Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RWX
Spdr Dow Jones International R

ETFs
Q3 2021 Filed on Oct 18, 2021
46
$35.5 - $38.45 $1.63K - $1.77K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q3 2021 Filed on Oct 18, 2021
87
$28.6 - $33.29 $2.49K - $2.9K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2021 Filed on Oct 18, 2021
1
$58.7 - $66.58 $58.7 - $66.6
VLY
Valley National Bancorp

Financial Services
Q3 2021 Filed on Oct 18, 2021
192
$11.8 - $13.61 $2.27K - $2.61K
Cohen & Steers Mlp Income &
Q3 2021 Filed on Oct 18, 2021
250
N/A
PSTG
Pure Storage, Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
31
$17.03 - $22.1 $528 - $685
EPI
Wisdomtree Tr India Earnings F

ETFs
Q2 2021 Filed on Jul 12, 2021
95
$29.64 - $34.89 $2.82K - $3.31K
JOE
St Joe CO

Real Estate
Q2 2021 Filed on Jul 12, 2021
3
$41.08 - $49.2 $123 - $148
PACW
Pacwest Bancorp

Financial Services
Q2 2021 Filed on Jul 12, 2021
146
$37.47 - $46.39 $5.47K - $6.77K
Seagate Technology PLC
Q2 2021 Filed on Jul 12, 2021
152
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 12, 2021
107,675
N/A
CTRE
Care Trust Reit, Inc.

Real Estate
Q2 2021 Filed on Jul 12, 2021
33
$22.26 - $24.57 $735 - $811
Corelogic Inc
Q2 2021 Filed on Jul 12, 2021
3,077
N/A
Alexion Pharmaceuticals Inc
Q2 2021 Filed on Jul 12, 2021
5
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 12, 2021
492
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 12, 2021
130
N/A
AEL
American Equity Investment Life Holding CO

Financial Services
Q2 2021 Filed on Jul 12, 2021
514
$29.21 - $33.5 $15K - $17.2K
Marvell Technology Group LTD
Q2 2021 Filed on Jul 12, 2021
525
N/A
NFBK
Northfield Bancorp, Inc.

Financial Services
Q2 2021 Filed on Jul 12, 2021
902
$15.84 - $17.13 $14.3K - $15.5K
Voya Prime Rate Tr
Q2 2021 Filed on Jul 12, 2021
3,140
N/A
PSQ
Proshares Short Qqq

ETFs
Q2 2021 Filed on Jul 12, 2021
7,000
$61.9 - $69.7 $433K - $488K
Wisdomtree Tr
Q2 2021 Filed on Jul 12, 2021
168
N/A
TU
Telus Corp

Communication Services
Q2 2021 Filed on Jul 12, 2021
58
$20.23 - $23.23 $1.17K - $1.35K
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 12, 2021
248
N/A
INN
Summit Hotel Properties, Inc.

Real Estate
Q2 2021 Filed on Jul 12, 2021
157
$9.27 - $10.5 $1.46K - $1.65K
Torchlight Energy Res Inc
Q2 2021 Filed on Jul 12, 2021
1,000
N/A
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2021 Filed on Jul 12, 2021
46
$57.63 - $60.69 $2.65K - $2.79K
J P Morgan Exchange Traded F
Q2 2021 Filed on Jul 12, 2021
381
N/A
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Jul 12, 2021
109
$17.47 - $19.38 $1.9K - $2.11K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q2 2021 Filed on Jul 12, 2021
1,749
$10.35 - $11.33 $18.1K - $19.8K
Aphria Inc
Q2 2021 Filed on Jul 12, 2021
692
N/A
Gw Pharmaceuticals PLC
Q2 2021 Filed on Jul 12, 2021
65
N/A
Perspecta Inc
Q2 2021 Filed on Jul 12, 2021
2
N/A
FCCO
First Community Corp

Financial Services
Q2 2021 Filed on Jul 12, 2021
478
$18.1 - $20.75 $8.65K - $9.92K
HTLF
Heartland Financial Usa Inc

Financial Services
Q2 2021 Filed on Jul 12, 2021
653
$46.99 - $51.17 $30.7K - $33.4K
UHT
Universal Health Realty Income Trust

Real Estate
Q2 2021 Filed on Jul 12, 2021
100
$60.43 - $73.57 $6.04K - $7.36K
Wisdomtree Tr
Q2 2021 Filed on Jul 12, 2021
150
N/A
HNI
Hni Corp

Industrials
Q2 2021 Filed on Jul 12, 2021
50
$39.6 - $46.65 $1.98K - $2.33K
BTAI
Bio Xcel Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 12, 2021
150
$29.06 - $38.83 $4.36K - $5.82K
GEO
Geo Group Inc

Real Estate
Q2 2021 Filed on Jul 12, 2021
1,921
$5.11 - $8.8 $9.82K - $16.9K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
Q2 2021 Filed on Jul 12, 2021
1,432
$8.77 - $9.44 $12.6K - $13.5K
NP
Neenah Inc
Q2 2021 Filed on Jul 12, 2021
5
$49.32 - $56.93 $247 - $285
Flir Sys Inc
Q2 2021 Filed on Jul 12, 2021
14
N/A
FOSL
Fossil Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 12, 2021
2
$10.04 - $15.79 $20.1 - $31.6
MRCC
Monroe Capital Corp

Financial Services
Q2 2021 Filed on Jul 12, 2021
1,000
$10.17 - $11.5 $10.2K - $11.5K
PAYA
Paya Holdings Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
1,502
$9.13 - $11.75 $13.7K - $17.6K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
Q2 2021 Filed on Jul 12, 2021
1,529
$14.95 - $15.55 $22.9K - $23.8K
GNTX
Gentex Corp

Consumer Cyclical
Q2 2021 Filed on Jul 12, 2021
200
$31.66 - $36.53 $6.33K - $7.31K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2021 Filed on Jul 12, 2021
80
$32.62 - $41.96 $2.61K - $3.36K
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