Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2021 Filed on Jan 12, 2022
147
$5.27 - $7.23 $775 - $1.06K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 12, 2022
12,526
N/A
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q4 2021 Filed on Jan 12, 2022
2
$62.05 - $73.54 $124 - $147
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Jan 12, 2022
123
$17.11 - $19.37 $2.1K - $2.38K
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q4 2021 Filed on Jan 12, 2022
100
$8.03 - $16.57 $803 - $1.66K
ZTR
Virtus Total Return Fund Inc.

Financial
Q4 2021 Filed on Jan 12, 2022
839
$9.3 - $9.74 $7.8K - $8.17K
AMRC
Ameresco, Inc.

Industrials
Q4 2021 Filed on Jan 12, 2022
1,124
$57.42 - $97.5 $64.5K - $110K
Dicerna Pharmaceuticals Inc
Q4 2021 Filed on Jan 12, 2022
14
N/A
TWM
Proshares Ultrashort Russell 2

ETFs
Q4 2021 Filed on Jan 12, 2022
1
$11.27 - $14.42 $11.3 - $14.4
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Jan 12, 2022
168
$77.09 - $83.81 $13K - $14.1K
Proshares Tr
Q4 2021 Filed on Jan 12, 2022
8
N/A
Columbia Ppty Tr Inc
Q4 2021 Filed on Jan 12, 2022
139
N/A
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Jan 12, 2022
1
$32.97 - $56.85 $33 - $56.9
CNK
Cinemark Holdings, Inc.

Communication Services
Q4 2021 Filed on Jan 12, 2022
18
$15.21 - $22.11 $274 - $398
TZOO
Travelzoo

Communication Services
Q4 2021 Filed on Jan 12, 2022
200
$9.1 - $13.32 $1.82K - $2.66K
NWE
Northwestern Corp

Utilities
Q4 2021 Filed on Jan 12, 2022
31
$54.51 - $59.63 $1.69K - $1.85K
Proshares Tr
Q4 2021 Filed on Jan 12, 2022
95
N/A
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
Q4 2021 Filed on Jan 12, 2022
1,200
$16.14 - $23.23 $19.4K - $27.9K
CTEC
Global X Fds Cleantech ETF

ETFs
Q4 2021 Filed on Jan 12, 2022
160
$16.87 - $22.66 $2.7K - $3.63K
SRS
Proshares Tr Ultrashort Real E

ETFs
Q4 2021 Filed on Jan 12, 2022
1
N/A
Discovery Inc
Q4 2021 Filed on Jan 12, 2022
121
N/A
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q4 2021 Filed on Jan 12, 2022
945
$50.42 - $51.09 $47.6K - $48.3K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q3 2021 Filed on Oct 18, 2021
146
$30.85 - $32.8 $4.5K - $4.79K
BIG
Big Lots Inc

Consumer Defensive
Q3 2021 Filed on Oct 18, 2021
1
$43.36 - $65.53 $43.4 - $65.5
AMZA
Etfis Ser Tr I

ETFs
Q3 2021 Filed on Oct 18, 2021
410
$24.43 - $29.93 $10K - $12.3K
FNY
First Trust Mid Cap Growth Alp
Q3 2021 Filed on Oct 18, 2021
59
N/A
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q3 2021 Filed on Oct 18, 2021
1,000
$23.94 - $33.36 $23.9K - $33.4K
SPH
Suburban Propane Partners LP

Utilities
Q3 2021 Filed on Oct 18, 2021
3
$15.07 - $16.31 $45.2 - $48.9
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2021 Filed on Oct 18, 2021
75
$243.18 - $263.44 $18.2K - $19.8K
WHF
White Horse Finance, Inc.

Financial Services
Q3 2021 Filed on Oct 18, 2021
348
$14.94 - $15.97 $5.2K - $5.56K
Kensington Capital Acquisiti
Q3 2021 Filed on Oct 18, 2021
30
N/A
Maxim Integrated Prods Inc
Q3 2021 Filed on Oct 18, 2021
25
N/A
NSP
Insperity, Inc.

Industrials
Q3 2021 Filed on Oct 18, 2021
88
$91.05 - $114.2 $8.01K - $10K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q3 2021 Filed on Oct 18, 2021
71
$52.12 - $56.09 $3.7K - $3.98K
Pimco Dynamic Cr Income Fd
Q3 2021 Filed on Oct 18, 2021
2,000
N/A
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q3 2021 Filed on Oct 18, 2021
1
$55.43 - $59.79 $55.4 - $59.8
Ashford Hospitality Tr Inc
Q3 2021 Filed on Oct 18, 2021
25
N/A
Zynga Inc
Q3 2021 Filed on Oct 18, 2021
430
N/A
FEP
First Trust Europe Alphadex Fu

ETFs
Q3 2021 Filed on Oct 18, 2021
240
$41.36 - $44.99 $9.93K - $10.8K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q3 2021 Filed on Oct 18, 2021
500
$117.04 - $128.11 $58.5K - $64.1K
FEM
First Trust Emerging Markets A

ETFs
Q3 2021 Filed on Oct 18, 2021
151
$26.13 - $29.21 $3.95K - $4.41K
BFLY
Butterfly Network, Inc.

Healthcare
Q3 2021 Filed on Oct 18, 2021
200
$9.86 - $14.25 $1.97K - $2.85K
HFRO
Highland Income Fund\Ma

Financial Services
Q3 2021 Filed on Oct 18, 2021
466
$10.2 - $11.07 $4.75K - $5.16K
FTA
First Tr Large Cap Value

ETFs
Q3 2021 Filed on Oct 18, 2021
140
$63.75 - $67.86 $8.93K - $9.5K
Chargepoint Holdings Inc
Q3 2021 Filed on Oct 18, 2021
400
N/A
CTSO
Cytosorbents Corp

Healthcare
Q3 2021 Filed on Oct 18, 2021
150
$7.0 - $9.71 $1.05K - $1.46K
FTC
First Tr Lge Cap Growth

ETFs
Q3 2021 Filed on Oct 18, 2021
180
$107.61 - $119.12 $19.4K - $21.4K
General Electric CO
Q3 2021 Filed on Oct 18, 2021
11,213
N/A
TEN
Tenneco Inc

Consumer Cyclical
Q3 2021 Filed on Oct 18, 2021
1,500
$13.11 - $19.89 $19.7K - $29.8K
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