Kowal Investment Group, LLC Closed Holding Positions

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
236
$198.08 - $268.28 $46.7K - $63.3K
BRY
Berry Corp (Bry)

Energy
Q4 2021 Filed on Feb 11, 2022
11
$7.3 - $10.3 $80.3 - $113
VREX
Varex Imaging Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
1
$25.66 - $32.41 $25.7 - $32.4
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$25.98 - $26.52 $26 - $26.5
TRVG
Trivago N.V.

Communication Services
Q4 2021 Filed on Feb 11, 2022
11
$1.95 - $3.01 $21.5 - $33.1
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q4 2021 Filed on Feb 11, 2022
49
$35.0 - $38.32 $1.72K - $1.88K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q4 2021 Filed on Feb 11, 2022
1
$26.38 - $27.03 $26.4 - $27
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
52
$203.94 - $344.46 $10.6K - $17.9K
FOR
Forestar Group Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
84
$19.19 - $21.95 $1.61K - $1.84K
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
105
$65.93 - $76.54 $6.92K - $8.04K
MGY
Magnolia Oil & Gas Corp

Energy
Q4 2021 Filed on Feb 11, 2022
225
$17.87 - $21.95 $4.02K - $4.94K
ORGO
Organogenesis Holdings Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
2
$9.02 - $13.5 $18 - $27
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2021 Filed on Feb 11, 2022
167
$40.46 - $41.49 $6.76K - $6.93K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q4 2021 Filed on Feb 11, 2022
346
$25.24 - $26.03 $8.73K - $9.01K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
44
$45.58 - $64.95 $2.01K - $2.86K
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
28
$205.68 - $366.99 $5.76K - $10.3K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
Q4 2021 Filed on Feb 11, 2022
4
$20.12 - $20.65 $80.5 - $82.6
SWCH
Switch, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
90
$23.06 - $28.75 $2.08K - $2.59K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q4 2021 Filed on Feb 11, 2022
581
$36.63 - $39.41 $21.3K - $22.9K
PLMR
Palomar Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
58
$60.58 - $95.86 $3.51K - $5.56K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
Q4 2021 Filed on Feb 11, 2022
62
$37.39 - $42.32 $2.32K - $2.62K
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
17
$131.5 - $390.0 $2.24K - $6.63K
WISH
Context Logic Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
29
$3.01 - $6.09 $87.3 - $177
CYBN
Cybin Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
200
$1.13 - $2.31 $226 - $462
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
11
$156.38 - $207.21 $1.72K - $2.28K
AAN
Aaron'S Company, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
22
$21.89 - $31.04 $482 - $683
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
193
$12.09 - $14.68 $2.33K - $2.83K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
62
$38.48 - $50.14 $2.39K - $3.11K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
125
$64.2 - $142.68 $8.03K - $17.8K
ARVL
Arrival

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,542
$7.29 - $17.8 $11.2K - $27.4K
STEP
Step Stone Group Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
83
$38.14 - $54.99 $3.17K - $4.56K
AFRM
Affirm Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1
$97.37 - $168.52 $97.4 - $169
BMBL
Bumble Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1
$31.74 - $56.6 $31.7 - $56.6
ENVX
Enovix Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
100
$18.82 - $35.82 $1.88K - $3.58K
BROS
Dutch Bros Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
3
$41.69 - $76.25 $125 - $229
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1
$46.78 - $58.9 $46.8 - $58.9
Amplify ETF Tr
Q4 2021 Filed on Feb 11, 2022
127
N/A
DOCS
Doximity, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
9
$48.39 - $86.15 $436 - $775
Brookfield Asset Mgmt Reins
Q4 2021 Filed on Feb 11, 2022
1
N/A
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 11, 2022
348
$28.67 - $37.13 $9.98K - $12.9K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
Q4 2021 Filed on Feb 11, 2022
89
$20.96 - $34.1 $1.87K - $3.03K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q4 2021 Filed on Feb 11, 2022
44
$18.29 - $21.2 $805 - $933
DOCN
Digital Ocean Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
20
$71.01 - $130.26 $1.42K - $2.61K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
47
$70.22 - $134.72 $3.3K - $6.33K
SNOW
Snowflake Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
5
$294.68 - $401.89 $1.47K - $2.01K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
40
$22.03 - $40.58 $881 - $1.62K
RKT
Rocket Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
288
$14.0 - $17.86 $4.03K - $5.14K
AVUV
American Centy ETF Tr Avantis

ETFs
Q4 2021 Filed on Feb 11, 2022
5
$75.12 - $83.87 $376 - $419
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
129
$34.56 - $96.6 $4.46K - $12.5K
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