Pacific Capital Wealth Advisors, Inc Closed Holding Positions

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 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
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
$15.39 - $16.59 $179K - $193K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q1 2021 Filed on May 17, 2021
18,199
$35.96 - $38.1 $654K - $693K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2020 Filed on Feb 16, 2021
30
$49.66 - $49.86 $1.49K - $1.5K
HOKCY
Hong Kong&China Gas LTD Adrnew
Q4 2020 Filed on Feb 16, 2021
1,283
$1.35 - $1.55 $1.73K - $1.99K
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
IXUS
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
20
$57.1 - $67.59 $1.14K - $1.35K
VT
Vanguard Total World Stk Index

ETFs
Q4 2020 Filed on Feb 16, 2021
12
$78.99 - $92.58 $948 - $1.11K
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q4 2020 Filed on Feb 16, 2021
8
$77.7 - $88.69 $622 - $710
Brookfield D 7.625 Pfdpfd Ser A
Q4 2020 Filed on Feb 16, 2021
300
N/A
Sos Limited Funsponsored Adr
Q4 2020 Filed on Feb 16, 2021
2,492
N/A
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
$111.05 - $120.95 $54.7K - $59.6K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2020 Filed on Feb 16, 2021
1,532
$51.33 - $51.65 $78.6K - $79.1K
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
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
$156.0 - $196.91 $32.8K - $41.4K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
875
$30.0 - $40.03 $26.3K - $35K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q4 2020 Filed on Feb 16, 2021
892
$24.66 - $25.8 $22K - $23K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
63
$78.14 - $90.72 $4.92K - $5.72K
VDE
Vanguard Energy ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
135
$37.58 - $56.62 $5.07K - $7.64K
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
$40.07 - $62.31 $16.2K - $25.2K
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
Ecoark Holdings Inc
Q4 2020 Filed on Feb 16, 2021
148,500
N/A
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