Symphony Financial, Ltd. Co. Closed Holding Positions

Symphony Financial, Ltd. Co.

$1.14 Billion
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
ON On Semiconductor Corp Technology	Q2 2022 Filed on Jul 18, 2022	7,167	$50.31 - $66.01 $361K - $473K
ROUS Hartford Multifactor Us Equity ETFs	Q2 2022 Filed on Jul 18, 2022	4,810	$36.18 - $42.59 $174K - $205K
XLU Utilities Sector Spdr ETFs	Q2 2022 Filed on Jul 18, 2022	2,883	$64.87 - $76.96 $187K - $222K
GLOB Globant S.A. Technology	Q2 2022 Filed on Jul 18, 2022	1,359	$167.46 - $262.71 $228K - $357K
Brookfield Infrastructure CO	Q2 2022 Filed on Jul 18, 2022	3,169	N/A
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	Q2 2022 Filed on Jul 18, 2022	41,335	$34.47 - $38.35 $1.42M - $1.59M
SELF Global Self Storage, Inc. Real Estate	Q2 2022 Filed on Jul 18, 2022	13,785	$5.5 - $6.54 $75.8K - $90.2K
MTUM Ishares Msci Usa Momentum Fact ETFs	Q2 2022 Filed on Jul 18, 2022	2,967	$130.25 - $170.4 $386K - $506K
SONY Sony Group Corp Technology	Q2 2022 Filed on Jul 18, 2022	4,432	$80.06 - $105.04 $355K - $466K
DAVA Endava PLC Technology	Q2 2022 Filed on Jul 18, 2022	3,835	$82.96 - $138.15 $318K - $530K
GMED Globus Medical Inc Healthcare	Q1 2022 Filed on May 13, 2022	11,327	$63.68 - $75.54 $721K - $856K
BOND Pimco Active Bond Exchange Tra ETFs	Q1 2022 Filed on May 13, 2022	2,707	$100.7 - $108.94 $273K - $295K
TSCO Tractor Supply CO Consumer Cyclical	Q1 2022 Filed on May 13, 2022	1,700	$191.79 - $236.3 $326K - $402K
EMB Ishares Tr ETFs	Q1 2022 Filed on May 13, 2022	62,539	$93.87 - $107.98 $5.87M - $6.75M
APTV Aptiv PLC Consumer Cyclical	Q1 2022 Filed on May 13, 2022	3,014	$97.63 - $174.12 $294K - $525K
FMB First Tr Exchange Traded Fd Ii ETFs	Q1 2022 Filed on May 13, 2022	3,715	$52.95 - $56.95 $197K - $212K
IHY Vaneck ETF Tr International Hi ETFs	Q1 2022 Filed on May 13, 2022	111,482	$21.37 - $23.98 $2.38M - $2.67M
DEN Denbury Inc Energy	Q1 2022 Filed on May 13, 2022	3,900	$66.3 - $85.78 $259K - $335K
FND Floor & Decor Holdings, Inc. Consumer Cyclical	Q1 2022 Filed on May 13, 2022	3,500	$81.0 - $130.27 $284K - $456K
PGJ Invesco Exchange Traded Fd Tr ETFs	Q1 2022 Filed on May 13, 2022	13,794	$21.21 - $37.59 $293K - $519K
TTD Trade Desk, Inc. Technology	Q1 2022 Filed on May 13, 2022	3,380	$52.48 - $90.11 $177K - $305K
INMD In Mode Ltd. Healthcare	Q4 2021 Filed on Jan 19, 2022	4,600	$63.78 - $97.86 $293K - $450K
HEWU Ishares Tr Currency Hedged Msc ETFs	Q4 2021 Filed on Jan 19, 2022	69,894	$22.8 - $24.09 $1.59M - $1.68M
TASK Task Us, Inc. Technology	Q4 2021 Filed on Jan 19, 2022	4,800	$37.81 - $72.92 $181K - $350K
