Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
70
$249.49 - $325.25 $17.5K - $22.8K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
53
$263.0 - $299.25 $13.9K - $15.9K
SAIC
Science Applications International Corp

Technology
Q4 2021 Filed on Feb 11, 2022
33
$81.39 - $91.86 $2.69K - $3.03K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
16
$144.46 - $187.93 $2.31K - $3.01K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 11, 2022
236
$30.22 - $33.49 $7.13K - $7.9K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
65
$161.85 - $199.24 $10.5K - $13K
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q4 2021 Filed on Feb 11, 2022
119
$33.83 - $40.0 $4.03K - $4.76K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
Q4 2021 Filed on Feb 11, 2022
6
$21.21 - $21.73 $127 - $130
CDW
Cdw Corp

Technology
Q4 2021 Filed on Feb 11, 2022
142
$173.61 - $207.02 $24.7K - $29.4K
EVTC
Evertec, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
107
$41.99 - $50.66 $4.49K - $5.42K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q4 2021 Filed on Feb 11, 2022
203
$55.11 - $69.76 $11.2K - $14.2K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q4 2021 Filed on Feb 11, 2022
102
$50.99 - $51.69 $5.2K - $5.27K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2021 Filed on Feb 11, 2022
435
$42.23 - $46.94 $18.4K - $20.4K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
Q4 2021 Filed on Feb 11, 2022
70
$41.26 - $47.78 $2.89K - $3.34K
ALLY
Ally Financial Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
123
$44.97 - $55.81 $5.53K - $6.86K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
19
$105.16 - $140.37 $2K - $2.67K
QURE
Uni Qure N.V.

Healthcare
Q4 2021 Filed on Feb 11, 2022
2
$20.24 - $36.01 $40.5 - $72
Santander Consumer Usa Hldgs
Q4 2021 Filed on Feb 11, 2022
1
N/A
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
21
$138.73 - $200.92 $2.91K - $4.22K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
6
$23.24 - $45.06 $139 - $270
FTGC
First Trust Global Tactical CO

ETFs
Q4 2021 Filed on Feb 11, 2022
100
$22.96 - $25.78 $2.3K - $2.58K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$34.06 - $53.46 $34.1 - $53.5
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Feb 11, 2022
71
$55.11 - $57.44 $3.91K - $4.08K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
198
$16.79 - $17.95 $3.32K - $3.55K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
342
$47.2 - $61.06 $16.1K - $20.9K
TRTN
Triton International LTD

Industrials
Q4 2021 Filed on Feb 11, 2022
93
$52.64 - $62.99 $4.9K - $5.86K
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
14
$248.17 - $369.23 $3.47K - $5.17K
SUPV
Grupo Supervielle S.A.

Financial Services
Q4 2021 Filed on Feb 11, 2022
2
$1.83 - $2.52 $3.66 - $5.04
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
43
$49.35 - $57.8 $2.12K - $2.49K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
559
$5.41 - $8.5 $3.02K - $4.75K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
1
$605.55 - $747.79 $606 - $748
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
78
$52.02 - $63.24 $4.06K - $4.93K
CDEV
Centennial Resource Development, Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
14
$5.68 - $7.85 $79.5 - $110
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Feb 11, 2022
60
$343.33 - $458.13 $20.6K - $27.5K
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
14
$30.7 - $43.36 $430 - $607
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
84
$159.57 - $241.45 $13.4K - $20.3K
FAAR
First Trust Vii Alternative Ab

ETFs
Q4 2021 Filed on Feb 11, 2022
665
$28.73 - $31.84 $19.1K - $21.2K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q4 2021 Filed on Feb 11, 2022
225
$30.45 - $32.28 $6.85K - $7.26K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
8
$40.32 - $48.72 $323 - $390
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
81
$46.96 - $57.43 $3.8K - $4.65K
VST
Vistra Corp.

Utilities
Q4 2021 Filed on Feb 11, 2022
94
$16.85 - $22.77 $1.58K - $2.14K
COUP
Coupa Software Inc

Technology
Q4 2021 Filed on Feb 11, 2022
33
$151.8 - $256.5 $5.01K - $8.46K
SD
Sandridge Energy Inc

Energy
Q4 2021 Filed on Feb 11, 2022
30
$9.78 - $14.46 $293 - $434
ASIX
Advan Six Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
4
$42.07 - $50.31 $168 - $201
NTNX
Nutanix, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
4,488
$29.96 - $39.04 $134K - $175K
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
435
$66.03 - $111.64 $28.7K - $48.6K
FQAL
Fidelity Covington Tr Quality

ETFs
Q4 2021 Filed on Feb 11, 2022
46
$49.52 - $56.24 $2.28K - $2.59K
EVBG
Everbridge, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
30
$63.0 - $160.29 $1.89K - $4.81K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
276
$158.3 - $265.08 $43.7K - $73.2K
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