Fortis Group Advisors, LLC Closed Holding Positions

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2023 Filed on May 26, 2023
50,398
$27.87 - $29.16 $1.4M - $1.47M
BP
Bp PLC

Energy
Q1 2023 Filed on May 26, 2023
11,527
$33.78 - $41.02 $389K - $473K
FTSD
Franklin ETF Tr Liberty Short

ETFs
Q1 2023 Filed on May 26, 2023
2,566
$89.23 - $90.77 $229K - $233K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2023 Filed on May 26, 2023
4,254
$121.97 - $137.23 $519K - $584K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2023 Filed on May 26, 2023
97,794
$5.88 - $7.67 $575K - $750K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q1 2023 Filed on May 26, 2023
40,400
$11.12 - $15.48 $449K - $625K
TWO
Two Harbors Investment Corp.

Real Estate
Q1 2023 Filed on May 26, 2023
61,728
$13.42 - $18.52 $828K - $1.14M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q1 2023 Filed on May 26, 2023
17,416
$1.71 - $1.98 $29.8K - $34.5K
PHK
Pimco High Income Fund

Financial Services
Q1 2023 Filed on May 26, 2023
15,034
$4.71 - $5.35 $70.8K - $80.4K
RWT
Redwood Trust Inc

Real Estate
Q1 2023 Filed on May 26, 2023
56,800
$6.1 - $8.7 $346K - $494K
INMB
Inmune Bio, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
10,000
$6.01 - $10.18 $60.1K - $102K
VKQ
Invesco Municipal Trust

Financial Services
Q1 2023 Filed on May 26, 2023
37,772
$9.35 - $10.31 $353K - $389K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2023 Filed on May 26, 2023
5,100
$47.94 - $51.79 $244K - $264K
PRK
Park National Corp

Financial Services
Q1 2023 Filed on May 26, 2023
3,419
$116.51 - $142.64 $398K - $488K
DBA
Invesco Db Agriculture Fund

ETFs
Q1 2023 Filed on May 26, 2023
118,495
$19.36 - $20.68 $2.29M - $2.45M
ABB
Abb LTD

Industrials
Q1 2023 Filed on May 26, 2023
451
$30.77 - $35.33 $13.9K - $15.9K
Cree Inc
Q1 2023 Filed on May 26, 2023
104
N/A
Fs Kkr
Q1 2023 Filed on May 26, 2023
498
N/A
General Electric
Q1 2023 Filed on May 26, 2023
28,491
N/A
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2023 Filed on May 26, 2023
30
$65.33 - $78.9 $1.96K - $2.37K
HR
Healthcare Realty Trust Inc

Real Estate
Q1 2023 Filed on May 26, 2023
704
$18.11 - $21.95 $12.7K - $15.5K
HFC
Hf Sinclair Corporation

Energy
Q1 2023 Filed on May 26, 2023
128
N/A
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
14
$14.86 - $19.23 $208 - $269
PI
Impinj Inc

Technology
Q1 2023 Filed on May 26, 2023
6,000
$105.54 - $139.12 $633K - $835K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2023 Filed on May 26, 2023
846
$10.99 - $12.77 $9.3K - $10.8K
ITT
Itt Inc.

Industrials
Q1 2023 Filed on May 26, 2023
19
$79.21 - $94.53 $1.5K - $1.8K
Jpmorgan Betabuilders
Q1 2023 Filed on May 26, 2023
29
N/A
Jpmorgan Betabuilders
Q1 2023 Filed on May 26, 2023
46
N/A
Jpmorgan Betabuilders
Q1 2023 Filed on May 26, 2023
53
N/A
CHCT
Community Healthcare Trust Inc

Real Estate
Q1 2023 Filed on May 26, 2023
190
$34.24 - $43.34 $6.51K - $8.23K
CB
Chubb LTD

Financial Services
Q1 2023 Filed on May 26, 2023
28
$186.01 - $231.11 $5.21K - $6.47K
Allianzgi Dividend
Q1 2023 Filed on May 26, 2023
250
N/A
RTL
Necessity Retail Reit, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
41,172
$5.75 - $7.13 $237K - $294K
American Intl
Q1 2023 Filed on May 26, 2023
2
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q1 2023 Filed on May 26, 2023
36,835
$18.25 - $24.12 $672K - $888K
ARNC
Arconic Corp

Industrials
Q1 2023 Filed on May 26, 2023
8
$21.19 - $27.77 $170 - $222
Ashford Hospitality
Q1 2023 Filed on May 26, 2023
129
N/A
ATHX
Athersys, Inc

Healthcare
Q1 2023 Filed on May 26, 2023
920
$0.81 - $1.9 $745 - $1.75K
BHP
Bhp Group LTD

Basic Materials
Q1 2023 Filed on May 26, 2023
57
$57.53 - $71.24 $3.28K - $4.06K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
161
$17.19 - $24.64 $2.77K - $3.97K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2023 Filed on May 26, 2023
3
$40.67 - $59.98 $122 - $180
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2023 Filed on May 26, 2023
337
$28.46 - $35.64 $9.59K - $12K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2023 Filed on May 26, 2023
115
$31.33 - $36.03 $3.6K - $4.14K
Brookfield Infrastructur
Q1 2023 Filed on May 26, 2023
12
N/A
Brookfield Property
Q1 2023 Filed on May 26, 2023
8
N/A
Jpmorgan Betabuilders
Q1 2023 Filed on May 26, 2023
89
N/A
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2023 Filed on May 26, 2023
3
$190.78 - $215.85 $572 - $648
RDS-A
Shell PLC

Energy
Q1 2023 Filed on May 26, 2023
1,624
N/A
RUTH
Ruths Hospitality Group, Inc.

Consumer Cyclical
Q1 2023 Filed on May 26, 2023
1,000
$15.83 - $19.26 $15.8K - $19.3K
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