Pacific Capital Wealth Advisors, Inc Closed Holding Positions

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FTGC
First Trust Global Tactical CO

ETFs
Q2 2022 Filed on Aug 05, 2022
22,472
$26.76 - $30.22 $601K - $679K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
Q2 2022 Filed on Aug 05, 2022
35,846
$24.51 - $30.57 $879K - $1.1M
SHV
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
1,991
$110.22 - $110.4 $219K - $220K
Wisdomtree Tr
Q1 2022 Filed on May 16, 2022
12,000
N/A
VXX
Barclays Bank PLC

ETFs
Q4 2021 Filed on Mar 08, 2022
219,881
$18.53 - $27.96 $4.07M - $6.15M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q3 2021 Filed on Nov 30, 2021
28,782
$18.49 - $19.28 $532K - $555K
SH
Proshares Short S&P500 New (De

ETFs
Q2 2021 Filed on Aug 13, 2021
11,636
N/A
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q1 2021 Filed on May 17, 2021
18,199
N/A
Brookfield D 7.625 Pfdpfd Ser A
Q4 2020 Filed on Feb 16, 2021
300
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2020 Filed on Feb 16, 2021
30
N/A
HOKCY
Hong Kong&China Gas LTD Adrnew
Q4 2020 Filed on Feb 16, 2021
1,283
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Feb 16, 2021
284
$6.98 - $8.56 $1.98K - $2.43K
Summit Hotel 6.45 Pfdpfd Ser D
Q4 2020 Filed on Feb 16, 2021
100
N/A
Monmouth Rea 6.125 Pfdpfd Ser C
Q4 2020 Filed on Feb 16, 2021
100
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 16, 2021
250
N/A
Ntnl General H 7.5 Pfdpfd Ser A
Q4 2020 Filed on Feb 16, 2021
150
N/A
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2020 Filed on Feb 16, 2021
8
$77.7 - $88.69 $622 - $710
KRMA
Global X Fds Global X Consciou

ETFs
Q4 2020 Filed on Feb 16, 2021
20
$23.81 - $28.6 $476 - $572
LENB
Lennar Corporation Cl B
Q4 2020 Filed on Feb 16, 2021
7
N/A
Luks Group Vietnam Ordf
Q4 2020 Filed on Feb 16, 2021
200
N/A
Frontier Comm CO
Q4 2020 Filed on Feb 16, 2021
4
N/A
GPFT
Grapefruit Usa, Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
9
$0.02 - $0.09 $0.18 - $0.81
RGBP
Regen Bio Pharma Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
296
$0.0 - $0.0 $0 - $0
VT
Vanguard Total World Stk Index

ETFs
Q4 2020 Filed on Feb 16, 2021
12
N/A
Sos Limited Funsponsored Adr
Q4 2020 Filed on Feb 16, 2021
2,492
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
63
$78.14 - $90.72 $4.92K - $5.72K
UCO
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 16, 2021
1,302
$5.67 - $9.35 $7.38K - $12.2K
Ishares Gold ETF
Q4 2020 Filed on Feb 16, 2021
2,863
N/A
ITB
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
950
$51.98 - $59.98 $49.4K - $57K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
493
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2020 Filed on Feb 16, 2021
1,532
N/A
FMCC
Federal Home Loan Mortgage Corp

Financial Services
Q4 2020 Filed on Feb 16, 2021
52,499
$1.7 - $2.86 $89.2K - $150K
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
Q4 2020 Filed on Feb 16, 2021
52,499
$1.84 - $3.0 $96.6K - $157K
HYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
1,792
$83.46 - $87.3 $150K - $156K
Vivint Solar Inc
Q4 2020 Filed on Feb 16, 2021
5,000
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
210
N/A
LEN
Lennar Corp

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
354
$70.23 - $84.68 $24.9K - $30K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
875
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
135
N/A
Momo Inc Fsponsored Adr
Q4 2020 Filed on Feb 16, 2021
711
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2020 Filed on Feb 16, 2021
142
$75.12 - $92.85 $10.7K - $13.2K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2020 Filed on Feb 16, 2021
405
N/A
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2020 Filed on Feb 16, 2021
1,028
$14.5 - $19.13 $14.9K - $19.7K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
500
$33.52 - $44.1 $16.8K - $22.1K
LYFT
Lyft, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
694
$22.23 - $50.34 $15.4K - $34.9K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q4 2020 Filed on Feb 16, 2021
892
$24.66 - $25.8 $22K - $23K
MSI
Motorola Solutions, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
143
$156.79 - $174.78 $22.4K - $25K
Ecoark Holdings Inc
Q4 2020 Filed on Feb 16, 2021
148,500
N/A
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