Certified Advisory Corp Closed Holding Positions

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GIS
General Mills Inc

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
1,629
$59.15 - $64.03 $96.4K - $104K
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2021 Filed on Aug 16, 2021
119
$67.52 - $70.92 $8.03K - $8.44K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
651
$25.99 - $29.34 $16.9K - $19.1K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
500
$114.32 - $125.85 $57.2K - $62.9K
CDE
Coeur Mining, Inc.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
5
$8.08 - $11.04 $40.4 - $55.2
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2021 Filed on Aug 16, 2021
950
$64.01 - $70.36 $60.8K - $66.8K
CAG
Conagra Brands Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
300
$35.27 - $38.92 $10.6K - $11.7K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
10
$2172.19 - $2505.1 $21.7K - $25.1K
PWR
Quanta Services, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
200
$85.91 - $100.6 $17.2K - $20.1K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
233
$260.67 - $292.07 $60.7K - $68.1K
PKG
Packaging Corp Of America

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
900
$132.75 - $155.13 $119K - $140K
MGA
Magna International Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
600
$88.82 - $103.74 $53.3K - $62.2K
OMC
Omnicom Group Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
242
$75.91 - $84.96 $18.4K - $20.6K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
500
$12.82 - $14.29 $6.41K - $7.15K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q2 2021 Filed on Aug 16, 2021
579
$67.73 - $71.33 $39.2K - $41.3K
OMCL
Omnicell, Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
250
$129.91 - $151.45 $32.5K - $37.9K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
100
$41.03 - $49.12 $4.1K - $4.91K
ALLE
Allegion PLC

Industrials
Q2 2021 Filed on Aug 16, 2021
24
$127.75 - $142.55 $3.07K - $3.42K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
439
$60.85 - $69.5 $26.7K - $30.5K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2021 Filed on Aug 16, 2021
32
$54.85 - $59.82 $1.76K - $1.91K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2021 Filed on Aug 16, 2021
500
$56.23 - $66.9 $28.1K - $33.5K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
95
$75.12 - $92.6 $7.14K - $8.8K
ITEQ
ETF Managers Tr Bluestar Israe
Q2 2021 Filed on Aug 16, 2021
1,366
N/A
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
1,125
$49.88 - $53.52 $56.1K - $60.2K
LSXMA
Liberty Media Corp

Communication Services
Q2 2021 Filed on Aug 16, 2021
500
$40.75 - $47.42 $20.4K - $23.7K
CLX
Clorox CO

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
25
$172.46 - $195.89 $4.31K - $4.9K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2021 Filed on Aug 16, 2021
569
$48.39 - $52.91 $27.5K - $30.1K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q2 2021 Filed on Aug 16, 2021
226
$103.1 - $109.46 $23.3K - $24.7K
NTR
Nutrien Ltd.

Basic Materials
Q2 2021 Filed on Aug 16, 2021
80
$52.83 - $65.04 $4.23K - $5.2K
Perspecta Inc Com
Q2 2021 Filed on Aug 16, 2021
4
N/A
FAD
First Tr Multi Cap Growth Alph

ETFs
Q2 2021 Filed on Aug 16, 2021
114
$104.49 - $119.86 $11.9K - $13.7K
COPX
Global X Copper Miners ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
814
$34.67 - $45.0 $28.2K - $36.6K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
106
$203.89 - $222.66 $21.6K - $23.6K
IEO
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
548
$45.91 - $58.84 $25.2K - $32.2K
SKYY
First Trust Cloud Computing Et

ETFs
Q2 2021 Filed on Aug 16, 2021
159
$92.24 - $107.54 $14.7K - $17.1K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
1,795
$75.61 - $81.02 $136K - $145K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q2 2021 Filed on Aug 16, 2021
103
$174.76 - $191.37 $18K - $19.7K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
28
N/A
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
535
$36.27 - $43.03 $19.4K - $23K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
24
$47.06 - $56.86 $1.13K - $1.36K
DBE
Invesco Db Energy Fund

ETFs
Q2 2021 Filed on Aug 16, 2021
175
$12.5 - $15.71 $2.19K - $2.75K
DBB
Invesco Db Base Metals Fund

ETFs
Q2 2021 Filed on Aug 16, 2021
43
$18.67 - $21.3 $803 - $916
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Aug 16, 2021
100
$253.55 - $293.44 $25.4K - $29.3K
RDS-A
Shell PLC

Energy
Q2 2021 Filed on Aug 16, 2021
152
$36.61 - $41.42 $5.56K - $6.3K
EXAS
Exact Sciences Corp

Healthcare
Q2 2021 Filed on Aug 16, 2021
530
$93.66 - $139.27 $49.6K - $73.8K
PK
Park Hotels & Resorts Inc.

Real Estate
Q2 2021 Filed on Aug 16, 2021
28
$20.2 - $22.82 $566 - $639
CRON
Cronos Group Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
47
$7.16 - $9.41 $337 - $442
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
240
$34.24 - $37.05 $8.22K - $8.89K
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2021 Filed on Aug 16, 2021
105
$13.68 - $22.34 $1.44K - $2.35K
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