Nfp Retirement, Inc. Closed Holding Positions

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q3 2024 Filed on Feb 13, 2025
7,347
$37.98 - $41.19 $279K - $303K
AUY
Yamana Gold Inc.

Basic Materials
Q2 2022 Filed on Feb 13, 2025
11,485
$4.65 - $6.28 $53.4K - $72.1K
EXK
Endeavour Silver Corp

Basic Materials
Q4 2023 Filed on Feb 13, 2025
19,500
$1.91 - $2.53 $37.2K - $49.3K
HOMB
Home Bancshares Inc

Financial Services
Q1 2024 Filed on Feb 13, 2025
48,380
$22.78 - $25.33 $1.1M - $1.23M
EFV
Msci Eafe Value ETF

ETFs
Q2 2023 Filed on Feb 13, 2025
17,617
$47.6 - $50.24 $839K - $885K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2023 Filed on Feb 13, 2025
6,172
$88.97 - $97.46 $549K - $602K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2023 Filed on Feb 13, 2025
44,305
$22.87 - $23.59 $1.01M - $1.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2024 Filed on Feb 13, 2025
6,219
$50.23 - $50.49 $312K - $314K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q1 2023 Filed on Feb 13, 2025
14,430
$13.59 - $14.44 $196K - $208K
NIQ
Nuveen Intermediate Duration Quality Municipal Term Fund

Financial Services
Q2 2023 Filed on Feb 13, 2025
42,129
$12.58 - $12.87 $530K - $542K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q3 2022 Filed on Feb 13, 2025
25,124
$6.92 - $8.41 $174K - $211K
OXY
Occidental Petroleum Corp

Energy
Q3 2024 Filed on Feb 13, 2025
3,733
$49.91 - $63.73 $186K - $238K
UEC
Uranium Energy Corp

Energy
Q3 2023 Filed on Feb 13, 2025
11,500
$3.12 - $5.6 $35.9K - $64.4K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2024 Filed on Feb 13, 2025
35,142
$201.87 - $242.35 $7.09M - $8.52M
Tanzanian Gold Corp
Q2 2022 Filed on Feb 13, 2025
28,300
N/A
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q4 2024 Filed on Feb 13, 2025
2,390
$94.79 - $95.69 $227K - $229K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
Q2 2023 Filed on Feb 13, 2025
13,291
$9.91 - $10.72 $132K - $142K
DIS
Walt Disney CO

Communication Services
Q4 2024 Filed on Feb 13, 2025
2,141
$92.39 - $117.6 $198K - $252K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q2 2022 Filed on Feb 13, 2025
10,250
$16.37 - $20.15 $168K - $207K
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Feb 13, 2025
700
$181.58 - $368.0 $127K - $258K
INTC
Intel Corp

Technology
Q2 2024 Filed on Feb 13, 2025
5,350
$29.85 - $44.52 $160K - $238K
SPVM
Invesco S&P 500 Value With Mom

ETFs
Q1 2023 Filed on Feb 13, 2025
4,225
$44.83 - $51.29 $189K - $217K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2024 Filed on Feb 13, 2025
5,440
$106.48 - $108.13 $579K - $588K
HYG
Ishares Tr

ETFs
Q3 2024 Filed on Feb 13, 2025
3,373
$76.72 - $80.36 $259K - $271K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2023 Filed on Feb 13, 2025
1,632
$125.53 - $133.58 $205K - $218K
JDIV
J P Morgan ETF Tr U S Dividend

ETFs
Q3 2022 Filed on Feb 13, 2025
7,669
$0.0 - $34.76 $0 - $267K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q2 2022 Filed on Feb 13, 2025
22,154
$8.55 - $9.6 $189K - $213K
Healthcare Rlty Tr
Q3 2023 Filed on Feb 13, 2025
11,224
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2023 Filed on Feb 13, 2025
10,155
$52.37 - $55.9 $532K - $568K
AMAT
Applied Materials Inc

Technology
Q1 2024 Filed on Feb 13, 2025
1,367
$149.0 - $212.61 $204K - $291K
CSX
Csx Corp

Industrials
Q1 2024 Filed on Feb 13, 2025
7,235
$34.39 - $38.38 $249K - $278K
TECS
Direxion Shs ETF Tr

ETFs
Q1 2024 Filed on Feb 13, 2025
26,000
$7.44 - $11.27 $193K - $293K
EOCT
Innovator Etfs Tr Emerging Mar
Q4 2024 Filed on Feb 13, 2025
8,105
N/A
SOUN
Soundhound Ai, Inc.

Technology
Q1 2024 Filed on Feb 13, 2025
10,000
$1.63 - $8.91 $16.3K - $89.1K
C
Citigroup Inc

Financial Services
Q3 2024 Filed on Feb 13, 2025
3,864
$56.11 - $67.61 $217K - $261K
GE
General Electric CO

Industrials
Q3 2024 Filed on Feb 13, 2025
1,307
$156.66 - $189.66 $205K - $248K
HEES
H&E Equipment Services, Inc.

Industrials
Q2 2024 Filed on Feb 13, 2025
3,351
$42.97 - $65.61 $144K - $220K
EWY
Ishares Inc Msci South Korea E

ETFs
Q4 2024 Filed on Feb 13, 2025
3,360
$50.89 - $63.57 $171K - $214K
IEFA
Ishares Tr

ETFs
Q2 2024 Filed on Feb 13, 2025
2,821
$70.77 - $76.19 $200K - $215K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2024 Filed on Feb 13, 2025
332
$534.99 - $621.53 $178K - $206K
DELL
Dell Technologies Inc.

Technology
Q3 2024 Filed on Feb 13, 2025
1,780
$87.89 - $145.97 $156K - $260K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2024 Filed on Feb 13, 2025
5,029
$40.86 - $42.78 $205K - $215K
FRZA
Forza X1, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 13, 2025
21,000
N/A
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q3 2023 Filed on Feb 13, 2025
1,557
$130.77 - $139.97 $204K - $218K
EFG
Msci Eafe Growth ETF

ETFs
Q2 2023 Filed on Feb 13, 2025
13,182
$93.15 - $96.95 $1.23M - $1.28M
RYLD
Global X Fds Russell 2000 Cove

ETFs
Q3 2024 Filed on Feb 13, 2025
21,164
$15.22 - $16.33 $322K - $346K
CATH
Global X Fds Global X S&P 500

ETFs
Q1 2024 Filed on Feb 13, 2025
28,440
$56.96 - $63.64 $1.62M - $1.81M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2023 Filed on Feb 13, 2025
2,793
$108.81 - $116.4 $304K - $325K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2023 Filed on Feb 13, 2025
3,017
$65.64 - $72.48 $198K - $219K
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