BNTX Bio N Tech Se Healthcare	Q4 2021 Filed on Jan 19, 2022	750	$216.64 - $362.52 $162K - $272K
LH Laboratory Corp Of America Holdings Healthcare	Q4 2021 Filed on Jan 19, 2022	1,831	$271.6 - $314.21 $497K - $575K
VCIT Vanguard Intermediate Term Cor ETFs	Q4 2021 Filed on Jan 19, 2022	102,520	$92.55 - $94.67 $9.49M - $9.71M
GNRC Generac Holdings Inc. Industrials	Q4 2021 Filed on Jan 19, 2022	500	$341.3 - $505.8 $171K - $253K
CCS Century Communities, Inc. Consumer Cyclical	Q4 2021 Filed on Jan 19, 2022	3,700	$61.0 - $84.95 $226K - $314K
DOCU Docusign, Inc. Technology	Q4 2021 Filed on Jan 19, 2022	1,055	$135.09 - $284.11 $143K - $300K
POOL Pool Corp Industrials	Q3 2021 Filed on Oct 12, 2021	1,500	$434.41 - $497.39 $652K - $746K
NVS Novartis Ag Healthcare	Q3 2021 Filed on Oct 12, 2021	4,198	$81.78 - $95.14 $343K - $399K
AZTA Azenta, Inc. Healthcare	Q3 2021 Filed on Oct 12, 2021	3,395	$77.49 - $109.17 $263K - $371K
CHWY Chewy, Inc. Consumer Cyclical	Q3 2021 Filed on Oct 12, 2021	7,120	$67.71 - $95.7 $482K - $681K
TBK Triumph Bancorp, Inc. Financial Services	Q3 2021 Filed on Oct 12, 2021	4,900	$70.9 - $100.13 $347K - $491K
QS Quantum Scape Corp Consumer Cyclical	Q2 2021 Filed on Jul 13, 2021	5,318	$24.06 - $49.38 $128K - $263K
TDOC Teladoc Health, Inc. Healthcare	Q2 2021 Filed on Jul 13, 2021	1,380	$132.71 - $192.38 $183K - $265K
TWLO Twilio Inc Communication Services	Q2 2021 Filed on Jul 13, 2021	1,069	$281.02 - $400.68 $300K - $428K
XPEV Xpeng Inc. Consumer Cyclical	Q2 2021 Filed on Jul 13, 2021	8,226	$23.56 - $45.31 $194K - $373K
TPIC Tpi Composites, Inc Industrials	Q2 2021 Filed on Jul 13, 2021	5,623	$41.36 - $59.47 $233K - $334K
Fs Kkr Cap Corp Ii	Q2 2021 Filed on Jul 13, 2021	18,999	N/A
Ncino Inc	Q2 2021 Filed on Jul 13, 2021	2,954	N/A
FSLY Fastly, Inc. Technology	Q2 2021 Filed on Jul 13, 2021	5,098	$39.98 - $71.92 $204K - $367K
PTON Peloton Interactive, Inc. Consumer Cyclical	Q2 2021 Filed on Jul 13, 2021	2,087	$82.62 - $126.92 $172K - $265K
HI Hillenbrand, Inc. Industrials	Q2 2021 Filed on Jul 13, 2021	14,000	$41.05 - $50.83 $575K - $712K
AVLR Avalara, Inc. Technology	Q2 2021 Filed on Jul 13, 2021	2,016	$120.91 - $165.49 $244K - $334K
PFSI Penny Mac Financial Services, Inc. Financial Services	Q2 2021 Filed on Jul 13, 2021	8,600	$56.58 - $65.67 $487K - $565K
Anaplan Inc	Q2 2021 Filed on Jul 13, 2021	4,680	N/A
Zynga Inc	Q2 2021 Filed on Jul 13, 2021	74,404	N/A
SQ Block, Inc. Technology	Q2 2021 Filed on Jul 13, 2021	5,450	$197.13 - $273.23 $1.07M - $1.49M

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