Certified Advisory Corp Purchases and Sells in Q3 2024

Certified Advisory Corp

$882 Million
Q3 2024

Top Buys

Incresed Positions

162 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	219K + 149.83%	$33.74 - $37.96 $7.39M - $8.31M	365K $13.7M
USTB	141K + 631.64%	$49.79 - $50.91 $7.02M - $7.18M	163K $8.3M
SPSB	233K + 213.09%	$29.58 - $30.31 $6.89M - $7.06M	342K $10.4M
FBND	121K + 44.98%	$44.65 - $47.21 $5.39M - $5.7M	389K $18.2M
BIV	58.6K + 43.34%	$74.26 - $78.84 $4.35M - $4.62M	194K $15.2M
JPIE	67.9K + 29.0%	$45.17 - $46.39 $3.07M - $3.15M	302K $14M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SDVY	172K New	$32.65 - $36.69 $5.63M - $6.33M	172K $6.27M
FLQM	64K New	$50.64 - $55.7 $3.24M - $3.57M	64K $3.57M
VCIT	8.59K New	$79.29 - $84.02 $681K - $721K	8.59K $719K
NJUL	7.25K New	$56.73 - $60.88 $411K - $441K	7.25K $441K
ITA	2.78K New	$131.58 - $149.64 $366K - $416K	2.78K $416K
DJUL	10K New	$38.81 - $41.41 $388K - $414K	10K $414K

Top Sells

Reduced Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICOW	-280K - 91.81%	$29.08 - $31.84 $8.13M - $8.9M	24.9K $788K
CALF	-94.3K - 34.16%	$42.22 - $48.62 $3.98M - $4.59M	182K $8.46M
VNQ	-16.9K - 70.15%	$82.97 - $98.97 $1.4M - $1.67M	7.19K $700K
VYMI	-9.55K - 16.98%	$66.31 - $74.08 $633K - $707K	46.7K $3.43M
FVAL	-6.24K - 64.1%	$55.27 - $60.6 $345K - $378K	3.5K $211K
GOOGL	-131 - 0.66%	$148.65 - $191.18 $19.5K - $25K	19.7K $3.27M

Activity Summary All Purchases 182 New Holdings 20 Increased Positions 162 All Sells 92 Reductions 92 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.