Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
New Providence Acquisition
Q1 2021 Filed on May 14, 2021
325
N/A
Marathon Patent Group Inc
Q1 2021 Filed on May 14, 2021
3,840
N/A
SPWR
Sunpower Corp

Technology
Q1 2021 Filed on May 14, 2021
200
$24.74 - $54.01 $4.95K - $10.8K
Dpw Hldgs Inc
Q1 2021 Filed on May 14, 2021
200
N/A
Social Cap Hedspia Hldg CO I
Q1 2021 Filed on May 14, 2021
100
N/A
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2020 Filed on Feb 11, 2021
570
$25.5 - $34.28 $14.5K - $19.5K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
277
$18.14 - $40.34 $5.02K - $11.2K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
400
$13.51 - $20.87 $5.4K - $8.35K
Cbl & Assoc Pptys Inc
Q4 2020 Filed on Feb 11, 2021
9,150
N/A
NYMT
New York Mortgage Trust Inc

Real Estate
Q4 2020 Filed on Feb 11, 2021
1,073
$2.54 - $3.84 $2.73K - $4.12K
Washington Prime Group New
Q4 2020 Filed on Feb 11, 2021
1
N/A
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q4 2020 Filed on Feb 11, 2021
248
$42.41 - $50.19 $10.5K - $12.4K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 11, 2021
468
$18.64 - $20.53 $8.72K - $9.61K
Aytu Bioscience Inc
Q4 2020 Filed on Feb 11, 2021
14,204
N/A
BIGC
Big Commerce Holdings, Inc.

Technology
Q4 2020 Filed on Feb 11, 2021
357
$64.15 - $105.99 $22.9K - $37.8K
GERM
ETF Managers Tr Etfmg Treatmen

Technology
Q4 2020 Filed on Feb 11, 2021
860
$27.1 - $34.8 $23.3K - $29.9K
Livongo Health Inc
Q4 2020 Filed on Feb 11, 2021
6
N/A
MESO
Mesoblast LTD

Healthcare
Q4 2020 Filed on Feb 11, 2021
60
$8.21 - $18.59 $493 - $1.12K
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Feb 11, 2021
375
$13.75 - $34.5 $5.16K - $12.9K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 11, 2021
2,400
N/A
PBA
Pembina Pipeline Corp

Energy
Q4 2020 Filed on Feb 11, 2021
1,041
$20.45 - $27.17 $21.3K - $28.3K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2020 Filed on Feb 11, 2021
1,196
$55.57 - $56.21 $66.5K - $67.2K
Gores Metropoulos Inc
Q4 2020 Filed on Feb 11, 2021
2,500
N/A
MLPB
Ubs Ag

ETFs
Q4 2020 Filed on Feb 11, 2021
1,347
$9.28 - $13.16 $12.5K - $17.7K
AMUB
Ubs Ag

ETFs
Q4 2020 Filed on Feb 11, 2021
768
$6.73 - $9.62 $5.17K - $7.39K
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 11, 2021
763
N/A
FTXL
First Tr ETF Vi Nasdaq Semicon
Q4 2020 Filed on Feb 11, 2021
752
N/A
Sky Solar Hldgs LTD
Q4 2020 Filed on Feb 11, 2021
300
N/A
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q4 2020 Filed on Feb 11, 2021
40
$32.73 - $37.94 $1.31K - $1.52K
Ishares Tr
Q3 2020 Filed on Nov 12, 2020
128
N/A
FDL
First Tr Morningstar Dividend

ETFs
Q3 2020 Filed on Nov 12, 2020
646
$24.81 - $27.46 $16K - $17.7K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
Q3 2020 Filed on Nov 12, 2020
1,248
$24.7 - $28.41 $30.8K - $35.5K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q3 2020 Filed on Nov 12, 2020
650
$17.49 - $19.34 $11.4K - $12.6K
American Natl Ins CO
Q3 2020 Filed on Nov 12, 2020
38
N/A
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q3 2020 Filed on Nov 12, 2020
151
$27.08 - $30.44 $4.09K - $4.6K
Covia Hldgs Corp
Q3 2020 Filed on Nov 12, 2020
2,155,287
N/A
Proshares Tr Ii
Q3 2020 Filed on Nov 12, 2020
89
N/A
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q3 2020 Filed on Nov 12, 2020
13,559
$3.56 - $4.26 $48.3K - $57.8K
KOCT
Innovator Laddered Fund Of U.S
Q3 2020 Filed on Nov 12, 2020
11,536
N/A
BIG
Big Lots Inc

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
180
$36.13 - $55.71 $6.5K - $10K
Veoneer Inc
Q3 2020 Filed on Nov 12, 2020
828
N/A
Briggs & Stratton Corp
Q3 2020 Filed on Nov 12, 2020
100,000
N/A
JO
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 12, 2020
300
$29.87 - $40.49 $8.96K - $12.1K
Catasys Inc
Q3 2020 Filed on Nov 12, 2020
1,000
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
101
$10.77 - $16.21 $1.09K - $1.64K
PPIH
Perma Pipe International Holdings, Inc.

Industrials
Q3 2020 Filed on Nov 12, 2020
1,978
$5.25 - $6.24 $10.4K - $12.3K
Shiloh Inds Inc
Q3 2020 Filed on Nov 12, 2020
50,000
N/A
FTC
First Tr Lge Cap Growth

ETFs
Q3 2020 Filed on Nov 12, 2020
490
$77.47 - $88.68 $38K - $43.5K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q3 2020 Filed on Nov 12, 2020
1,200
$5.51 - $7.05 $6.61K - $8.46K
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