Certified Advisory Corp Closed Holding Positions

Certified Advisory Corp

  • $910 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DNP
Dnp Select Income Fund Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,414
$9.87 - $10.65 $14K - $15.1K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,414
$10.65 - $11.63 $15.1K - $16.4K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
4,200
$21.97 - $23.79 $92.3K - $99.9K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
4,693
$16.61 - $18.56 $78K - $87.1K
GAM
General American Investors CO Inc

Financial Services
Q2 2021 Filed on Aug 16, 2021
114
$40.09 - $44.09 $4.57K - $5.03K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
561
$14.72 - $16.1 $8.26K - $9.03K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,635
$12.99 - $13.5 $34.2K - $35.6K
MAIN
Main Street Capital Corp

Financial Services
Q2 2021 Filed on Aug 16, 2021
525
$38.14 - $43.41 $20K - $22.8K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,116
$16.91 - $17.86 $35.8K - $37.8K
PFL
Pimco Income Strategy Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,580
$11.88 - $12.89 $18.8K - $20.4K
PHK
Pimco High Income Fund

Financial Services
Q2 2021 Filed on Aug 16, 2021
460
$6.58 - $7.06 $3.03K - $3.25K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q2 2021 Filed on Aug 16, 2021
2,620
$14.53 - $15.08 $38.1K - $39.5K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q2 2021 Filed on Aug 16, 2021
475
$107.82 - $130.21 $51.2K - $61.8K
Barclays Bk PLC Ipath S&P Dynamic Vix Etn 08/18/2021 Callable Not Rated
Q2 2021 Filed on Aug 16, 2021
1,198
N/A
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Aug 16, 2021
1,197
$75.58 - $81.4 $90.5K - $97.4K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2021 Filed on Aug 16, 2021
437
$27.96 - $31.54 $12.2K - $13.8K
FXG
First Tr Exchange Traded First

ETFs
Q2 2021 Filed on Aug 16, 2021
375
$56.71 - $60.68 $21.3K - $22.8K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2021 Filed on Aug 16, 2021
1,185
$86.11 - $86.32 $102K - $102K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 16, 2021
156
$113.04 - $115.78 $17.6K - $18.1K
IYE
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
371
$25.2 - $30.0 $9.35K - $11.1K
IYJ
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
301
$106.5 - $112.79 $32.1K - $33.9K
IYW
Ishares Dj Us Tech ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
503
$86.67 - $99.76 $43.6K - $50.2K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2021 Filed on Aug 16, 2021
6,071
$73.48 - $77.31 $446K - $469K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2021 Filed on Aug 16, 2021
491
$159.69 - $175.61 $78.4K - $86.2K
Ishares Gold Trust ETF
Q2 2021 Filed on Aug 16, 2021
7,282
N/A
IDV
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
2,100
$31.67 - $34.02 $66.5K - $71.4K
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
168
$109.25 - $112.9 $18.4K - $19K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2021 Filed on Aug 16, 2021
837
$88.83 - $95.54 $74.4K - $80K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2021 Filed on Aug 16, 2021
810
$43.8 - $45.14 $35.5K - $36.6K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q2 2021 Filed on Aug 16, 2021
0
$63.61 - $67.29 $0 - $0
EWC
Ishares Msci Canada ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
387
$34.48 - $38.22 $13.3K - $14.8K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
36
$278.74 - $313.3 $10K - $11.3K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2021 Filed on Aug 16, 2021
35
$77.05 - $83.36 $2.7K - $2.92K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2021 Filed on Aug 16, 2021
26
$122.71 - $133.56 $3.19K - $3.47K
SLV
I Shares Silver Trust

ETFs
Q2 2021 Filed on Aug 16, 2021
894
$23.04 - $26.19 $20.6K - $23.4K
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
18,018
$94.78 - $99.7 $1.71M - $1.8M
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
919
$78.5 - $83.84 $72.1K - $77K
IYR
Ishares Tr

ETFs
Q2 2021 Filed on Aug 16, 2021
755
$93.58 - $104.97 $70.7K - $79.3K
XLB
Select Sector Spdr Fd Material

ETFs
Q2 2021 Filed on Aug 16, 2021
3
$79.26 - $88.68 $238 - $266
Proshares Tr Ii Vix Strmfut ETF
Q2 2021 Filed on Aug 16, 2021
775
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q2 2021 Filed on Aug 16, 2021
879
$86.66 - $93.41 $76.2K - $82.1K
ROBO
Robo Global Robotics And Autom

ETFs
Q2 2021 Filed on Aug 16, 2021
78
$59.77 - $66.86 $4.66K - $5.22K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2021 Filed on Aug 16, 2021
759
$74.64 - $79.12 $56.7K - $60.1K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q2 2021 Filed on Aug 16, 2021
101
$331.45 - $347.9 $33.5K - $35.1K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2021 Filed on Aug 16, 2021
669
$122.48 - $139.69 $81.9K - $93.5K
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,783
$37.12 - $40.33 $66.2K - $71.9K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2021 Filed on Aug 16, 2021
129
$45.83 - $55.18 $5.91K - $7.12K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2021 Filed on Aug 16, 2021
192
$61.4 - $65.28 $11.8K - $12.5K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2021 Filed on Aug 16, 2021
542
$29.95 - $31.8 $16.2K - $17.2K
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