Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ZYXI
Zynex Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
98
$8.71 - $13.77 $854 - $1.35K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
9
$358.15 - $413.86 $3.22K - $3.72K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 11, 2022
429
$66.4 - $67.68 $28.5K - $29K
CVE
Cenovus Energy Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
181
$10.06 - $13.16 $1.82K - $2.38K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q4 2021 Filed on Feb 11, 2022
34
$92.42 - $105.89 $3.14K - $3.6K
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
36
$198.81 - $230.03 $7.16K - $8.28K
SEM
Select Medical Holdings Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$26.71 - $36.63 $26.7 - $36.6
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Feb 11, 2022
46
$92.55 - $94.67 $4.26K - $4.35K
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
568
$19.92 - $23.13 $11.3K - $13.1K
AOK
Ishares Tr Core Conservative A

ETFs
Q4 2021 Filed on Feb 11, 2022
1,994
$39.36 - $40.4 $78.5K - $80.6K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
Q4 2021 Filed on Feb 11, 2022
200
$22.12 - $31.99 $4.42K - $6.4K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2021 Filed on Feb 11, 2022
244
$31.47 - $32.33 $7.68K - $7.89K
BYRN
Byrna Technologies Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
324
$13.07 - $22.21 $4.23K - $7.2K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q4 2021 Filed on Feb 11, 2022
79
$98.31 - $124.63 $7.77K - $9.85K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2021 Filed on Feb 11, 2022
71
$173.56 - $193.75 $12.3K - $13.8K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
142
$17.48 - $26.65 $2.48K - $3.78K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
77
$181.81 - $285.66 $14K - $22K
SFBS
Servis First Bancshares, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
24
$74.26 - $88.12 $1.78K - $2.11K
CUBI
Customers Bancorp, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
3
$43.5 - $65.71 $131 - $197
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$26.37 - $34.22 $26.4 - $34.2
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 11, 2022
40
$108.91 - $173.31 $4.36K - $6.93K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
179
$32.57 - $37.75 $5.83K - $6.76K
CMBS
Ishares Cmbs ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
5
$52.98 - $54.14 $265 - $271
FEMS
First Trust Emerging Markets S

ETFs
Q4 2021 Filed on Feb 11, 2022
2,556
$39.32 - $42.63 $101K - $109K
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
39
$62.09 - $73.78 $2.42K - $2.88K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
41
$166.95 - $218.76 $6.84K - $8.97K
FANG
Diamondback Energy, Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
111
$98.86 - $115.71 $11K - $12.8K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
298
$238.37 - $282.61 $71K - $84.2K
NRZ
New Residential Investment Corp.

Real Estate
Q4 2021 Filed on Feb 11, 2022
1,400
$10.48 - $11.64 $14.7K - $16.3K
SRLN
Ssga Active Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
3
$45.27 - $45.96 $136 - $138
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2021 Filed on Feb 11, 2022
215
$47.04 - $48.28 $10.1K - $10.4K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
70
$26.09 - $34.97 $1.83K - $2.45K
VRTS
Virtus Investment Partners, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
13
$278.82 - $333.46 $3.62K - $4.33K
RC
Ready Capital Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
100
$14.7 - $16.39 $1.47K - $1.64K
TVTX
Travere Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
20
$24.34 - $31.17 $487 - $623
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
222
$193.69 - $247.03 $43K - $54.8K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q4 2021 Filed on Feb 11, 2022
2
$51.18 - $52.61 $102 - $105
QLYS
Qualys, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
13
$108.43 - $140.98 $1.41K - $1.83K
MTDR
Matador Resources CO

Energy
Q4 2021 Filed on Feb 11, 2022
90
$34.66 - $45.55 $3.12K - $4.1K
PSX
Phillips 66

Energy
Q4 2021 Filed on Feb 11, 2022
23
$68.67 - $83.73 $1.58K - $1.93K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2021 Filed on Feb 11, 2022
175
$37.32 - $39.92 $6.53K - $6.99K
GRFS
Grifols Sa

Healthcare
Q4 2021 Filed on Feb 11, 2022
3
$10.21 - $15.27 $30.6 - $45.8
Yandex N V
Q4 2021 Filed on Feb 11, 2022
2
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2021 Filed on Feb 11, 2022
139
$29.68 - $30.1 $4.13K - $4.18K
FEM
First Trust Emerging Markets A

ETFs
Q4 2021 Filed on Feb 11, 2022
2,572
$24.78 - $27.32 $63.7K - $70.3K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q4 2021 Filed on Feb 11, 2022
724
$34.61 - $35.48 $25.1K - $25.7K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q4 2021 Filed on Feb 11, 2022
41
$74.81 - $82.97 $3.07K - $3.4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2021 Filed on Feb 11, 2022
4
$61.51 - $66.09 $246 - $264
WD
Walker & Dunlop, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
121
$116.24 - $154.9 $14.1K - $18.7K
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