Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ATI
Allegheny Technologies Inc

Industrials
Q1 2020 Filed on May 14, 2020
9,967
$5.23 - $20.6 $52.1K - $205K
AQN
Algonquin Power & Utilities Corp.

Utilities
Q1 2020 Filed on May 14, 2020
56,438
$9.59 - $16.78 $541K - $947K
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q1 2020 Filed on May 14, 2020
6,711
$42.93 - $48.99 $288K - $329K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
21,625
$10.43 - $16.6 $226K - $359K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q1 2020 Filed on May 14, 2020
29,674
$5.2 - $9.29 $154K - $276K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q1 2020 Filed on May 14, 2020
33,619
$18.15 - $26.07 $610K - $876K
AFT
Apollo Senior Floating Rate Fund Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
18,350
$9.1 - $15.63 $167K - $287K
Aqua America Inc
Q1 2020 Filed on May 14, 2020
4,359
N/A
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
13,121
$6.67 - $9.78 $87.5K - $128K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
Q1 2020 Filed on May 14, 2020
27,235
$8.61 - $16.44 $234K - $448K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
13,055
$9.96 - $13.7 $130K - $179K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
15,500
$10.05 - $13.25 $156K - $205K
Blackrock Munihldgs Fd Ii In
Q1 2020 Filed on May 14, 2020
10,900
N/A
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
73,218
$11.84 - $14.93 $867K - $1.09M
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
Q1 2020 Filed on May 14, 2020
42,968
$9.25 - $13.65 $397K - $587K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
24,830
$11.68 - $16.15 $290K - $401K
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
Q1 2020 Filed on May 14, 2020
19,120
$8.49 - $16.43 $162K - $314K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
10,038
$7.05 - $28.3 $70.8K - $284K
Pretium Res Inc
Q1 2020 Filed on May 14, 2020
26,699
N/A
PPC
Pilgrims Pride Corp

Consumer Defensive
Q1 2020 Filed on May 14, 2020
7,698
$16.17 - $32.29 $124K - $249K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
3,260
$44.73 - $105.78 $146K - $345K
PVH
Pvh Corp.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
2,553
$29.05 - $106.23 $74.2K - $271K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
32,046
$8.06 - $21.85 $258K - $700K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
6,099
$39.24 - $49.85 $239K - $304K
Ingersoll Rand PLC
Q1 2020 Filed on May 14, 2020
6,789
N/A
ALLY
Ally Financial Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
20,232
$11.7 - $33.06 $237K - $669K
NNN
National Retail Properties, Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
5,180
$26.4 - $58.65 $137K - $304K
AES
Aes Corp

Utilities
Q1 2020 Filed on May 14, 2020
21,254
$9.56 - $21.03 $203K - $447K
Senior Hsg Pptys Tr
Q1 2020 Filed on May 14, 2020
55,740
N/A
BHR
Braemar Hotels & Resorts Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
11,800
$1.15 - $9.05 $13.6K - $107K
Fs Kkr Capital Corp
Q1 2020 Filed on May 14, 2020
1,152,407
N/A
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2020 Filed on May 14, 2020
108,391
$20.75 - $31.83 $2.25M - $3.45M
EHTH
E Health, Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
7,453
$85.7 - $146.09 $639K - $1.09M
Colony Cr Real Estate Inc
Q1 2020 Filed on May 14, 2020
52,258
N/A
Gw Pharmaceuticals PLC
Q1 2020 Filed on May 14, 2020
2,598
N/A
AUB
Atlantic Union Bankshares Corp

Financial Services
Q1 2020 Filed on May 14, 2020
5,875
$20.04 - $37.68 $118K - $221K
OBE
Obsidian Energy Ltd.

Energy
Q1 2020 Filed on May 14, 2020
10,266
$0.16 - $0.93 $1.64K - $9.55K
Liberty Ppty Tr
Q1 2020 Filed on May 14, 2020
4,326
N/A
Investors Real Estate Tr
Q1 2020 Filed on May 14, 2020
3,676
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on May 14, 2020
16,391
$19.02 - $21.76 $312K - $357K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
42,505
N/A
CMS
Cms Energy Corp

Utilities
Q1 2020 Filed on May 14, 2020
3,829
$48.51 - $68.86 $186K - $264K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on May 14, 2020
6,048
$29.04 - $46.68 $176K - $282K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q1 2020 Filed on May 14, 2020
30,791
$12.99 - $27.62 $400K - $850K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q1 2020 Filed on May 14, 2020
41,575
$10.04 - $13.45 $417K - $559K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
12,734
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
12,182
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 14, 2020
44,319
N/A
VBF
Invesco Bond Fund

Financial Services
Q1 2020 Filed on May 14, 2020
43,478
$15.59 - $20.89 $678K - $908K
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