Stonebridge Financial Planning Group, LLC Closed Holding Positions

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HTEC
Robo Global Healthcare

ETFs
Q1 2022 Filed on May 10, 2022
10,130
$32.16 - $43.83 $326K - $444K
LEGR
First Tr ETF Indxx Innovation

ETFs
Q1 2022 Filed on May 10, 2022
2,475
$37.15 - $45.01 $91.9K - $111K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 10, 2022
435
$65.63 - $82.62 $28.5K - $35.9K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on May 10, 2022
675
$67.21 - $80.45 $45.4K - $54.3K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2022 Filed on May 10, 2022
954
$55.41 - $59.9 $52.9K - $57.1K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 10, 2022
397
$49.15 - $56.85 $19.5K - $22.6K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
200
$131.59 - $186.64 $26.3K - $37.3K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on May 10, 2022
530
$68.33 - $84.32 $36.2K - $44.7K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 10, 2022
509
$67.71 - $74.19 $34.5K - $37.8K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2022 Filed on May 10, 2022
13
$230.48 - $266.11 $3K - $3.46K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 10, 2022
86
$9.81 - $15.4 $844 - $1.32K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on May 10, 2022
655
$68.48 - $120.67 $44.9K - $79K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2022 Filed on May 10, 2022
588
$58.98 - $72.55 $34.7K - $42.7K
CNI
Canadian National Railway CO

Industrials
Q1 2022 Filed on May 10, 2022
100
$118.79 - $136.63 $11.9K - $13.7K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2022 Filed on May 10, 2022
1,000
$19.94 - $24.13 $19.9K - $24.1K
RILY
B. Riley Financial, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
300
$55.73 - $87.27 $16.7K - $26.2K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
26
$181.48 - $269.19 $4.72K - $7K
PLUG
Plug Power Inc

Industrials
Q1 2022 Filed on May 10, 2022
4,600
$18.26 - $29.65 $84K - $136K
ISCV
Ishares Morningstar Small Cap

ETFs
Q1 2022 Filed on May 10, 2022
195
$55.39 - $60.86 $10.8K - $11.9K
LAD
Lithia Motors Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
100
$280.06 - $345.84 $28K - $34.6K
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on May 10, 2022
1,010
$178.96 - $219.43 $181K - $222K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 10, 2022
931
$162.73 - $226.47 $152K - $211K
FYC
First Trust Small Cap Growth A

ETFs
Q1 2022 Filed on May 10, 2022
1,430
$62.37 - $75.14 $89.2K - $107K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 10, 2022
71
$140.96 - $181.02 $10K - $12.9K
FNK
First Trust Mid Cap Value Alph

ETFs
Q1 2022 Filed on May 10, 2022
100
$44.09 - $48.46 $4.41K - $4.85K
FEM
First Trust Emerging Markets A

ETFs
Q1 2022 Filed on May 10, 2022
250
$22.92 - $27.13 $5.73K - $6.78K
FMCC
Federal Home Loan Mortgage Corp

Financial Services
Q1 2022 Filed on May 10, 2022
680
$0.75 - $0.95 $510 - $646
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
100
$116.51 - $209.93 $11.7K - $21K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q1 2022 Filed on May 10, 2022
1,650
$51.87 - $61.26 $85.6K - $101K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on May 10, 2022
395
$7.71 - $12.75 $3.05K - $5.04K
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
700
$119.13 - $139.01 $83.4K - $97.3K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q1 2022 Filed on May 10, 2022
1,500
$9.58 - $11.19 $14.4K - $16.8K
DG
Dollar General Corp

Consumer Defensive
Q1 2022 Filed on May 10, 2022
450
$188.34 - $238.27 $84.8K - $107K
Deutsche Bk Ag London Brh Etn Dj Hy 0.00000 11/14/2022 Callable
Q1 2022 Filed on May 10, 2022
4,100
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
355
$30.11 - $44.49 $10.7K - $15.8K
DE
Deere & CO

Industrials
Q1 2022 Filed on May 10, 2022
75
$337.52 - $436.45 $25.3K - $32.7K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
200
$117.79 - $151.6 $23.6K - $30.3K
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on May 10, 2022
1,225
$51.73 - $62.62 $63.4K - $76.7K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q1 2022 Filed on May 10, 2022
535
$106.27 - $122.54 $56.9K - $65.6K
LANDO
Gladstone Ld Corp Cum Red Pfd
Q1 2022 Filed on May 10, 2022
17,195
N/A
Givot Olam Oil Exploration Ils1
Q1 2022 Filed on May 10, 2022
73
N/A
Genelink Inc
Q1 2022 Filed on May 10, 2022
20,000
N/A
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 10, 2022
300
$53.94 - $69.5 $16.2K - $20.9K
F
Ford Motor CO

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
500
$15.74 - $25.19 $7.87K - $12.6K
FLS
Flowserve Corp

Industrials
Q1 2022 Filed on May 10, 2022
1,112
$29.7 - $35.9 $33K - $39.9K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 10, 2022
1,200
$95.18 - $121.69 $114K - $146K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q1 2022 Filed on May 10, 2022
150
$95.58 - $118.3 $14.3K - $17.7K
FDL
First Tr Morningstar Dividend

ETFs
Q1 2022 Filed on May 10, 2022
1,000
$35.1 - $37.75 $35.1K - $37.8K
FTA
First Tr Large Cap Value

ETFs
Q1 2022 Filed on May 10, 2022
2,625
$67.33 - $72.28 $177K - $190K
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