Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $194 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Surgalign Holdings Inc
Q2 2022 Filed on Aug 08, 2022
49,100
N/A
Osi ETF Tr
Q2 2022 Filed on Aug 08, 2022
9,184
N/A
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Aug 08, 2022
2,399
$130.25 - $170.4 $312K - $409K
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
4,161
$57.91 - $70.46 $241K - $293K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2022 Filed on Aug 08, 2022
13,714
$18.5 - $22.75 $254K - $312K
Preferred Apt Cmntys Inc
Q2 2022 Filed on Aug 08, 2022
14,444
N/A
FPX
First Trust Us Equity Opportun

ETFs
Q2 2022 Filed on Aug 08, 2022
1,964
$79.92 - $110.92 $157K - $218K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q2 2022 Filed on Aug 08, 2022
2,105
$79.2 - $114.46 $167K - $241K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2022 Filed on Aug 08, 2022
1,383
$126.2 - $153.17 $175K - $212K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
3,994
$43.47 - $59.67 $174K - $238K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q2 2022 Filed on Aug 08, 2022
5,437
$31.24 - $39.02 $170K - $212K
IYH
Ishares Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
743
$249.77 - $300.0 $186K - $223K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2022 Filed on Aug 08, 2022
1,150
$151.34 - $207.13 $174K - $238K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Aug 08, 2022
1,664
$101.86 - $134.9 $169K - $224K
Osi ETF Tr
Q2 2022 Filed on Aug 08, 2022
12,110
N/A
ONLN
Proshares Tr Online Retail ETF

ETFs
Q1 2022 Filed on May 03, 2022
3,667
$39.07 - $57.35 $143K - $210K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 03, 2022
2,814
$57.92 - $72.58 $163K - $204K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on May 03, 2022
5,734
$30.13 - $38.07 $173K - $218K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2022 Filed on May 03, 2022
2,105
$99.35 - $107.85 $209K - $227K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 03, 2022
3,366
$49.6 - $59.81 $167K - $201K
BRG
Bluerock Residential Growth Reit, Inc.

Real Estate
Q1 2022 Filed on May 03, 2022
7,899
$26.35 - $26.76 $208K - $211K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q4 2021 Filed on Feb 14, 2022
2,979
$185.35 - $234.71 $552K - $699K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q4 2021 Filed on Feb 14, 2022
3,199
$54.88 - $70.38 $176K - $225K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 14, 2022
3,623
$73.77 - $82.68 $267K - $300K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,653
$54.75 - $61.75 $200K - $226K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q3 2021 Filed on Nov 12, 2021
4,888
$43.96 - $68.27 $215K - $334K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2021 Filed on Nov 12, 2021
2,264
$114.77 - $116.58 $260K - $264K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
3,961
$50.57 - $53.3 $200K - $211K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2021 Filed on Nov 12, 2021
7,551
$26.88 - $28.77 $203K - $217K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2021 Filed on Aug 16, 2021
10,575
$118.74 - $127.47 $1.26M - $1.35M
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Aug 16, 2021
7,875
$73.51 - $80.37 $579K - $633K
General Electric CO
Q2 2021 Filed on Aug 16, 2021
20,029
N/A
DVY
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
9,171
$114.14 - $123.06 $1.05M - $1.13M
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
13,210
$45.5 - $54.45 $601K - $719K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2021 Filed on Aug 16, 2021
5,181
$52.66 - $54.94 $273K - $285K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Aug 16, 2021
2,214
$99.48 - $130.88 $220K - $290K
TRVN
Trevena Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
10,019
$1.46 - $2.25 $14.6K - $22.5K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2021 Filed on May 14, 2021
4,167
$51.27 - $51.41 $214K - $214K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
Q4 2020 Filed on Feb 16, 2021
9,927
$19.85 - $22.51 $197K - $223K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
41,152
$20.54 - $21.7 $845K - $893K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Feb 16, 2021
5,595
$50.09 - $50.18 $280K - $281K
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 16, 2021
40,001
N/A
Invesco S&P 500 Equal Weight ETF
Q2 2020 Filed on Aug 19, 2020
13,102
N/A
Invesco S&P Emerging Markets Low Volatility ETF
Q2 2020 Filed on Aug 19, 2020
13,902
N/A
Invesco Emerging Marketssovereign Debt ETF
Q2 2020 Filed on Aug 19, 2020
13,666
N/A
Invesco S&P 500 Equal Weight Health Care ETF
Q2 2020 Filed on Aug 19, 2020
7,563
N/A
Jpmorgan Diversified Rtngbl Eqt ETF
Q2 2020 Filed on Aug 19, 2020
21,869
N/A
Raytheon Technologies CO
Q2 2020 Filed on Aug 19, 2020
6,732
N/A
Invesco S&P 500 Low Volatility ETF
Q2 2020 Filed on Aug 19, 2020
50,986
N/A
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