Certified Advisory Corp Closed Holding Positions

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2021 Filed on May 10, 2021
244
$41.59 - $50.21 $10.1K - $12.3K
TGLS
Tecnoglass Inc.

Basic Materials
Q1 2021 Filed on May 10, 2021
228
$6.59 - $12.02 $1.5K - $2.74K
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on May 10, 2021
50
$56.26 - $66.31 $2.81K - $3.32K
DHC
Diversified Healthcare Trust

Real Estate
Q1 2021 Filed on May 10, 2021
876
$3.94 - $5.4 $3.45K - $4.73K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 10, 2021
28
$145.1 - $175.05 $4.06K - $4.9K
Marvell Technology Group LTD Ord
Q1 2021 Filed on May 10, 2021
377
N/A
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on May 10, 2021
10
$20.75 - $26.91 $208 - $269
OXLC
Oxford Lane Capital Corp.

Financial Services
Q1 2021 Filed on May 10, 2021
2,000
$5.5 - $6.88 $11K - $13.8K
AFT
Apollo Senior Floating Rate Fund Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
680
$14.3 - $15.03 $9.72K - $10.2K
TTD
Trade Desk, Inc.

Technology
Q1 2021 Filed on May 10, 2021
37
$61.26 - $90.33 $2.27K - $3.34K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2021 Filed on May 10, 2021
505
$69.93 - $81.43 $35.3K - $41.1K
KRMD
Koru Medical Systems, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
1,000
$3.28 - $5.82 $3.28K - $5.82K
PLTM
Granite Shares Platinum Trust

ETFs
Q1 2021 Filed on May 10, 2021
1,000
$10.22 - $12.62 $10.2K - $12.6K
HRZN
Horizon Technology Finance Corp

Financial Services
Q1 2021 Filed on May 10, 2021
1,000
$12.6 - $15.01 $12.6K - $15K
New Amer High Income Fd Inc Com New
Q1 2021 Filed on May 10, 2021
0
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q1 2021 Filed on May 10, 2021
0
$69.26 - $84.95 $0 - $0
Iac/Interactivecorp
Q1 2021 Filed on May 10, 2021
38
N/A
GPRO
Go Pro, Inc.

Technology
Q1 2021 Filed on May 10, 2021
10
$7.45 - $13.54 $74.5 - $135
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2021 Filed on May 10, 2021
100
$63.43 - $78.45 $6.34K - $7.85K
Fitbit Inc Cl A
Q1 2021 Filed on May 10, 2021
4
N/A
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on May 10, 2021
27
$91.5 - $91.52 $2.47K - $2.47K
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2021 Filed on May 10, 2021
212
$43.63 - $63.13 $9.25K - $13.4K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
Q1 2021 Filed on May 10, 2021
1,400
$9.77 - $12.01 $13.7K - $16.8K
Reality Shares Nasdaq Nexgen Economy ETF
Q1 2021 Filed on May 10, 2021
501
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2021 Filed on May 10, 2021
158
$65.08 - $76.02 $10.3K - $12K
GEO
Geo Group Inc

Real Estate
Q1 2021 Filed on May 10, 2021
500
$7.2 - $9.24 $3.6K - $4.62K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q1 2021 Filed on May 10, 2021
400
$25.44 - $32.42 $10.2K - $13K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 10, 2021
69
$308.39 - $444.51 $21.3K - $30.7K
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on May 10, 2021
100
N/A
T Mobile Us Inc Rt
Q1 2021 Filed on May 10, 2021
827
N/A
USO
United States Oil Fund, LP

ETFs
Q1 2021 Filed on May 10, 2021
125
$32.38 - $44.6 $4.05K - $5.58K
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on May 10, 2021
20
$283.69 - $443.29 $5.67K - $8.87K
LADR
Ladder Capital Corp

Real Estate
Q1 2021 Filed on May 10, 2021
1,500
$9.44 - $12.31 $14.2K - $18.5K
MVV
Proshares Ultra Midcap400

ETFs
Q1 2021 Filed on May 10, 2021
346
$46.12 - $63.94 $16K - $22.1K
DISH
Dish Network Corp

Communication Services
Q1 2021 Filed on May 10, 2021
0
$29.02 - $38.97 $0 - $0
STM
St Microelectronics N.V.

Technology
Q2 2020 Filed on Jul 27, 2020
93
$19.22 - $27.96 $1.79K - $2.6K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2020 Filed on Jul 27, 2020
536
$14.77 - $20.65 $7.92K - $11.1K
Voya Prime Rate Tr Sh Ben Int
Q2 2020 Filed on Jul 27, 2020
1,263
N/A
Alps Trust ETF Alerian Mlp
Q2 2020 Filed on Jul 27, 2020
800
N/A
FDL
First Tr Morningstar Dividend

ETFs
Q2 2020 Filed on Jul 27, 2020
68
$21.3 - $29.06 $1.45K - $1.98K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
336
$28.89 - $38.78 $9.71K - $13K
IGF
Ishares Global Infrastructure

ETFs
Q2 2020 Filed on Jul 27, 2020
1,650
$32.1 - $42.75 $53K - $70.5K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
2,006
$29.52 - $46.02 $59.2K - $92.3K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
28
$14.77 - $20.35 $414 - $570
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2020 Filed on Jul 27, 2020
68
$65.24 - $89.61 $4.44K - $6.09K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2020 Filed on Jul 27, 2020
543
$40.33 - $50.46 $21.9K - $27.4K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2020 Filed on Jul 27, 2020
105
$39.85 - $50.73 $4.18K - $5.33K
IRM
Iron Mountain Inc

Real Estate
Q2 2020 Filed on Jul 27, 2020
500
$21.52 - $30.56 $10.8K - $15.3K
Allergan PLC Shs
Q2 2020 Filed on Jul 27, 2020
17
N/A
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