Gradient Investments LLC Closed Holding Positions

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
Q2 2020 Filed on Jul 10, 2020
84
$25.09 - $27.19 $2.11K - $2.28K
OUT
Outfront Media Inc.

Real Estate
Q2 2020 Filed on Jul 10, 2020
9
$10.6 - $19.51 $95.4 - $176
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 10, 2020
40
$7.82 - $16.24 $313 - $650
ECC
Eagle Point Credit CO Inc.

Financial Services
Q2 2020 Filed on Jul 10, 2020
750
$5.05 - $8.3 $3.79K - $6.23K
Direxion Shs ETF Tr
Q2 2020 Filed on Jul 10, 2020
327
N/A
Raytheon CO
Q2 2020 Filed on Jul 10, 2020
64,363
N/A
Tivo Corp
Q2 2020 Filed on Jul 10, 2020
1
N/A
BANX
Arrow Mark Financial Corp.

Financial Services
Q2 2020 Filed on Jul 10, 2020
1,000
$13.85 - $18.1 $13.9K - $18.1K
SPRO
Spero Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
203
$7.27 - $14.18 $1.48K - $2.88K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 10, 2020
4,229
N/A
ADC
Agree Realty Corp

Real Estate
Q2 2020 Filed on Jul 10, 2020
120
$57.08 - $70.11 $6.85K - $8.41K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q2 2020 Filed on Jul 10, 2020
100
$18.14 - $24.42 $1.81K - $2.44K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
5
$26.12 - $43.27 $131 - $216
SJR
Shaw Communications Inc

Communication Services
Q2 2020 Filed on Jul 10, 2020
24
$15.41 - $18.27 $370 - $438
BGT
Blackrock Floating Rate Income Trust

Financial Services
Q2 2020 Filed on Jul 10, 2020
1,000
$9.44 - $11.37 $9.44K - $11.4K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
Q2 2020 Filed on Jul 10, 2020
1,500
$10.64 - $13.29 $16K - $19.9K
CTT
Catch Mark Timber Trust, Inc.

Real Estate
Q2 2020 Filed on Jul 10, 2020
100
$6.29 - $9.0 $629 - $900
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q2 2020 Filed on Jul 10, 2020
56
$54.07 - $57.84 $3.03K - $3.24K
AMCX
Amc Networks Inc.

Communication Services
Q2 2020 Filed on Jul 10, 2020
6
$20.58 - $34.23 $123 - $205
Apollo Coml Real Est Fin Inc
Q2 2020 Filed on Jul 10, 2020
10,000
N/A
Nuveen Michigan Qlt Mun Inc
Q2 2020 Filed on Jul 10, 2020
300
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 10, 2020
3,678
N/A
Global X Fds
Q2 2020 Filed on Jul 10, 2020
324
N/A
SXC
Sun Coke Energy, Inc.

Basic Materials
Q2 2020 Filed on Jul 10, 2020
143
$2.58 - $4.3 $369 - $615
Ubs Ag London Brh
Q2 2020 Filed on Jul 10, 2020
123
N/A
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q2 2020 Filed on Jul 10, 2020
2,122
$3.88 - $4.8 $8.23K - $10.2K
Pennymac Corp
Q2 2020 Filed on Jul 10, 2020
16,000
N/A
Aon PLC
Q2 2020 Filed on Jul 10, 2020
5
N/A
FWONK
Liberty Media Corp

Communication Services
Q2 2020 Filed on Jul 10, 2020
2
$21.87 - $38.17 $43.7 - $76.3
Laredo Petroleum Inc
Q2 2020 Filed on Jul 10, 2020
3
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 10, 2020
46
$5.45 - $9.62 $251 - $443
CDMO
Avid Bioservices, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
3
$4.11 - $6.78 $12.3 - $20.3
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Jul 10, 2020
37
$12.72 - $13.9 $471 - $514
Mobile Mini Inc
Q2 2020 Filed on Jul 10, 2020
108
N/A
VSTM
Verastem, Inc.

Healthcare
Q2 2020 Filed on Jul 10, 2020
3,846
$1.69 - $4.2 $6.5K - $16.2K
Allergan PLC
Q2 2020 Filed on Jul 10, 2020
1,190
N/A
DNOW
Now Inc.

Energy
Q2 2020 Filed on Jul 10, 2020
27
$4.76 - $9.05 $129 - $244
Livongo Health Inc
Q2 2020 Filed on Jul 10, 2020
300
N/A
Nuveen Energy Mlp Totl Rtrnf
Q2 2020 Filed on Jul 10, 2020
400
N/A
United Technologies Corp
Q2 2020 Filed on Jul 10, 2020
879
N/A
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on Apr 07, 2020
268
$40.22 - $62.0 $10.8K - $16.6K
Encana Corp
Q1 2020 Filed on Apr 07, 2020
404
N/A
Coresite Rlty Corp
Q1 2020 Filed on Apr 07, 2020
19
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q1 2020 Filed on Apr 07, 2020
19
N/A
BOX
Box Inc

Technology
Q1 2020 Filed on Apr 07, 2020
200
$9.12 - $17.32 $1.82K - $3.46K
Fitbit Inc
Q1 2020 Filed on Apr 07, 2020
75
N/A
Avon Prods Inc
Q1 2020 Filed on Apr 07, 2020
11
N/A
Ak Stl Hldg Corp
Q1 2020 Filed on Apr 07, 2020
200
N/A
Src Energy Inc
Q1 2020 Filed on Apr 07, 2020
513
N/A
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