Financial Partners Group, Inc Closed Holding Positions

Financial Partners Group, Inc

  • $660 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 12, 2022
8,860
$17.92 - $21.32 $159K - $189K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 12, 2022
2,458
$99.01 - $106.84 $243K - $263K
DE
Deere & CO

Industrials
Q2 2022 Filed on Aug 12, 2022
503
$297.51 - $438.45 $150K - $221K
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2022 Filed on Aug 12, 2022
6,762
$75.39 - $99.18 $510K - $671K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2022 Filed on Aug 12, 2022
1,430
$123.32 - $155.54 $176K - $222K
CGC
Canopy Growth Corp

Healthcare
Q2 2022 Filed on Aug 12, 2022
10,024
$2.85 - $7.77 $28.6K - $77.9K
GOLD
Barrick Gold Corp

Basic Materials
Q2 2022 Filed on Aug 12, 2022
8,325
$17.69 - $25.58 $147K - $213K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q1 2022 Filed on Apr 29, 2022
3,646
$82.15 - $90.96 $300K - $332K
Cerner Corp
Q1 2022 Filed on Apr 29, 2022
4,873
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on Apr 29, 2022
176,696
$71.88 - $80.4 $12.7M - $14.2M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q1 2022 Filed on Apr 29, 2022
22,054
$23.27 - $31.39 $513K - $692K
GIGB
Goldman Sachs ETF Access Invt
Q1 2022 Filed on Apr 29, 2022
6,040
N/A
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Feb 10, 2022
1,306
$129.31 - $165.15 $169K - $216K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
Q4 2021 Filed on Feb 10, 2022
5,221
$54.67 - $55.98 $285K - $292K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q4 2021 Filed on Feb 10, 2022
25,325
$50.69 - $50.87 $1.28M - $1.29M
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 10, 2022
16,039
N/A
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
1,238
$215.13 - $239.37 $266K - $296K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 05, 2021
3,571
$52.01 - $56.87 $186K - $203K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2021 Filed on Nov 05, 2021
2,667
$85.45 - $86.85 $228K - $232K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 05, 2021
3,919
$47.36 - $53.86 $186K - $211K
OMF
One Main Holdings, Inc.

Financial Services
Q3 2021 Filed on Nov 05, 2021
3,809
$54.64 - $61.74 $208K - $235K
NVAX
Novavax Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
1,864
$177.8 - $270.58 $331K - $504K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Aug 13, 2021
2,317
$135.6 - $145.73 $314K - $338K
FDLO
Fidelity Covington Tr Low Vola

ETFs
Q2 2021 Filed on Aug 13, 2021
6,234
$44.27 - $47.15 $276K - $294K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q2 2021 Filed on Aug 13, 2021
7,305
$38.88 - $41.62 $284K - $304K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2021 Filed on Aug 13, 2021
6,113
$50.15 - $50.21 $307K - $307K
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 13, 2021
11,094
$109.25 - $112.9 $1.21M - $1.25M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
Q2 2021 Filed on Aug 13, 2021
63,048
$75.22 - $76.95 $4.74M - $4.85M
CMBS
Ishares Cmbs ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
4,108
$53.73 - $54.55 $221K - $224K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2021 Filed on May 04, 2021
3,765
$48.23 - $63.6 $182K - $239K
FDMO
Fidelity Covington Tr Momentum

ETFs
Q1 2021 Filed on May 04, 2021
4,480
$42.42 - $48.29 $190K - $216K
BALL
Ball Corp

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
3,256
$81.25 - $92.26 $265K - $300K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
10,663
$14.64 - $15.27 $156K - $163K
AZUL
Azul Sa

Industrials
Q4 2020 Filed on Feb 16, 2021
28,836
$11.85 - $24.68 $342K - $712K
WELL
Welltower Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
7,529
$52.26 - $67.84 $393K - $511K
HZO
Marinemax Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
20,324
$25.76 - $39.34 $524K - $800K
Denbury Res Inc
Q3 2020 Filed on Nov 13, 2020
28,272
N/A
CTAS
Cintas Corp

Industrials
Q3 2020 Filed on Nov 13, 2020
1,682
$266.14 - $342.38 $448K - $576K
ADNT
Adient PLC

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
23,892
$15.3 - $18.68 $366K - $446K
UBER
Uber Technologies, Inc

Technology
Q3 2020 Filed on Nov 13, 2020
11,177
$29.42 - $37.95 $329K - $424K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2020 Filed on Nov 13, 2020
6,439
$40.45 - $44.44 $260K - $286K
MCHI
Ishares Msci China ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
5,331
$55.21 - $66.92 $294K - $357K
IYH
Ishares Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
1,290
$180.66 - $222.47 $233K - $287K
Chesapeake Energy Corp
Q1 2020 Filed on May 14, 2020
25,278
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q1 2020 Filed on May 14, 2020
4,884
$25.14 - $43.87 $123K - $214K
Concho Res Inc
Q1 2020 Filed on May 14, 2020
2,522
N/A
ABMD
Abiomed Inc

Healthcare
Q1 2020 Filed on May 14, 2020
2,209
$130.51 - $196.01 $288K - $433K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2020 Filed on May 14, 2020
13,806
$26.3 - $48.11 $363K - $664K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2020 Filed on May 14, 2020
9,539
$107.38 - $154.58 $1.02M - $1.47M
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