Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
10,329
$19.15 - $20.31 $198K - $210K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
5,319
$39.99 - $45.66 $213K - $243K
Immunomedics Inc
Q4 2020 Filed on Feb 12, 2021
2,387
N/A
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
1,871
$107.65 - $137.91 $201K - $258K
Iac Interactivecorp
Q3 2020 Filed on Nov 13, 2020
14,363
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
10,907
$14.18 - $14.94 $155K - $163K
PFG
Principal Financial Group Inc

Financial Services
Q3 2020 Filed on Nov 13, 2020
53,587
$37.79 - $46.18 $2.03M - $2.47M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2020 Filed on Nov 13, 2020
100,649
$8.57 - $12.69 $863K - $1.28M
Ishares Gold Trust
Q3 2020 Filed on Nov 13, 2020
10,359
N/A
CXE
Mfs High Income Municipal Trust

Financial Services
Q2 2020 Filed on Aug 12, 2020
12,154
$4.19 - $4.77 $50.9K - $58K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2020 Filed on Aug 12, 2020
12,209
$39.39 - $43.83 $481K - $535K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2020 Filed on Aug 12, 2020
23,682
$37.04 - $44.83 $877K - $1.06M
Chesapeake Energy Corp
Q2 2020 Filed on Aug 12, 2020
12,500
N/A
HI
Hillenbrand, Inc.

Industrials
Q2 2020 Filed on Aug 12, 2020
11,774
$16.6 - $29.6 $195K - $349K
Alps ETF Tr
Q2 2020 Filed on Aug 12, 2020
25,872
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Aug 12, 2020
6,997
N/A
Lee Enterprises Inc
Q2 2020 Filed on Aug 12, 2020
52,899
N/A
Aon PLC
Q2 2020 Filed on Aug 12, 2020
1,781
N/A
United Technologies Corp
Q2 2020 Filed on Aug 12, 2020
5,714
N/A
Neon Therapeutics Inc
Q2 2020 Filed on Aug 12, 2020
102,652
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on May 13, 2020
14,070
$29.04 - $46.68 $409K - $657K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
3,129
$37.68 - $74.06 $118K - $232K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2020 Filed on May 13, 2020
15,536
$20.48 - $38.6 $318K - $600K
CNR
Cornerstone Building Brands, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
16,216
$2.99 - $9.25 $48.5K - $150K
TD
Toronto Dominion Bank

Financial Services
Q1 2020 Filed on May 13, 2020
1,799
$33.83 - $57.31 $60.9K - $103K
EMN
Eastman Chemical CO

Basic Materials
Q1 2020 Filed on May 13, 2020
2,902
$38.39 - $78.67 $111K - $228K
NWN
Northwest Natural Holding CO

Utilities
Q1 2020 Filed on May 13, 2020
2,997
$51.62 - $76.9 $155K - $230K
Unilever N V N Y Shs New
Q1 2020 Filed on May 13, 2020
15,002
N/A
HUN
Huntsman Corp

Basic Materials
Q1 2020 Filed on May 13, 2020
10,596
$12.87 - $23.87 $136K - $253K
WY
Weyerhaeuser CO

Real Estate
Q1 2020 Filed on May 13, 2020
7,384
$13.47 - $31.3 $99.5K - $231K
Fs Investment Corporation
Q1 2020 Filed on May 13, 2020
20,228
N/A
DSGR
Distribution Solutions Group, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
3,992
$26.72 - $57.61 $107K - $230K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
6,392
$17.74 - $46.98 $113K - $300K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q1 2020 Filed on May 13, 2020
6,910
$30.12 - $53.58 $208K - $370K
CSM
Proshares Large Cap Core Plus

ETFs
Q1 2020 Filed on May 13, 2020
6,569
$25.69 - $40.21 $169K - $264K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on May 13, 2020
907
$15.92 - $28.87 $14.4K - $26.2K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q1 2020 Filed on May 13, 2020
1,225
$32.2 - $49.37 $39.4K - $60.5K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on May 13, 2020
13,480
N/A
Raytheon CO Com New
Q1 2020 Filed on May 13, 2020
2,694
N/A
CPT
Camden Property Trust

Real Estate
Q1 2020 Filed on May 13, 2020
2,139
$67.3 - $120.42 $144K - $258K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2020 Filed on May 13, 2020
2,449
$27.64 - $45.48 $67.7K - $111K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2019 Filed on Feb 11, 2020
325
$61.54 - $85.88 $20K - $27.9K
Cree Inc
Q4 2019 Filed on Feb 11, 2020
653
N/A
Suntrust Banks Inc
Q4 2019 Filed on Feb 11, 2020
9,826
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q4 2019 Filed on Feb 11, 2020
3,097
$62.3 - $71.91 $193K - $223K
STM
St Microelectronics N.V.

Technology
Q4 2019 Filed on Feb 11, 2020
1,861
$18.94 - $27.34 $35.2K - $50.9K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q4 2019 Filed on Feb 11, 2020
5,178
$55.17 - $59.7 $286K - $309K
NGD
New Gold Inc.

Basic Materials
Q4 2019 Filed on Feb 11, 2020
9,901
$0.77 - $1.08 $7.62K - $10.7K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q3 2019 Filed on Nov 12, 2019
4,294
$51.74 - $52.41 $222K - $225K
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email