Cavalier Investments, LLC Closed Holding Positions

Cavalier Investments, LLC

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2017 Filed on Feb 13, 2018
11,420
$29.84 - $31.63 $341K - $361K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q4 2017 Filed on Feb 13, 2018
5,960
$62.36 - $66.04 $372K - $394K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2017 Filed on Feb 13, 2018
9,137
N/A
FTA
First Tr Large Cap Value

ETFs
Q4 2017 Filed on Feb 13, 2018
8,714
$51.31 - $54.99 $447K - $479K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2017 Filed on Feb 13, 2018
38,879
$68.9 - $72.63 $2.68M - $2.82M
MKSI
Mks Instruments Inc

Technology
Q4 2017 Filed on Feb 13, 2018
2,500
$89.5 - $108.65 $224K - $272K
AMX
America Movil Sab De Cv

Communication Services
Q4 2017 Filed on Feb 13, 2018
31,500
$16.86 - $19.24 $531K - $606K
EMKR
Emcore Corp

Technology
Q4 2017 Filed on Feb 13, 2018
20,000
$6.08 - $8.63 $122K - $173K
AEIS
Advanced Energy Industries Inc

Industrials
Q4 2017 Filed on Feb 13, 2018
8,800
$67.48 - $94.25 $594K - $829K
AAOI
Applied Optoelectronics, Inc.

Technology
Q4 2017 Filed on Feb 13, 2018
15,400
$37.8 - $64.52 $582K - $994K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q4 2017 Filed on Feb 13, 2018
8,500
$23.04 - $29.23 $196K - $248K
HCCI
Heritage Crystal Clean, Inc.

Industrials
Q4 2017 Filed on Feb 13, 2018
18,800
$18.3 - $22.35 $344K - $420K
YRD
Yiren Digital Ltd.

Financial Services
Q4 2017 Filed on Feb 13, 2018
22,600
$33.91 - $52.27 $766K - $1.18M
IIVI
Ii Vi Inc

Technology
Q4 2017 Filed on Feb 13, 2018
10,000
$40.25 - $52.0 $403K - $520K
NVMI
Nova Ltd.

Technology
Q4 2017 Filed on Feb 13, 2018
33,800
$25.77 - $31.38 $871K - $1.06M
Momo Inc
Q4 2017 Filed on Feb 13, 2018
51,100
N/A
Velocity Shares Daily Inverse
Q3 2017 Filed on Nov 02, 2017
19,004
N/A
CMS
Cms Energy Corp

Utilities
Q3 2017 Filed on Nov 02, 2017
12,000
$46.23 - $49.1 $555K - $589K
Vantiv Inc
Q3 2017 Filed on Nov 02, 2017
10,500
N/A
UGI
Ugi Corp

Utilities
Q3 2017 Filed on Nov 02, 2017
13,900
$46.86 - $50.93 $651K - $708K
AVK
Advent Convertible & Income Fund

Financial Services
Q3 2017 Filed on Nov 02, 2017
30,784
$15.85 - $16.68 $488K - $513K
Crh Medical Corp
Q3 2017 Filed on Nov 02, 2017
24,100
N/A
CYBE
Cyberoptics Corp

Technology
Q3 2017 Filed on Nov 02, 2017
12,200
$13.85 - $16.4 $169K - $200K
Cyrusone Inc
Q3 2017 Filed on Nov 02, 2017
11,000
N/A
Tortoise Pipeline
Q3 2017 Filed on Nov 02, 2017
25,174
N/A
DVN
Devon Energy Corp

Energy
Q3 2017 Filed on Nov 02, 2017
9,300
$30.18 - $37.17 $281K - $346K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2017 Filed on Nov 02, 2017
16,700
$111.82 - $126.04 $1.87M - $2.1M
Marine Harvest Asa
Q3 2017 Filed on Nov 02, 2017
16,700
N/A
VCISY
Vinci Sa Adr (France)

Industrials
Q3 2017 Filed on Nov 02, 2017
14,000
N/A
AGX
Argan Inc

Industrials
Q3 2017 Filed on Nov 02, 2017
6,000
$58.95 - $67.25 $354K - $404K
AHH
Armada Hoffler Properties, Inc.

Real Estate
Q3 2017 Filed on Nov 02, 2017
21,100
$13.0 - $13.91 $274K - $294K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2017 Filed on Nov 02, 2017
14,700
$61.22 - $65.99 $900K - $970K
ASUR
Asure Software Inc

Technology
Q3 2017 Filed on Nov 02, 2017
36,700
$10.18 - $13.32 $374K - $489K
Avenue Income Credit Strategies Fd
Q3 2017 Filed on Nov 02, 2017
36,667
N/A
WLDN
Willdan Group, Inc.

Industrials
Q3 2017 Filed on Nov 02, 2017
11,000
$28.66 - $36.54 $315K - $402K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q3 2017 Filed on Nov 02, 2017
64,200
$8.13 - $9.34 $522K - $600K
Westar Energy Inc.
Q3 2017 Filed on Nov 02, 2017
16,900
N/A
Allergan PLC
Q3 2017 Filed on Nov 02, 2017
840
N/A
Zayo Group Holdings Inc
Q3 2017 Filed on Nov 02, 2017
10,500
N/A
Cabot Microelectro
Q3 2017 Filed on Nov 02, 2017
9,000
N/A
Callon Petroleum Company
Q3 2017 Filed on Nov 02, 2017
49,200
N/A
WD
Walker & Dunlop, Inc.

Financial Services
Q3 2017 Filed on Nov 02, 2017
15,100
$45.58 - $52.4 $688K - $791K
Dbx ETF Trust
Q3 2017 Filed on Nov 02, 2017
31,402
N/A
Finisar Corporation
Q3 2017 Filed on Nov 02, 2017
35,200
N/A
INGR
Ingredion Inc

Consumer Defensive
Q3 2017 Filed on Nov 02, 2017
3,200
$119.84 - $125.59 $383K - $402K
IDCC
Inter Digital, Inc.

Communication Services
Q3 2017 Filed on Nov 02, 2017
3,900
$68.25 - $75.2 $266K - $293K
IVAC
Intevac Inc

Industrials
Q3 2017 Filed on Nov 02, 2017
18,600
$8.4 - $9.55 $156K - $178K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2017 Filed on Nov 02, 2017
1,981
N/A
Pcm Inc
Q3 2017 Filed on Nov 02, 2017
11,800
N/A
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