Mutual Advisors, LLC Closed Holding Positions

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q1 2022 Filed on May 09, 2022
10,687
$10.89 - $13.86 $116K - $148K
AVDE
American Centy ETF Tr Avantis

ETFs
Q1 2022 Filed on May 09, 2022
3,183
$55.3 - $64.55 $176K - $205K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q1 2022 Filed on May 09, 2022
6,877
$33.58 - $51.3 $231K - $353K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
5,739
$42.94 - $78.29 $246K - $449K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
18,512
$9.32 - $11.25 $173K - $208K
CRSP
Crispr Therapeutics Ag

Healthcare
Q1 2022 Filed on May 09, 2022
2,696
$53.19 - $79.24 $143K - $214K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,269
$126.46 - $235.05 $160K - $298K
CABO
Cable One, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
173
$1396.44 - $1743.82 $242K - $302K
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on May 09, 2022
38,357
$16.87 - $26.04 $647K - $999K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
Q1 2022 Filed on May 09, 2022
16,147
$9.58 - $10.9 $155K - $176K
CLS
Celestica Inc

Technology
Q1 2022 Filed on May 09, 2022
41,500
$10.67 - $12.85 $443K - $533K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 09, 2022
511
$174.8 - $642.2 $89.3K - $328K
Broadcom Inc
Q1 2022 Filed on May 09, 2022
123
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
4,577
$37.48 - $48.52 $172K - $222K
VGR
Vector Group LTD

Consumer Defensive
Q1 2022 Filed on May 09, 2022
12,295
$10.06 - $12.04 $124K - $148K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2022 Filed on May 09, 2022
6,405
$59.22 - $67.9 $379K - $435K
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q1 2022 Filed on May 09, 2022
94,323
$67.69 - $72.62 $6.38M - $6.85M
FNGS
Bank Of Montreal

ETFs
Q1 2022 Filed on May 09, 2022
23,524
$23.73 - $33.15 $558K - $780K
NKG
Nuveen Georgia Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
11,682
$11.3 - $13.81 $132K - $161K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
Q1 2022 Filed on May 09, 2022
29,681
$25.06 - $26.64 $744K - $791K
AVTR
Avantor, Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
4,872
$32.56 - $40.56 $159K - $198K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
Q1 2022 Filed on May 09, 2022
7,425
$23.58 - $27.96 $175K - $208K
Xilinx Inc
Q1 2022 Filed on May 09, 2022
1,065
N/A
PK
Park Hotels & Resorts Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
21,662
$16.87 - $20.22 $365K - $438K
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q1 2022 Filed on May 09, 2022
11,358
$11.48 - $14.3 $130K - $162K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q1 2022 Filed on May 09, 2022
10,647
$31.91 - $38.34 $340K - $408K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
11,673
$45.5 - $70.45 $531K - $822K
GBX
Greenbrier Companies Inc

Industrials
Q1 2022 Filed on May 09, 2022
10,525
$37.73 - $53.4 $397K - $562K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 09, 2022
2,114
$74.35 - $138.65 $157K - $293K
NNDM
Nano Dimension Ltd.

Technology
Q1 2022 Filed on May 09, 2022
39,325
$3.06 - $4.06 $120K - $160K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2022 Filed on May 09, 2022
6,942
$70.33 - $90.25 $488K - $627K
USX
Us Xpress Enterprises Inc

Industrials
Q1 2022 Filed on May 09, 2022
55,070
$3.47 - $6.11 $191K - $336K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
15,555
$13.51 - $16.8 $210K - $261K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2022 Filed on May 09, 2022
4,530
$62.49 - $67.68 $283K - $307K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q1 2022 Filed on May 09, 2022
16,549
$16.26 - $19.26 $269K - $319K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
6,919
$81.92 - $103.92 $567K - $719K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q1 2022 Filed on May 09, 2022
8,243
$41.75 - $51.76 $344K - $427K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2022 Filed on May 09, 2022
1,918
$121.99 - $137.72 $234K - $264K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2022 Filed on May 09, 2022
11,921
$36.57 - $39.7 $436K - $473K
GVI
Ishares Tr

ETFs
Q1 2022 Filed on May 09, 2022
2,256
$107.97 - $113.53 $244K - $256K
NIQ
Nuveen Intermediate Duration Quality Municipal Term Fund

Financial Services
Q1 2022 Filed on May 09, 2022
11,283
$13.42 - $14.88 $151K - $168K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q4 2021 Filed on Feb 14, 2022
9,781
$42.17 - $44.1 $412K - $431K
ZD
Ziff Davis, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,640
$106.43 - $132.98 $175K - $218K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
1,907
$63.26 - $108.62 $121K - $207K
APPN
Appian Corp

Technology
Q4 2021 Filed on Feb 14, 2022
2,460
$65.21 - $103.39 $160K - $254K
Trinseo S A
Q4 2021 Filed on Feb 14, 2022
4,744
N/A
MDIV
First Trust Multi Asset Divers

ETFs
Q4 2021 Filed on Feb 14, 2022
15,549
$15.99 - $16.99 $249K - $264K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 14, 2022
25,638
$73.77 - $82.68 $1.89M - $2.12M
RDFN
Redfin Corp

Real Estate
Q4 2021 Filed on Feb 14, 2022
4,899
$37.95 - $53.56 $186K - $262K
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