Oxford Financial Group LTD Closed Holding Positions

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
BSCN Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2022 Filed on Aug 11, 2022	6,402	$20.9 - $21.1 $134K - $135K
XLRE Select Sector Spdr Tr Real Est ETFs	Q2 2022 Filed on Aug 11, 2022	176	$38.85 - $50.6 $6.84K - $8.91K
CWB Spdr Bloomberg Convertible Sec ETFs	Q2 2022 Filed on Aug 11, 2022	1,257	$63.06 - $78.0 $79.3K - $98K
BSJN Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2022 Filed on Aug 11, 2022	923	$22.94 - $24.59 $21.2K - $22.7K
LQD Ishares Iboxx $ Investment Gra ETFs	Q2 2022 Filed on Aug 11, 2022	331	$107.41 - $121.51 $35.6K - $40.2K
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	Q2 2022 Filed on Aug 11, 2022	6,347	$20.17 - $20.9 $128K - $133K
COIN Coinbase Global, Inc. Technology	Q2 2022 Filed on Aug 11, 2022	1,061	$47.02 - $191.65 $49.9K - $203K
BSDE Invesco ETF Self Indexed Fd Tr ETFs	Q2 2022 Filed on Aug 11, 2022	901	$24.12 - $25.07 $21.7K - $22.6K
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	Q2 2022 Filed on Aug 11, 2022	978	$21.93 - $23.86 $21.4K - $23.3K
SHV Ishares Tr ETFs	Q2 2022 Filed on Aug 11, 2022	31	$109.96 - $110.28 $3.41K - $3.42K
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2022 Filed on Aug 11, 2022	4,056	$18.95 - $20.2 $76.9K - $81.9K
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	Q2 2022 Filed on Aug 11, 2022	2,500	$59.32 - $74.72 $148K - $187K
STLD Steel Dynamics Inc Basic Materials	Q1 2022 Filed on May 13, 2022	23,361	$52.45 - $89.49 $1.23M - $2.09M
JPST Jp Morgan ETF Tr Ultra Short I ETFs	Q1 2022 Filed on May 13, 2022	5,875	$50.22 - $50.49 $295K - $297K
PNQI Invesco Nasdaq Internet ETF ETFs	Q1 2022 Filed on May 13, 2022	350	$142.93 - $216.6 $50K - $75.8K
BBAX J P Morgan Betabuilders Develo ETFs	Q1 2022 Filed on May 13, 2022	2,335	$51.05 - $56.36 $119K - $132K
BBCA J P Morgan ETF Tr Betabuilders ETFs	Q1 2022 Filed on May 13, 2022	3,552	$64.8 - $70.77 $230K - $251K
BBJP Jp Morgan ETF Trust Betabuilde ETFs	Q1 2022 Filed on May 13, 2022	5,548	$47.94 - $55.97 $266K - $311K
LEG Leggett & Platt Inc Consumer Cyclical	Q1 2022 Filed on May 13, 2022	20,802	$34.8 - $42.7 $724K - $888K
FDN First Tr Fd Dow Jones ETFs	Q1 2022 Filed on May 13, 2022	989	$162.73 - $226.47 $161K - $224K
SCHH Schwab Strategic U.S. Reit ETF ETFs	Q1 2022 Filed on May 13, 2022	1	$22.75 - $26.16 $22.8 - $26.2
State Auto Finl Corp	Q1 2022 Filed on May 13, 2022	15,919	N/A
SKYY First Trust Cloud Computing Et ETFs	Q1 2022 Filed on May 13, 2022	2,268	$77.19 - $103.46 $175K - $235K
AWK American Water Works Company, Inc. Utilities	Q1 2022 Filed on May 13, 2022	1,070	$146.29 - $184.14 $157K - $197K
