Retirement Income Solutions, Inc Closed Holding Positions

Retirement Income Solutions, Inc

  • $434 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 16, 2022
6,339
$28.57 - $34.74 $181K - $220K
PNQI
Invesco Nasdaq Internet ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
1,913
$116.55 - $176.0 $223K - $337K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2022 Filed on Aug 16, 2022
968
$298.72 - $351.53 $289K - $340K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 16, 2022
939
$188.16 - $253.27 $177K - $238K
DE
Deere & CO

Industrials
Q2 2022 Filed on Aug 16, 2022
550
$297.51 - $438.45 $164K - $241K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q2 2022 Filed on Aug 16, 2022
2,828
$77.15 - $86.93 $218K - $246K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
412
$764.04 - $1199.78 $315K - $494K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 06, 2022
4,632
$99.96 - $115.1 $463K - $533K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2022 Filed on May 06, 2022
11,510
$14.09 - $17.63 $162K - $203K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on May 06, 2022
645
$257.27 - $315.76 $166K - $204K
ICLN
Ishares

ETFs
Q1 2022 Filed on May 06, 2022
21,419
$17.57 - $21.52 $376K - $461K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2021 Filed on Feb 04, 2022
19,347
$101.54 - $101.91 $1.96M - $1.97M
Zomedica Pharmaceuticals
Q4 2021 Filed on Feb 04, 2022
21,599
N/A
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 04, 2022
7,908
$16.74 - $20.66 $132K - $163K
Claymore Guggenheim Bullet Shares 2021 Corp Bd ETF
Q3 2021 Filed on Nov 04, 2021
15,940
N/A
Ishares Gold Trust
Q3 2021 Filed on Nov 04, 2021
6,889
N/A
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q2 2020 Filed on Aug 06, 2020
9,317
$23.28 - $28.91 $217K - $269K
FRME
First Merchants Corp

Financial Services
Q1 2020 Filed on May 11, 2020
4,897
$23.28 - $41.96 $114K - $205K
Mbt Financial Corp
Q3 2019 Filed on Oct 25, 2019
17,808
N/A
Claymore Guggenheim Bullet Shares 2019 Corp Bd ETF
Q2 2019 Filed on Jul 23, 2019
25,304
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
3,952
$47.35 - $57.73 $187K - $228K
General Electric
Q4 2018 Filed on Jan 30, 2019
13,675
N/A
Express Scripts Holding
Q4 2018 Filed on Jan 30, 2019
3,963
N/A
Ubs Alerian Mlp Infrastructure Etn
Q4 2018 Filed on Jan 30, 2019
8,629
N/A
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2018 Filed on Jan 30, 2019
107,179
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2018 Filed on Jul 26, 2018
1,350
$135.1 - $152.76 $182K - $206K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2018 Filed on Apr 30, 2018
2,202
$212.55 - $248.47 $468K - $547K
Tcf Financial Corp
Q1 2018 Filed on Apr 30, 2018
12,494
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2018 Filed on Apr 30, 2018
4,170
$95.63 - $110.6 $399K - $461K
PII
Polaris Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 30, 2018
2,199
$106.1 - $135.34 $233K - $298K
CMS
Cms Energy Corp

Utilities
Q1 2018 Filed on Apr 30, 2018
33,353
$41.77 - $46.95 $1.39M - $1.57M
CDK
Cdk Global, Inc.

Technology
Q1 2018 Filed on Apr 30, 2018
2,927
$62.74 - $75.77 $184K - $222K
Claymore Guggenheim Bullet Shares 2018 Corp Bd ETF
Q1 2018 Filed on Apr 30, 2018
16,309
N/A
ADP
Automatic Data Processing Inc

Industrials
Q1 2018 Filed on Apr 30, 2018
8,199
$108.25 - $123.63 $888K - $1.01M
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