Sfi Advisors, LLC Purchases in Q4 2024

Sfi Advisors, LLC

  • $141 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
39.4K
+ 46.61%
$36.57 - $40.57 $1.44M - $1.6M
124K $4.78M
FLMX
Franklin Templeton ETF Tr

ETFs
47.6K
New
$23.0 - $27.58 $1.09M - $1.31M
47.6K $1.09M
FIW
First Trust Water ETF

ETFs
10.1K
New
$102.02 - $110.91 $1.03M - $1.12M
10.1K $1.03M
FCLD
Fidelity Covington Tr Cloud CO
17.1K
+ 9.87%
$23.92 - $30.68 $408K - $524K
190K $5.22M
IGV
Ishares Expanded Tech Software

ETFs
301
+ 0.48%
$87.5 - $110.17 $26.3K - $33.2K
63.5K $6.36M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4.69K
New
$125.5 - $148.67 $589K - $698K
4.69K $621K
IGR
Cbre Global Real Estate Income Fund

Financial Services
119K
New
$4.81 - $6.44 $571K - $765K
119K $571K
RYLD
Global X Fds Russell 2000 Cove

ETFs
30K
New
$15.97 - $16.79 $479K - $504K
30K $490K
AAPL
Apple Inc.

Technology
8
+ 0.03%
$221.69 - $259.02 $1.77K - $2.07K
27.7K $6.93M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.13K
+ 1.26%
$58.39 - $67.04 $66.1K - $75.9K
90.6K $5.75M
MXF
Mexico Fund Inc

Financial Services
29.8K
New
$13.03 - $15.37 $388K - $458K
29.8K $393K
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.02K
New
$94.77 - $97.36 $381K - $391K
4.02K $383K
MPV
Barings Participation Investors

Financial Services
22.2K
New
$16.29 - $17.37 $362K - $386K
22.2K $379K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
34.4K
+ 180.12%
$11.02 - $12.05 $379K - $414K
53.4K $600K
HYMU
Blackrock ETF Tr Ii High Yield
16K
New
$22.59 - $23.2 $362K - $372K
16K $363K
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.94K
New
$65.79 - $72.14 $325K - $356K
4.94K $324K
VBF
Invesco Bond Fund

Financial Services
20.4K
New
$15.36 - $17.05 $314K - $349K
20.4K $315K
IWC
Russell Micro Cap ETF

ETFs
1.82K
+ 17.98%
$120.3 - $138.84 $219K - $253K
12K $1.56M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
28.3K
New
$9.57 - $10.31 $271K - $292K
28.3K $272K
PGF
Invesco Exchange Traded Fd Tr

ETFs
18.5K
New
$14.4 - $15.83 $267K - $293K
18.5K $269K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
22.8K
+ 176.69%
$11.8 - $12.29 $270K - $281K
35.8K $422K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.13K
New
$46.48 - $51.32 $239K - $263K
5.13K $247K
EFV
Msci Eafe Value ETF

ETFs
4.21K
New
$51.78 - $57.15 $218K - $241K
4.21K $220K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
2.49K
New
$86.03 - $94.92 $214K - $236K
2.49K $214K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
180
+ 0.89%
$225.16 - $265.16 $40.5K - $47.7K
20.4K $5.06M
ECC
Eagle Point Credit CO Inc.

Financial Services
23.7K
New
$8.7 - $9.98 $206K - $237K
23.7K $210K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
9.79K
New
$21.0 - $23.52 $206K - $230K
9.79K $209K
PAVE
Global X Fds Us Infrastructure

ETFs
5.71K
+ 8.84%
$40.41 - $45.95 $231K - $262K
70.2K $2.84M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
9.97K
+ 94.91%
$15.43 - $16.42 $154K - $164K
20.5K $318K
VOD
Vodafone Group Public LTD CO

Communication Services
17K
New
$8.37 - $9.95 $142K - $169K
17K $144K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
9.43K
+ 47.16%
$12.55 - $13.1 $118K - $124K
29.4K $376K
PHK
Pimco High Income Fund

Financial Services
27.2K
+ 27.6%
$4.85 - $5.16 $132K - $140K
126K $610K
AIA
Ishares S&P Asia 50 ETF

ETFs
3.83K
+ 9.53%
$67.83 - $77.4 $260K - $296K
44K $2.98M
CHY
Calamos Convertible & High Income Fund

Financial Services
3.52K
+ 5.57%
$11.79 - $12.56 $41.5K - $44.2K
66.7K $809K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
3.24K
+ 12.9%
$12.36 - $13.34 $40K - $43.2K
28.3K $359K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
32.6K
New
N/A
32.6K $0
Investment Managers Ser Tr I
23.6K
New
N/A
23.6K $0
FPXI
First Tr Exchange Traded Fd Ii

ETFs
1.81K
+ 2.5%
$47.11 - $50.8 $85.4K - $92K
74.4K $3.51M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
750
+ 1.82%
$86.15 - $94.34 $64.6K - $70.8K
42K $3.71M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
212
+ 0.39%
$56.06 - $61.35 $11.9K - $13K
54.8K $3.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.89K
+ 4.49%
$37.12 - $41.23 $107K - $119K
67.3K $2.5M
Activity Summary
Buys All Purchases 42 New Holdings 22 Increased Positions 20 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sfi Advisors, LLC Portfolio

Follow Sfi Advisors, LLC 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 Sfi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfi Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email