Certified Advisory Corp Closed Holding Positions

Certified Advisory Corp

  • $882 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,783
$37.12 - $40.33 $66.2K - $71.9K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2021 Filed on Aug 16, 2021
129
$45.83 - $55.18 $5.91K - $7.12K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2021 Filed on Aug 16, 2021
192
$61.4 - $65.28 $11.8K - $12.5K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2021 Filed on Aug 16, 2021
542
$29.95 - $31.8 $16.2K - $17.2K
DWM
Wisdomtree Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
18
$53.08 - $56.66 $955 - $1.02K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q2 2021 Filed on Aug 16, 2021
2,082
$73.07 - $77.75 $152K - $162K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2021 Filed on Aug 16, 2021
171
$40.83 - $43.68 $6.98K - $7.47K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2021 Filed on Aug 16, 2021
2,907
$31.27 - $33.51 $90.9K - $97.4K
AMT
American Tower Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
225
$240.06 - $272.79 $54K - $61.4K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
5,254
$8.66 - $9.54 $45.5K - $50.1K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
2,388
$14.09 - $16.78 $33.6K - $40.1K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
350
$29.7 - $33.87 $10.4K - $11.9K
BRX
Brixmor Property Group Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
256
$20.42 - $24.29 $5.23K - $6.22K
Columbia Property Trust Inc
Q2 2021 Filed on Aug 16, 2021
2,994
N/A
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
274
$141.26 - $163.94 $38.7K - $44.9K
DRE
Duke Realty Corp

Real Estate
Q2 2021 Filed on Aug 16, 2021
123
$42.84 - $49.68 $5.27K - $6.11K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
9
$25.76 - $29.89 $232 - $269
WELL
Welltower Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,036
$71.04 - $84.02 $73.6K - $87K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,268
$26.7 - $29.52 $33.9K - $37.4K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
347
$16.51 - $18.43 $5.73K - $6.4K
KRG
Kite Realty Group Trust

Real Estate
Q2 2021 Filed on Aug 16, 2021
3,977
$19.52 - $23.07 $77.6K - $91.7K
Mfa Mtg Invts Inc
Q2 2021 Filed on Aug 16, 2021
6,264
N/A
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
144
$146.42 - $171.59 $21.1K - $24.7K
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
636
$34.86 - $39.16 $22.2K - $24.9K
Retail Properties Of America
Q2 2021 Filed on Aug 16, 2021
6,396
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
1,595
$16.94 - $18.62 $27K - $29.7K
SPG
Simon Property Group Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
169
$113.38 - $135.71 $19.2K - $22.9K
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Aug 16, 2021
146
$152.43 - $177.6 $22.3K - $25.9K
UNIT
Uniti Group Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
540
$10.37 - $11.4 $5.6K - $6.16K
WSR
Whitestone Reit

Real Estate
Q2 2021 Filed on Aug 16, 2021
800
$8.08 - $9.96 $6.46K - $7.97K
MMM
3 M CO

Industrials
Q2 2021 Filed on Aug 16, 2021
231
$191.6 - $207.33 $44.3K - $47.9K
ACN
Accenture PLC

Technology
Q2 2021 Filed on Aug 16, 2021
266
$278.34 - $296.43 $74K - $78.9K
ASIX
Advan Six Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
4
$27.25 - $32.75 $109 - $131
MTMT
Mega Matrix Corp.

Industrials
Q2 2021 Filed on Aug 16, 2021
871
$1.38 - $2.6 $1.2K - $2.26K
ALL
Allstate Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
44
$116.03 - $139.26 $5.11K - $6.13K
AEE
Ameren Corp

Utilities
Q2 2021 Filed on Aug 16, 2021
282
$79.91 - $86.14 $22.5K - $24.3K
AEL
American Equity Investment Life Holding CO

Financial Services
Q2 2021 Filed on Aug 16, 2021
250
$29.21 - $33.5 $7.3K - $8.38K
AFG
American Financial Group Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
350
$113.94 - $140.29 $39.9K - $49.1K
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
157
$45.53 - $53.55 $7.15K - $8.41K
ADI
Analog Devices Inc

Technology
Q2 2021 Filed on Aug 16, 2021
260
$145.89 - $172.16 $37.9K - $44.8K
ELV
Elevance Health, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
161
$352.19 - $401.9 $56.7K - $64.7K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
1,790
$57.52 - $68.77 $103K - $123K
BMO
Bank Of Montreal

Financial Services
Q2 2021 Filed on Aug 16, 2021
733
$89.26 - $106.41 $65.4K - $78K
BCE
Bce Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
390
$45.6 - $50.78 $17.8K - $19.8K
BDX
Becton Dickinson & CO

Healthcare
Q2 2021 Filed on Aug 16, 2021
544
$232.65 - $254.58 $127K - $138K
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
228
$259.0 - $414.71 $59.1K - $94.6K
BHF
Brighthouse Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
7
$43.52 - $49.42 $305 - $346
CNI
Canadian National Railway CO

Industrials
Q2 2021 Filed on Aug 16, 2021
659
$102.63 - $118.77 $67.6K - $78.3K
CCL
Carnival Corp

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
973
$24.78 - $31.31 $24.1K - $30.5K
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