Almanack Investment Partners, Llc. Closed Holding Positions

Almanack Investment Partners, Llc.

  • $612 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Aug 12, 2022
8,262
$24.51 - $28.87 $203K - $239K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2022 Filed on Aug 12, 2022
4,455
$40.42 - $49.12 $180K - $219K
Im Dolan Mceniry Corp Bd Inst
Q2 2022 Filed on Aug 12, 2022
82,218
N/A
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 13, 2022
225
$51.26 - $136.31 $11.5K - $30.7K
Pimco Investment Grade Corp Bd Instl
Q1 2022 Filed on May 13, 2022
152,549
N/A
Pimco Preferred And (Capital Sec Instl)
Q1 2022 Filed on May 13, 2022
154,873
N/A
Doubleline Total Ret Bd I
Q1 2022 Filed on May 13, 2022
12,771
N/A
Jp Morgan Income Builder I
Q1 2022 Filed on May 13, 2022
10,378
N/A
American Fd Balanced Fd Cl F3
Q1 2022 Filed on May 13, 2022
6,187
N/A
Tweedy Browne Global Value Fund
Q1 2022 Filed on May 13, 2022
10,300
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q1 2022 Filed on May 13, 2022
5,638
$62.43 - $66.15 $352K - $373K
Fid L/T Treasury
Q1 2022 Filed on May 13, 2022
11,110
N/A
SYK
Stryker Corp

Healthcare
Q1 2022 Filed on May 13, 2022
756
$245.33 - $277.77 $185K - $210K
Alphacentric Incm Oppty Fd I
Q1 2022 Filed on May 13, 2022
571,754
N/A
Vanguard Limited Term Tax Exempt Fund Admiral Shares N/L
Q1 2022 Filed on May 13, 2022
16,657
N/A
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on May 13, 2022
2,196
$95.18 - $121.69 $209K - $267K
Brightsphere I 5125 Pfd Due 08/01/31
Q1 2022 Filed on May 13, 2022
9,440
N/A
T Rowe Price Science
Q1 2022 Filed on May 13, 2022
4,654
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
2,819
$58.33 - $76.72 $164K - $216K
TIGR
Up Fintech Holding LTD

Financial Services
Q1 2022 Filed on May 13, 2022
10,199
$2.8 - $6.47 $28.6K - $66K
HTEC
Robo Global Healthcare

ETFs
Q1 2022 Filed on May 13, 2022
6,301
$32.16 - $43.83 $203K - $276K
VMC
Vulcan Materials CO

Basic Materials
Q1 2022 Filed on May 13, 2022
1,791
$170.18 - $210.53 $305K - $377K
Gadsden Dynamic Multi Asset ETF
Q1 2022 Filed on May 13, 2022
3,159,635
N/A
Akre Focus Fund (Instl)
Q1 2022 Filed on May 13, 2022
3,383
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 13, 2022
176,231
$46.47 - $53.72 $8.19M - $9.47M
SASR
Sandy Spring Bancorp Inc

Financial Services
Q1 2022 Filed on May 13, 2022
7,095
$43.76 - $51.62 $310K - $366K
NET
Cloudflare, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,544
$80.07 - $130.02 $124K - $201K
Eros International
Q1 2022 Filed on May 13, 2022
20,000
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2022 Filed on May 13, 2022
4,224
$53.94 - $70.26 $228K - $297K
Franklin Fed Tax Free Income C L A
Q1 2022 Filed on May 13, 2022
20,786
N/A
Morningstar Intl (Equity Instl)
Q1 2022 Filed on May 13, 2022
13,115
N/A
Morningstar Us (Equity Instl)
Q1 2022 Filed on May 13, 2022
18,976
N/A
SONO
Sonos Inc

Technology
Q1 2022 Filed on May 13, 2022
9,594
$22.2 - $30.95 $213K - $297K
NVAX
Novavax Inc

Healthcare
Q1 2022 Filed on May 13, 2022
1,423
$69.73 - $142.9 $99.2K - $203K
Franklin Virginia
Q1 2022 Filed on May 13, 2022
18,041
N/A
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2022 Filed on May 13, 2022
19,738
$48.98 - $56.19 $967K - $1.11M
Jp Morgan Grwth Adv
Q1 2022 Filed on May 13, 2022
6,373
N/A
DRIV
Global X Fds Global X Autonomo

ETFs
Q1 2022 Filed on May 13, 2022
17,389
$23.97 - $31.55 $417K - $549K
SIVR
Abrdn Silver ETF Trust

ETFs
Q1 2022 Filed on May 13, 2022
9,481
$21.38 - $25.48 $203K - $242K
Alger Spectra Fund Cl Z
Q1 2022 Filed on May 13, 2022
8,241
N/A
Dfa Investment Grade Portfolio Institutional Class Shares
Q1 2022 Filed on May 13, 2022
14,785
N/A
American Amcap F1
Q1 2022 Filed on May 13, 2022
6,305
N/A
Vaneck ETF Trust Vaneck Mornin Gstar Wide Moa
Q1 2022 Filed on May 13, 2022
220,352
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on May 13, 2022
15,379
$34.89 - $41.24 $537K - $634K
Dfa Glbl Real Estate Sec Port Inst
Q1 2022 Filed on May 13, 2022
22,784
N/A
UTRN
Exch Traded Concepts Tr

ETFs
Q1 2022 Filed on May 13, 2022
6,850
$25.71 - $30.36 $176K - $208K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2022 Filed on May 13, 2022
8,131
$151.14 - $183.81 $1.23M - $1.49M
TELL
Tellurian Inc.

Energy
Q1 2022 Filed on May 13, 2022
10,000
$2.26 - $5.84 $22.6K - $58.4K
TOLZ
Dj Brookfield Global

ETFs
Q1 2022 Filed on May 13, 2022
5,602
$45.61 - $49.91 $256K - $280K
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