Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $214 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,651
$112.74 - $115.35 $186K - $190K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q3 2019 Filed on Oct 11, 2019
208
$63.79 - $66.56 $13.3K - $13.8K
General Electric CO
Q3 2019 Filed on Oct 11, 2019
9,363
N/A
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
2,366
$54.09 - $64.3 $128K - $152K
FIX
Comfort Systems Usa Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
303
$36.57 - $53.15 $11.1K - $16.1K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
16
$33.74 - $40.75 $540 - $652
DTE
Dte Energy CO

Utilities
Q3 2019 Filed on Oct 11, 2019
131
$107.37 - $113.87 $14.1K - $14.9K
FIW
First Trust Water ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
700
$52.3 - $56.69 $36.6K - $39.7K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2019 Filed on Oct 11, 2019
245
$15.68 - $20.05 $3.84K - $4.91K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q3 2019 Filed on Oct 11, 2019
1,301
$98.92 - $103.09 $129K - $134K
PFG
Principal Financial Group Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
238
$52.18 - $60.68 $12.4K - $14.4K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
844
$81.0 - $89.07 $68.4K - $75.2K
Altaba Inc
Q3 2019 Filed on Oct 11, 2019
300
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
742
$11.77 - $12.99 $8.73K - $9.64K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2019 Filed on Oct 11, 2019
793
$91.64 - $93.61 $72.7K - $74.2K
GVA
Granite Construction Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
305
$26.84 - $47.46 $8.19K - $14.5K
VFH
Vanguard Financial ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
617
$69.67 - $71.37 $43K - $44K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
252
$186.69 - $210.18 $47K - $53K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
614
$166.82 - $169.81 $102K - $104K
L3 Technologies Inc
Q3 2019 Filed on Oct 11, 2019
86
N/A
OMEX
Odyssey Marine Exploration Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
1
$3.83 - $5.98 $3.83 - $5.98
AEP
American Electric Power CO Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
75
$87.81 - $94.59 $6.59K - $7.09K
DEO
Diageo PLC

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
25
$160.78 - $175.98 $4.02K - $4.4K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q3 2019 Filed on Oct 11, 2019
641
$65.36 - $67.34 $41.9K - $43.2K
SQ
Block, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
838
$56.76 - $82.28 $47.6K - $69K
JHMF
John Hancock Multifactor Finls

ETFs
Q3 2019 Filed on Oct 11, 2019
500
$36.01 - $39.51 $18K - $19.8K
RMR
Rmr Group Inc.

Real Estate
Q3 2019 Filed on Oct 11, 2019
12
$43.34 - $50.19 $520 - $602
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
Q3 2019 Filed on Oct 11, 2019
1,500
$24.1 - $27.36 $36.2K - $41K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2019 Filed on Oct 11, 2019
150
$86.37 - $88.25 $13K - $13.2K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
860
$128.78 - $142.74 $111K - $123K
WELL
Welltower Inc.

Real Estate
Q3 2019 Filed on Oct 11, 2019
129
$81.74 - $92.46 $10.5K - $11.9K
EIX
Edison International

Utilities
Q3 2019 Filed on Oct 11, 2019
317
$67.06 - $76.36 $21.3K - $24.2K
Center Coast Brkfld Mlp Enrg
Q3 2019 Filed on Oct 11, 2019
1,000
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
130
$104.13 - $126.07 $13.5K - $16.4K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q3 2019 Filed on Oct 11, 2019
515
$37.42 - $40.69 $19.3K - $21K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
311
$61.97 - $70.26 $19.3K - $21.9K
SBAC
Sba Communications Corp

Real Estate
Q3 2019 Filed on Oct 11, 2019
25
$224.99 - $269.28 $5.62K - $6.73K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,305
$52.22 - $56.63 $68.1K - $73.9K
Royal Dutch Shell PLC
Q3 2019 Filed on Oct 11, 2019
75
N/A
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q2 2019 Filed on Jul 24, 2019
550
$49.47 - $53.97 $27.2K - $29.7K
Spdr Series Trust
Q2 2019 Filed on Jul 24, 2019
57
N/A
Obsidian Energy LTD
Q2 2019 Filed on Jul 24, 2019
960
N/A
First Tr Exch Trd Alpha Fd I
Q2 2019 Filed on Jul 24, 2019
300
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2019 Filed on Jul 24, 2019
100
$26.24 - $30.91 $2.62K - $3.09K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q2 2019 Filed on Jul 24, 2019
350
$60.92 - $67.77 $21.3K - $23.7K
Norbord Inc
Q2 2019 Filed on Jul 24, 2019
3,973
N/A
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Jul 24, 2019
502
N/A
GNR
Spdr S&P Global Natural Resour

ETFs
Q2 2019 Filed on Jul 24, 2019
300
N/A
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q2 2019 Filed on Jul 24, 2019
1,500
$25.53 - $26.16 $38.3K - $39.2K
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