Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Therapeuticsmd Inc
Q2 2022 Filed on Aug 15, 2022
99,357
N/A
GWGHQ
Gwg Holdings, Inc.
Q2 2022 Filed on Aug 15, 2022
11,579
$1.69 - $5.94 $19.6K - $68.8K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q2 2022 Filed on Aug 15, 2022
4,962
$49.95 - $50.17 $248K - $249K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
1,079
$139.3 - $249.32 $150K - $269K
General Electric CO
Q2 2022 Filed on Aug 15, 2022
6,370
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
5,998
$37.9 - $46.81 $227K - $281K
HUT
Hut 8 Mining Corp.

Financial Services
Q1 2022 Filed on Apr 15, 2022
18,352
$4.63 - $8.1 $85K - $149K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 15, 2022
1,870
$79.29 - $116.68 $148K - $218K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
894
$219.86 - $253.39 $197K - $227K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2022 Filed on Apr 15, 2022
1,800
$115.14 - $134.62 $207K - $242K
FPX
First Trust Us Equity Opportun

ETFs
Q1 2022 Filed on Apr 15, 2022
1,870
$95.18 - $121.69 $178K - $228K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q1 2022 Filed on Apr 15, 2022
1,308
$137.27 - $163.07 $180K - $213K
EXAS
Exact Sciences Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
5,179
$57.56 - $82.54 $298K - $427K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 15, 2022
1,606
$93.61 - $194.94 $150K - $313K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
195
$84.55 - $99.46 $16.5K - $19.4K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2021 Filed on Feb 11, 2022
5
$50.83 - $51.21 $254 - $256
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
Q4 2021 Filed on Feb 11, 2022
4
$27.49 - $28.62 $110 - $114
HNRG
Hallador Energy CO

Energy
Q4 2021 Filed on Feb 11, 2022
125
$2.17 - $4.29 $271 - $536
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
3,538
$13.78 - $14.69 $48.8K - $52K
PSCE
Invesco S&P Smallcap Energy Et

ETFs
Q4 2021 Filed on Feb 11, 2022
20
$6.67 - $8.64 $133 - $173
TU
Telus Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
207
$21.96 - $23.62 $4.55K - $4.89K
AOSL
Alpha & Omega Semiconductor LTD

Technology
Q4 2021 Filed on Feb 11, 2022
58
$30.46 - $62.09 $1.77K - $3.6K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
3
$55.82 - $56.81 $167 - $170
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
1,386
$84.85 - $94.5 $118K - $131K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Feb 11, 2022
491
$183.1 - $238.9 $89.9K - $117K
QUAD
Quad/Graphics, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
7,108
$3.54 - $4.66 $25.2K - $33.1K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
259
$85.49 - $98.01 $22.1K - $25.4K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q4 2021 Filed on Feb 11, 2022
403
$68.99 - $73.74 $27.8K - $29.7K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q4 2021 Filed on Feb 11, 2022
60
$79.95 - $87.45 $4.8K - $5.25K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q4 2021 Filed on Feb 11, 2022
411
$98.21 - $109.25 $40.4K - $44.9K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2021 Filed on Feb 11, 2022
1,196
$112.05 - $114.68 $134K - $137K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
162
$12.65 - $15.64 $2.05K - $2.53K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
50
$89.89 - $108.82 $4.49K - $5.44K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
87
$62.25 - $63.89 $5.42K - $5.56K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2021 Filed on Feb 11, 2022
275
$78.69 - $96.31 $21.6K - $26.5K
KKR
Kkr & Co. Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
75
$60.27 - $83.4 $4.52K - $6.26K
WSBF
Waterstone Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
2,832
$20.1 - $22.09 $56.9K - $62.6K
PFI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
325
$51.43 - $59.66 $16.7K - $19.4K
FLIC
First Of Long Island Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
77
$19.91 - $22.31 $1.53K - $1.72K
FBNC
First Bancorp

Financial Services
Q4 2021 Filed on Feb 11, 2022
43
$43.1 - $50.49 $1.85K - $2.17K
FBIZ
First Business Financial Services, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
2,014
$28.06 - $31.2 $56.5K - $62.8K
DSGX
Descartes Systems Group Inc

Technology
Q4 2021 Filed on Feb 11, 2022
1
$75.74 - $90.49 $75.7 - $90.5
IPAR
Inter Parfums Inc

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
32
$75.89 - $106.9 $2.43K - $3.42K
HSTM
Healthstream Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
62
$23.22 - $29.23 $1.44K - $1.81K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
120
$45.95 - $57.2 $5.51K - $6.86K
PFBC
Preferred Bank

Financial Services
Q4 2021 Filed on Feb 11, 2022
30
$66.0 - $71.9 $1.98K - $2.16K
TTGT
Tech Target Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
21
$79.36 - $110.5 $1.67K - $2.32K
SVM
Silvercorp Metals Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
55
$3.47 - $4.68 $191 - $257
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q4 2021 Filed on Feb 11, 2022
242
$41.84 - $46.67 $10.1K - $11.3K
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