Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $787 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IYG
Ishares Tr

ETFs
Q2 2018 Filed on Aug 13, 2018
169
N/A
Anworth Mortgage Asset Cp
Q2 2018 Filed on Aug 13, 2018
9
N/A
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
200
$24.95 - $25.93 $4.99K - $5.19K
Hospitality Pptys Tr
Q2 2018 Filed on Aug 13, 2018
2,500
N/A
Great Plains Energy Inc
Q2 2018 Filed on Aug 13, 2018
679
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2018 Filed on Aug 13, 2018
41
$58.79 - $68.25 $2.41K - $2.8K
Powershares Db Cmdty Idx Tra
Q2 2018 Filed on Aug 13, 2018
105,040
N/A
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q2 2018 Filed on Aug 13, 2018
314
$63.55 - $71.04 $20K - $22.3K
FEM
First Trust Emerging Markets A

ETFs
Q2 2018 Filed on Aug 13, 2018
1,033
$25.21 - $29.34 $26K - $30.3K
FAB
First Tr Multi Cap Value Alpha

ETFs
Q2 2018 Filed on Aug 13, 2018
509
$53.15 - $57.42 $27.1K - $29.2K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2018 Filed on Aug 13, 2018
321
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
2,052
N/A
BC
Brunswick Corp

Consumer Cyclical
Q2 2018 Filed on Aug 13, 2018
17
$57.25 - $68.77 $973 - $1.17K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2018 Filed on Aug 13, 2018
198
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2018 Filed on Aug 13, 2018
132
$40.38 - $45.04 $5.33K - $5.95K
LITE
Lumentum Holdings Inc.

Technology
Q2 2018 Filed on Aug 13, 2018
2
$50.2 - $64.5 $100 - $129
Proofpoint Inc
Q2 2018 Filed on Aug 13, 2018
201
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 13, 2018
16,015
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2018 Filed on Aug 13, 2018
279
N/A
NS
Nu Star Energy L.P.

Energy
Q2 2018 Filed on Aug 13, 2018
375
$19.88 - $25.91 $7.46K - $9.72K
GTY
Getty Realty Corp

Real Estate
Q2 2018 Filed on Aug 13, 2018
302
$24.47 - $28.17 $7.39K - $8.51K
FEX
First Tr Large Cap Core Alphde

ETFs
Q2 2018 Filed on Aug 13, 2018
265
$57.1 - $61.33 $15.1K - $16.3K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2018 Filed on Aug 13, 2018
752
N/A
Cys Invts Inc
Q2 2018 Filed on Aug 13, 2018
500
N/A
Colony Northstar Inc
Q2 2018 Filed on Aug 13, 2018
286
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
17,846
N/A
MCHP
Microchip Technology Inc

Technology
Q1 2018 Filed on May 11, 2018
231
$39.95 - $50.12 $9.23K - $11.6K
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
267,821
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
309,289
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
695
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
247,993
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
6,200
N/A
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
Q1 2018 Filed on May 11, 2018
900
$15.3 - $19.08 $13.8K - $17.2K
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
7,900
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
185,478
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
193,628
N/A
Aetna Inc New
Q1 2018 Filed on May 11, 2018
100
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
7,800
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
281,490
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
7,235
N/A
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
6,607
N/A
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2018 Filed on May 11, 2018
100
$12.94 - $13.73 $1.29K - $1.37K
Claymore Exchange Trd Fd
Q1 2018 Filed on May 11, 2018
1,460
N/A
Powershares ETF Tr Ii
Q1 2018 Filed on May 11, 2018
3,265
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2018 Filed on May 11, 2018
216
$46.36 - $53.56 $10K - $11.6K
KN
Knowles Corp

Technology
Q1 2018 Filed on May 11, 2018
40
$12.36 - $16.55 $494 - $662
Ubs Ag Jersey Brh
Q1 2018 Filed on May 11, 2018
603
N/A
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2018 Filed on May 11, 2018
30
$114.88 - $125.71 $3.45K - $3.77K
OGS
One Gas, Inc.

Utilities
Q1 2018 Filed on May 11, 2018
125
$62.75 - $72.27 $7.84K - $9.03K
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