Lex Aurum Advisors, LLC Closed Holding Positions

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UPRO
Proshares Trust Proshares Ultr

ETFs
Q2 2022 Filed on Aug 05, 2022
4,853
$32.0 - $65.77 $155K - $319K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 05, 2022
3,905
$88.4 - $105.81 $345K - $413K
PSL
Invesco Dwa Consumer Staples M
Q2 2022 Filed on Aug 05, 2022
2,646
N/A
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
2,228
$78.77 - $160.42 $175K - $357K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2022 Filed on Aug 05, 2022
8,358
$28.19 - $33.79 $236K - $282K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Aug 05, 2022
5,022
$39.7 - $46.11 $199K - $232K
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 05, 2022
1,490
$129.41 - $154.23 $193K - $230K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 05, 2022
5,783
$37.88 - $48.01 $219K - $278K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
194
$612.7 - $1265.01 $119K - $245K
ZS
Zscaler, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
1,149
$127.81 - $252.11 $147K - $290K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2022 Filed on Aug 05, 2022
7,641
$34.25 - $38.92 $262K - $297K
BYLD
Ishares Tr Yield Optimized Bd
Q2 2022 Filed on Aug 05, 2022
9,604
N/A
IVT
Inven Trust Properties Corp.

Real Estate
Q2 2022 Filed on Aug 05, 2022
7,413
$25.61 - $32.52 $190K - $241K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2022 Filed on May 04, 2022
2,723
$64.07 - $74.35 $174K - $202K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q1 2022 Filed on May 04, 2022
2,783
$172.02 - $194.71 $479K - $542K
JPEM
Jp Morgan Diversified Return

ETFs
Q1 2022 Filed on May 04, 2022
44,226
$52.06 - $59.22 $2.3M - $2.62M
MDT
Medtronic PLC

Healthcare
Q1 2022 Filed on May 04, 2022
2,009
$100.58 - $112.38 $202K - $226K
TOLZ
Dj Brookfield Global

ETFs
Q1 2022 Filed on May 04, 2022
18,676
$45.61 - $49.91 $852K - $932K
MPW
Medical Properties Trust Inc

Real Estate
Q1 2022 Filed on May 04, 2022
9,054
$19.94 - $24.13 $181K - $218K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2022 Filed on May 04, 2022
1,362
$157.15 - $170.51 $214K - $232K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q1 2022 Filed on May 04, 2022
23,020
$115.85 - $130.79 $2.67M - $3.01M
CTRA
Coterra Energy Inc.

Energy
Q1 2022 Filed on May 04, 2022
26,444
$19.33 - $28.91 $511K - $764K
Phillips 66 Partners LP
Q1 2022 Filed on May 04, 2022
53,000
N/A
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2022 Filed on May 04, 2022
4,970
$49.8 - $50.28 $248K - $250K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q1 2022 Filed on May 04, 2022
29,409
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q4 2021 Filed on Jan 24, 2022
35,741
$91.64 - $101.0 $3.28M - $3.61M
OGS
One Gas, Inc.

Utilities
Q4 2021 Filed on Jan 24, 2022
4,798
$64.5 - $77.59 $309K - $372K
Retail Pptys Amer Inc
Q4 2021 Filed on Jan 24, 2022
11,232
N/A
FMHI
First Tr ETF Iii Municipal Hig

ETFs
Q4 2021 Filed on Jan 24, 2022
31,933
$55.28 - $56.19 $1.77M - $1.79M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2021 Filed on Jan 24, 2022
17,787
$80.7 - $89.51 $1.44M - $1.59M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2021 Filed on Jan 24, 2022
19,175
$59.79 - $59.95 $1.15M - $1.15M
FDL
First Tr Morningstar Dividend

ETFs
Q4 2021 Filed on Jan 24, 2022
85,787
$32.91 - $35.56 $2.82M - $3.05M
FTCS
First Trust Capital Strength E

ETFs
Q4 2021 Filed on Jan 24, 2022
29,780
$74.77 - $84.75 $2.23M - $2.52M
LSAK
Lesaka Technologies Inc

Technology
Q4 2021 Filed on Jan 24, 2022
10,190
$4.23 - $6.45 $43.1K - $65.7K
HYD
Vaneck High Yield Muni ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
14,102
$61.76 - $62.59 $871K - $883K
DOV
Dover Corp

Industrials
Q4 2021 Filed on Jan 24, 2022
11,806
$155.99 - $181.6 $1.84M - $2.14M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
Q4 2021 Filed on Jan 24, 2022
35,049
$20.8 - $20.87 $729K - $731K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
14,907
$44.57 - $55.81 $664K - $832K
RIO
Rio Tinto PLC

Basic Materials
Q4 2021 Filed on Jan 24, 2022
11,532
$59.9 - $71.09 $691K - $820K
FTSL
First Trust Senior Ln Fund

ETFs
Q4 2021 Filed on Jan 24, 2022
38,243
$47.49 - $48.05 $1.82M - $1.84M
SGOL
Abrdn Gold ETF Trust

ETFs
Q4 2021 Filed on Jan 24, 2022
96,692
$16.83 - $17.91 $1.63M - $1.73M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q4 2021 Filed on Jan 24, 2022
15,608
$109.53 - $120.91 $1.71M - $1.89M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q4 2021 Filed on Jan 24, 2022
7,415
N/A
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Jan 24, 2022
89,888
$25.0 - $25.38 $2.25M - $2.28M
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
4,576
$77.09 - $83.81 $353K - $384K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2021 Filed on Jan 24, 2022
6,697
$28.27 - $30.05 $189K - $201K
Cimarex Energy CO
Q4 2021 Filed on Jan 24, 2022
6,500
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
87,131
$20.14 - $20.56 $1.75M - $1.79M
BIBL
Northern Lts Fd Tr Iv

ETFs
Q4 2021 Filed on Jan 24, 2022
9,080
$37.3 - $46.5 $339K - $422K
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