Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q4 2021 Filed on Feb 11, 2022
7
$54.48 - $55.71 $381 - $390
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Feb 11, 2022
453
$14.21 - $16.07 $6.44K - $7.28K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q4 2021 Filed on Feb 11, 2022
1
N/A
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$26.4 - $26.86 $26.4 - $26.9
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$25.66 - $25.97 $25.7 - $26
ETSY
Etsy Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
9
$198.72 - $296.91 $1.79K - $2.67K
IGT
International Game Technology PLC

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
4
$23.76 - $32.26 $95 - $129
CLLS
Cellectis S.A.

Healthcare
Q4 2021 Filed on Feb 11, 2022
2
$8.01 - $12.84 $16 - $25.7
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
500
$8.73 - $15.27 $4.37K - $7.64K
Ishares Tr
Q4 2021 Filed on Feb 11, 2022
1
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Feb 11, 2022
182
$47.29 - $48.28 $8.61K - $8.79K
VSTO
Vista Outdoor Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
362
$38.51 - $48.52 $13.9K - $17.6K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$25.89 - $26.28 $25.9 - $26.3
UNVR
Univar Solutions Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
85
$24.49 - $29.2 $2.08K - $2.48K
BLD
Top Build Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
35
$205.88 - $280.23 $7.21K - $9.81K
LIVN
Liva Nova PLC

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$76.72 - $92.68 $76.7 - $92.7
WMS
Advanced Drainage Systems, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
11
$107.25 - $136.49 $1.18K - $1.5K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Feb 11, 2022
566
$54.5 - $55.03 $30.8K - $31.1K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 11, 2022
590
$53.0 - $103.63 $31.3K - $61.1K
IBRX
Immunity Bio, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
104
$5.67 - $10.18 $590 - $1.06K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
25
$80.7 - $106.99 $2.02K - $2.67K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
26
$66.18 - $97.8 $1.72K - $2.54K
RPD
Rapid7, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
54
$110.75 - $140.13 $5.98K - $7.57K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
187
$32.88 - $37.84 $6.15K - $7.08K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
35
$146.1 - $178.12 $5.11K - $6.23K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2021 Filed on Feb 11, 2022
99
$108.77 - $134.15 $10.8K - $13.3K
AES
Aes Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
650
$22.84 - $25.66 $14.8K - $16.7K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
88
$175.57 - $199.99 $15.5K - $17.6K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
103
$22.21 - $37.37 $2.29K - $3.85K
EHC
Encompass Health Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
61
$45.03 - $58.77 $2.75K - $3.58K
SU
Suncor Energy Inc

Energy
Q4 2021 Filed on Feb 11, 2022
75
$20.96 - $26.72 $1.57K - $2K
APA
Apa Corp

Energy
Q4 2021 Filed on Feb 11, 2022
300
$21.8 - $30.66 $6.54K - $9.2K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
35
$86.35 - $107.63 $3.02K - $3.77K
ADTNXXXX
Adtran Inc
Q4 2021 Filed on Feb 11, 2022
1
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
68
$586.54 - $666.48 $39.9K - $45.3K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
232
$44.57 - $55.81 $10.3K - $12.9K
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
42
$179.09 - $199.88 $7.52K - $8.39K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
33
$21.84 - $35.27 $721 - $1.16K
IIVI
Ii Vi Inc

Technology
Q4 2021 Filed on Feb 11, 2022
24
$54.61 - $70.5 $1.31K - $1.69K
LSTR
Landstar System Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
58
$155.21 - $185.99 $9K - $10.8K
NTAP
Net App, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1
$86.0 - $94.42 $86 - $94.4
FFIV
F5, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
17
$196.73 - $247.78 $3.34K - $4.21K
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
3
$434.67 - $555.63 $1.3K - $1.67K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
27
$147.82 - $190.34 $3.99K - $5.14K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
60
$104.87 - $119.65 $6.29K - $7.18K
DVN
Devon Energy Corp

Energy
Q4 2021 Filed on Feb 11, 2022
93
$36.81 - $45.12 $3.42K - $4.2K
EFX
Equifax Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
20
$253.4 - $297.05 $5.07K - $5.94K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Feb 11, 2022
325
$173.61 - $196.09 $56.4K - $63.7K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 11, 2022
355
$78.72 - $108.43 $27.9K - $38.5K
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