First Affirmative Financial Network Closed Holding Positions

First Affirmative Financial Network

  • $203 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
Q3 2025 Filed on Nov 20, 2025
4,370
$58.56 - $63.63 $256K - $278K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q3 2025 Filed on Nov 20, 2025
2,258
$86.67 - $100.17 $196K - $226K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q3 2025 Filed on Nov 20, 2025
25,960
$0.6 - $12.45 $15.6K - $323K
CCJ
Cameco Corp

Energy
Q3 2025 Filed on Nov 20, 2025
2,850
$70.47 - $86.89 $201K - $248K
CPT
Camden Property Trust

Real Estate
Q3 2025 Filed on Nov 20, 2025
1,785
$104.05 - $115.69 $186K - $207K
BR
Broadridge Financial Solutions, Inc.

Technology
Q3 2025 Filed on Nov 20, 2025
883
$233.75 - $266.89 $206K - $236K
AGX
Argan Inc

Industrials
Q3 2025 Filed on Nov 20, 2025
936
$202.53 - $271.07 $190K - $254K
ANSS
Ansys Inc

Technology
Q3 2025 Filed on Nov 20, 2025
1,201
$353.14 - $392.72 $424K - $472K
AQN
Algonquin Power & Utilities Corp.

Utilities
Q3 2025 Filed on Nov 20, 2025
11,465
$5.37 - $6.11 $61.6K - $70.1K
IBKR
Interactive Brokers Group, Inc.

Financial Services
Q3 2025 Filed on Nov 20, 2025
3,656
$56.32 - $68.81 $206K - $252K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q3 2025 Filed on Nov 20, 2025
14,930
$0.69 - $1.46 $10.3K - $21.8K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q3 2025 Filed on Nov 20, 2025
10,590
$4.23 - $11.97 $44.8K - $127K
AMED
Amedisys Inc

Healthcare
Q3 2025 Filed on Nov 20, 2025
2,228
$95.96 - $100.99 $214K - $225K
NIU
Niu Technologies

Consumer Cyclical
Q3 2025 Filed on Nov 20, 2025
11,489
$3.36 - $5.04 $38.6K - $57.9K
JNPR
Juniper Networks Inc

Technology
Q3 2025 Filed on Nov 20, 2025
6,729
$39.95 - $39.95 $269K - $269K
ETF Ser Solutions
Q2 2022 Filed on Jul 13, 2022
13,081
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
2,068
$90.7 - $106.19 $188K - $220K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
3,751
$44.17 - $57.68 $166K - $216K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
7,317
$23.44 - $35.4 $172K - $259K
BXP
Boston Properties Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
1,653
$88.55 - $130.24 $146K - $215K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
2,071
$94.62 - $134.53 $196K - $279K
RIO
Rio Tinto PLC

Basic Materials
Q2 2022 Filed on Jul 13, 2022
2,920
$60.81 - $82.68 $178K - $241K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on Apr 12, 2022
1,543
$65.33 - $133.55 $101K - $206K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2022 Filed on Apr 12, 2022
10,285
$47.13 - $51.25 $485K - $527K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2022 Filed on Apr 12, 2022
17,292
$29.41 - $32.55 $509K - $563K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 12, 2022
3,930
$39.83 - $65.74 $157K - $258K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q1 2022 Filed on Apr 12, 2022
19,364
$25.89 - $26.07 $501K - $505K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2022 Filed on Apr 12, 2022
724
N/A
DRE
Duke Realty Corp

Real Estate
Q1 2022 Filed on Apr 12, 2022
3,706
$52.19 - $64.56 $193K - $239K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on Apr 12, 2022
641
$233.59 - $339.12 $150K - $217K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on Apr 12, 2022
910
$191.79 - $236.3 $175K - $215K
Ishares Tr
Q4 2021 Filed on Feb 15, 2022
17,482
N/A
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
521
$341.3 - $505.8 $178K - $264K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
2,262
N/A
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 15, 2022
1,871
$170.04 - $183.66 $318K - $344K
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