Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2022 Filed on Aug 16, 2022
121
$12.64 - $14.99 $1.53K - $1.81K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q2 2022 Filed on Aug 16, 2022
72
N/A
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2022 Filed on Aug 16, 2022
400
$47.87 - $49.29 $19.1K - $19.7K
NCR
Ncr Corp

Technology
Q2 2022 Filed on Aug 16, 2022
1,885
$28.67 - $42.8 $54K - $80.7K
OTLY
Oatly Group Ab

Consumer Defensive
Q2 2022 Filed on Aug 16, 2022
1,400
$2.85 - $5.33 $3.99K - $7.46K
PSCE
Invesco S&P Smallcap Energy Et

ETFs
Q2 2022 Filed on Aug 16, 2022
695
$8.58 - $12.44 $5.96K - $8.65K
FCG
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 16, 2022
361
$21.75 - $30.82 $7.85K - $11.1K
MTG
Mgic Investment Corp

Financial Services
Q2 2022 Filed on Aug 16, 2022
1,000
$11.42 - $14.27 $11.4K - $14.3K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2022 Filed on Aug 16, 2022
275
$25.73 - $29.8 $7.08K - $8.2K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2022 Filed on Aug 16, 2022
19
$126.33 - $165.01 $2.4K - $3.14K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
4
$612.7 - $1265.01 $2.45K - $5.06K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
26,300
$11.99 - $13.5 $315K - $355K
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
300
$32.95 - $40.32 $9.89K - $12.1K
RYE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
417
$60.48 - $81.27 $25.2K - $33.9K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q2 2022 Filed on Aug 16, 2022
143
$43.4 - $65.85 $6.21K - $9.42K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q2 2022 Filed on Aug 16, 2022
199
$254.1 - $315.41 $50.6K - $62.8K
VHT
Vanguard Health Care ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
27
$219.51 - $264.47 $5.93K - $7.14K
PIN
Invesco India ETF Trust India
Q2 2022 Filed on Aug 16, 2022
294
N/A
ZIMV
Zim Vie Inc.

Healthcare
Q2 2022 Filed on Aug 16, 2022
12
$16.01 - $27.99 $192 - $336
ELV
Elevance Health, Inc.

Healthcare
Q2 2022 Filed on Aug 16, 2022
250
$444.32 - $529.84 $111K - $132K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
47
$126.57 - $168.36 $5.95K - $7.91K
OBE
Obsidian Energy Ltd.

Energy
Q2 2022 Filed on Aug 16, 2022
1
$6.74 - $11.85 $6.74 - $11.9
KSS
Kohls Corp

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
60
$35.69 - $61.42 $2.14K - $3.69K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 16, 2022
309
$35.54 - $44.59 $11K - $13.8K
Exchange Traded Concepts Tr
Q2 2022 Filed on Aug 16, 2022
387
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Aug 16, 2022
1,700
$29.45 - $30.11 $50.1K - $51.2K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q2 2022 Filed on Aug 16, 2022
484
$51.8 - $63.55 $25.1K - $30.8K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2022 Filed on Aug 16, 2022
112
$43.64 - $54.04 $4.89K - $6.05K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2022 Filed on Aug 16, 2022
283
$56.56 - $68.08 $16K - $19.3K
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2022 Filed on May 24, 2022
20
$346.62 - $520.2 $6.93K - $10.4K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 24, 2022
22
$378.09 - $648.05 $8.32K - $14.3K
GEN
Gen Digital Inc Com
Q1 2022 Filed on May 24, 2022
730
N/A
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
280
$27.95 - $40.74 $7.83K - $11.4K
SOXX
Ishares Semiconductor ETF

ETFs
Q1 2022 Filed on May 24, 2022
19
$420.34 - $553.1 $7.99K - $10.5K
Draftkings Inc
Q1 2022 Filed on May 24, 2022
40
N/A
UNFI
United Natural Foods Inc

Consumer Defensive
Q1 2022 Filed on May 24, 2022
800
$35.21 - $49.05 $28.2K - $39.2K
DDOG
Datadog, Inc.

Technology
Q1 2022 Filed on May 24, 2022
120
$118.76 - $174.6 $14.3K - $21K
VDE
Vanguard Energy ETF

ETFs
Q1 2022 Filed on May 24, 2022
20
$80.1 - $110.55 $1.6K - $2.21K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2022 Filed on May 24, 2022
150
$77.19 - $103.46 $11.6K - $15.5K
AUY
Yamana Gold Inc.

Basic Materials
Q1 2022 Filed on May 24, 2022
1,000
$3.86 - $5.74 $3.86K - $5.74K
MGA
Magna International Inc

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
15
$56.88 - $89.34 $853 - $1.34K
STN
Stantec Inc

Industrials
Q1 2022 Filed on May 24, 2022
200
$47.89 - $55.7 $9.58K - $11.1K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2022 Filed on May 24, 2022
780
$34.2 - $47.62 $26.7K - $37.1K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 24, 2022
3,000
$26.09 - $33.45 $78.3K - $100K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 24, 2022
35
$68.8 - $83.58 $2.41K - $2.93K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 24, 2022
4
$177.34 - $221.73 $709 - $887
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
10
$20.2 - $38.77 $202 - $388
ITA
Ishares Tr

ETFs
Q1 2022 Filed on May 24, 2022
1,498
$98.82 - $112.95 $148K - $169K
VICI
Vici Properties Inc.

Real Estate
Q1 2022 Filed on May 24, 2022
306
$26.77 - $30.15 $8.19K - $9.23K
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