Buckingham Strategic Wealth, LLC Closed Holding Positions

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Hollyfrontier Corp
Q4 2020 Filed on Feb 16, 2021
29,901
N/A
ROOF
Indexiq ETF Trust Iq Cbre Next
Q4 2020 Filed on Feb 16, 2021
18,982
N/A
CZA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
5,525
$66.13 - $77.24 $365K - $427K
HLI
Houlihan Lokey, Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
5,183
$59.42 - $70.1 $308K - $363K
JPHY
Jp Morgan High Yield Research

ETFs
Q4 2020 Filed on Feb 16, 2021
4,742
N/A
RFV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
62,100
$55.17 - $74.02 $3.43M - $4.6M
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
4,196
$60.08 - $67.91 $252K - $285K
AEYE
Audioeye Inc

Technology
Q3 2020 Filed on Nov 12, 2020
11,531
$9.95 - $21.28 $115K - $245K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2020 Filed on Nov 12, 2020
4,364
$30.04 - $32.09 $131K - $140K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q3 2020 Filed on Nov 12, 2020
30,090
$17.49 - $19.34 $526K - $582K
Klx Energy Servics Holdngs I
Q3 2020 Filed on Nov 12, 2020
10,000
N/A
Hi Crush Partners LP
Q3 2020 Filed on Nov 12, 2020
10,000
N/A
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q2 2020 Filed on Aug 03, 2020
5,055
$70.14 - $75.05 $355K - $379K
HHC
Howard Hughes Corp

Real Estate
Q2 2020 Filed on Aug 03, 2020
12,100
$42.58 - $66.6 $515K - $806K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
14,797
$55.94 - $89.7 $828K - $1.33M
Raytheon CO
Q2 2020 Filed on Aug 03, 2020
6,745
N/A
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q2 2020 Filed on Aug 03, 2020
16,404
$44.33 - $60.23 $727K - $988K
CRI
Carters Inc

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
12,659
$62.8 - $93.98 $795K - $1.19M
SJT
San Juan Basin Royalty Trust

Energy
Q2 2020 Filed on Aug 03, 2020
10,000
$1.94 - $3.17 $19.4K - $31.7K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q2 2020 Filed on Aug 03, 2020
18,275
$18.99 - $23.14 $347K - $423K
J P Morgan Exchange Traded F
Q2 2020 Filed on Aug 03, 2020
22,303
N/A
LIVN
Liva Nova PLC

Healthcare
Q2 2020 Filed on Aug 03, 2020
17,600
$39.87 - $56.9 $702K - $1M
MAS
Masco Corp

Industrials
Q2 2020 Filed on Aug 03, 2020
33,740
$32.41 - $50.21 $1.09M - $1.69M
National Oilwell Varco Inc
Q2 2020 Filed on Aug 03, 2020
49,101
N/A
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q2 2020 Filed on Aug 03, 2020
6,366
$73.4 - $93.53 $467K - $595K
BWFG
Bankwell Financial Group, Inc.

Financial Services
Q2 2020 Filed on Aug 03, 2020
18,658
$12.76 - $16.44 $238K - $307K
Allergan PLC
Q2 2020 Filed on Aug 03, 2020
2,664
N/A
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Aug 03, 2020
4,286
$493.32 - $643.92 $2.11M - $2.76M
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2020 Filed on Aug 03, 2020
11,835
$92.27 - $121.3 $1.09M - $1.44M
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
35,136
$21.29 - $37.52 $748K - $1.32M
ACA
Arcosa, Inc.

Industrials
Q2 2020 Filed on Aug 03, 2020
41,535
$32.18 - $45.22 $1.34M - $1.88M
Zynga Inc
Q2 2020 Filed on Aug 03, 2020
18,425
N/A
AWR
American States Water CO

Utilities
Q2 2020 Filed on Aug 03, 2020
2,905
$73.85 - $90.1 $215K - $262K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Aug 03, 2020
8,014
$29.54 - $36.83 $237K - $295K
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q2 2020 Filed on Aug 03, 2020
6,950
$43.17 - $68.72 $300K - $478K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2020 Filed on Aug 03, 2020
6,332
$37.38 - $47.13 $237K - $298K
MGV
Vanguard Mega Cap Value

ETFs
Q2 2020 Filed on Aug 03, 2020
12,761
$63.17 - $80.68 $806K - $1.03M
Aurora Cannabis Inc
Q2 2020 Filed on Aug 03, 2020
14,952
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 03, 2020
23,090
N/A
AVLR
Avalara, Inc.

Technology
Q2 2020 Filed on Aug 03, 2020
4,981
$63.63 - $137.59 $317K - $685K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2020 Filed on Aug 03, 2020
26,627
$28.91 - $37.99 $770K - $1.01M
Nuveen Energy Mlp Totl Rtrnf
Q2 2020 Filed on Aug 03, 2020
20,086
N/A
RETA
Reata Pharmaceuticals Inc

Healthcare
Q2 2020 Filed on Aug 03, 2020
2,000
$126.3 - $176.56 $253K - $353K
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 03, 2020
7,337
$28.36 - $36.98 $208K - $271K
United Technologies Corp
Q2 2020 Filed on Aug 03, 2020
8,353
N/A
SPMD
Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 03, 2020
29,986
$23.46 - $34.21 $703K - $1.03M
SGOL
Abrdn Gold ETF Trust

ETFs
Q2 2020 Filed on Aug 03, 2020
37,834
$15.31 - $17.14 $579K - $648K
RACE
Ferrari N.V.

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
1,461
$134.83 - $176.19 $197K - $257K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on May 07, 2020
21,517
$21.23 - $31.4 $457K - $676K
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