Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DURA
Vaneck Morningstar Durable Div

ETFs
Q1 2024 Filed on Apr 23, 2024
342
$30.25 - $32.3 $10.3K - $11K
DFAT
Dimensional ETF Tr U S Target

ETFs
Q1 2024 Filed on Apr 23, 2024
339
$49.45 - $54.43 $16.8K - $18.5K
KCE
Spdr S&P Capital Markets ETF

ETFs
Q1 2024 Filed on Apr 23, 2024
191
$98.42 - $110.55 $18.8K - $21.1K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2024 Filed on Apr 23, 2024
791
$79.39 - $81.28 $62.8K - $64.3K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2024 Filed on Apr 23, 2024
120
$189.57 - $204.14 $22.7K - $24.5K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q1 2024 Filed on Apr 23, 2024
65
$166.5 - $195.66 $10.8K - $12.7K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2024 Filed on Apr 23, 2024
45
$491.35 - $556.4 $22.1K - $25K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q2 2022 Filed on Jul 11, 2022
36
$79.4 - $116.36 $2.86K - $4.19K
NANR
Spdr Index Shs Fds S&P North A

ETFs
Q2 2022 Filed on Jul 11, 2022
266
$48.34 - $61.6 $12.9K - $16.4K
Pennsylvania Real Estate Inv
Q2 2022 Filed on Jul 11, 2022
2,000
N/A
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q2 2022 Filed on Jul 11, 2022
150
$20.45 - $31.13 $3.07K - $4.67K
Columbia ETF Tr Ii
Q2 2022 Filed on Jul 11, 2022
48
N/A
Renewable Energy Group Inc
Q2 2022 Filed on Jul 11, 2022
152
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
2
$52.02 - $81.84 $104 - $164
Tonix Pharmaceuticals Hldg C
Q2 2022 Filed on Jul 11, 2022
2,000
N/A
INBK
First Internet Bancorp

Financial Services
Q2 2022 Filed on Jul 11, 2022
3,750
$33.01 - $44.16 $124K - $166K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
100
$40.5 - $61.35 $4.05K - $6.14K
STNE
Stone Co Ltd.

Technology
Q2 2022 Filed on Jul 11, 2022
245
$7.24 - $12.56 $1.77K - $3.08K
BMBL
Bumble Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
15
$17.63 - $33.06 $264 - $496
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q2 2022 Filed on Jul 11, 2022
55
$31.25 - $35.01 $1.72K - $1.93K
Osi ETF Tr
Q2 2022 Filed on Jul 11, 2022
50
N/A
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2022 Filed on Jul 11, 2022
43
$28.46 - $31.01 $1.22K - $1.33K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q2 2022 Filed on Jul 11, 2022
55
$36.03 - $51.71 $1.98K - $2.84K
IGRO
Ishares Tr International Divid

ETFs
Q2 2022 Filed on Jul 11, 2022
444
$56.25 - $66.24 $25K - $29.4K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2022 Filed on Jul 11, 2022
172
$45.15 - $55.11 $7.77K - $9.48K
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q2 2022 Filed on Jul 11, 2022
10
$35.11 - $36.46 $351 - $365
BYLD
Ishares Tr Yield Optimized Bd
Q2 2022 Filed on Jul 11, 2022
7,115
N/A
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2022 Filed on Jul 11, 2022
1,671
$2.87 - $3.4 $4.8K - $5.68K
Cypress Environmentl Partnr
Q2 2022 Filed on Jul 11, 2022
2,000
N/A
Peoples United Financial Inc
Q2 2022 Filed on Jul 11, 2022
75
N/A
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 11, 2022
126
$37.06 - $59.23 $4.67K - $7.46K
SXI
Standex International Corp

Industrials
Q2 2022 Filed on Jul 11, 2022
102
$83.36 - $102.78 $8.5K - $10.5K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on Jul 11, 2022
50
$28.82 - $77.35 $1.44K - $3.87K
Cerner Corp
Q2 2022 Filed on Jul 11, 2022
532
N/A
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on Jul 11, 2022
15
$204.62 - $316.01 $3.07K - $4.74K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Jul 11, 2022
23
$99.0 - $100.08 $2.28K - $2.3K
BANR
Banner Corp

Financial Services
Q2 2022 Filed on Jul 11, 2022
700
$52.59 - $58.93 $36.8K - $41.3K
Blackrock Muniyield N J Fd I
Q2 2022 Filed on Jul 11, 2022
828
N/A
IQDF
Flexshares International Quali

ETFs
Q2 2022 Filed on Jul 11, 2022
402
$20.21 - $24.35 $8.12K - $9.79K
EXEL
Exelixis, Inc.

Healthcare
Q2 2022 Filed on Jul 11, 2022
90
$17.44 - $23.16 $1.57K - $2.08K
DNN
Denison Mines Corp.

Energy
Q2 2022 Filed on Jul 11, 2022
2,147
$0.97 - $1.79 $2.08K - $3.84K
KEMX
Kraneshares Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
185
$24.21 - $30.38 $4.48K - $5.62K
Danaher Corporation
Q2 2022 Filed on Jul 11, 2022
36
N/A
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2022 Filed on Jul 11, 2022
20
$47.87 - $49.29 $957 - $986
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 11, 2022
34
$76.05 - $123.38 $2.59K - $4.19K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q2 2022 Filed on Jul 11, 2022
33
$26.34 - $28.16 $869 - $929
PNOV
Innovator U.S. Equity Power Bu
Q2 2022 Filed on Jul 11, 2022
493
N/A
Jakks Pac Inc
Q2 2022 Filed on Jul 11, 2022
13
N/A
LYLT
Loyalty Ventures Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
50
$3.57 - $16.56 $179 - $828
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