Jfs Wealth Advisors, LLC Closed Holding Positions

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IEV
Ishares Tr Europe ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
314
$50.99 - $55.64 $16K - $17.5K
REKR
Rekor Systems, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
172
$8.94 - $25.23 $1.54K - $4.34K
STKL
Sun Opta Inc.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
253
$11.08 - $15.53 $2.8K - $3.93K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 04, 2021
45
$26.14 - $31.96 $1.18K - $1.44K
AGRO
Adecoagro S.A.

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
2,369
$7.75 - $11.74 $18.4K - $27.8K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q2 2021 Filed on Aug 04, 2021
4
$14.98 - $15.78 $59.9 - $63.1
TCS
Container Store Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
200
$11.65 - $16.42 $2.33K - $3.28K
Bespoke Cap Acquisition Corp
Q2 2021 Filed on Aug 04, 2021
541
N/A
LESL
Leslie'S, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
100
$24.44 - $31.25 $2.44K - $3.13K
Blackrock Munienhanced Fd In
Q2 2021 Filed on Aug 04, 2021
299,070
N/A
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
500
$4.22 - $11.33 $2.11K - $5.67K
China Mobile Limited
Q1 2021 Filed on Apr 28, 2021
2,693
N/A
Transenterix Inc
Q1 2021 Filed on Apr 28, 2021
39
N/A
Credit Suisse Ag Nassau Brh
Q1 2021 Filed on Apr 28, 2021
224
N/A
Weingarten Rlty Invs
Q1 2021 Filed on Apr 28, 2021
500
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 28, 2021
1,232
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q1 2021 Filed on Apr 28, 2021
2,000
$24.09 - $25.14 $48.2K - $50.3K
Direxion Shs ETF Tr
Q1 2021 Filed on Apr 28, 2021
3,000
N/A
Southern Natl Bancorp Of Va
Q1 2021 Filed on Apr 28, 2021
2,000
N/A
MAC
Macerich CO

Real Estate
Q1 2021 Filed on Apr 28, 2021
305
$10.66 - $22.38 $3.25K - $6.83K
CBD
Brazilian Distribution CO Companhia Brasileira De Distr Cbd

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
1,052
$3.87 - $17.05 $4.07K - $17.9K
EPR
Epr Properties

Real Estate
Q1 2021 Filed on Apr 28, 2021
300
$30.93 - $50.49 $9.28K - $15.1K
Vereit Inc
Q1 2021 Filed on Apr 28, 2021
200
N/A
Highpoint Res Corp
Q1 2021 Filed on Apr 28, 2021
385
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2021 Filed on Apr 28, 2021
196,164
$20.6 - $23.26 $4.04M - $4.56M
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
45
$37.27 - $58.7 $1.68K - $2.64K
CLVR
Clever Leaves Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
593
$1.52 - $8.05 $901 - $4.77K
TX
Ternium S.A.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
301
$26.45 - $39.31 $7.96K - $11.8K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
173
$24.16 - $29.85 $4.18K - $5.16K
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
79
$28.14 - $34.05 $2.22K - $2.69K
Tim Participacoes S A
Q4 2020 Filed on Feb 01, 2021
496
N/A
Telefonica Brasil Sa
Q4 2020 Filed on Feb 01, 2021
1,997
N/A
Vaneck Vectors ETF Tr
Q4 2020 Filed on Feb 01, 2021
161
N/A
FLJP
Franklin Templeton ETF Tr

ETFs
Q4 2020 Filed on Feb 01, 2021
103
$25.79 - $29.87 $2.66K - $3.08K
Eaton Vance Corp
Q4 2020 Filed on Feb 01, 2021
91
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q4 2020 Filed on Feb 01, 2021
63
$186.35 - $219.82 $11.7K - $13.8K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q4 2020 Filed on Feb 01, 2021
500
$8.61 - $18.11 $4.31K - $9.06K
Vereit Inc
Q4 2020 Filed on Feb 01, 2021
1,000
N/A
Mylan Nv
Q4 2020 Filed on Feb 01, 2021
5,968
N/A
EDV
Vanguard Extended Duration Tre

ETFs
Q4 2020 Filed on Feb 01, 2021
6
$151.22 - $165.29 $907 - $992
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q4 2020 Filed on Feb 01, 2021
7
$38.29 - $40.07 $268 - $280
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
108
$14.64 - $15.27 $1.58K - $1.65K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q4 2020 Filed on Feb 01, 2021
52
$38.93 - $45.05 $2.02K - $2.34K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2020 Filed on Feb 01, 2021
200
$10.88 - $12.88 $2.18K - $2.58K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q4 2020 Filed on Feb 01, 2021
11
$29.66 - $32.18 $326 - $354
CNCR
ETF Ser Solutions Loncar Cance

ETFs
Q4 2020 Filed on Feb 01, 2021
200
$26.39 - $33.94 $5.28K - $6.79K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
100
$45.05 - $58.86 $4.51K - $5.89K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2020 Filed on Feb 01, 2021
75
$27.07 - $84.35 $2.03K - $6.33K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q4 2020 Filed on Feb 01, 2021
18
$33.78 - $40.49 $608 - $729
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