Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STOT
Spdr Doubleline Short Duration

ETFs
Q2 2022 Filed on Jul 11, 2022
13
$46.57 - $47.56 $605 - $618
SDS
Proshares Tr Ultrashort S&P 50

ETFs
Q2 2022 Filed on Jul 11, 2022
100
$36.61 - $53.91 $3.66K - $5.39K
QLC
Flexshares Tr Us Quality Large

ETFs
Q2 2022 Filed on Jul 11, 2022
251
$40.74 - $50.38 $10.2K - $12.6K
Draftkings Inc
Q2 2022 Filed on Jul 11, 2022
375
N/A
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 11, 2022
25
$1.44 - $3.98 $36 - $99.5
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
Q2 2022 Filed on Jul 11, 2022
362
$20.66 - $23.81 $7.48K - $8.62K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q2 2022 Filed on Jul 11, 2022
23
$5.61 - $20.15 $129 - $463
Osi ETF Tr
Q2 2022 Filed on Jul 11, 2022
57
N/A
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2022 Filed on Jul 11, 2022
277
$26.42 - $34.16 $7.32K - $9.46K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
Q2 2022 Filed on Jul 11, 2022
218
$22.18 - $25.72 $4.84K - $5.61K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
Q2 2022 Filed on Jul 11, 2022
62
$18.56 - $31.87 $1.15K - $1.98K
DINT
Davis Fundamental ETF Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
1,344
$15.1 - $18.33 $20.3K - $24.6K
KALL
Kraneshares Tr Ftse Emerging M
Q2 2022 Filed on Jul 11, 2022
114
N/A
JQUA
J P Morgan ETF Tr U S Quality

ETFs
Q2 2022 Filed on Jul 11, 2022
314
$36.05 - $43.24 $11.3K - $13.6K
CRMD
Cor Medix Inc.

Healthcare
Q2 2022 Filed on Jul 11, 2022
50
$2.73 - $5.61 $137 - $281
UTG
Reaves Utility Income Fund

Financial Services
Q2 2022 Filed on Jul 11, 2022
1,626
$28.95 - $35.24 $47.1K - $57.3K
SPWR
Sunpower Corp

Technology
Q1 2022 Filed on May 26, 2022
27
$14.84 - $22.02 $401 - $595
Proshares Tr
Q1 2022 Filed on May 26, 2022
500
N/A
SCL
Stepan CO

Basic Materials
Q1 2022 Filed on May 26, 2022
3
$95.87 - $125.22 $288 - $376
AHT
Ashford Hospitality Trust Inc

Real Estate
Q1 2022 Filed on May 26, 2022
2
$6.86 - $11.27 $13.7 - $22.5
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q1 2022 Filed on May 26, 2022
10
$25.6 - $29.53 $256 - $295
EHC
Encompass Health Corp

Healthcare
Q1 2022 Filed on May 26, 2022
6
$47.33 - $56.71 $284 - $340
ZG
Zillow Group, Inc.

Communication Services
Q1 2022 Filed on May 26, 2022
50
$45.01 - $64.88 $2.25K - $3.24K
HLMN
Hillman Solutions Corp.

Industrials
Q1 2022 Filed on May 26, 2022
400
$8.26 - $11.88 $3.3K - $4.75K
Celsion Corp
Q1 2022 Filed on May 26, 2022
1,000
N/A
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
Q1 2022 Filed on May 26, 2022
61
$83.43 - $88.18 $5.09K - $5.38K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
136
$31.63 - $37.97 $4.3K - $5.16K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q1 2022 Filed on May 26, 2022
120
$4.41 - $5.24 $529 - $629
Kirkland Lake Gold LTD
Q1 2022 Filed on May 26, 2022
867
N/A
World Gold Tr
Q1 2022 Filed on May 26, 2022
3,247,254
N/A
Cyrusone Inc
Q1 2022 Filed on May 26, 2022
107
N/A
Hollyfrontier Corp
Q1 2022 Filed on May 26, 2022
774
N/A
CIG
Energy CO Of Minas Gerais

Utilities
Q1 2022 Filed on May 26, 2022
579
$2.16 - $3.22 $1.25K - $1.86K
Fireeye Inc
Q1 2022 Filed on May 26, 2022
324
N/A
Pretium Res Inc
Q1 2022 Filed on May 26, 2022
49
N/A
Xilinx Inc
Q1 2022 Filed on May 26, 2022
125
N/A
EDIT
Editas Medicine, Inc.

Healthcare
Q1 2022 Filed on May 26, 2022
250
$14.08 - $27.63 $3.52K - $6.91K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q1 2022 Filed on May 26, 2022
84
$74.8 - $92.45 $6.28K - $7.77K
CRUS
Cirrus Logic, Inc.

Technology
Q1 2022 Filed on May 26, 2022
6
$79.31 - $94.3 $476 - $566
WPRT
Westport Fuel Systems Inc.

Consumer Cyclical
Q1 2022 Filed on May 26, 2022
800
$1.33 - $2.39 $1.06K - $1.91K
Tenax Therapeutics Inc
Q1 2022 Filed on May 26, 2022
1
N/A
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q1 2022 Filed on May 26, 2022
25
$23.75 - $44.64 $594 - $1.12K
GME
Game Stop Corp.

Consumer Cyclical
Q1 2022 Filed on May 26, 2022
10
$19.53 - $47.4 $195 - $474
MAXR
Maxar Technologies Inc.

Technology
Q1 2022 Filed on May 26, 2022
500
$24.35 - $39.46 $12.2K - $19.7K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q1 2022 Filed on May 26, 2022
7
$10.68 - $12.17 $74.8 - $85.2
CXE
Mfs High Income Municipal Trust

Financial Services
Q1 2022 Filed on May 26, 2022
100
$4.28 - $5.07 $428 - $507
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
52
$13.5 - $15.15 $702 - $788
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 26, 2022
10,058
$44.64 - $55.71 $449K - $560K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
Q1 2022 Filed on May 26, 2022
100
$7.95 - $9.58 $795 - $958
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