Comprehensive Financial Consultants Institutional, Inc. Closed Holding Positions

Comprehensive Financial Consultants Institutional, Inc.

  • $291 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on May 11, 2022
2,812
$42.91 - $53.82 $121K - $151K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q1 2022 Filed on May 11, 2022
3
$15.44 - $19.24 $46.3 - $57.7
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
278
$20.07 - $21.83 $5.58K - $6.07K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 11, 2022
710
$49.63 - $63.66 $35.2K - $45.2K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 11, 2022
60
$243.64 - $270.48 $14.6K - $16.2K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on May 11, 2022
1,189
$38.34 - $49.38 $45.6K - $58.7K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
540
$13.27 - $16.1 $7.17K - $8.69K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 11, 2022
274
$88.72 - $164.03 $24.3K - $44.9K
ITEQ
ETF Managers Tr Bluestar Israe
Q1 2022 Filed on May 11, 2022
65
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1
$1817.16 - $2703.26 $1.82K - $2.7K
STEW
Boulder Growth & Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
7,325
$13.56 - $14.99 $99.3K - $110K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 11, 2022
41
$153.19 - $251.05 $6.28K - $10.3K
MDIV
First Trust Multi Asset Divers

ETFs
Q1 2022 Filed on May 11, 2022
2,134
$16.21 - $17.08 $34.6K - $36.4K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
230
$56.78 - $71.43 $13.1K - $16.4K
EWA
Ishares Msci Australia ETF

ETFs
Q1 2022 Filed on May 11, 2022
570
$22.47 - $26.7 $12.8K - $15.2K
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q1 2022 Filed on May 11, 2022
600
$18.75 - $22.51 $11.3K - $13.5K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 11, 2022
653
$106.08 - $113.93 $69.3K - $74.4K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 11, 2022
570
$37.82 - $41.16 $21.6K - $23.5K
CMBS
Ishares Cmbs ETF

ETFs
Q1 2022 Filed on May 11, 2022
87
$49.41 - $52.81 $4.3K - $4.59K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2022 Filed on May 11, 2022
751
$48.28 - $50.36 $36.3K - $37.8K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q1 2022 Filed on May 11, 2022
60
$51.9 - $54.31 $3.11K - $3.26K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q1 2022 Filed on May 11, 2022
214
$37.56 - $42.76 $8.04K - $9.15K
IAU
Ishares Gold Trust

ETFs
Q1 2022 Filed on May 11, 2022
24
$34.0 - $38.98 $816 - $936
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 11, 2022
57
$6.28 - $15.59 $358 - $889
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
835
$42.9 - $54.34 $35.8K - $45.4K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q1 2022 Filed on May 11, 2022
2,240
$20.57 - $27.4 $46.1K - $61.4K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 11, 2022
2,852
$13.13 - $14.91 $37.4K - $42.5K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2022 Filed on May 11, 2022
241
$148.26 - $164.2 $35.7K - $39.6K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2022 Filed on May 11, 2022
15
$52.6 - $58.44 $789 - $877
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2022 Filed on May 11, 2022
567
$21.31 - $22.2 $12.1K - $12.6K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2022 Filed on May 11, 2022
105
$29.41 - $32.55 $3.09K - $3.42K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
90
$49.6 - $59.81 $4.46K - $5.38K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on May 11, 2022
372
$102.32 - $116.69 $38.1K - $43.4K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2022 Filed on May 11, 2022
27
$59.52 - $67.43 $1.61K - $1.82K
ICLN
Ishares

ETFs
Q1 2022 Filed on May 11, 2022
4,210
$17.57 - $21.52 $74K - $90.6K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2022 Filed on May 11, 2022
95
$141.01 - $175.1 $13.4K - $16.6K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on May 11, 2022
655
$68.33 - $84.32 $44.8K - $55.2K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2022 Filed on May 11, 2022
305
$147.46 - $159.06 $45K - $48.5K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on May 11, 2022
788
$119.16 - $140.17 $93.9K - $110K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2022 Filed on May 11, 2022
1,990
$97.08 - $107.22 $193K - $213K
JAMF
Jamf Holding Corp.

Technology
Q1 2022 Filed on May 11, 2022
56
$30.65 - $39.37 $1.72K - $2.2K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2022 Filed on May 11, 2022
407
$50.22 - $50.49 $20.4K - $20.5K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q1 2022 Filed on May 11, 2022
1,645
$50.56 - $51.05 $83.2K - $84K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 11, 2022
240
$34.86 - $39.14 $8.37K - $9.39K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 11, 2022
146
$150.07 - $182.21 $21.9K - $26.6K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on May 11, 2022
525
$41.54 - $50.85 $21.8K - $26.7K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q1 2022 Filed on May 11, 2022
1,945
$26.1 - $28.23 $50.8K - $54.9K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q1 2022 Filed on May 11, 2022
3,650
$24.73 - $26.48 $90.3K - $96.7K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
Q1 2022 Filed on May 11, 2022
1,977
$23.38 - $24.92 $46.2K - $49.3K
Track This Portfolio

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email