Financial Perspectives, Inc Closed Holding Positions

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KGRN
Kraneshares Tr

ETFs
Q1 2023 Filed on Jan 09, 2024
429
$26.22 - $32.5 $11.2K - $13.9K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Jan 09, 2024
437
$103.31 - $104.87 $45.1K - $45.8K
Inspiremd Inc
Q2 2021 Filed on Jan 09, 2024
11,095
N/A
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jan 09, 2024
4,640
$6.23 - $10.03 $28.9K - $46.5K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2021 Filed on Jan 09, 2024
54
$39.86 - $40.36 $2.15K - $2.18K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q4 2022 Filed on Jan 09, 2024
264
$41.5 - $47.53 $11K - $12.5K
FUTU
Futu Holdings LTD

Financial Services
Q4 2021 Filed on Jan 09, 2024
112
$37.34 - $90.5 $4.18K - $10.1K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
Q4 2021 Filed on Jan 09, 2024
5,000
$19.32 - $21.66 $96.6K - $108K
UWMC
Uwm Holdings Corp

Financial Services
Q4 2021 Filed on Jan 09, 2024
1,000
$5.52 - $7.25 $5.52K - $7.25K
SPOT
Spotify Technology S.A.

Communication Services
Q3 2021 Filed on Jan 09, 2024
21
$205.08 - $268.63 $4.31K - $5.64K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2022 Filed on Jan 09, 2024
66
$87.57 - $97.57 $5.78K - $6.44K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2021 Filed on Jan 09, 2024
79
$27.24 - $27.55 $2.15K - $2.18K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2021 Filed on Jan 09, 2024
22
$98.59 - $99.91 $2.17K - $2.2K
NUWE
Nuwellis, Inc.

Healthcare
Q4 2022 Filed on Jan 09, 2024
1,345
$0.11 - $1855.0 $148 - $2.49M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
Q4 2021 Filed on Jan 09, 2024
3,000
$15.32 - $16.64 $46K - $49.9K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q3 2021 Filed on Jan 09, 2024
52
$41.23 - $41.8 $2.14K - $2.17K
IMAC
Imac Holdings, Inc.

Healthcare
Q3 2023 Filed on Jan 09, 2024
6,560
N/A
GPS
Gap Inc

Consumer Cyclical
Q1 2022 Filed on Jan 09, 2024
0
$13.57 - $18.65 $0 - $0
FSR
Fisker Inc.

Consumer Cyclical
Q1 2023 Filed on Jan 09, 2024
1,000
$5.68 - $8.39 $5.68K - $8.39K
New Oriental Ed &Technology
Q4 2021 Filed on Jan 09, 2024
1,770
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2020 Filed on Jan 09, 2024
48
$19.6 - $29.5 $941 - $1.42K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2022 Filed on Jan 09, 2024
275
$25.08 - $67.8 $6.9K - $18.6K
GWGHQ
Gwg Holdings, Inc.
Q2 2022 Filed on Jan 09, 2024
1,200
$1.69 - $5.94 $2.03K - $7.13K
Gw Pharmaceuticals PLC
Q2 2021 Filed on Jan 09, 2024
12,146
N/A
Guggenheim Enhanced Eqt Incm
Q4 2021 Filed on Jan 09, 2024
68
N/A
Guangshen Ry LTD
Q4 2020 Filed on Jan 09, 2024
100
N/A
Goldman Sachs Mlp Inc Opp Fd
Q2 2020 Filed on Jan 09, 2024
1,239
N/A
Glu Mobile Inc
Q2 2020 Filed on Jan 09, 2024
185
N/A
SNSR
Global X Fds Internet Of Thing

ETFs
Q1 2021 Filed on Jan 09, 2024
136
$31.86 - $35.56 $4.33K - $4.84K
GSK
Gsk PLC

Healthcare
Q3 2022 Filed on Jan 09, 2024
619
$16.13 - $44.61 $9.98K - $27.6K
General Electric CO
Q3 2021 Filed on Jan 09, 2024
8,980
N/A
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2020 Filed on Jan 09, 2024
10
$2.86 - $10.32 $28.6 - $103
GCI
Gannett Co., Inc.

Communication Services
Q1 2020 Filed on Jan 09, 2024
54
$1.25 - $6.99 $67.5 - $377
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2021 Filed on Jan 09, 2024
177
$25.5 - $27.57 $4.51K - $4.88K
HP
Helmerich & Payne, Inc.

Energy
Q2 2020 Filed on Jan 09, 2024
165
$14.24 - $28.29 $2.35K - $4.67K
Ihs Markit LTD
Q1 2022 Filed on Jan 09, 2024
1,830
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q3 2021 Filed on Jan 09, 2024
504
$128.64 - $184.79 $64.8K - $93.1K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q2 2021 Filed on Jan 09, 2024
55,640
$58.22 - $62.64 $3.24M - $3.49M
ICF
Ishares Tr

ETFs
Q2 2020 Filed on Jan 09, 2024
585
$42.79 - $55.37 $25K - $32.4K
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2020 Filed on Jan 09, 2024
116
$12.76 - $31.54 $1.48K - $3.66K
EWY
Ishares Inc Msci South Korea E

ETFs
Q4 2022 Filed on Jan 09, 2024
385
$48.42 - $60.73 $18.6K - $23.4K
Ishares Gold Tr
Q2 2021 Filed on Jan 09, 2024
78,081
N/A
IQ
I Qiyi, Inc.

Communication Services
Q1 2022 Filed on Jan 09, 2024
0
$2.11 - $5.04 $0 - $0
Investors Real Estate Tr
Q4 2020 Filed on Jan 09, 2024
4,375
N/A
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Jan 09, 2024
642
$56.98 - $63.63 $36.6K - $40.9K
XENT
Intersect Ent, Inc.

Healthcare
Q2 2022 Filed on Jan 09, 2024
309
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Jan 09, 2024
1,039
N/A
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Jan 09, 2024
10,000
$1.05 - $2.77 $10.5K - $27.7K
IFN
India Fund Inc

Financial Services
Q3 2022 Filed on Jan 09, 2024
277
$16.0 - $18.4 $4.43K - $5.1K
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