Visionary Wealth Advisors Closed Holding Positions

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CTVA
Corteva, Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
3,619
$50.93 - $63.17 $184K - $229K
MNA
Iq Merger Arbitrage ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
19,209
$30.16 - $32.18 $579K - $618K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 12, 2022
5,706
$42.05 - $47.77 $240K - $273K
VTNR
Vertex Energy Inc.

Energy
Q2 2022 Filed on Aug 12, 2022
13,500
$7.73 - $18.0 $104K - $243K
ICF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
2,833
$57.32 - $74.48 $162K - $211K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2022 Filed on Aug 12, 2022
47,366
$28.19 - $33.79 $1.34M - $1.6M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
Q2 2022 Filed on Aug 12, 2022
15,979
$27.04 - $37.27 $432K - $596K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Aug 12, 2022
7,293
$17.91 - $37.83 $131K - $276K
SWCH
Switch, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
6,900
$29.81 - $33.77 $206K - $233K
PECO
Phillips Edison & Company, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
6,550
$31.26 - $36.04 $205K - $236K
LAC
Lithium Americas Corp.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
6,249
$19.5 - $38.94 $122K - $243K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 12, 2022
872
$221.57 - $260.8 $193K - $227K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
Q2 2022 Filed on Aug 12, 2022
32,026
$23.56 - $24.23 $755K - $776K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q2 2022 Filed on Aug 12, 2022
20,303
$22.04 - $24.54 $447K - $498K
FRG
Franchise Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
5,100
$35.07 - $43.58 $179K - $222K
DDOG
Datadog, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
1,435
$81.99 - $156.56 $118K - $225K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 12, 2022
8,333
$33.85 - $40.03 $282K - $334K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2022 Filed on Aug 12, 2022
11,843
$45.91 - $60.17 $544K - $713K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
2,917
$37.67 - $80.69 $110K - $235K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
10,947
$10.17 - $13.45 $111K - $147K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
3,380
$56.81 - $112.28 $192K - $380K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q2 2022 Filed on Aug 12, 2022
4,015
$52.03 - $65.46 $209K - $263K
MLN
Vaneck Long Muni ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
57,303
$17.18 - $19.38 $984K - $1.11M
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Aug 12, 2022
4,574
$39.4 - $46.71 $180K - $214K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 12, 2022
10,200
$5.8 - $10.48 $59.2K - $107K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
15,870
$29.18 - $34.2 $463K - $543K
AOK
Ishares Tr Core Conservative A

ETFs
Q2 2022 Filed on Aug 12, 2022
7,530
$33.89 - $37.78 $255K - $284K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2022 Filed on Aug 12, 2022
8,403
$26.34 - $35.77 $221K - $301K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q2 2022 Filed on Aug 12, 2022
4,350
$39.65 - $53.22 $172K - $232K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2022 Filed on May 12, 2022
1,510
$122.15 - $136.9 $184K - $207K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 12, 2022
251
$51.26 - $136.31 $12.9K - $34.2K
Bridgetown 2 Holdings LTD
Q1 2022 Filed on May 12, 2022
10,100
N/A
Kirkland Lake Gold LTD
Q1 2022 Filed on May 12, 2022
6,700
N/A
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
2,098
$35.83 - $102.72 $75.2K - $216K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2022 Filed on May 12, 2022
3,500
$91.94 - $104.06 $322K - $364K
IBTB
Ishares Tr Ibonds Dec 2022 Ter

ETFs
Q1 2022 Filed on May 12, 2022
25,716
$25.34 - $25.4 $652K - $653K
Supernova Partners Acquistn
Q1 2022 Filed on May 12, 2022
16,000
N/A
Supernova Partners Acquistn
Q1 2022 Filed on May 12, 2022
12,380
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2022 Filed on May 12, 2022
511
$359.99 - $441.51 $184K - $226K
STOR
Store Capital Corp

Real Estate
Q1 2022 Filed on May 12, 2022
6,280
$28.73 - $34.6 $180K - $217K
FIVN
Five9, Inc.

Technology
Q1 2022 Filed on May 12, 2022
1,780
$83.12 - $138.95 $148K - $247K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on May 12, 2022
32,885
$106.08 - $113.93 $3.49M - $3.75M
Cerner Corp
Q1 2022 Filed on May 12, 2022
10,445
N/A
Xilinx Inc
Q1 2022 Filed on May 12, 2022
1,470
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 12, 2022
2,610
$49.15 - $56.85 $128K - $148K
VGSH
Vanguard

ETFs
Q1 2022 Filed on May 12, 2022
61,051
$59.19 - $60.79 $3.61M - $3.71M
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2022 Filed on May 12, 2022
28,650
$36.82 - $41.14 $1.05M - $1.18M
USCI
United States Commodity Index Funds Trust

ETFs
Q4 2021 Filed on Feb 14, 2022
11,239
$25.5 - $29.04 $287K - $326K
CRTO
Criteo S.A.

Communication Services
Q4 2021 Filed on Feb 14, 2022
5,825
$32.13 - $43.06 $187K - $251K
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