Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2021 Filed on Feb 11, 2022
364
$140.47 - $150.69 $51.1K - $54.9K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
6
$66.81 - $75.45 $401 - $453
CF
Cf Industries Holdings, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
132
$56.41 - $74.32 $7.45K - $9.81K
CHCO
City Holding CO

Financial Services
Q4 2021 Filed on Feb 11, 2022
28
$76.52 - $83.14 $2.14K - $2.33K
BLDR
Builders First Source, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
87
$52.58 - $85.71 $4.57K - $7.46K
WWD
Woodward, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
23
$102.67 - $120.52 $2.36K - $2.77K
SH
Proshares Short S&P500 New (De

ETFs
Q4 2021 Filed on Feb 11, 2022
180
$13.55 - $15.24 $2.44K - $2.74K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Feb 11, 2022
154
$59.38 - $63.62 $9.14K - $9.8K
TEL
Te Connectivity Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
68
$140.29 - $166.05 $9.54K - $11.3K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2021 Filed on Feb 11, 2022
46
$100.51 - $106.41 $4.62K - $4.89K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Feb 11, 2022
272
$106.13 - $132.99 $28.9K - $36.2K
PYZ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
350
$85.2 - $96.56 $29.8K - $33.8K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Feb 11, 2022
291
$219.19 - $250.48 $63.8K - $72.9K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
13
$343.73 - $431.53 $4.47K - $5.61K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
1,205
$33.53 - $45.38 $40.4K - $54.7K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2021 Filed on Feb 11, 2022
1,187
$80.78 - $81.98 $95.9K - $97.3K
AER
Aer Cap Holdings N.V.

Industrials
Q4 2021 Filed on Feb 11, 2022
1
$54.5 - $69.05 $54.5 - $69.1
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$32.97 - $56.85 $33 - $56.9
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
5
$10.75 - $20.24 $53.8 - $101
OPRA
Opera LTD

Communication Services
Q4 2021 Filed on Feb 11, 2022
10
$6.67 - $9.33 $66.7 - $93.3
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
Q4 2021 Filed on Feb 11, 2022
3
$49.89 - $50.76 $150 - $152
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q4 2021 Filed on Feb 11, 2022
169
$54.96 - $58.77 $9.29K - $9.93K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
63
$53.29 - $71.93 $3.36K - $4.53K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2021 Filed on Feb 11, 2022
5
$73.63 - $82.12 $368 - $411
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Feb 11, 2022
0
$26.95 - $32.11 $0 - $0
NVT
N Vent Electric PLC

Industrials
Q4 2021 Filed on Feb 11, 2022
859
$31.3 - $38.31 $26.9K - $32.9K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
315
$135.09 - $284.11 $42.6K - $89.5K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
7
$6.66 - $8.1 $46.6 - $56.7
ZS
Zscaler, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
30
$251.86 - $368.78 $7.56K - $11.1K
SONO
Sonos Inc

Technology
Q4 2021 Filed on Feb 11, 2022
72
$28.85 - $34.99 $2.08K - $2.52K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$28.15 - $28.74 $28.2 - $28.7
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
17
$79.7 - $107.73 $1.35K - $1.83K
FOXA
Fox Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
116
$34.44 - $43.21 $4K - $5.01K
BMTX
Bm Technologies, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1
$8.0 - $14.12 $8 - $14.1
FSR
Fisker Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
45
$13.55 - $23.68 $610 - $1.07K
VVNT
Vivint Smart Home, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
132
$8.27 - $12.54 $1.09K - $1.66K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 11, 2022
16
$39.23 - $54.4 $628 - $870
LGOV
First Tr ETF Iv Long Duration

ETFs
Q4 2021 Filed on Feb 11, 2022
11
$27.32 - $28.24 $301 - $311
DELL
Dell Technologies Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
59
$52.55 - $58.91 $3.1K - $3.48K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
149
$225.82 - $368.51 $33.6K - $54.9K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Feb 11, 2022
572
$294.65 - $346.43 $169K - $198K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
62
$23.51 - $27.83 $1.46K - $1.73K
PAGS
Pag Seguro Digital Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
2
$24.15 - $52.79 $48.3 - $106
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q4 2021 Filed on Feb 11, 2022
266
$40.17 - $62.77 $10.7K - $16.7K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
Q4 2021 Filed on Feb 11, 2022
19
$46.57 - $52.64 $885 - $1K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
91
$69.13 - $81.02 $6.29K - $7.37K
APPN
Appian Corp

Technology
Q4 2021 Filed on Feb 11, 2022
149
$65.21 - $103.39 $9.72K - $15.4K
IR
Ingersoll Rand Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
91
$49.89 - $61.87 $4.54K - $5.63K
BTU
Peabody Energy Corp

Energy
Q4 2021 Filed on Feb 11, 2022
30
$9.12 - $19.66 $274 - $590
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