Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 12, 2021
304
N/A
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
2,500
$16.43 - $25.51 $41.1K - $63.8K
Varian Med Sys Inc
Q2 2021 Filed on Aug 12, 2021
225
N/A
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
Q2 2021 Filed on Aug 12, 2021
800
$14.96 - $16.13 $12K - $12.9K
WAFD
Washington Federal Inc

Financial Services
Q2 2021 Filed on Aug 12, 2021
640
$30.78 - $33.8 $19.7K - $21.6K
Cubic Corp
Q2 2021 Filed on Aug 12, 2021
653
N/A
LUMO
Lumos Pharma, Inc.

Healthcare
Q2 2021 Filed on Aug 12, 2021
35
$9.75 - $13.44 $341 - $470
CLB
Core Laboratories N V

Energy
Q2 2021 Filed on Aug 12, 2021
25
$26.2 - $48.31 $655 - $1.21K
Seagate Technology PLC
Q2 2021 Filed on Aug 12, 2021
24,130
N/A
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2021 Filed on Aug 12, 2021
2,890
$30.44 - $38.29 $88K - $111K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 12, 2021
613
N/A
Blackrock Munihlds Invstm Ql
Q2 2021 Filed on Aug 12, 2021
2,074
N/A
Gold Tr
Q2 2021 Filed on Aug 12, 2021
65,739
N/A
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
511
$32.62 - $41.96 $16.7K - $21.4K
Aphria Inc
Q2 2021 Filed on Aug 12, 2021
150
N/A
Perspecta Inc
Q2 2021 Filed on Aug 12, 2021
26
N/A
Greenrose Acquisition Corp
Q2 2021 Filed on Aug 12, 2021
1,700
N/A
CHIQ
Global X Msci China Consumer D

ETFs
Q2 2021 Filed on Aug 12, 2021
659
$30.28 - $35.7 $20K - $23.5K
Gigcapital3 Inc
Q2 2021 Filed on Aug 12, 2021
700
N/A
Fusion Acquisition Corp
Q2 2021 Filed on Aug 12, 2021
350
N/A
MORF
Morphic Holding, Inc.

Healthcare
Q2 2021 Filed on Aug 12, 2021
25
$45.13 - $64.99 $1.13K - $1.62K
HUGE
Fsd Pharma Inc.

Healthcare
Q2 2021 Filed on Aug 12, 2021
170
$1.56 - $2.13 $265 - $362
Churchill Cap Corp Ii
Q2 2021 Filed on Aug 12, 2021
50
N/A
Churchill Capital Corp Iv
Q2 2021 Filed on Aug 12, 2021
1,875
N/A
Leaf Group LTD
Q2 2021 Filed on Aug 12, 2021
920
N/A
Usa Technologies Inc
Q2 2021 Filed on Aug 12, 2021
4,000
N/A
ADN
Advent Technologies Holdings, Inc.

Utilities
Q2 2021 Filed on Aug 12, 2021
2,739
$8.98 - $14.01 $24.6K - $38.4K
ADTX
Aditxt, Inc.

Healthcare
Q2 2021 Filed on Aug 12, 2021
300
$2.2 - $3.2 $660 - $960
Social Capital Hedosopha Hld
Q2 2021 Filed on Aug 12, 2021
2,500
N/A
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q1 2021 Filed on May 14, 2021
2,553
$52.97 - $62.73 $135K - $160K
Bristol Myers Squibb CO
Q1 2021 Filed on May 14, 2021
7,535
N/A
FSLY
Fastly, Inc.

Technology
Q1 2021 Filed on May 14, 2021
26
$62.05 - $117.86 $1.61K - $3.06K
UNFI
United Natural Foods Inc

Consumer Defensive
Q1 2021 Filed on May 14, 2021
340
$16.24 - $39.24 $5.52K - $13.3K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
200
$26.66 - $41.05 $5.33K - $8.21K
American Intl Group Inc
Q1 2021 Filed on May 14, 2021
200
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
81
$80.67 - $93.22 $6.53K - $7.55K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q1 2021 Filed on May 14, 2021
500
$61.75 - $80.95 $30.9K - $40.5K
LGFA
Lions Gate Entmt Corp Cl A Vtg
Q1 2021 Filed on May 14, 2021
110
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 14, 2021
500
N/A
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q1 2021 Filed on May 14, 2021
104
$72.55 - $80.89 $7.55K - $8.41K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2021 Filed on May 14, 2021
3,323
$69.26 - $84.95 $230K - $282K
Quidel Corp
Q1 2021 Filed on May 14, 2021
44
N/A
Acamar Partners Acqsition CO
Q1 2021 Filed on May 14, 2021
1,500
N/A
China Mobile Limited
Q1 2021 Filed on May 14, 2021
6,427
N/A
CRSR
Corsair Gaming, Inc.

Technology
Q1 2021 Filed on May 14, 2021
150
$30.8 - $45.99 $4.62K - $6.9K
RXT
Rackspace Technology, Inc.

Technology
Q1 2021 Filed on May 14, 2021
50
$18.49 - $25.14 $924 - $1.26K
SPAK
ETF Ser Solutions Defiance Nex
Q1 2021 Filed on May 14, 2021
200
N/A
Longview Acquisition Corp
Q1 2021 Filed on May 14, 2021
1,000
N/A
Lordstown Motors Corp
Q1 2021 Filed on May 14, 2021
150
N/A
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