Powell Investment Advisors, LLC Closed Holding Positions

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q2 2022 Filed on Aug 02, 2022
58,496
$10.51 - $11.94 $615K - $698K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
Q2 2022 Filed on Aug 02, 2022
9,441
$11.93 - $16.95 $113K - $160K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 02, 2022
4,255
$41.5 - $56.57 $177K - $241K
CABA
Cabaletta Bio, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
15,000
$0.99 - $2.11 $14.9K - $31.6K
SVFA
Svf Investment Corp.

Financial Services
Q2 2022 Filed on Aug 02, 2022
49,000
$9.8 - $9.87 $480K - $484K
OCUP
Ocuphire Pharma, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
13,500
$1.8 - $3.25 $24.3K - $43.9K
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2022 Filed on Aug 02, 2022
4,855
$39.11 - $45.8 $190K - $222K
CYN
Cyngn Inc.

Technology
Q1 2022 Filed on May 09, 2022
18,779
$1.25 - $4.8 $23.5K - $90.1K
CIFR
Cipher Mining Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
20,778
$2.55 - $4.61 $53K - $95.8K
XOS
Xos, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
40,500
$2.05 - $3.46 $83K - $140K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
32,227
$18.92 - $22.58 $610K - $728K
VKQ
Invesco Municipal Trust

Financial Services
Q1 2022 Filed on May 09, 2022
50,179
$10.93 - $13.48 $548K - $676K
ECNS
Ishares Msci China Small Cap E

ETFs
Q1 2022 Filed on May 09, 2022
400
$34.31 - $48.34 $13.7K - $19.3K
Federal Rlty Invt Tr
Q1 2022 Filed on May 09, 2022
2,183
N/A
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
36,255
$7.06 - $8.43 $256K - $306K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
Q1 2022 Filed on May 09, 2022
41,328
$12.94 - $15.72 $535K - $650K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
22,638
$13.87 - $16.1 $314K - $364K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
25,445
$11.24 - $13.17 $286K - $335K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Jan 14, 2022
1,335
$39.23 - $54.4 $52.4K - $72.6K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Jan 14, 2022
3,800
$50.61 - $54.21 $192K - $206K
POWW
Ammo, Inc.

Industrials
Q4 2021 Filed on Jan 14, 2022
33,000
$5.3 - $7.28 $175K - $240K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Jan 14, 2022
223
$117.89 - $161.28 $26.3K - $36K
TMC
Tmc The Metals CO Inc.

Basic Materials
Q4 2021 Filed on Jan 14, 2022
34,000
$1.72 - $5.2 $58.5K - $177K
WTRH
Waitr Holdings Inc.

Technology
Q4 2021 Filed on Jan 14, 2022
20,000
$0.74 - $2.05 $14.8K - $41K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Jan 14, 2022
4,640
$91.87 - $125.12 $426K - $581K
BFLY
Butterfly Network, Inc.

Healthcare
Q4 2021 Filed on Jan 14, 2022
12,600
$6.39 - $11.22 $80.5K - $141K
Apollo Global Mgmt Inc
Q4 2021 Filed on Jan 14, 2022
2,700
N/A
Xeris Pharmaceuticals Inc
Q3 2021 Filed on Oct 13, 2021
20,000
N/A
ETF Managers Tr
Q2 2021 Filed on Jul 14, 2021
882
N/A
Soaring Eagle Acquisition CO
Q2 2021 Filed on Jul 14, 2021
34,000
N/A
AWAY
ETF Managers Tr Etfmg Travel T

ETFs
Q2 2021 Filed on Jul 14, 2021
1,900
$27.62 - $31.94 $52.5K - $60.7K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on Jul 14, 2021
4,427
$19.2 - $22.91 $85K - $101K
KODK
Eastman Kodak CO

Industrials
Q2 2021 Filed on Jul 14, 2021
20,700
$6.44 - $11.05 $133K - $229K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q2 2021 Filed on Jul 14, 2021
12,746
$5.99 - $6.32 $76.3K - $80.6K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 14, 2021
12,378
N/A
EMB
Ishares Tr

ETFs
Q1 2021 Filed on Apr 14, 2021
1,170
$106.72 - $115.35 $125K - $135K
ABBV
Abb Vie Inc.

Healthcare
Q1 2021 Filed on Apr 14, 2021
2,270
$102.3 - $112.62 $232K - $256K
Avinger Inc
Q1 2021 Filed on Apr 14, 2021
11,410
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2021 Filed on Apr 14, 2021
370
$70.92 - $74.68 $26.2K - $27.6K
VUZI
Vuzix Corp

Technology
Q4 2020 Filed on Jan 14, 2021
12,000
$3.43 - $10.6 $41.2K - $127K
Top Ships Inc
Q4 2020 Filed on Jan 14, 2021
25,000
N/A
LJPC
La Jolla Pharmaceutical CO

Healthcare
Q4 2020 Filed on Jan 14, 2021
12,000
$3.4 - $5.0 $40.8K - $60K
IGC
India Globalization Capital, Inc.

Industrials
Q4 2020 Filed on Jan 14, 2021
25,000
$1.07 - $2.29 $26.8K - $57.3K
GNUS
Genius Brands International, Inc.

Communication Services
Q4 2020 Filed on Jan 14, 2021
30,000
$1.03 - $1.83 $30.9K - $54.9K
Draftkings Inc
Q4 2020 Filed on Jan 14, 2021
5,321
N/A
ORCC
Owl Rock Capital Corp

Financial Services
Q4 2020 Filed on Jan 14, 2021
12,215
$11.37 - $13.74 $139K - $168K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2020 Filed on Jan 14, 2021
7,260
N/A
B Riley Prin Merger Corp Ii
Q4 2020 Filed on Jan 14, 2021
10,000
N/A
ADTX
Aditxt, Inc.

Healthcare
Q4 2020 Filed on Jan 14, 2021
38,500
$1.89 - $2.48 $72.8K - $95.5K
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