Rda Financial Network Closed Holding Positions

Rda Financial Network

  • $317 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RODM
Hartford Multifactor Developed

ETFs
Q2 2021 Filed on Jul 13, 2021
10,760
$30.02 - $31.92 $323K - $343K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2021 Filed on May 06, 2021
6,114
$30.98 - $33.5 $189K - $205K
Retail Pptys Amer Inc
Q1 2021 Filed on May 06, 2021
10,856
N/A
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2021 Filed on May 06, 2021
24,417
$33.53 - $38.04 $819K - $929K
Allianzgi Conv & Income Fd
Q1 2021 Filed on May 06, 2021
25,185
N/A
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on May 06, 2021
6,184
$29.49 - $32.83 $182K - $203K
GGG
Graco Inc

Industrials
Q1 2021 Filed on May 06, 2021
3,037
$65.61 - $76.69 $199K - $233K
PSEC
Prospect Capital Corp

Financial Services
Q1 2021 Filed on May 06, 2021
21,299
$5.51 - $7.98 $117K - $170K
SPMD
Spdr Portfolio

ETFs
Q1 2021 Filed on May 06, 2021
7,099
$39.79 - $47.1 $282K - $334K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on May 06, 2021
2,293
$88.61 - $92.83 $203K - $213K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2021 Filed on May 06, 2021
485
$413.34 - $489.29 $200K - $237K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2021 Filed on May 06, 2021
9,209
$21.63 - $21.75 $199K - $200K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q1 2021 Filed on May 06, 2021
5,563
$47.42 - $52.93 $264K - $294K
AEG
Aegon Nv

Financial Services
Q1 2021 Filed on May 06, 2021
11,602
$3.88 - $5.06 $45K - $58.7K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2021 Filed on May 06, 2021
5,321
$67.23 - $69.45 $358K - $370K
FV
First Trust Dorsey Wright Focu

ETFs
Q4 2020 Filed on Feb 05, 2021
10,381
$33.83 - $40.86 $351K - $424K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q4 2020 Filed on Feb 05, 2021
2,561
$105.25 - $120.39 $270K - $308K
USA
Liberty All Star Equity Fund

Financial Services
Q4 2020 Filed on Feb 05, 2021
11,052
$5.8 - $6.9 $64.1K - $76.3K
MRK
Merck & Co., Inc.

Healthcare
Q4 2020 Filed on Feb 05, 2021
3,092
$71.77 - $79.65 $222K - $246K
HOMB
Home Bancshares Inc

Financial Services
Q4 2020 Filed on Feb 05, 2021
38,040
$15.45 - $20.32 $588K - $773K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 05, 2021
5,577
$36.08 - $43.78 $201K - $244K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2020 Filed on Feb 05, 2021
4,475
$70.04 - $86.09 $313K - $385K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2020 Filed on Feb 05, 2021
15,408
$50.74 - $50.83 $782K - $783K
FTSL
First Trust Senior Ln Fund

ETFs
Q4 2020 Filed on Feb 05, 2021
4,651
$45.77 - $47.59 $213K - $221K
AINV
Apollo Investment Corp

Financial Services
Q4 2020 Filed on Feb 05, 2021
10,190
$7.55 - $11.98 $76.9K - $122K
Vereit Inc
Q4 2020 Filed on Feb 05, 2021
136,062
N/A
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 05, 2021
1,803
$39.45 - $50.02 $71.1K - $90.2K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2020 Filed on Feb 05, 2021
5,034
$43.99 - $51.7 $221K - $260K
MCD
Mcdonalds Corp

Consumer Cyclical
Q4 2020 Filed on Feb 05, 2021
1,132
$207.76 - $229.64 $235K - $260K
MARK
Remark Holdings, Inc.

Technology
Q4 2020 Filed on Feb 05, 2021
21,105
$1.04 - $2.02 $21.9K - $42.6K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2020 Filed on Oct 13, 2020
3,176
$74.09 - $85.47 $235K - $271K
MNA
Iq Merger Arbitrage ETF

ETFs
Q3 2020 Filed on Oct 13, 2020
10,225
$31.38 - $33.64 $321K - $344K
PSR
Invesco Actively

ETFs
Q3 2020 Filed on Oct 13, 2020
2,727
$77.74 - $85.51 $212K - $233K
ICF
Ishares Tr

ETFs
Q3 2020 Filed on Oct 13, 2020
2,221
$49.13 - $53.95 $109K - $120K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q3 2020 Filed on Oct 13, 2020
20,124
$20.23 - $21.19 $407K - $426K
FYX
First Tr Small Cap Core Alphad

ETFs
Q2 2020 Filed on Jul 14, 2020
5,615
$37.45 - $62.5 $210K - $351K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 14, 2020
26,660
N/A
FDT
First Trust Developed Markets

ETFs
Q2 2020 Filed on Jul 14, 2020
5,661
$37.86 - $49.56 $214K - $281K
Kempharm Inc
Q2 2020 Filed on Jul 14, 2020
255,876
N/A
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q2 2020 Filed on Jul 14, 2020
15,695
$59.02 - $60.06 $926K - $943K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2020 Filed on Jul 14, 2020
8,383
$22.75 - $26.8 $191K - $225K
Alps ETF Tr
Q2 2020 Filed on Jul 14, 2020
17,580
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 14, 2020
7,259
$27.38 - $34.3 $199K - $249K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2020 Filed on Jul 14, 2020
12,618
$26.29 - $32.85 $332K - $415K
Aon PLC
Q2 2020 Filed on Jul 14, 2020
1,251
N/A
Global X Fds
Q2 2020 Filed on Jul 14, 2020
14,515
N/A
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2020 Filed on Apr 06, 2020
1,621
$88.57 - $138.15 $144K - $224K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2020 Filed on Apr 06, 2020
5,338
$39.27 - $49.27 $210K - $263K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 06, 2020
4,598
$35.74 - $66.24 $164K - $305K
Track This Portfolio

Track Rda Financial Network Portfolio

Follow Rda Financial Network and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rda Financial Network, based on Form 13F filings with the SEC.

News

Stay updated on Rda Financial Network with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email