Clearstead Advisors, LLC Closed Holding Positions

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 11, 2021
763
N/A
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Feb 11, 2021
375
$13.75 - $34.5 $5.16K - $12.9K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 11, 2021
468
$18.64 - $20.53 $8.72K - $9.61K
MLPB
Ubs Ag

ETFs
Q4 2020 Filed on Feb 11, 2021
1,347
$9.28 - $13.16 $12.5K - $17.7K
PBA
Pembina Pipeline Corp

Energy
Q4 2020 Filed on Feb 11, 2021
1,041
$20.45 - $27.17 $21.3K - $28.3K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q4 2020 Filed on Feb 11, 2021
40
$32.73 - $37.94 $1.31K - $1.52K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
277
$18.14 - $40.34 $5.02K - $11.2K
AMUB
Ubs Ag

ETFs
Q4 2020 Filed on Feb 11, 2021
768
$6.73 - $9.62 $5.17K - $7.39K
BIGC
Big Commerce Holdings, Inc.

Technology
Q4 2020 Filed on Feb 11, 2021
357
$64.15 - $105.99 $22.9K - $37.8K
Sky Solar Hldgs LTD
Q4 2020 Filed on Feb 11, 2021
300
N/A
Diamondpeak Hldgs Cor
Q4 2020 Filed on Feb 11, 2021
47
N/A
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
Ishares Tr
Q3 2020 Filed on Nov 12, 2020
128
N/A
FTC
First Tr Lge Cap Growth

ETFs
Q3 2020 Filed on Nov 12, 2020
490
$77.47 - $88.68 $38K - $43.5K
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
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
FDL
First Tr Morningstar Dividend

ETFs
Q3 2020 Filed on Nov 12, 2020
646
$24.81 - $27.46 $16K - $17.7K
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
Match Group Inc
Q3 2020 Filed on Nov 12, 2020
203
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 12, 2020
38
N/A
Briggs & Stratton Corp
Q3 2020 Filed on Nov 12, 2020
100,000
N/A
Veoneer Inc
Q3 2020 Filed on Nov 12, 2020
828
N/A
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
Catasys Inc
Q3 2020 Filed on Nov 12, 2020
1,000
N/A
JO
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 12, 2020
300
$29.87 - $40.49 $8.96K - $12.1K
Shiloh Inds Inc
Q3 2020 Filed on Nov 12, 2020
50,000
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
GILT
Gilat Satellite Networks LTD

Technology
Q3 2020 Filed on Nov 12, 2020
2,500
$4.98 - $6.37 $12.5K - $15.9K
Proshares Tr Ii
Q3 2020 Filed on Nov 12, 2020
89
N/A
MMYT
Make My Trip LTD

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
30
$10.96 - $18.71 $329 - $561
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
6,331
N/A
Nabors Industries LTD
Q2 2020 Filed on Aug 11, 2020
358
N/A
Apergy Corp
Q2 2020 Filed on Aug 11, 2020
18
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Aug 11, 2020
1,420
$4.78 - $8.26 $6.79K - $11.7K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
3,000
$2.29 - $7.87 $6.87K - $23.6K
Omnova Solutions Inc
Q2 2020 Filed on Aug 11, 2020
64,550
N/A
Allergan PLC
Q2 2020 Filed on Aug 11, 2020
2,347
N/A
Xpresspa Group Inc
Q2 2020 Filed on Aug 11, 2020
502,860
N/A
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
330
N/A
IXC
Ishares Tr Global Energy ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
1,243
$16.39 - $23.82 $20.4K - $29.6K
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
12,247
N/A
CWCO
Consolidated Water Co. Ltd.

Utilities
Q2 2020 Filed on Aug 11, 2020
1,614
$13.42 - $16.49 $21.7K - $26.6K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q2 2020 Filed on Aug 11, 2020
289
$23.28 - $28.91 $6.73K - $8.35K
Aon PLC
Q2 2020 Filed on Aug 11, 2020
722
N/A
Navistar Intl Corp New
Q2 2020 Filed on Aug 11, 2020
250
N/A
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