Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DBI
Designer Brands Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 12, 2021
82
$15.58 - $20.09 $1.28K - $1.65K
IWC
Russell Micro Cap ETF

ETFs
Q2 2021 Filed on Jul 12, 2021
34
$136.95 - $157.3 $4.66K - $5.35K
BG
Bungeltd

Consumer Defensive
Q2 2021 Filed on Jul 12, 2021
50
$77.2 - $91.32 $3.86K - $4.57K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2021 Filed on Jul 12, 2021
260
$34.59 - $38.89 $8.99K - $10.1K
Monmouth Real Estate Invt CO
Q2 2021 Filed on Jul 12, 2021
186
N/A
ALTG
Alta Equipment Group Inc.

Industrials
Q2 2021 Filed on Jul 12, 2021
100
$12.62 - $15.04 $1.26K - $1.5K
Proshares Tr
Q2 2021 Filed on Jul 12, 2021
2
N/A
FUBO
Fubo Tv Inc.

Communication Services
Q2 2021 Filed on Jul 12, 2021
10
$16.35 - $34.25 $164 - $343
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 12, 2021
6,924
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q1 2021 Filed on Apr 21, 2021
549
$12.76 - $13.42 $7.01K - $7.37K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 21, 2021
82
$45.75 - $49.43 $3.75K - $4.05K
LECO
Lincoln Electric Holdings Inc

Industrials
Q1 2021 Filed on Apr 21, 2021
106
$113.21 - $126.64 $12K - $13.4K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on Apr 21, 2021
594
$32.2 - $37.72 $19.1K - $22.4K
VKQ
Invesco Municipal Trust

Financial Services
Q1 2021 Filed on Apr 21, 2021
1,234
$12.53 - $13.33 $15.5K - $16.4K
Wyndham Destinations Inc
Q1 2021 Filed on Apr 21, 2021
137,407
N/A
National Holdings Corp
Q1 2021 Filed on Apr 21, 2021
250
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2021 Filed on Apr 21, 2021
6,873
N/A
MPW
Medical Properties Trust Inc

Real Estate
Q1 2021 Filed on Apr 21, 2021
241
$20.49 - $22.68 $4.94K - $5.47K
MLR
Miller Industries Inc

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
136
$37.38 - $46.2 $5.08K - $6.28K
NEX
Nextier Oilfield Solutions Inc.

Energy
Q1 2021 Filed on Apr 21, 2021
204
$3.15 - $5.55 $643 - $1.13K
Proshares Tr
Q1 2021 Filed on Apr 21, 2021
3
N/A
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 21, 2021
165
$71.63 - $81.69 $11.8K - $13.5K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q1 2021 Filed on Apr 21, 2021
27
$48.76 - $52.17 $1.32K - $1.41K
NOMD
Nomad Foods LTD

Consumer Defensive
Q1 2021 Filed on Apr 21, 2021
150
$23.62 - $27.9 $3.54K - $4.19K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
Q1 2021 Filed on Apr 21, 2021
233
$31.3 - $35.51 $7.29K - $8.27K
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2021 Filed on Apr 21, 2021
57
$43.63 - $63.13 $2.49K - $3.6K
Tc Pipelines LP
Q1 2021 Filed on Apr 21, 2021
400
N/A
Slack Technologies Inc
Q1 2021 Filed on Apr 21, 2021
396
N/A
Direxion Shs ETF Tr
Q1 2021 Filed on Apr 21, 2021
40
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2021 Filed on Apr 21, 2021
1,533
N/A
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q1 2021 Filed on Apr 21, 2021
19
$83.07 - $105.02 $1.58K - $2K
Proshares Tr
Q1 2021 Filed on Apr 21, 2021
16
N/A
CODI
Compass Diversified Holdings

Industrials
Q1 2021 Filed on Apr 21, 2021
409
$19.44 - $24.56 $7.95K - $10K
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 21, 2021
281
N/A
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q1 2021 Filed on Apr 21, 2021
192
$6.59 - $8.8 $1.27K - $1.69K
Hexo Corp
Q1 2021 Filed on Apr 21, 2021
235
N/A
VRAY
View Ray, Inc.

Healthcare
Q1 2021 Filed on Apr 21, 2021
4,650
$4.03 - $7.25 $18.7K - $33.7K
COHU
Cohu Inc

Technology
Q1 2021 Filed on Apr 21, 2021
32
$38.23 - $50.55 $1.22K - $1.62K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2021 Filed on Apr 21, 2021
911
$110.11 - $128.22 $100K - $117K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 21, 2021
69
$30.27 - $33.22 $2.09K - $2.29K
Tiffany & CO New
Q1 2021 Filed on Apr 21, 2021
1
N/A
Summit Midstream Partners LP
Q1 2021 Filed on Apr 21, 2021
2,174
N/A
NRT
North European Oil Royalty Trust

Energy
Q1 2021 Filed on Apr 21, 2021
222
$2.94 - $4.52 $653 - $1K
Cloudera Inc
Q1 2021 Filed on Apr 21, 2021
8,658
N/A
American Intl Group Inc
Q1 2021 Filed on Apr 21, 2021
6
N/A
Proshares Tr
Q1 2021 Filed on Apr 21, 2021
6
N/A
Westell Technologies Inc
Q1 2021 Filed on Apr 21, 2021
17,856
N/A
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q1 2021 Filed on Apr 21, 2021
1,165
$61.37 - $67.29 $71.5K - $78.4K
Concho Res Inc
Q1 2021 Filed on Apr 21, 2021
1,089
N/A
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