Certified Advisory Corp Closed Holding Positions

Certified Advisory Corp

  • $1.03 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Ellington Finl LLC Com
Q2 2018 Filed on Aug 14, 2018
661
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
50
$87.27 - $129.69 $4.36K - $6.48K
MTOR
Meritor, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
100
$19.35 - $22.15 $1.94K - $2.22K
Noble Corp PLC Shs Usd
Q2 2018 Filed on Aug 14, 2018
384
N/A
Steris Corp
Q2 2018 Filed on Aug 14, 2018
392
N/A
UNM
Unum Group

Financial Services
Q2 2018 Filed on Aug 14, 2018
101
$36.64 - $48.92 $3.7K - $4.94K
Windstream Corporation
Q2 2018 Filed on Aug 14, 2018
450
N/A
ABB
Abb LTD

Industrials
Q2 2018 Filed on Aug 14, 2018
18
$21.45 - $24.56 $386 - $442
Powershares Global Water Portfolio Exchange Traded Fd
Q2 2018 Filed on Aug 14, 2018
1,118
N/A
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2018 Filed on Aug 14, 2018
100
$6.73 - $9.0 $673 - $900
Powershares Dynamic Building & Construction Portfolio
Q2 2018 Filed on Aug 14, 2018
57
N/A
PCAR
Paccar Inc

Industrials
Q2 2018 Filed on Aug 14, 2018
100
$61.51 - $70.88 $6.15K - $7.09K
Powershares Dynamic Software Portfolio
Q2 2018 Filed on Aug 14, 2018
28
N/A
Theravance Inc
Q2 2018 Filed on Aug 14, 2018
4,000
N/A
Powershares ETF Trust Nasdaq Internet Portfolio
Q2 2018 Filed on Aug 14, 2018
15
N/A
Powershares Golden Dragon China Portfolio
Q2 2018 Filed on Aug 14, 2018
800
N/A
Powershares Dwa Healthcare Momentum Portfolio
Q2 2018 Filed on Aug 14, 2018
24
N/A
Powershares Db Energy Fund
Q2 2018 Filed on Aug 14, 2018
175
N/A
Time Warner Inc
Q2 2018 Filed on Aug 14, 2018
1,586
N/A
Powershares Db Base Metals Fund
Q2 2018 Filed on Aug 14, 2018
89
N/A
Maui Ld & Pineapple Inc Com
Q2 2018 Filed on Aug 14, 2018
446
N/A
Powershares Emerging Mkts Sovereign Debt
Q2 2018 Filed on Aug 14, 2018
124
N/A
Scana Corp New Com
Q2 2018 Filed on Aug 14, 2018
1,000
N/A
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2018 Filed on Aug 14, 2018
1,500
$4.9 - $23.64 $7.35K - $35.5K
Powershares Dwa Emerging Markets Momentum Portfolio
Q2 2018 Filed on Aug 14, 2018
314
N/A
Guggenheim S&P High Income Infrastructure ETF
Q2 2018 Filed on Aug 14, 2018
500
N/A
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q2 2018 Filed on Aug 14, 2018
880
$17.13 - $19.21 $15.1K - $16.9K
Powershares Dwa Industrials Momentum Portfolio
Q2 2018 Filed on Aug 14, 2018
31
N/A
MLN
Vaneck Long Muni ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
2,000
N/A
Echo Global Logistics Inc 2.5 05/01/2020
Q1 2018 Filed on Apr 30, 2018
50,000
N/A
Impax Laboratories Inc 2 06/15/2022
Q1 2018 Filed on Apr 30, 2018
17,000
N/A
M/I Homes Inc Cv Sr Sb Nt 3.00000 03/01/2018
Q1 2018 Filed on Apr 30, 2018
16,000
N/A
Synchronoss Technologies Bond 00.75000 08/15/2019 Conv Intosynchronoss Tech
Q1 2018 Filed on Apr 30, 2018
7,000
N/A
Goldman Sachs Group Inc Sr Uns Ec Convertible Ser Aapl
Q1 2018 Filed on Apr 30, 2018
31,000
N/A
Sequans Communications Spon Adr Ea Repr 1 Ord Shs
Q1 2018 Filed on Apr 30, 2018
400
N/A
YRD
Yiren Digital Ltd.

Financial Services
Q1 2018 Filed on Apr 30, 2018
200
$35.49 - $47.58 $7.1K - $9.52K
Corporate Cap Tr Inc Com
Q1 2018 Filed on Apr 30, 2018
222
N/A
Arbor Rlty Tr Inc 6.5 10/01/2019
Q1 2018 Filed on Apr 30, 2018
10,000
N/A
Etracs Alerian Mlp Infrastructure Index Etn
Q1 2018 Filed on Apr 30, 2018
186
N/A
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2018 Filed on Apr 30, 2018
205
N/A
Guggenheim Bulletshares 2020 Corporate Bond ETF
Q1 2018 Filed on Apr 30, 2018
2,429
N/A
Guggenheim ETF Trust S&P 500 Equal Weight
Q1 2018 Filed on Apr 30, 2018
40,016
N/A
Guggenheim S&P 500 Pure Growth ETF
Q1 2018 Filed on Apr 30, 2018
618
N/A
IHE
Ishares Tr

ETFs
Q1 2018 Filed on Apr 30, 2018
60
$144.38 - $165.42 $8.66K - $9.93K
FXI
Ishares Tr

ETFs
Q1 2018 Filed on Apr 30, 2018
215
$45.97 - $54.0 $9.88K - $11.6K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2018 Filed on Apr 30, 2018
123
$33.92 - $37.88 $4.17K - $4.66K
ISCV
Ishares Morningstar Small Cap

ETFs
Q1 2018 Filed on Apr 30, 2018
21
$46.73 - $52.57 $981 - $1.1K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2018 Filed on Apr 30, 2018
321
N/A
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q1 2018 Filed on Apr 30, 2018
77
N/A
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