Powell Investment Advisors, LLC Closed Holding Positions

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Brookfield Ppty Reit Inc
Q4 2020 Filed on Jan 14, 2021
18,483
N/A
CIDM
Cinedigm Corp.

Communication Services
Q4 2020 Filed on Jan 14, 2021
40,000
$0.46 - $0.88 $18.4K - $35.2K
PPT
Putnam Premier Income Trust

Financial Services
Q3 2020 Filed on Oct 07, 2020
26,236
$4.38 - $4.81 $115K - $126K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q3 2020 Filed on Oct 07, 2020
23,024
$5.51 - $7.05 $127K - $162K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2020 Filed on Oct 07, 2020
23,941
$6.3 - $7.63 $151K - $183K
PIXY
Shift Pixy, Inc.

Industrials
Q3 2020 Filed on Oct 07, 2020
10,000
$3.44 - $5.47 $34.4K - $54.7K
COP
Conocophillips

Energy
Q3 2020 Filed on Oct 07, 2020
5,937
$32.46 - $41.78 $193K - $248K
Alps ETF Tr
Q2 2020 Filed on Jul 31, 2020
136,129
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2020 Filed on Jul 31, 2020
10,751
$37.92 - $55.64 $408K - $598K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 31, 2020
1,200
$29.33 - $38.93 $35.2K - $46.7K
SAN
Banco Santander, S.A.

Financial Services
Q2 2020 Filed on Jul 31, 2020
35,813
$1.95 - $2.9 $69.8K - $104K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2020 Filed on Jul 31, 2020
0
$92.41 - $133.25 $0 - $0
XLK
Technology Sector Spdr

ETFs
Q2 2020 Filed on Jul 31, 2020
0
$76.54 - $104.63 $0 - $0
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2020 Filed on Jul 31, 2020
20,669
$8.43 - $12.46 $174K - $258K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 31, 2020
15,692
$16.22 - $18.3 $255K - $287K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
Q2 2020 Filed on Jul 31, 2020
1,415
$19.52 - $21.6 $27.6K - $30.6K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2020 Filed on Jul 31, 2020
7,619
$28.26 - $37.71 $215K - $287K
Anworth Mortgage Asset Cp
Q1 2020 Filed on May 12, 2020
11,877
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q1 2020 Filed on May 12, 2020
21,880
$9.63 - $13.01 $211K - $285K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 12, 2020
3,905
$27.78 - $65.08 $108K - $254K
JFR
Nuveen Floating Rate Income Fund

Financial Services
Q1 2020 Filed on May 12, 2020
31,705
$5.34 - $10.35 $169K - $328K
PFG
Principal Financial Group Inc

Financial Services
Q1 2020 Filed on May 12, 2020
4,340
$24.16 - $57.08 $105K - $248K
TFC
Truist Financial Corp

Financial Services
Q1 2020 Filed on May 12, 2020
4,349
$25.69 - $56.67 $112K - $246K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on May 12, 2020
6,230
$100.87 - $113.18 $628K - $705K
AB
Alliancebernstein Holding L.P.

Financial Services
Q1 2020 Filed on May 12, 2020
7,030
$14.66 - $35.82 $103K - $252K
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