Clearview Wealth Advisors LLC Closed Holding Positions

Clearview Wealth Advisors LLC

  • $150 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FIBK
First Interstate Bancsystem Inc

Financial Services
Q1 2022 Filed on Apr 29, 2022
6
$36.2 - $44.95 $217 - $270
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
400
$7.91 - $9.22 $3.16K - $3.69K
Nuance Communications Inc Com
Q1 2022 Filed on Apr 29, 2022
703
N/A
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q1 2022 Filed on Apr 29, 2022
40
$97.04 - $119.53 $3.88K - $4.78K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
1,190
$49.53 - $52.66 $58.9K - $62.7K
LX
Lexin Fintech Holdings Ltd.

Financial Services
Q1 2022 Filed on Apr 29, 2022
500
$2.1 - $3.98 $1.05K - $1.99K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
15
$191.52 - $225.32 $2.87K - $3.38K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on Apr 29, 2022
100
$44.47 - $67.62 $4.45K - $6.76K
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
104
$117.51 - $142.55 $12.2K - $14.8K
BATRA
Liberty Media Corp

Communication Services
Q1 2022 Filed on Apr 29, 2022
10
$25.37 - $29.1 $254 - $291
DOV
Dover Corp

Industrials
Q1 2022 Filed on Apr 29, 2022
16
$146.19 - $182.92 $2.34K - $2.93K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 29, 2022
1,423
$44.64 - $55.71 $63.5K - $79.3K
SNY
Sanofi

Healthcare
Q1 2022 Filed on Apr 29, 2022
151
$48.48 - $53.65 $7.32K - $8.1K
Wisdomtree Floating Rate Treasury Fund
Q1 2022 Filed on Apr 29, 2022
115,424
N/A
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q1 2022 Filed on Apr 29, 2022
273
$28.8 - $32.07 $7.86K - $8.76K
ACB
Aurora Cannabis Inc

Healthcare
Q1 2022 Filed on Apr 29, 2022
40
$2.93 - $5.89 $117 - $236
CRON
Cronos Group Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
100
$3.0 - $4.25 $300 - $425
SPYC
Simplify Exchange Traded Fds U
Q1 2022 Filed on Apr 29, 2022
40
N/A
GEN
Gen Digital Inc Com
Q1 2022 Filed on Apr 29, 2022
56
N/A
PSMT
Pricesmart Inc

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
120
$68.34 - $79.83 $8.2K - $9.58K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
809
$4.65 - $5.6 $3.76K - $4.53K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
400
$6.83 - $7.89 $2.73K - $3.16K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
100
$13.45 - $22.71 $1.35K - $2.27K
AMTX
Aemetis, Inc

Energy
Q4 2021 Filed on Feb 02, 2022
300
$12.06 - $22.44 $3.62K - $6.73K
TITN
Titan Machinery Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
200
$26.02 - $38.29 $5.2K - $7.66K
FORD
Forward Industries, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
100
$1.51 - $2.32 $151 - $232
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
382
$64.2 - $142.68 $24.5K - $54.5K
Qraft Ai Enhanced U.S. Large Cap Momentum ETF
Q4 2021 Filed on Feb 02, 2022
100
N/A
ATI
Allegheny Technologies Inc

Industrials
Q4 2021 Filed on Feb 02, 2022
50
$14.06 - $17.74 $703 - $887
IGHG
Proshares Investment Grade Int

ETFs
Q4 2021 Filed on Feb 02, 2022
3,697
$73.75 - $75.81 $273K - $280K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
200
$19.94 - $26.96 $3.99K - $5.39K
SYN
Synthetic Biologics, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
20,418
$2.7 - $4.5 $55.1K - $91.9K
ZG
Zillow Group, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
1
$52.38 - $105.72 $52.4 - $106
HDRO
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Feb 02, 2022
100
$18.12 - $25.96 $1.81K - $2.6K
DSKE
Daseke, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
100
$9.35 - $10.54 $935 - $1.05K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
2
$91.86 - $106.37 $184 - $213
JEF
Jefferies Financial Group Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
101
$36.19 - $44.14 $3.66K - $4.46K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 02, 2022
256
$69.13 - $81.02 $17.7K - $20.7K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
100
$43.72 - $52.25 $4.37K - $5.23K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 02, 2022
60
$35.39 - $39.43 $2.12K - $2.37K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
100
$24.09 - $37.86 $2.41K - $3.79K
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Feb 02, 2022
104
$78.77 - $91.66 $8.19K - $9.53K
Innovator S&P Investment Grade Preferred ETF
Q4 2021 Filed on Feb 02, 2022
2,300
N/A
BOCT
Innovator U.S. Equity Buffer E

ETFs
Q4 2021 Filed on Feb 02, 2022
1,800
$32.57 - $34.62 $58.6K - $62.3K
PAWZ
Proshares Tr Pet Care ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
193
$74.17 - $84.21 $14.3K - $16.3K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
0
$64.27 - $96.67 $0 - $0
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q4 2021 Filed on Feb 02, 2022
1,390
$27.12 - $29.17 $37.7K - $40.5K
MTTR
Matterport, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
100
$18.01 - $33.05 $1.8K - $3.3K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
1
$2067.01 - $2648.2 $2.07K - $2.65K
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