Ellenbecker Investment Group Closed Holding Positions

Ellenbecker Investment Group

  • $527 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BXP
Boston Properties Inc

Real Estate
Q2 2022 Filed on Jul 05, 2022
2,000
$88.55 - $130.24 $177K - $260K
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 05, 2022
6,329
$28.71 - $36.3 $182K - $230K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Jul 05, 2022
3,364
$75.68 - $77.74 $255K - $262K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 05, 2022
2,101
$93.29 - $138.58 $196K - $291K
UGRO
Urban Gro, Inc.

Industrials
Q1 2022 Filed on Apr 13, 2022
36,873
$8.37 - $12.2 $309K - $450K
SAIA
Saia Inc

Industrials
Q1 2022 Filed on Apr 13, 2022
604
$243.82 - $317.83 $147K - $192K
UMBF
Umb Financial Corp

Financial Services
Q1 2022 Filed on Apr 13, 2022
1,965
$95.24 - $111.41 $187K - $219K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 13, 2022
1,287
$140.96 - $181.02 $181K - $233K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2021 Filed on Oct 20, 2021
2,017
$101.78 - $110.92 $205K - $224K
IDV
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
14,442
$30.42 - $32.96 $439K - $476K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Jul 07, 2021
3,009
$166.46 - $180.76 $501K - $544K
Alps ETF Tr
Q4 2020 Filed on Jan 13, 2021
19,297
N/A
Vaneck Vectors
Q3 2020 Filed on Oct 07, 2020
14,820
N/A
MBB
Ishares Tr

ETFs
Q3 2020 Filed on Oct 07, 2020
2,461
$110.22 - $110.82 $271K - $273K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q3 2020 Filed on Oct 07, 2020
3,901
$70.41 - $81.56 $275K - $318K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q3 2020 Filed on Oct 07, 2020
3,856
$60.95 - $65.87 $235K - $254K
Jpmorgan Chase & CO
Q1 2020 Filed on Apr 01, 2020
1,473
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 01, 2020
3,465
$39.35 - $62.03 $136K - $215K
United Technologies Corp
Q1 2020 Filed on Apr 01, 2020
1,384
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2019 Filed on Jul 05, 2019
7,846
N/A
Fcb Finl Hldgs Inc
Q1 2019 Filed on Apr 04, 2019
9,959
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2019 Filed on Apr 04, 2019
125,883
$21.84 - $22.84 $2.75M - $2.88M
VIG
Vanguard Dividend Appreciation

ETFs
Q3 2018 Filed on Oct 04, 2018
2,826
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 17, 2018
128,618
N/A
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2018 Filed on Jul 17, 2018
1,907
$103.24 - $114.29 $197K - $218K
Powershares Qqq Trust
Q1 2018 Filed on Apr 04, 2018
1,377
N/A
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