Cavalier Investments, LLC Closed Holding Positions

Cavalier Investments, LLC

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
O'Shares Global Internet ETF
Q2 2022 Filed on Aug 04, 2022
88,320
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2022 Filed on Aug 04, 2022
58,738
$58.16 - $78.66 $3.42M - $4.62M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q2 2022 Filed on Aug 04, 2022
166,919
$52.03 - $65.46 $8.68M - $10.9M
SJB
Proshares Tr Short High Yield

ETFs
Q2 2022 Filed on Aug 04, 2022
163,464
$17.97 - $19.91 $2.94M - $3.25M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on May 04, 2022
6,464
$103.82 - $106.76 $671K - $690K
EWY
Ishares Inc Msci South Korea E

ETFs
Q1 2022 Filed on May 04, 2022
2
$66.82 - $79.77 $134 - $160
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 02, 2022
3,762
$343.73 - $431.53 $1.29M - $1.62M
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
6,439
$158.3 - $265.08 $1.02M - $1.71M
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q4 2021 Filed on Feb 02, 2022
21,405
$86.86 - $104.35 $1.86M - $2.23M
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
357,724
$14.65 - $16.67 $5.24M - $5.96M
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q4 2021 Filed on Feb 02, 2022
13,500
$150.88 - $163.01 $2.04M - $2.2M
SDIV
Global X Fds Global X Superdiv

ETFs
Q4 2021 Filed on Feb 02, 2022
104,084
$11.94 - $13.51 $1.24M - $1.41M
DIV
Global X Superdividend Us ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
73,622
$19.62 - $20.88 $1.44M - $1.54M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q4 2021 Filed on Feb 02, 2022
46,676
$32.36 - $33.41 $1.51M - $1.56M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2021 Filed on Feb 02, 2022
67,310
$28.27 - $30.05 $1.9M - $2.02M
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
Q4 2021 Filed on Feb 02, 2022
112,497
$40.97 - $51.03 $4.61M - $5.74M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
Q4 2021 Filed on Feb 02, 2022
27,396
$48.82 - $50.08 $1.34M - $1.37M
SRLN
Ssga Active Trust

ETFs
Q3 2021 Filed on Nov 02, 2021
70,944
$45.62 - $46.2 $3.24M - $3.28M
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2021 Filed on Nov 02, 2021
43,625
$44.45 - $48.73 $1.94M - $2.13M
XLV
Select Sector Spdr Fund Health

ETFs
Q3 2021 Filed on Nov 02, 2021
15,521
$127.07 - $136.85 $1.97M - $2.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2021 Filed on Nov 02, 2021
80,135
$35.68 - $38.17 $2.86M - $3.06M
MRK
Merck & Co., Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
17,790
$71.68 - $78.83 $1.28M - $1.4M
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
1,861
$257.41 - $401.12 $479K - $746K
VUG
Vanguard Growth ETF

ETFs
Q3 2021 Filed on Nov 02, 2021
8,244
$286.49 - $308.98 $2.36M - $2.55M
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2021 Filed on Nov 02, 2021
18,202
$57.29 - $61.58 $1.04M - $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2021 Filed on Nov 02, 2021
20,243
$129.96 - $131.96 $2.63M - $2.67M
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
3,765
$279.35 - $342.27 $1.05M - $1.29M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q2 2021 Filed on Aug 11, 2021
78,729
$27.47 - $28.88 $2.16M - $2.27M
CSCO
Cisco Systems, Inc.

Technology
Q2 2021 Filed on Aug 11, 2021
24,480
$50.71 - $55.03 $1.24M - $1.35M
KLAC
Kla Corp

Technology
Q2 2021 Filed on Aug 11, 2021
3,527
$286.74 - $355.08 $1.01M - $1.25M
MA
Mastercard Inc

Financial Services
Q2 2021 Filed on Aug 11, 2021
209
$356.62 - $395.65 $74.5K - $82.7K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2021 Filed on Aug 11, 2021
24,164
$122.48 - $139.69 $2.96M - $3.38M
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
13,073
$387.58 - $454.22 $5.07M - $5.94M
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
14,356
$67.03 - $84.31 $962K - $1.21M
IGV
Ishares Expanded Tech Software

ETFs
Q2 2021 Filed on Aug 11, 2021
14,215
$333.59 - $395.13 $4.74M - $5.62M
EWH
Ishares Msci Hong Kong ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
102,127
$26.42 - $28.1 $2.7M - $2.87M
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Aug 11, 2021
6,062
$180.16 - $284.48 $1.09M - $1.72M
WOOD
Ishares Global Timber & Forest
Q2 2021 Filed on Aug 11, 2021
35,911
N/A
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
35,614
$66.04 - $70.76 $2.35M - $2.52M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2021 Filed on Aug 11, 2021
18,146
$80.72 - $89.85 $1.46M - $1.63M
EWA
Ishares Msci Australia ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
105,174
$25.13 - $27.38 $2.64M - $2.88M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2021 Filed on Aug 11, 2021
30,967
$73.83 - $79.88 $2.29M - $2.47M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2021 Filed on Aug 11, 2021
3,052
$158.58 - $193.25 $484K - $590K
SVXY
Pro Shares Trust Ii

ETFs
Q2 2021 Filed on Aug 11, 2021
30,814
$44.62 - $55.96 $1.37M - $1.72M
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
25,358
$94.78 - $99.7 $2.4M - $2.53M
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2021 Filed on Aug 11, 2021
23,580
$65.43 - $69.98 $1.54M - $1.65M
CLOU
Global X Fds Cloud Computing E

ETFs
Q2 2021 Filed on Aug 11, 2021
17,705
$24.49 - $29.03 $434K - $514K
FOXA
Fox Corp

Communication Services
Q2 2021 Filed on Aug 11, 2021
35,694
$36.31 - $38.83 $1.3M - $1.39M
ILMN
Illumina, Inc.

Healthcare
Q2 2021 Filed on Aug 11, 2021
2,637
$372.84 - $481.5 $983K - $1.27M
Track This Portfolio

Track Cavalier Investments, LLC Portfolio

Follow Cavalier Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cavalier Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cavalier Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email