Divergent Wealth Advisors Closed Holding Positions

Divergent Wealth Advisors

  • $546 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
V
Visa Inc.

Financial Services
Q2 2022 Filed on Jul 20, 2022
1,749
$189.05 - $227.74 $331K - $398K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on Apr 18, 2022
90,811
$50.1 - $50.39 $4.55M - $4.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2022 Filed on Apr 18, 2022
91,221
$50.22 - $50.49 $4.58M - $4.61M
Blackrock Tcp Capital Corp
Q1 2022 Filed on Apr 18, 2022
49,000
N/A
FCTR
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on Apr 18, 2022
27,875
$29.7 - $35.0 $828K - $976K
F
Ford Motor CO

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
16,086
$6.75 - $9.45 $109K - $152K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2020 Filed on Jan 22, 2021
2,380
$130.35 - $168.32 $310K - $401K
BSX
Boston Scientific Corp

Healthcare
Q4 2020 Filed on Jan 22, 2021
89,902
$33.15 - $41.97 $2.98M - $3.77M
MDT
Medtronic PLC

Healthcare
Q4 2020 Filed on Jan 22, 2021
24,631
$100.57 - $117.14 $2.48M - $2.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q4 2020 Filed on Jan 22, 2021
2,026
$269.38 - $313.74 $546K - $636K
CVX
Chevron Corp

Energy
Q4 2020 Filed on Jan 22, 2021
9,412
$66.88 - $95.62 $629K - $900K
TSLA
Tesla, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
830
$388.04 - $705.67 $322K - $586K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
38,053
$56.65 - $64.55 $2.16M - $2.46M
GOOG
Alphabet Inc.

Communication Services
Q4 2020 Filed on Jan 22, 2021
200
$72.67 - $91.4 $14.5K - $18.3K
WFC
Wells Fargo & Company

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,121
$21.14 - $30.35 $256K - $368K
Zagg Inc
Q4 2020 Filed on Jan 22, 2021
117,871
N/A
BDX
Becton Dickinson & CO

Healthcare
Q4 2020 Filed on Jan 22, 2021
866
$221.92 - $245.94 $192K - $213K
IBM
International Business Machines Corp

Technology
Q4 2020 Filed on Jan 22, 2021
2,726
$101.96 - $125.71 $278K - $343K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2020 Filed on Jan 22, 2021
1,142
$265.06 - $305.79 $303K - $349K
AMGN
Amgen Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
9,800
$216.38 - $257.67 $2.12M - $2.53M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q3 2020 Filed on Nov 05, 2020
282,461
$54.22 - $55.13 $15.3M - $15.6M
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q3 2020 Filed on Nov 05, 2020
380,004
$22.54 - $24.87 $8.57M - $9.45M
ZION
Zions Bancorporation, National Association

Financial Services
Q3 2020 Filed on Nov 05, 2020
6,279
$28.22 - $35.39 $177K - $222K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2020 Filed on Nov 05, 2020
194,622
$78.68 - $86.23 $15.3M - $16.8M
IFGL
Ishares International Develope

ETFs
Q3 2020 Filed on Nov 05, 2020
285,105
$23.28 - $25.09 $6.64M - $7.15M
Prospect Capital Corporation
Q2 2020 Filed on Aug 05, 2020
50,000
N/A
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2020 Filed on May 06, 2020
1,935
$79.03 - $141.09 $153K - $273K
REET
Ishares Global Reit ETF

ETFs
Q1 2020 Filed on May 06, 2020
99,800
$15.98 - $28.84 $1.59M - $2.88M
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2020 Filed on May 06, 2020
33,914
$40.03 - $68.06 $1.36M - $2.31M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on May 06, 2020
3,574
$39.35 - $62.03 $141K - $222K
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2019 Filed on Apr 08, 2019
6,134
N/A
IYY
Ishares Tr

ETFs
Q1 2019 Filed on Apr 08, 2019
8,725
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2019 Filed on Apr 08, 2019
5,098
$55.11 - $59.93 $281K - $306K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2019 Filed on Apr 08, 2019
1,790
$113.15 - $119.15 $203K - $213K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2019 Filed on Apr 08, 2019
13,409
N/A
IMTB
Ishares Tr

ETFs
Q1 2019 Filed on Apr 08, 2019
12,432
N/A
SMMD
Ishares Tr Russell 2500 ETF

ETFs
Q1 2019 Filed on Apr 08, 2019
7,796
$37.68 - $45.04 $294K - $351K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
9,838
$11.53 - $13.42 $113K - $132K
SHLDQ
Sears Holdings

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
51
N/A
SLV
I Shares Silver Trust

ETFs
Q4 2018 Filed on Feb 05, 2019
800
$13.15 - $14.52 $10.5K - $11.6K
ROP
Roper Technologies Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
198
$247.01 - $301.05 $48.9K - $59.6K
PAA
Plains All American Pipeline LP

Energy
Q4 2018 Filed on Feb 05, 2019
1,394
$19.84 - $25.88 $27.7K - $36.1K
Ishares Gold Trust
Q4 2018 Filed on Feb 05, 2019
9,300
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
215
N/A
NS
Nu Star Energy L.P.

Energy
Q4 2018 Filed on Feb 05, 2019
894
$20.35 - $28.75 $18.2K - $25.7K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
1,679
$56.44 - $81.77 $94.8K - $137K
GOOGL
Alphabet Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
15
$49.23 - $60.58 $738 - $909
AXP
American Express CO

Financial Services
Q4 2018 Filed on Feb 05, 2019
750
$89.5 - $112.89 $67.1K - $84.7K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 05, 2019
207
N/A
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