Resonant Capital Advisors, LLC Closed Holding Positions

Resonant Capital Advisors, LLC

  • $1.69 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 12, 2022
1,026
$158.74 - $219.95 $163K - $226K
WCN
Waste Connections, Inc.

Industrials
Q2 2022 Filed on Jul 12, 2022
1,728
$114.8 - $144.89 $198K - $250K
NEOG
Neogen Corp

Healthcare
Q2 2022 Filed on Jul 12, 2022
7,673
$22.65 - $31.52 $174K - $242K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 12, 2022
4,272
$41.15 - $50.23 $176K - $215K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
1,721
$86.16 - $119.07 $148K - $205K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q1 2022 Filed on Apr 19, 2022
10,772
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on Apr 19, 2022
10,081
$7.71 - $12.75 $77.7K - $129K
Ihs Markit LTD
Q1 2022 Filed on Apr 19, 2022
6,244
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2022 Filed on Apr 19, 2022
4,091
$48.28 - $50.36 $198K - $206K
MQ
Marqeta, Inc.

Technology
Q1 2022 Filed on Apr 19, 2022
200,000
$8.52 - $18.0 $1.7M - $3.6M
Xilinx Inc
Q1 2022 Filed on Apr 19, 2022
1,077
N/A
Ishares Tr
Q4 2021 Filed on Jan 26, 2022
8,749
N/A
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Jan 26, 2022
4,705
$78.72 - $108.43 $370K - $510K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
4,550
$50.63 - $50.81 $230K - $231K
KMPR
Kemper Corp

Financial Services
Q2 2021 Filed on Jul 16, 2021
3,208
$69.65 - $83.4 $223K - $268K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q2 2021 Filed on Jul 16, 2021
4,991
$46.68 - $50.38 $233K - $251K
SPYG
Spdr Portfolio

ETFs
Q2 2021 Filed on Jul 16, 2021
5,700
$57.17 - $63.06 $326K - $359K
Ishares Gold Tr
Q2 2021 Filed on Jul 16, 2021
544,738
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q2 2021 Filed on Jul 16, 2021
5,598
$49.93 - $55.46 $280K - $310K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
4,628
$80.39 - $123.54 $372K - $572K
TAL
Tal Education Group

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
3,000
$52.09 - $90.15 $156K - $270K
Ishares Tr
Q4 2020 Filed on Jan 15, 2021
13,944
N/A
Hd Supply Hldgs Inc
Q4 2020 Filed on Jan 15, 2021
5,670
N/A
Noble Energy Inc
Q4 2020 Filed on Jan 15, 2021
20,202
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 03, 2020
4,207
$141.89 - $158.84 $597K - $668K
NEU
Newmarket Corp

Basic Materials
Q3 2020 Filed on Nov 03, 2020
862
$341.98 - $427.61 $295K - $369K
General Electric CO
Q3 2020 Filed on Nov 03, 2020
16,810
N/A
Ishares Tr
Q3 2020 Filed on Nov 03, 2020
13,313
N/A
PAA
Plains All American Pipeline LP

Energy
Q3 2020 Filed on Nov 03, 2020
12,720
$5.46 - $8.84 $69.5K - $112K
MEI
Methode Electronics Inc

Technology
Q3 2020 Filed on Nov 03, 2020
52,050
$23.99 - $32.12 $1.25M - $1.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Aug 05, 2020
3,330
$29.25 - $38.76 $97.4K - $129K
United States Oil Fund LP
Q2 2020 Filed on Aug 05, 2020
26,100
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2020 Filed on Aug 05, 2020
11,224
$28.84 - $38.49 $324K - $432K
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q2 2020 Filed on Aug 05, 2020
74,920
$34.43 - $36.7 $2.58M - $2.75M
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2020 Filed on Aug 05, 2020
30,966
$31.95 - $41.28 $989K - $1.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2020 Filed on Aug 05, 2020
27,062
$32.36 - $40.59 $876K - $1.1M
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2020 Filed on Aug 05, 2020
13,087
$64.53 - $86.79 $845K - $1.14M
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 05, 2020
75,887
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 05, 2020
40,681
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 05, 2020
12,000
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 05, 2020
2,250
$181.25 - $323.74 $408K - $728K
Spdr Ser Tr
Q2 2020 Filed on Aug 05, 2020
69,044
N/A
Tortoise Energy Infra Corp
Q2 2020 Filed on Aug 05, 2020
175,014
N/A
Tortoise Midstrm Energy Fd I
Q2 2020 Filed on Aug 05, 2020
23,779
N/A
United Technologies Corp
Q2 2020 Filed on Aug 05, 2020
7,639
N/A
Apache Corp
Q1 2020 Filed on May 14, 2020
46,456
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2020 Filed on May 14, 2020
5,755
$23.88 - $36.88 $137K - $212K
Ingersoll Rand PLC
Q1 2020 Filed on May 14, 2020
4,750
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on May 14, 2020
2,665
$78.83 - $94.82 $210K - $253K
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