Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

$788 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Invesco Exch Trd Slf Idx Fd	Q4 2018 Filed on Feb 14, 2019	6,226	N/A
HSC Harsco Corp Industrials	Q4 2018 Filed on Feb 14, 2019	7,800	$19.05 - $29.06 $149K - $227K
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	Q4 2018 Filed on Feb 14, 2019	2,954	N/A
ERF Enerplus Corp Energy	Q4 2018 Filed on Feb 14, 2019	200	$7.1 - $12.87 $1.42K - $2.57K
GEL Genesis Energy LP Energy	Q3 2018 Filed on Nov 15, 2018	500	$21.62 - $25.23 $10.8K - $12.6K
RYU Invesco S&P 500 Equal Weight U ETFs	Q3 2018 Filed on Nov 15, 2018	256	$84.76 - $90.35 $21.7K - $23.1K
Tallgrass Energy Partners LP	Q3 2018 Filed on Nov 15, 2018	1,900	N/A
Tc Pipelines LP	Q3 2018 Filed on Nov 15, 2018	500	N/A
Williams Partners L P New	Q3 2018 Filed on Nov 15, 2018	1,700	N/A
Praxair Inc	Q3 2018 Filed on Nov 15, 2018	400	N/A
Halyard Health Inc	Q3 2018 Filed on Nov 15, 2018	31	N/A
SCHC Schwab Strategic Tr Intl Small ETFs	Q3 2018 Filed on Nov 15, 2018	3,151	N/A
Ishares Tr	Q3 2018 Filed on Nov 15, 2018	18,865	N/A
SLX Vaneck ETF Tr Steel ETF ETFs	Q3 2018 Filed on Nov 15, 2018	228	N/A
IWC Russell Micro Cap ETF ETFs	Q3 2018 Filed on Nov 15, 2018	60	$104.28 - $109.91 $6.26K - $6.59K
SCHO Schwab Short Term Us Treasury ETFs	Q3 2018 Filed on Nov 15, 2018	303	N/A
PTY Pimco Corporate & Income Opportunity Fund Financial Services	Q3 2018 Filed on Nov 15, 2018	3	$17.4 - $18.22 $52.2 - $54.7
DLS Wisdomtree Tr Intl Small Cap D ETFs	Q3 2018 Filed on Nov 15, 2018	1,844	N/A
Buckeye Partners L P	Q3 2018 Filed on Nov 15, 2018	1,000	N/A
DEO Diageo PLC Consumer Defensive	Q3 2018 Filed on Nov 15, 2018	221	$137.53 - $151.08 $30.4K - $33.4K
IWB Ishares Tr Russell 1000 ETF ETFs	Q3 2018 Filed on Nov 15, 2018	85	N/A
VNQI Vanguard Global Ex U.S. Real ETFs	Q3 2018 Filed on Nov 15, 2018	1,093	N/A
Colony Cap Inc New	Q3 2018 Filed on Nov 15, 2018	286	N/A
AZO Autozone Inc Consumer Cyclical	Q3 2018 Filed on Nov 15, 2018	11	$667.81 - $783.0 $7.35K - $8.61K
VAW Vanguard Materials ETF ETFs	Q3 2018 Filed on Nov 15, 2018	185	N/A
EQAL Invesco ETF ETFs	Q3 2018 Filed on Nov 15, 2018	2,057	$31.79 - $33.62 $65.4K - $69.2K
Northstar Realty Europe Corp	Q2 2018 Filed on Aug 13, 2018	87	N/A
PMO Putnam Municipal Opportunities Trust Financial Services	Q2 2018 Filed on Aug 13, 2018	18,200	$11.5 - $11.77 $209K - $214K
Rydex ETF Trust	Q2 2018 Filed on Aug 13, 2018	50	N/A
Powershares Qqq Trust	Q2 2018 Filed on Aug 13, 2018	130	N/A
QDF Flexshares Quality Dividend In ETFs	Q2 2018 Filed on Aug 13, 2018	609	$42.86 - $46.74 $26.1K - $28.5K
EEMV Ishares Msci Emerging Markets ETFs	Q2 2018 Filed on Aug 13, 2018	237	$57.03 - $63.04 $13.5K - $14.9K
Time Warner Inc	Q2 2018 Filed on Aug 13, 2018	300	N/A
ATRI Atrion Corp Healthcare	Q2 2018 Filed on Aug 13, 2018	375	$568.25 - $635.8 $213K - $238K
Mfa Finl Inc	Q2 2018 Filed on Aug 13, 2018	6	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 13, 2018	2,950	N/A
Powershares ETF Trust	Q2 2018 Filed on Aug 13, 2018	368	N/A
FDT First Trust Developed Markets ETFs	Q2 2018 Filed on Aug 13, 2018	279	$59.37 - $64.5 $16.6K - $18K
Powershs Db Multi Sect Comm	Q2 2018 Filed on Aug 13, 2018	27,500	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 13, 2018	231	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 13, 2018	194,545	N/A
XNTK Spdr Series Trust Spdr Nyse Te ETFs	Q2 2018 Filed on Aug 13, 2018	406	N/A
NZF Nuveen Municipal Credit Income Fund Financial Services	Q2 2018 Filed on Aug 13, 2018	1,791	$14.01 - $14.57 $25.1K - $26.1K
RWR Spdr Dow Jones Reit ETF ETFs	Q2 2018 Filed on Aug 13, 2018	98	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 13, 2018	192	N/A
SH Proshares Short S&P500 New (De ETFs	Q2 2018 Filed on Aug 13, 2018	19,390	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 13, 2018	91,992	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Aug 13, 2018	646	N/A
Rydex ETF Trust	Q2 2018 Filed on Aug 13, 2018	1,672	N/A
EFAV Ishares Msci Eafe Min Vol Fact ETFs	Q2 2018 Filed on Aug 13, 2018	283	$70.89 - $74.83 $20.1K - $21.2K

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