Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $194 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Blackstone Group Inc
Q2 2020 Filed on Aug 19, 2020
12,330
N/A
Invesco Ladderrite 0 5 Year Corporate Bond ETF
Q1 2020 Filed on May 13, 2020
8,803
N/A
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 13, 2020
14,610
$19.98 - $32.48 $292K - $475K
United Technologies
Q1 2020 Filed on May 13, 2020
2,544
N/A
IFV
First Trust Dorsey Wright Inte

ETFs
Q1 2020 Filed on May 13, 2020
11,603
$11.81 - $21.85 $137K - $254K
BP
Bp PLC

Energy
Q1 2020 Filed on May 13, 2020
5,321
$16.11 - $39.85 $85.7K - $212K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
23,056
$12.27 - $29.02 $283K - $669K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2020 Filed on May 13, 2020
7,525
$25.85 - $40.79 $195K - $307K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on May 13, 2020
4,657
$35.74 - $66.24 $166K - $308K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on May 13, 2020
7,413
$28.19 - $51.45 $209K - $381K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Nov 21, 2019
7,248
$20.76 - $32.1 $150K - $233K
Nabors Industries F
Q3 2019 Filed on Nov 21, 2019
10,000
N/A
VRSN
Verisign Inc

Technology
Q3 2019 Filed on Nov 21, 2019
1,000
$186.78 - $221.04 $187K - $221K
WPC
W. P. Carey Inc.

Real Estate
Q3 2019 Filed on Nov 21, 2019
2,440
$80.33 - $91.62 $196K - $224K
IEMG
Ishares Inc

ETFs
Q3 2019 Filed on Nov 21, 2019
7,010
$46.63 - $52.12 $327K - $365K
First Trust Tactical High Yield ETF
Q3 2019 Filed on Nov 21, 2019
4,363
N/A
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
13,439
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2019 Filed on Aug 14, 2019
6,596
N/A
Diplomat Pharmacy
Q2 2019 Filed on Aug 14, 2019
14,495
N/A
BFOR
Alps ETF Tr Barrons 400 ETF
Q2 2019 Filed on Aug 14, 2019
5,594
N/A
Dowdupont Inc
Q1 2019 Filed on May 08, 2019
4,500
N/A
FDT
First Trust Developed Markets

ETFs
Q4 2018 Filed on Feb 04, 2019
4,792
$47.63 - $59.64 $228K - $286K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2018 Filed on Feb 04, 2019
8,464
N/A
Invesco Qqq Trust
Q4 2018 Filed on Feb 04, 2019
1,646
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Feb 04, 2019
4,658
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 04, 2019
6,391
$44.51 - $47.86 $284K - $306K
PPL
Ppl Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
807
$27.99 - $30.92 $22.6K - $25K
MXI
Ishares Global Materials ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
354
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
140
$102.0 - $115.98 $14.3K - $16.2K
NEE
Nextera Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
334
$41.11 - $43.79 $13.7K - $14.6K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2018 Filed on Nov 13, 2018
3,799
$37.02 - $38.0 $141K - $144K
MRO
Marathon Oil Corp

Energy
Q3 2018 Filed on Nov 13, 2018
580
$19.0 - $23.28 $11K - $13.5K
Mallinckrodt Pub F
Q3 2018 Filed on Nov 13, 2018
2,247
N/A
Eaton Vance Michigan Mun
Q3 2018 Filed on Nov 13, 2018
1,091
N/A
NOC
Northrop Grumman Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
445
$291.32 - $324.16 $130K - $144K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2018 Filed on Nov 13, 2018
889
N/A
MMM
3 M CO

Industrials
Q3 2018 Filed on Nov 13, 2018
344
$195.52 - $216.33 $67.3K - $74.4K
MKL
Markel Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
42
$1083.48 - $1218.38 $45.5K - $51.2K
NFLX
Netflix Inc

Communication Services
Q3 2018 Filed on Nov 13, 2018
185
$316.78 - $418.97 $58.6K - $77.5K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
701
$77.45 - $86.84 $54.3K - $60.9K
Invesco Fundamental Highyield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
742
N/A
Invesco Preferred ETF
Q3 2018 Filed on Nov 13, 2018
4,616
N/A
Nuveen Michigan Qlty Mnc
Q3 2018 Filed on Nov 13, 2018
4,633
N/A
Invesco Dwa Momentum ETF
Q3 2018 Filed on Nov 13, 2018
201
N/A
Invesco Global Short Term High Yield Bond ETF
Q3 2018 Filed on Nov 13, 2018
7,880
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
230
N/A
ORI
Old Republic International Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,000
$19.81 - $22.95 $19.8K - $23K
OXY
Occidental Petroleum Corp

Energy
Q3 2018 Filed on Nov 13, 2018
130
$75.74 - $85.7 $9.85K - $11.1K
NUE
Nucor Corp

Basic Materials
Q3 2018 Filed on Nov 13, 2018
224
$61.11 - $67.98 $13.7K - $15.2K
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