Smi Advisory Services, LLC Closed Holding Positions

Smi Advisory Services, LLC

  • $385 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PSCE
Invesco S&P Smallcap Energy Et

ETFs
Q3 2022 Filed on Oct 14, 2022
375,930
$7.93 - $10.58 $2.98M - $3.98M
BSEP
Innovator U.S. Equity Buffer E

ETFs
Q3 2022 Filed on Oct 14, 2022
8,284
$28.61 - $31.84 $237K - $264K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q2 2022 Filed on Aug 25, 2022
61,503
$43.4 - $65.85 $2.67M - $4.05M
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q2 2022 Filed on Aug 25, 2022
129,925
$129.51 - $153.39 $16.8M - $19.9M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
Q2 2022 Filed on Aug 25, 2022
218,899
$26.34 - $31.45 $5.77M - $6.88M
SHV
Ishares Tr

ETFs
Q2 2022 Filed on Aug 25, 2022
5,290
$109.96 - $110.28 $582K - $583K
SOXX
Ishares Semiconductor ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
2,176
$420.34 - $553.1 $915K - $1.2M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q1 2022 Filed on Apr 28, 2022
13,509
$181.29 - $248.38 $2.45M - $3.36M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
63,421
$246.31 - $304.02 $15.6M - $19.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2022 Filed on Apr 28, 2022
3,706
$89.51 - $101.14 $332K - $375K
MSFT
Microsoft Corp

Technology
Q1 2022 Filed on Apr 28, 2022
616
$275.85 - $334.75 $170K - $206K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q1 2022 Filed on Apr 28, 2022
1,132
$83.93 - $92.65 $95K - $105K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on Apr 28, 2022
99,601
$68.15 - $80.89 $6.79M - $8.06M
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q4 2021 Filed on Jan 19, 2022
31,570
$104.77 - $116.15 $3.31M - $3.67M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2021 Filed on Jan 19, 2022
34,430
$85.15 - $104.16 $2.93M - $3.59M
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Jan 19, 2022
614
$225.82 - $368.51 $139K - $226K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2021 Filed on Oct 12, 2021
130,754
$154.62 - $164.07 $20.2M - $21.5M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2021 Filed on Jul 23, 2021
651,755
$16.64 - $19.3 $10.8M - $12.6M
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