WBA Walgreens Boots Alliance, Inc. Healthcare	Q1 2022 Filed on May 13, 2022	3,928	$44.77 - $54.33 $176K - $213K
MMM 3 M CO Industrials	Q1 2022 Filed on May 13, 2022	1,239	$140.96 - $181.02 $175K - $224K
SPYG Spdr Portfolio ETFs	Q1 2022 Filed on May 13, 2022	3,000	$59.17 - $73.03 $178K - $219K
EZM Wisdomtree U.S. Midcap Fund ETFs	Q1 2022 Filed on May 13, 2022	3,600	$51.5 - $57.18 $185K - $206K
RYT Invesco S&P 500 Equal Weight T ETFs	Q1 2022 Filed on May 13, 2022	4,021	$262.98 - $325.7 $1.06M - $1.31M
BBEU Jp Morgan ETF Trust Betabuilde ETFs	Q1 2022 Filed on May 13, 2022	130	$48.94 - $60.42 $6.36K - $7.85K
GVI Ishares Tr ETFs	Q4 2021 Filed on Feb 10, 2022	232	$113.61 - $115.26 $26.4K - $26.7K
CRON Cronos Group Inc. Healthcare	Q4 2021 Filed on Feb 10, 2022	10,141	$3.85 - $6.71 $39K - $68K
FXO First Tr Exchange Traded Fd Fi ETFs	Q4 2021 Filed on Feb 10, 2022	1,815	$44.17 - $48.6 $80.2K - $88.2K
AKBA Akebia Therapeutics, Inc. Healthcare	Q4 2021 Filed on Feb 10, 2022	19,006	$2.26 - $3.34 $43K - $63.5K
IGV Ishares Expanded Tech Software ETFs	Q4 2021 Filed on Feb 10, 2022	375	$384.52 - $446.52 $144K - $167K
HRC Hill Rom Holdings, Inc. Healthcare	Q4 2021 Filed on Feb 10, 2022	15,334	N/A
Atlantic Coastal Acquistn CO	Q4 2021 Filed on Feb 10, 2022	30,250	N/A
General Electric CO	Q3 2021 Filed on Nov 12, 2021	23,228	N/A
GD General Dynamics Corp Industrials	Q3 2021 Filed on Nov 12, 2021	1,305	$184.09 - $204.4 $240K - $267K
L Brands Inc	Q3 2021 Filed on Nov 12, 2021	21,106	N/A
CRMD Cor Medix Inc. Healthcare	Q3 2021 Filed on Nov 12, 2021	60,905	$4.46 - $7.11 $272K - $433K
BNL Broadstone Net Lease, Inc. Real Estate	Q2 2021 Filed on Aug 03, 2021	39,296	$18.4 - $25.85 $723K - $1.02M
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	Q2 2021 Filed on Aug 03, 2021	4,902	$48.18 - $48.51 $236K - $238K
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	Q2 2021 Filed on Aug 03, 2021	5,160	$56.16 - $56.92 $290K - $294K
BIZD Vaneck Vectors ETF Tr Bdc Inco ETFs	Q2 2021 Filed on Aug 03, 2021	25	$15.9 - $17.67 $398 - $442
EWS Ishares Inc Msci Singapore ETF ETFs	Q2 2021 Filed on Aug 03, 2021	10	$22.92 - $24.22 $229 - $242
EWM Ishs Msci Malaysia ETF ETFs	Q2 2021 Filed on Aug 03, 2021	5	$25.54 - $28.26 $128 - $141
EDIV Spdr S&P Emerging Dividends Et ETFs	Q2 2021 Filed on Aug 03, 2021	25	$29.5 - $31.46 $738 - $787
EWT Ishares Inc Msci Taiwan ETF ETFs	Q2 2021 Filed on Aug 03, 2021	10	$56.86 - $65.34 $569 - $653
EWX Spdr S&P Emerging Markets Smal ETFs	Q2 2021 Filed on Aug 03, 2021	25	$55.66 - $61.48 $1.39K - $1.54K

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