Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $192 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CCI
Crown Castle International Corp

Real Estate
Q3 2019 Filed on Oct 11, 2019
139
$125.48 - $149.07 $17.4K - $20.7K
PPG
Ppg Industries Inc

Basic Materials
Q3 2019 Filed on Oct 11, 2019
1,209
$106.54 - $120.69 $129K - $146K
EPP
Ishares Inc

ETFs
Q3 2019 Filed on Oct 11, 2019
24
$42.94 - $47.91 $1.03K - $1.15K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
800
$25.37 - $27.34 $20.3K - $21.9K
Aqua America Inc
Q3 2019 Filed on Oct 11, 2019
92
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
905
$32.06 - $44.0 $29K - $39.8K
NYMT
New York Mortgage Trust Inc

Real Estate
Q3 2019 Filed on Oct 11, 2019
1,600
$5.94 - $6.28 $9.5K - $10K
SYY
Sysco Corp

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,121
$67.14 - $79.4 $75.3K - $89K
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
1,470
$20.62 - $22.88 $30.3K - $33.6K
GRC
Gorman Rupp CO

Industrials
Q3 2019 Filed on Oct 11, 2019
2,920
$29.05 - $35.19 $84.8K - $103K
VMW
Vmware, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
175
$130.56 - $181.87 $22.8K - $31.8K
Zogenix Inc
Q3 2019 Filed on Oct 11, 2019
390
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
400
$22.54 - $22.82 $9.02K - $9.13K
BCPC
Balchem Corp

Basic Materials
Q3 2019 Filed on Oct 11, 2019
1,038
$83.01 - $105.34 $86.2K - $109K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2019 Filed on Oct 11, 2019
5,000
$30.69 - $30.76 $153K - $154K
HEI
Heico Corp

Industrials
Q3 2019 Filed on Oct 11, 2019
125
$123.77 - $145.95 $15.5K - $18.2K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q3 2019 Filed on Oct 11, 2019
3,000
$50.27 - $50.42 $151K - $151K
Wisdomtree Tr
Q3 2019 Filed on Oct 11, 2019
5,000
N/A
OBE
Obsidian Energy Ltd.

Energy
Q3 2019 Filed on Oct 11, 2019
136
$0.84 - $1.26 $114 - $171
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q3 2019 Filed on Oct 11, 2019
1,250
$30.48 - $33.2 $38.1K - $41.5K
ETSY
Etsy Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
40
$47.98 - $70.86 $1.92K - $2.83K
INTF
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
2,986
$25.46 - $25.97 $76K - $77.5K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q3 2019 Filed on Oct 11, 2019
450
$112.55 - $119.31 $50.6K - $53.7K
PCEF
Invesco Cef Income Composite E

ETFs
Q3 2019 Filed on Oct 11, 2019
1,125
$22.21 - $22.84 $25K - $25.7K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q3 2019 Filed on Oct 11, 2019
2,122
$91.47 - $91.59 $194K - $194K
PGTI
Pgt Innovations, Inc.

Industrials
Q3 2019 Filed on Oct 11, 2019
200
$13.61 - $17.7 $2.72K - $3.54K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,650
$54.43 - $55.6 $89.8K - $91.7K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
659
$29.06 - $32.3 $19.2K - $21.3K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
3,372
$14.62 - $15.03 $49.3K - $50.7K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q3 2019 Filed on Oct 11, 2019
2,585
$19.01 - $19.16 $49.1K - $49.5K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q3 2019 Filed on Oct 11, 2019
1,159
$98.19 - $107.12 $114K - $124K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
764
$59.51 - $66.39 $45.5K - $50.7K
Invesco Exchng Traded Fd Tr
Q3 2019 Filed on Oct 11, 2019
1,700
N/A
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,278
$8.02 - $13.25 $10.2K - $16.9K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2019 Filed on Oct 11, 2019
2,123
$24.37 - $30.03 $51.7K - $63.8K
Medidata Solutions Inc
Q3 2019 Filed on Oct 11, 2019
21
N/A
MEAR
Blackrock Short Maturity Munic

ETFs
Q3 2019 Filed on Oct 11, 2019
3,000
$50.09 - $50.15 $150K - $150K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
43
$147.8 - $166.75 $6.36K - $7.17K
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
440
$138.86 - $144.54 $61.1K - $63.6K
IDA
Idacorp Inc

Utilities
Q3 2019 Filed on Oct 11, 2019
260
$100.93 - $113.17 $26.2K - $29.4K
LAZ
Lazard LTD

Financial Services
Q3 2019 Filed on Oct 11, 2019
496
$31.96 - $38.84 $15.9K - $19.3K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Oct 11, 2019
56
$20.76 - $32.1 $1.16K - $1.8K
LITE
Lumentum Holdings Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
77
$51.56 - $60.79 $3.97K - $4.68K
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
2,366
$54.09 - $64.3 $128K - $152K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q3 2019 Filed on Oct 11, 2019
1,884
$22.43 - $23.38 $42.3K - $44K
CSV
Carriage Services Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
309
$18.09 - $22.69 $5.59K - $7.01K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2019 Filed on Oct 11, 2019
500
$17.86 - $18.99 $8.93K - $9.5K
ADI
Analog Devices Inc

Technology
Q3 2019 Filed on Oct 11, 2019
1,603
$104.17 - $124.64 $167K - $200K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,476
$4.53 - $4.64 $6.69K - $6.85K
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