Colton Groome Financial Advisors, LLC Closed Holding Positions

Colton Groome Financial Advisors, LLC

  • $267 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
72,617
$17.23 - $19.08 $1.25M - $1.39M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
161,812
$20.27 - $21.94 $3.28M - $3.55M
TD
Toronto Dominion Bank

Financial Services
Q2 2022 Filed on Jul 26, 2022
2,650
$64.69 - $80.48 $171K - $213K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q2 2022 Filed on Jul 26, 2022
12,906
$94.31 - $104.26 $1.22M - $1.35M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2022 Filed on Jul 26, 2022
6,566
$42.39 - $49.67 $278K - $326K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2022 Filed on Jul 26, 2022
4,365
$38.82 - $48.93 $169K - $214K
DIAL
Columbia ETF Tr I Diversified

ETFs
Q2 2022 Filed on Jul 26, 2022
88,340
$17.32 - $19.44 $1.53M - $1.72M
IXUS
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
31,226
$56.25 - $67.81 $1.76M - $2.12M
HYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
3,516
$79.97 - $86.97 $281K - $306K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on Apr 18, 2022
10,418
$71.53 - $82.66 $745K - $861K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
Q1 2022 Filed on Apr 18, 2022
60,309
$38.25 - $44.49 $2.31M - $2.68M
DFS
Discover Financial Services

Financial Services
Q1 2022 Filed on Apr 18, 2022
4,004
$101.35 - $129.4 $406K - $518K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on Apr 18, 2022
6,612
$34.86 - $39.14 $230K - $259K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2022 Filed on Apr 18, 2022
14,950
$102.52 - $112.86 $1.53M - $1.69M
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on Apr 18, 2022
11,514
$50.8 - $55.11 $585K - $635K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
3,742
$79.29 - $116.68 $297K - $437K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 18, 2022
2,253
$99.96 - $115.1 $225K - $259K
VGSH
Vanguard

ETFs
Q1 2022 Filed on Apr 18, 2022
8,514
$59.19 - $60.79 $504K - $518K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
120,182
$13.13 - $14.91 $1.58M - $1.79M
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
3,179
$222.0 - $269.69 $706K - $857K
Ishares Tr
Q4 2021 Filed on Jan 19, 2022
15,700
N/A
Ishares Tr
Q4 2021 Filed on Jan 19, 2022
16,100
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2021 Filed on Oct 18, 2021
50,677
$29.81 - $32.7 $1.51M - $1.66M
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2021 Filed on Oct 18, 2021
3,622
$56.15 - $60.07 $203K - $218K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2021 Filed on Jul 21, 2021
2,394
$48.39 - $52.91 $116K - $127K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2021 Filed on Apr 21, 2021
6,819
$30.6 - $30.66 $209K - $209K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2021 Filed on Apr 21, 2021
13,334
$14.32 - $15.12 $191K - $202K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2020 Filed on Jan 19, 2021
4,416
$69.32 - $70.41 $306K - $311K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2020 Filed on Jan 19, 2021
4,398
$53.96 - $54.25 $237K - $239K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2020 Filed on Jul 14, 2020
24,395
$24.62 - $31.42 $601K - $766K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
Q2 2020 Filed on Jul 14, 2020
26,203
$34.54 - $44.5 $905K - $1.17M
JPUS
Jpmorgan Diversified Return Us

ETFs
Q2 2020 Filed on Jul 14, 2020
5,972
$55.84 - $75.47 $333K - $451K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
7,938
$19.0 - $26.56 $151K - $211K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
16,055
$37.09 - $56.27 $595K - $903K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
43,238
$28.83 - $36.83 $1.25M - $1.59M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
Q1 2020 Filed on Apr 13, 2020
10,971
$17.62 - $28.9 $193K - $317K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on Apr 13, 2020
138,417
$17.27 - $26.2 $2.39M - $3.63M
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2020 Filed on Apr 13, 2020
51,905
$23.33 - $27.94 $1.21M - $1.45M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2020 Filed on Apr 13, 2020
76,665
$22.46 - $34.72 $1.72M - $2.66M
HUSV
First Tr ETF Iii Horizon Manag
Q1 2020 Filed on Apr 13, 2020
12,571
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q1 2020 Filed on Apr 13, 2020
59,556
$76.56 - $121.5 $4.56M - $7.24M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2020 Filed on Apr 13, 2020
11,385
$17.6 - $25.6 $200K - $291K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 13, 2020
27,727
N/A
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q4 2019 Filed on Jan 21, 2020
6,137
$32.66 - $34.38 $200K - $211K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
Q3 2019 Filed on Nov 12, 2019
86,379
$73.07 - $74.47 $6.31M - $6.43M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q3 2019 Filed on Nov 12, 2019
85,167
$30.88 - $31.32 $2.63M - $2.67M
FXI
Ishares Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
251,993
$37.67 - $43.4 $9.49M - $10.9M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q3 2019 Filed on Nov 12, 2019
11,951
$19.01 - $19.16 $227K - $229K
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