Certified Advisory Corp Closed Holding Positions

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VG
Vonage Holdings Corp

Communication Services
Q1 2020 Filed on Apr 27, 2020
299
$4.53 - $10.7 $1.35K - $3.2K
FANH
Fanhua Inc.

Financial Services
Q1 2020 Filed on Apr 27, 2020
600
$16.19 - $27.07 $9.71K - $16.2K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2020 Filed on Apr 27, 2020
7
$31.06 - $40.52 $217 - $284
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 27, 2020
212
$18.68 - $28.22 $3.96K - $5.98K
Colony Cr Real Estate Inc Com Cl A
Q1 2020 Filed on Apr 27, 2020
1,007
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2020 Filed on Apr 27, 2020
79
$20.7 - $34.9 $1.64K - $2.76K
AMX
America Movil Sab De Cv

Communication Services
Q1 2020 Filed on Apr 27, 2020
49
$11.47 - $18.0 $562 - $882
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2020 Filed on Apr 27, 2020
2
$23.33 - $27.94 $46.7 - $55.9
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on Apr 27, 2020
325
$100.87 - $113.18 $32.8K - $36.8K
CMBS
Ishares Cmbs ETF

ETFs
Q1 2020 Filed on Apr 27, 2020
19
$50.36 - $55.89 $957 - $1.06K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
Q1 2020 Filed on Apr 27, 2020
197
$35.25 - $44.01 $6.94K - $8.67K
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2020 Filed on Apr 27, 2020
40
$22.56 - $40.75 $902 - $1.63K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on Apr 27, 2020
1
$20.56 - $33.46 $20.6 - $33.5
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2020 Filed on Apr 27, 2020
35
$18.64 - $30.37 $652 - $1.06K
PNNT
Pennantpark Investment Corp

Financial Services
Q1 2020 Filed on Apr 27, 2020
2,000
$1.95 - $6.7 $3.9K - $13.4K
Health Care Ppty Invs Inc
Q4 2019 Filed on Jan 29, 2020
928
N/A
Allianzgi Conv Income Fd Ii Com
Q4 2019 Filed on Jan 29, 2020
2,541
N/A
HQL
Tekla Life Sciences Investors

Financial Services
Q4 2019 Filed on Jan 29, 2020
507
$14.63 - $17.84 $7.42K - $9.04K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2019 Filed on Jan 29, 2020
800
$26.57 - $28.31 $21.3K - $22.6K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q4 2019 Filed on Jan 29, 2020
500
$8.96 - $9.24 $4.48K - $4.62K
PPT
Putnam Premier Income Trust

Financial Services
Q4 2019 Filed on Jan 29, 2020
4,126
$5.22 - $5.53 $21.5K - $22.8K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q4 2019 Filed on Jan 29, 2020
559
$64.66 - $74.14 $36.1K - $41.4K
ILF
Ishares Latin America 40 ETF

ETFs
Q4 2019 Filed on Jan 29, 2020
5,494
$30.68 - $34.35 $169K - $189K
Senior Hsg Pptys Tr Sh Ben Int
Q4 2019 Filed on Jan 29, 2020
840
N/A
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2019 Filed on Jan 29, 2020
312
$20.3 - $22.25 $6.33K - $6.94K
ADNT
Adient PLC

Consumer Cyclical
Q4 2019 Filed on Jan 29, 2020
22
$19.61 - $24.85 $431 - $547
Bb&T Corp Com
Q4 2019 Filed on Jan 29, 2020
7,736
N/A
Cbs Corp Cl B
Q4 2019 Filed on Jan 29, 2020
223
N/A
Celgene Corp
Q4 2019 Filed on Jan 29, 2020
100
N/A
CELJF
Cellcom Israel Ltd.

Communication Services
Q4 2019 Filed on Jan 29, 2020
550
$2.29 - $3.15 $1.26K - $1.73K
ESP
Espey Mfg & Electronics Corp

Industrials
Q4 2019 Filed on Jan 29, 2020
300
$20.0 - $23.74 $6K - $7.12K
FIZZ
National Beverage Corp

Consumer Defensive
Q4 2019 Filed on Jan 29, 2020
317
$20.05 - $27.9 $6.36K - $8.84K
Suntrust Banks Inc
Q4 2019 Filed on Jan 29, 2020
1,656
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q4 2019 Filed on Jan 29, 2020
1,200
$34.15 - $38.59 $41K - $46.3K
Insightshares Patriotic Employers ETF
Q4 2019 Filed on Jan 29, 2020
250
N/A
CMS
Cms Energy Corp

Utilities
Q4 2019 Filed on Jan 29, 2020
19
$59.58 - $64.92 $1.13K - $1.23K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q4 2019 Filed on Jan 29, 2020
2,000
$29.9 - $32.28 $59.8K - $64.6K
HYLD
Exchange Listed Funds Trust

ETFs
Q4 2019 Filed on Jan 29, 2020
12,810
$33.07 - $33.88 $424K - $434K
Ship Finance International LTD Shs
Q4 2019 Filed on Jan 29, 2020
1,118
N/A
CGNX
Cognex Corp

Technology
Q4 2019 Filed on Jan 29, 2020
100
$46.21 - $56.51 $4.62K - $5.65K
AKBA
Akebia Therapeutics, Inc.

Healthcare
Q4 2019 Filed on Jan 29, 2020
168
$3.16 - $6.73 $531 - $1.13K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2019 Filed on Jan 29, 2020
125
$98.83 - $104.1 $12.4K - $13K
Oragenics Inc
Q4 2019 Filed on Jan 29, 2020
1
N/A
CVET
Covetrus, Inc.

Healthcare
Q4 2019 Filed on Jan 29, 2020
245
$8.8 - $14.93 $2.16K - $3.66K
VNM
Vaneck Vietnam ETF

ETFs
Q4 2019 Filed on Jan 29, 2020
1,000
$15.75 - $16.69 $15.8K - $16.7K
SHV
Ishares Tr

ETFs
Q4 2019 Filed on Jan 29, 2020
1,812
$110.39 - $110.72 $200K - $201K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
93
$34.18 - $38.96 $3.18K - $3.62K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2019 Filed on Nov 12, 2019
464
$29.51 - $30.36 $13.7K - $14.1K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q3 2019 Filed on Nov 12, 2019
550
$51.38 - $52.8 $28.3K - $29K
Track This Portfolio

Track Certified Advisory Corp Portfolio

Follow Certified Advisory Corp 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 Certified Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Certified Advisory Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email