Laurel Wealth Advisors, Inc. Closed Holding Positions

Laurel Wealth Advisors, Inc.

  • $1.01 Billion
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
Q2 2020 Filed on Aug 14, 2020
12,939
$50.27 - $50.32 $650K - $651K
Ipath Series B S&P Gsci Crude Oil Total Return Index Etn
Q2 2020 Filed on Aug 14, 2020
112,604
N/A
Proshares Tr Ultrapro Short S&P500 New Jan 2014
Q2 2020 Filed on Aug 14, 2020
19,000
N/A
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
117,350
$9.72 - $21.9 $1.14M - $2.57M
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q2 2020 Filed on Aug 14, 2020
36,509
$38.21 - $40.26 $1.4M - $1.47M
Spdr Index Shs Fds
Q2 2020 Filed on Aug 14, 2020
11,815
N/A
Xilinx Inc
Q2 2020 Filed on Aug 14, 2020
3,000
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Aug 14, 2020
142,802
$29.54 - $36.83 $4.22M - $5.26M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
2,524
$78.38 - $109.45 $198K - $276K
EPR
Epr Properties

Real Estate
Q2 2020 Filed on Aug 14, 2020
9,729
$19.8 - $44.0 $193K - $428K
CUK
Carnival PLC

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
4,600
$7.91 - $48.92 $36.4K - $225K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
7,505
$7.77 - $59.65 $58.3K - $448K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
Q1 2020 Filed on May 15, 2020
26,963
$7.0 - $12.32 $189K - $332K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on May 15, 2020
7,262
$22.28 - $36.03 $162K - $262K
CCL
Carnival Corp

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
4,929
$9.3 - $51.9 $45.8K - $256K
Clearbridge Energy Mlp
Q1 2020 Filed on May 15, 2020
36,824
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q1 2020 Filed on May 15, 2020
7,596
$35.38 - $65.81 $269K - $500K
FEX
First Tr Large Cap Core Alphde

ETFs
Q1 2020 Filed on May 15, 2020
17,476
$40.79 - $67.43 $713K - $1.18M
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2020 Filed on May 15, 2020
9,383
$16.46 - $30.6 $154K - $287K
EQNR
Equinor Asa

Energy
Q1 2020 Filed on May 15, 2020
14,885
$8.84 - $20.96 $132K - $312K
FTC
First Tr Lge Cap Growth

ETFs
Q1 2020 Filed on May 15, 2020
3,696
$51.89 - $79.41 $192K - $293K
NVGS
Navigator Holdings Ltd.

Energy
Q1 2020 Filed on May 15, 2020
15,329
$3.88 - $13.73 $59.5K - $210K
Sito Mobile LTD Com New
Q1 2020 Filed on May 15, 2020
733,882
N/A
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2020 Filed on May 15, 2020
11,302
$12.48 - $26.43 $141K - $299K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q1 2020 Filed on May 15, 2020
13,752
$15.4 - $21.16 $212K - $291K
United Technologies Corp Com
Q1 2020 Filed on May 15, 2020
7,908
N/A
Clearbridge Energy Mlp Opp Fund Inc
Q1 2020 Filed on May 15, 2020
46,169
N/A
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2020 Filed on May 15, 2020
3,447
$41.56 - $74.15 $143K - $256K
Front Yd Residential Corp Com
Q1 2020 Filed on May 15, 2020
43,602
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q1 2020 Filed on May 15, 2020
3,236
$77.36 - $132.73 $250K - $430K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q1 2020 Filed on May 15, 2020
8,327
$12.06 - $27.93 $100K - $233K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 15, 2020
12,956
$37.46 - $55.46 $485K - $719K
WABC
Westamerica Bancorporation

Financial Services
Q1 2020 Filed on May 15, 2020
3,066
$47.37 - $68.01 $145K - $209K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 15, 2020
9,299
$18.96 - $33.37 $176K - $310K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on May 15, 2020
11,471
$84.57 - $110.24 $970K - $1.26M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q1 2020 Filed on May 15, 2020
4,492
$16.3 - $48.35 $73.2K - $217K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2020 Filed on May 15, 2020
2,037
$47.53 - $70.87 $96.8K - $144K
Td Ameritrade Hldg Corp Com
Q1 2020 Filed on May 15, 2020
5,000
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q1 2020 Filed on May 15, 2020
15,310
$5.0 - $16.52 $76.6K - $253K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on May 15, 2020
8,251
$42.11 - $71.71 $347K - $592K
Therapeuticsmd Inc Com
Q1 2020 Filed on May 15, 2020
93,050
N/A
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 15, 2020
11,727
$11.48 - $23.42 $135K - $275K
Alps Trust ETF Alerian Mlp
Q1 2020 Filed on May 15, 2020
25,074
N/A
YLD
Principal Exchange Traded Fds

ETFs
Q1 2020 Filed on May 15, 2020
7,464
$14.66 - $20.62 $109K - $154K
AAOI
Applied Optoelectronics, Inc.

Technology
Q1 2020 Filed on May 15, 2020
21,300
$5.5 - $15.6 $117K - $332K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q1 2020 Filed on May 15, 2020
23,270
$14.8 - $20.49 $344K - $477K
BILI
Bilibili Inc.

Communication Services
Q1 2020 Filed on May 15, 2020
15,000
$20.19 - $28.69 $303K - $430K
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on May 15, 2020
11,493
$21.39 - $37.02 $246K - $425K
Aon Corp
Q1 2020 Filed on May 15, 2020
3,419
N/A
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