Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HES
Hess Corp

Energy
Q4 2021 Filed on Feb 11, 2022
58
$71.18 - $90.15 $4.13K - $5.23K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2021 Filed on Feb 11, 2022
318
$49.16 - $49.38 $15.6K - $15.7K
NSP
Insperity, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
41
$109.1 - $129.2 $4.47K - $5.3K
MTN
Vail Resorts Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
19
$311.53 - $372.51 $5.92K - $7.08K
Aarons Holdings Company Inc
Q4 2021 Filed on Feb 11, 2022
45
N/A
PRG
Prog Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
45
$40.45 - $48.42 $1.82K - $2.18K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
41
$191.86 - $223.57 $7.87K - $9.17K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
41
$78.48 - $87.66 $3.22K - $3.59K
SUI
Sun Communities Inc

Real Estate
Q4 2021 Filed on Feb 11, 2022
42
$185.36 - $210.41 $7.79K - $8.84K
ICLR
Icon PLC

Healthcare
Q4 2021 Filed on Feb 11, 2022
200
$258.11 - $309.7 $51.6K - $61.9K
SPNS
Sapiens International Corp N V

Technology
Q4 2021 Filed on Feb 11, 2022
175
$29.34 - $37.88 $5.13K - $6.63K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
2
$15.69 - $21.14 $31.4 - $42.3
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
64
$83.4 - $95.59 $5.34K - $6.12K
MED
Medifast Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
5
$185.81 - $230.36 $929 - $1.15K
WTFC
Wintrust Financial Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
17
$81.84 - $96.94 $1.39K - $1.65K
SMG
Scotts Miracle Gro CO

Basic Materials
Q4 2021 Filed on Feb 11, 2022
561
$134.0 - $176.89 $75.2K - $99.2K
BANR
Banner Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
35
$55.67 - $62.83 $1.95K - $2.2K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q4 2021 Filed on Feb 11, 2022
7
$50.27 - $50.46 $352 - $353
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
3,818
$14.86 - $15.35 $56.7K - $58.6K
AWI
Armstrong World Industries Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
148
$95.21 - $117.51 $14.1K - $17.4K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
66
$370.57 - $477.91 $24.5K - $31.5K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q4 2021 Filed on Feb 11, 2022
1,538
$49.06 - $53.68 $75.5K - $82.6K
ICFI
Icf International, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
43
$90.67 - $107.89 $3.9K - $4.64K
FIW
First Trust Water ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
27
$85.44 - $94.96 $2.31K - $2.56K
PRN
Invesco Dwa Industrials Moment

ETFs
Q4 2021 Filed on Feb 11, 2022
300
$100.21 - $121.54 $30.1K - $36.5K
RDNT
Rad Net, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$26.37 - $34.6 $26.4 - $34.6
HIMX
Himax Technologies, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1
$9.79 - $15.99 $9.79 - $16
DNN
Denison Mines Corp.

Energy
Q4 2021 Filed on Feb 11, 2022
818
$1.33 - $2.12 $1.09K - $1.73K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q4 2021 Filed on Feb 11, 2022
350
$62.05 - $73.54 $21.7K - $25.7K
EMB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
279
$106.57 - $110.92 $29.7K - $30.9K
PSL
Invesco Dwa Consumer Staples M
Q4 2021 Filed on Feb 11, 2022
375
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
794
$14.6 - $15.16 $11.6K - $12K
Invesco Exchange Traded Fd T
Q4 2021 Filed on Feb 11, 2022
360
N/A
HTH
Hilltop Holdings Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
72
$33.17 - $38.13 $2.39K - $2.75K
IRDM
Iridium Communications Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
39
$36.95 - $43.18 $1.44K - $1.68K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
21
$62.76 - $108.07 $1.32K - $2.27K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2021 Filed on Feb 11, 2022
751
$31.85 - $32.4 $23.9K - $24.3K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Feb 11, 2022
311
$70.21 - $77.4 $21.8K - $24.1K
FYX
First Tr Small Cap Core Alphad

ETFs
Q4 2021 Filed on Feb 11, 2022
1,145
$91.64 - $101.0 $105K - $116K
CLR
Continental Resources, Inc

Energy
Q4 2021 Filed on Feb 11, 2022
162
$42.68 - $53.87 $6.91K - $8.73K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
309
$47.61 - $54.6 $14.7K - $16.9K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Feb 11, 2022
373
$51.25 - $51.8 $19.1K - $19.3K
VMW
Vmware, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
22
$110.44 - $167.06 $2.43K - $3.68K
IDV
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
1,470
$29.77 - $31.71 $43.8K - $46.6K
POWI
Power Integrations Inc

Technology
Q4 2021 Filed on Feb 11, 2022
24
$85.98 - $108.9 $2.06K - $2.61K
MGEE
Mge Energy Inc

Utilities
Q4 2021 Filed on Feb 11, 2022
466
$72.59 - $82.25 $33.8K - $38.3K
HRI
Herc Holdings Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
22
$153.83 - $196.39 $3.38K - $4.32K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
569
$13.79 - $15.05 $7.85K - $8.56K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
150
$47.9 - $55.2 $7.19K - $8.28K
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