Personal Cfo Solutions, LLC Closed Holding Positions

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Aug 05, 2022
43,990
$26.53 - $30.53 $1.17M - $1.34M
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Aug 05, 2022
15,581
$13.26 - $16.75 $207K - $261K
DOW
Dow Inc.

Basic Materials
Q2 2022 Filed on Aug 05, 2022
5,002
$51.06 - $70.61 $255K - $353K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Aug 05, 2022
1,375
$108.34 - $205.24 $149K - $282K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
16,500
$12.64 - $14.99 $209K - $247K
Evofem Biosciences Inc
Q2 2022 Filed on Aug 05, 2022
15,888
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q2 2022 Filed on Aug 05, 2022
8,181
$38.09 - $53.77 $312K - $440K
AAN
Aaron'S Company, Inc.

Industrials
Q2 2022 Filed on Aug 05, 2022
10,311
$14.55 - $22.04 $150K - $227K
DBVT
Dbv Technologies S.A.

Healthcare
Q2 2022 Filed on Aug 05, 2022
16,088
$1.15 - $3.25 $18.5K - $52.3K
AUDC
Audiocodes LTD

Technology
Q2 2022 Filed on Aug 05, 2022
8,469
$20.08 - $26.58 $170K - $225K
It Tech Packaging Inc
Q2 2022 Filed on Aug 05, 2022
10,000
N/A
MREO
Mereo Biopharma Group PLC

Healthcare
Q2 2022 Filed on Aug 05, 2022
25,888
$0.33 - $1.69 $8.54K - $43.8K
TYME
Tyme Technologies, Inc.
Q2 2022 Filed on Aug 05, 2022
11,000
$0.23 - $0.35 $2.53K - $3.85K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
1,440
$105.47 - $153.14 $152K - $221K
ISEE
Iveric Bio, Inc.

Healthcare
Q2 2022 Filed on Aug 05, 2022
10,800
$9.12 - $18.9 $98.5K - $204K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Aug 05, 2022
2,603
$75.68 - $77.74 $197K - $202K
KBH
Kb Home

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
6,810
$25.56 - $35.71 $174K - $243K
BCYC
Bicycle Therapeutics PLC

Healthcare
Q2 2022 Filed on Aug 05, 2022
7,455
$12.95 - $46.99 $96.5K - $350K
CNHI
Cnh Industrial N.V.

Industrials
Q2 2022 Filed on Aug 05, 2022
12,034
$11.38 - $15.85 $137K - $191K
HSC
Harsco Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
25,109
$7.06 - $12.4 $177K - $311K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2022 Filed on Aug 05, 2022
253,850
$19.1 - $25.22 $4.85M - $6.4M
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 05, 2022
13,863
$18.82 - $23.76 $261K - $329K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 05, 2022
6,837
$134.63 - $189.39 $920K - $1.29M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q2 2022 Filed on Aug 05, 2022
2,500
$100.61 - $115.32 $252K - $288K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Aug 05, 2022
837
$218.95 - $282.53 $183K - $236K
EDAP
Edap Tms Sa

Healthcare
Q2 2022 Filed on Aug 05, 2022
37,750
$6.24 - $7.44 $236K - $281K
Osi ETF Tr
Q2 2022 Filed on Aug 05, 2022
13,585
N/A
SWCH
Switch, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
11,885
$29.81 - $33.77 $354K - $401K
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
708
$224.73 - $338.64 $159K - $240K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q2 2022 Filed on Aug 05, 2022
8,665
$32.43 - $36.31 $281K - $315K
LPTX
Leap Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 05, 2022
63,165
$0.96 - $1.91 $60.6K - $121K
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 05, 2022
50,000
N/A
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
18,001
$11.71 - $13.46 $211K - $242K
BJAN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Aug 05, 2022
244,781
$31.3 - $36.38 $7.66M - $8.91M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q2 2022 Filed on Aug 05, 2022
10,014
$9.29 - $19.14 $93K - $192K
MANT
Mantech International Corp

Technology
Q2 2022 Filed on Aug 05, 2022
3,472
$79.21 - $95.68 $275K - $332K
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Aug 05, 2022
6,459
$35.76 - $51.7 $231K - $334K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2022 Filed on May 02, 2022
3,625
$93.87 - $98.74 $340K - $358K
NLTX
Neoleukin Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
11,700
$1.72 - $5.23 $20.1K - $61.2K
MMS
Maximus, Inc.

Industrials
Q1 2022 Filed on May 02, 2022
3,146
$73.02 - $81.23 $230K - $256K
COLD
Americold Realty Trust

Real Estate
Q1 2022 Filed on May 02, 2022
6,674
$25.12 - $32.57 $168K - $217K
AER
Aer Cap Holdings N.V.

Industrials
Q1 2022 Filed on May 02, 2022
3,909
$43.89 - $68.36 $172K - $267K
BNTX
Bio N Tech Se

Healthcare
Q1 2022 Filed on May 02, 2022
1,276
$126.25 - $231.85 $161K - $296K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 02, 2022
5,284
$34.86 - $39.14 $184K - $207K
CCMP
Cmc Materials, Inc.

Technology
Q1 2022 Filed on May 02, 2022
2,195
$173.76 - $191.83 $381K - $421K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2022 Filed on May 02, 2022
7,471
$30.78 - $34.76 $230K - $260K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q1 2022 Filed on May 02, 2022
43,893
$21.08 - $22.3 $925K - $979K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on May 02, 2022
8,667
$37.82 - $41.16 $328K - $357K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q1 2022 Filed on May 02, 2022
10,998
$18.01 - $22.76 $198K - $250K
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