul 07, 2020
19,500
N/A
VRIG
Invesco Actively Managed ETF F

ETFs
Q2 2020 Filed on Jul 07, 2020
54,321
$23.0 - $24.71 $1.25M - $1.34M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2020 Filed on Jul 07, 2020
33,162
$41.21 - $51.19 $1.37M - $1.7M
Chesapeake Energy Corp
Q2 2020 Filed on Jul 07, 2020
71,000
N/A
IYY
Ishares Tr

ETFs
Q2 2020 Filed on Jul 07, 2020
8,821
$60.32 - $80.25 $532K - $708K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2020 Filed on Jul 07, 2020
70,412
$19.2 - $25.77 $1.35M - $1.81M
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2020 Filed on Jul 07, 2020
3,104
$41.56 - $59.34 $129K - $184K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2020 Filed on Jul 07, 2020
3,886
$91.94 - $119.67 $357K - $465K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2020 Filed on Jul 07, 2020
17,137
$39.39 - $43.83 $675K - $751K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2020 Filed on Jul 07, 2020
9,220
$49.8 - $52.12 $459K - $481K
LUV
Southwest Airlines CO

Industrials
Q1 2020 Filed on Apr 08, 2020
3,714
$30.86 - $58.54 $115K - $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2020 Filed on Apr 08, 2020
2,099
$59.73 - $99.87 $125K - $210K
EPR
Epr Properties

Real Estate
Q1 2020 Filed on Apr 08, 2020
3,062
$13.92 - $73.17 $42.6K - $224K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2020 Filed on Apr 08, 2020
11,643
$6.17 - $9.21 $71.8K - $107K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2020 Filed on Apr 08, 2020
4,012
$46.62 - $86.52 $187K - $347K
America First Multifamily In
Q1 2020 Filed on Apr 08, 2020
12,295
N/A
PML
Pimco Municipal Income Fund Ii

Financial Services
Q1 2020 Filed on Apr 08, 2020
11,159
$10.1 - $15.97 $113K - $178K
Titan Pharmaceuticals Inc De
Q1 2020 Filed on Apr 08, 2020
10,000
N/A
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 08, 2020
11,086
$37.46 - $55.46 $415K - $615K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q1 2020 Filed on Apr 08, 2020
17,764
$20.81 - $34.14 $370K - $606K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2020 Filed on Apr 08, 2020
22,025
$24.81 - $45.08 $546K - $993K
Ishares Tr
Q1 2020 Filed on Apr 08, 2020
21,774
N/A
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q1 2020 Filed on Apr 08, 2020
9,140
$18.15 - $26.07 $166K - $238K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2020 Filed on Apr 08, 2020
3,795
$59.35 - $90.15 $225K - $342K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2020 Filed on Apr 08, 2020
17,459
$54.33 - $81.73 $949K - $1.43M
EMB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 08, 2020
2,747
$85.8 - $117.01 $236K - $321K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2020 Filed on Apr 08, 2020
15,262
$16.3 - $48.35 $249K - $738K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2020 Filed on Apr 08, 2020
1,910
$107.38 - $154.58 $205K - $295K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2020 Filed on Apr 08, 2020
2,016
$122.65 - $164.89 $247K - $332K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q1 2020 Filed on Apr 08, 2020
6,870
$44.77 - $51.06 $308K - $351K
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