Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2023 Filed on Aug 07, 2023
153
$37.31 - $39.69 $5.71K - $6.07K
ONL
Orion Office Reit Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
11
$10.96 - $14.31 $121 - $157
URA
Global X Uranium ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,636
$18.25 - $28.34 $48.1K - $74.7K
Draftkings Inc
Q2 2022 Filed on Aug 12, 2022
3,069
N/A
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Aug 12, 2022
17
$21.47 - $28.3 $365 - $481
BKCH
Global X Fds Global X Blockcha

ETFs
Q2 2022 Filed on Aug 12, 2022
23
$5.05 - $17.89 $116 - $411
CMPS
Compass Pathways PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
15
$6.76 - $14.18 $101 - $213
GAN
Gan LTD

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
308
$2.96 - $4.95 $912 - $1.52K
UNVR
Univar Solutions Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
115
$24.67 - $32.35 $2.84K - $3.72K
Cerner Corp
Q2 2022 Filed on Aug 12, 2022
1,443
N/A
CSTL
Castle Biosciences Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
22
$16.0 - $45.99 $352 - $1.01K
HTZ
Hertz Global Holdings, Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
92
$15.84 - $23.9 $1.46K - $2.2K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,000
$12.1 - $14.41 $12.1K - $14.4K
AFIIQ
Armstrong Flooring, Inc.
Q2 2022 Filed on Aug 12, 2022
100,000
$0.14 - $1.9 $14K - $190K
CLVT
Clarivate PLC

Technology
Q2 2022 Filed on Aug 12, 2022
1,477
$12.8 - $17.19 $18.9K - $25.4K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,200
$11.82 - $14.8 $26K - $32.6K
AMBA
Ambarella Inc

Technology
Q2 2022 Filed on Aug 12, 2022
145
$65.46 - $105.5 $9.49K - $15.3K
RCI
Rogers Communications Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
1,659
$44.78 - $60.89 $74.3K - $101K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2022 Filed on Aug 12, 2022
79
$31.38 - $37.78 $2.48K - $2.98K
Colfax Corp
Q2 2022 Filed on Aug 12, 2022
980
N/A
CYRX
Cryoport, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
16
$20.38 - $36.24 $326 - $580
CYBN
Cybin Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
3,951
$0.41 - $0.88 $1.62K - $3.48K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
Q2 2022 Filed on Aug 12, 2022
1,687
$35.14 - $44.39 $59.3K - $74.9K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,550
$14.72 - $16.93 $22.8K - $26.2K
HA
Hawaiian Holdings Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
550
$12.9 - $20.79 $7.1K - $11.4K
Datto Hldg Corp
Q2 2022 Filed on Aug 12, 2022
1,000
N/A
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
480
$14.84 - $28.0 $7.12K - $13.4K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
830
$18.61 - $25.84 $15.4K - $21.4K
GOGL
Golden Ocean Group LTD

Industrials
Q2 2022 Filed on Aug 12, 2022
527
$11.31 - $16.06 $5.96K - $8.46K
Renewable Energy Group Inc
Q2 2022 Filed on Aug 12, 2022
1,616
N/A
PRMW
Primo Water Corp

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
5,000
$12.62 - $14.98 $63.1K - $74.9K
GOEV
Canoo Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,030
$1.85 - $6.19 $1.91K - $6.38K
FOCS
Focus Financial Partners Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
245
$31.44 - $46.02 $7.7K - $11.3K
SFL
Sfl Corp Ltd.

Industrials
Q2 2022 Filed on Aug 12, 2022
500
$9.02 - $11.49 $4.51K - $5.75K
Mgm Growth Pptys LLC
Q2 2022 Filed on Aug 12, 2022
1,482
N/A
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
9
$51.91 - $59.39 $467 - $535
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2022 Filed on Aug 12, 2022
29
$13.24 - $18.0 $384 - $522
RDFN
Redfin Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
25
$7.24 - $18.16 $181 - $454
Brookline Cap Acquisition CO
Q2 2022 Filed on Aug 12, 2022
100
N/A
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 12, 2022
1,930
N/A
Anaplan Inc
Q2 2022 Filed on Aug 12, 2022
210
N/A
KLIC
Kulicke & Soffa Industries Inc

Technology
Q2 2022 Filed on Aug 12, 2022
130
$42.58 - $55.5 $5.54K - $7.22K
BARK
Bark, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,115
$1.28 - $3.88 $1.43K - $4.33K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,967
$17.23 - $19.08 $51.1K - $56.6K
PTRA
Proterra Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
477
$4.46 - $7.79 $2.13K - $3.72K
RMAX
Re/Max Holdings, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
2,600
$21.9 - $27.39 $56.9K - $71.2K
NEWR
New Relic, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
2,763
$42.48 - $74.05 $117K - $205K
MNTV
Momentive Global Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
127
$8.8 - $18.34 $1.12K - $2.33K
FWONK
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 12, 2022
269
$55.59 - $70.08 $15K - $18.9K
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