Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $194 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FANG
Diamondback Energy, Inc.

Energy
Q3 2018 Filed on Nov 13, 2018
100
$112.11 - $136.67 $11.2K - $13.7K
Columbia Ppty Tr Inc Reit
Q3 2018 Filed on Nov 13, 2018
699
N/A
Cys Investments Reit
Q3 2018 Filed on Nov 13, 2018
2,001
N/A
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q3 2018 Filed on Nov 13, 2018
1,569
N/A
Invesco Zacks Mid Cap ETF
Q3 2018 Filed on Nov 13, 2018
230
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q3 2018 Filed on Nov 13, 2018
658
$52.65 - $55.0 $34.6K - $36.2K
Clearbridge Energy Mlp C
Q3 2018 Filed on Nov 13, 2018
16,828
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
806
$48.78 - $59.61 $39.3K - $48K
EXC
Exelon Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
301
$29.68 - $31.83 $8.93K - $9.58K
Invesco Db Commodity Index Tracking Fund
Q3 2018 Filed on Nov 13, 2018
1,820
N/A
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
3,913
$20.0 - $20.59 $78.3K - $80.6K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
698
$30.72 - $37.55 $21.4K - $26.2K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2018 Filed on Nov 13, 2018
1,272
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
848
$17.57 - $23.95 $14.9K - $20.3K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,408
$18.4 - $19.86 $25.9K - $28K
Boardwalk Pipeline Pa LP
Q3 2018 Filed on Nov 13, 2018
1,000
N/A
DVN
Devon Energy Corp

Energy
Q3 2018 Filed on Nov 13, 2018
303
$38.81 - $45.61 $11.8K - $13.8K
BIIB
Biogen Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
66
$293.51 - $383.83 $19.4K - $25.3K
BTEGF
Baytex Energy Corp.

Energy
Q3 2018 Filed on Nov 13, 2018
6,415
$2.65 - $3.55 $17K - $22.8K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
Q3 2018 Filed on Nov 13, 2018
405
N/A
Invesco Senior Loan ETF
Q3 2018 Filed on Nov 13, 2018
787
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2018 Filed on Nov 13, 2018
2,232
$57.14 - $59.9 $128K - $134K
DXGE
Wisdomtree Germany Hedged Equi

ETFs
Q3 2018 Filed on Nov 13, 2018
6,283
N/A
EA
Electronic Arts Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
99
$111.55 - $148.93 $11K - $14.7K
CWCO
Consolidated Water Co. Ltd.

Utilities
Q3 2018 Filed on Nov 13, 2018
1,012
$12.75 - $14.7 $12.9K - $14.9K
ED
Consolidated Edison Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
593
$74.41 - $81.35 $44.1K - $48.2K
Invesco Bulletshares 2021 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,095
N/A
Invesco Bulletshares 2022 Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,407
N/A
Invesco Bulletshares 2018 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,658
N/A
Invesco Bulletshares 2019 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,890
N/A
BHP
Bhp Group LTD

Basic Materials
Q3 2018 Filed on Nov 13, 2018
297
$39.13 - $46.62 $11.6K - $13.8K
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
978
$27.45 - $32.95 $26.8K - $32.2K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2018 Filed on Nov 13, 2018
418
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
327
$156.36 - $197.98 $51.1K - $64.7K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2018 Filed on Nov 13, 2018
93
$111.52 - $124.3 $10.4K - $11.6K
EOG
Eog Resources Inc

Energy
Q3 2018 Filed on Nov 13, 2018
106
$114.32 - $129.9 $12.1K - $13.8K
BAC
Bank Of America Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
3,777
$27.78 - $31.8 $105K - $120K
EMR
Emerson Electric CO

Industrials
Q3 2018 Filed on Nov 13, 2018
800
$67.89 - $78.41 $54.3K - $62.7K
BAX
Baxter International Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
2,217
$70.71 - $77.75 $157K - $172K
BDX
Becton Dickinson & CO

Healthcare
Q3 2018 Filed on Nov 13, 2018
665
$233.07 - $256.0 $155K - $170K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2018 Filed on Nov 13, 2018
2,947
$36.7 - $37.37 $108K - $110K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2018 Filed on Nov 13, 2018
8,974
$23.11 - $24.49 $207K - $220K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
1,558
$32.98 - $38.25 $51.4K - $59.6K
C
Citigroup Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
707
$66.06 - $74.79 $46.7K - $52.9K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2018 Filed on Nov 13, 2018
1,701
N/A
DUK
Duke Energy Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
1,872
$78.09 - $83.47 $146K - $156K
BWX
Spdr Bloomberg International T

ETFs
Q3 2018 Filed on Nov 13, 2018
400
N/A
EMDV
Proshares Tr Msci Emerging Mkt

ETFs
Q3 2018 Filed on Nov 13, 2018
882
N/A
Invesco Bulletshares 2020 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
1,389
N/A
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