Total Investment Management Inc Closed Holding Positions

Total Investment Management Inc

  • $760 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2022 Filed on Aug 11, 2022
5,794
$50.06 - $50.26 $290K - $291K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q2 2022 Filed on Aug 11, 2022
7,698
$31.04 - $34.59 $239K - $266K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Aug 11, 2022
4,226
$37.88 - $48.01 $160K - $203K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q2 2022 Filed on Aug 11, 2022
363,840
$110.94 - $155.53 $40.4M - $56.6M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
Q2 2022 Filed on Aug 11, 2022
3,259
$72.75 - $91.09 $237K - $297K
CAN
Canaan Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
20,006
$2.84 - $6.45 $56.8K - $129K
GE
General Electric CO

Industrials
Q2 2022 Filed on Aug 11, 2022
2,726
$63.67 - $92.49 $174K - $252K
F
Ford Motor CO

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
15,285
$11.13 - $16.66 $170K - $255K
Hive Blockchain Technlgies L
Q2 2022 Filed on Aug 11, 2022
53,360
N/A
Direxion Shs ETF Tr
Q2 2022 Filed on Aug 11, 2022
21,000
N/A
BP
Bp PLC

Energy
Q2 2022 Filed on Aug 11, 2022
7,410
$27.36 - $34.19 $203K - $253K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
8,196
$20.18 - $25.97 $165K - $213K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
Q2 2022 Filed on Aug 11, 2022
18,832
$36.05 - $43.24 $679K - $814K
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2022 Filed on May 02, 2022
5,853
$39.95 - $43.09 $234K - $252K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2022 Filed on May 02, 2022
4,998
$77.21 - $90.84 $386K - $454K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
Q1 2022 Filed on May 02, 2022
3,843
N/A
Royal Dutch Shell PLC
Q1 2022 Filed on May 02, 2022
15,000
N/A
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 02, 2022
217
$51.26 - $136.31 $11.1K - $29.6K
IBM
International Business Machines Corp

Technology
Q4 2021 Filed on Jan 31, 2022
1,442
$115.81 - $138.25 $167K - $199K
IEF
Ishares Barclays

ETFs
Q3 2021 Filed on Nov 04, 2021
19,938
$114.96 - $118.18 $2.29M - $2.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2021 Filed on Nov 04, 2021
14,093
$129.96 - $131.96 $1.83M - $1.86M
Two Hbrs Invt Corp
Q3 2021 Filed on Nov 04, 2021
10,000
N/A
NEM
Newmont Corp

Basic Materials
Q3 2021 Filed on Nov 04, 2021
3,220
$53.71 - $63.98 $173K - $206K
Listed Fd Tr
Q2 2021 Filed on Aug 06, 2021
61,414
N/A
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2021 Filed on Aug 06, 2021
66,945
$45.24 - $48.4 $3.03M - $3.24M
ORCL
Oracle Corp

Technology
Q2 2021 Filed on Aug 06, 2021
31,246
$71.81 - $84.61 $2.24M - $2.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2021 Filed on Aug 06, 2021
925,679
$31.06 - $33.61 $28.8M - $31.1M
Blackrock Muniholdings Fd Ii
Q2 2021 Filed on Aug 06, 2021
21,400
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Aug 06, 2021
24,155
$48.62 - $52.01 $1.17M - $1.26M
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Aug 06, 2021
22,616
$65.81 - $69.75 $1.49M - $1.58M
FNDA
Schwab Fundamental U S Small C

ETFs
Q2 2021 Filed on Aug 06, 2021
22,820
$50.53 - $56.06 $1.15M - $1.28M
JPUS
Jpmorgan Diversified Return Us

ETFs
Q2 2021 Filed on Aug 06, 2021
663,538
$92.22 - $98.22 $61.2M - $65.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
9,102
$65.96 - $72.81 $600K - $663K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 06, 2021
992,853
N/A
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Aug 06, 2021
19,282
$63.17 - $68.14 $1.22M - $1.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2021 Filed on Aug 06, 2021
3,843
$129.85 - $134.36 $499K - $516K
Columbia Ppty Tr Inc
Q2 2021 Filed on Aug 06, 2021
40,271
N/A
FTA
First Tr Large Cap Value

ETFs
Q2 2021 Filed on Aug 06, 2021
998,283
$63.99 - $68.35 $63.9M - $68.2M
First Tr Value Line 100 Ex T
Q4 2020 Filed on Jan 12, 2021
21,879
N/A
RIOT
Riot Blockchain, Inc.

Technology
Q4 2020 Filed on Jan 12, 2021
11,854
$2.57 - $17.26 $30.5K - $205K
Celsion Corp
Q3 2020 Filed on Nov 02, 2020
24,000
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q1 2020 Filed on Apr 23, 2020
207,884
$35.02 - $44.64 $7.28M - $9.28M
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2020 Filed on Apr 23, 2020
213,848
$111.91 - $172.17 $23.9M - $36.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on Apr 23, 2020
3,551
$39.87 - $63.83 $142K - $227K
ETF Ser Solutions
Q4 2019 Filed on Feb 11, 2020
1,225,582
N/A
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
Q4 2019 Filed on Feb 11, 2020
1,526,966
$28.12 - $30.55 $42.9M - $46.6M
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q4 2019 Filed on Feb 11, 2020
774,905
$63.49 - $73.14 $49.2M - $56.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q4 2019 Filed on Feb 11, 2020
11,942
$52.87 - $58.15 $631K - $694K
Jp Morgan Exchange Traded Fd
Q4 2019 Filed on Feb 11, 2020
5,694
N/A
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