Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 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
FOCS
Focus Financial Partners Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
245
$31.44 - $46.02 $7.7K - $11.3K
UNVR
Univar Solutions Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
115
$24.67 - $32.35 $2.84K - $3.72K
GAN
Gan LTD

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
308
$2.96 - $4.95 $912 - $1.52K
BKCH
Global X Fds Global X Blockcha

ETFs
Q2 2022 Filed on Aug 12, 2022
23
$5.05 - $17.89 $116 - $411
DRIV
Global X Fds Global X Autonomo

ETFs
Q2 2022 Filed on Aug 12, 2022
17
$21.47 - $28.3 $365 - $481
URA
Global X Uranium ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
2,636
$18.25 - $28.34 $48.1K - $74.7K
Mgm Growth Pptys LLC
Q2 2022 Filed on Aug 12, 2022
1,482
N/A
Datto Hldg Corp
Q2 2022 Filed on Aug 12, 2022
1,000
N/A
GOEV
Canoo Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,030
$1.85 - $6.19 $1.91K - $6.38K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q2 2022 Filed on Aug 12, 2022
10
$32.08 - $40.47 $321 - $405
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
2,200
$11.82 - $14.8 $26K - $32.6K
Draftkings Inc
Q2 2022 Filed on Aug 12, 2022
3,069
N/A
CLVT
Clarivate PLC

Technology
Q2 2022 Filed on Aug 12, 2022
1,477
$12.8 - $17.19 $18.9K - $25.4K
ONL
Orion Office Reit Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
11
$10.96 - $14.31 $121 - $157
PTRA
Proterra Inc

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
477
$4.46 - $7.79 $2.13K - $3.72K
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
HA
Hawaiian Holdings Inc

Industrials
Q2 2022 Filed on Aug 12, 2022
550
$12.9 - $20.79 $7.1K - $11.4K
Anaplan Inc
Q2 2022 Filed on Aug 12, 2022
210
N/A
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 12, 2022
1,930
N/A
CYBN
Cybin Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
3,951
$0.41 - $0.88 $1.62K - $3.48K
CMPS
Compass Pathways PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
15
$6.76 - $14.18 $101 - $213
Colfax Corp
Q2 2022 Filed on Aug 12, 2022
980
N/A
Cerner Corp
Q2 2022 Filed on Aug 12, 2022
1,443
N/A
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2022 Filed on Aug 12, 2022
29
$13.24 - $18.0 $384 - $522
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
PRMW
Primo Water Corp

Consumer Defensive
Q2 2022 Filed on Aug 12, 2022
5,000
$12.62 - $14.98 $63.1K - $74.9K
AFIIQ
Armstrong Flooring, Inc.
Q2 2022 Filed on Aug 12, 2022
100,000
$0.14 - $1.9 $14K - $190K
Brookline Cap Acquisition CO
Q2 2022 Filed on Aug 12, 2022
100
N/A
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
9
$51.91 - $59.39 $467 - $535
PREF
Principal Spectrum Pfd Secs Ac

ETFs
Q2 2022 Filed on Aug 12, 2022
2,429
$17.18 - $18.98 $41.7K - $46.1K
THW
Tekla World Healthcare Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
950
$14.0 - $16.39 $13.3K - $15.6K
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
GHYB
Gs ETF Tr Access High Yield CO

ETFs
Q2 2022 Filed on Aug 12, 2022
103
$41.56 - $47.19 $4.28K - $4.86K
GSHD
Goosehead Insurance, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
6
$39.49 - $79.45 $237 - $477
IAA
Iaa, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
81
$32.73 - $39.23 $2.65K - $3.18K
RCI
Rogers Communications Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
1,659
$44.78 - $60.89 $74.3K - $101K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
330
$46.98 - $49.67 $15.5K - $16.4K
American National Group Inc
Q2 2022 Filed on Aug 12, 2022
38
N/A
FWONK
Liberty Media Corp

Communication Services
Q2 2022 Filed on Aug 12, 2022
269
$55.59 - $70.08 $15K - $18.9K
MNTV
Momentive Global Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
127
$8.8 - $18.34 $1.12K - $2.33K
NEWR
New Relic, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
2,763
$42.48 - $74.05 $117K - $205K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q2 2022 Filed on Aug 12, 2022
20
$27.18 - $46.09 $544 - $922
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q2 2022 Filed on Aug 12, 2022
26
$38.15 - $46.44 $992 - $1.21K
SIEN
Sientra, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
1,325
$0.84 - $2.3 $1.11K - $3.05K
IIVI
Ii Vi Inc

Technology
Q2 2022 Filed on Aug 12, 2022
4,238
$50.95 - $71.88 $216K - $305K
WNS
Wns (Holdings) LTD

Technology
Q2 2022 Filed on Aug 12, 2022
45
$68.48 - $88.53 $3.08K - $3.98K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Aug 12, 2022
48
$43.6 - $47.89 $2.09K - $2.3K
RDFN
Redfin Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
25
$7.24 - $18.16 $181 - $454
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