Us Advisors Wealth Management, LLC Closed Holding Positions

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2019 Filed on Aug 09, 2019
2,650
$76.9 - $134.71 $204K - $357K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2019 Filed on May 06, 2019
2,564
$105.1 - $134.89 $269K - $346K
Ishares Gold ETF
Q1 2019 Filed on May 06, 2019
13,338
N/A
Allianzgi Equity And Cnv
Q1 2019 Filed on May 06, 2019
13,022
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2018 Filed on Feb 08, 2019
15,243
N/A
Red Hat Inc
Q4 2018 Filed on Feb 08, 2019
4,985
N/A
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2018 Filed on Feb 08, 2019
7,700
$53.2 - $65.69 $410K - $506K
HXL
Hexcel Corp

Industrials
Q4 2018 Filed on Feb 08, 2019
8,644
$53.76 - $67.44 $465K - $583K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Feb 08, 2019
6,033
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2018 Filed on Feb 08, 2019
16,504
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q4 2018 Filed on Feb 08, 2019
20,393
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2018 Filed on Feb 08, 2019
2,335
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2018 Filed on Feb 08, 2019
130,098
$25.56 - $27.04 $3.33M - $3.52M
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2018 Filed on Feb 08, 2019
2,356
N/A
Raytheon CO
Q4 2018 Filed on Feb 08, 2019
8,644
N/A
HAE
Haemonetics Corp

Healthcare
Q4 2018 Filed on Feb 08, 2019
7,729
$90.66 - $116.63 $701K - $901K
Oppenheimer S P Midcap 400 Rev ETF
Q4 2018 Filed on Feb 08, 2019
8,294
N/A
Oppenheimer S P 500 Revenue ETF
Q4 2018 Filed on Feb 08, 2019
9,946
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2018 Filed on Feb 08, 2019
13,225
$13.18 - $14.2 $174K - $188K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 08, 2019
4,957
N/A
ITGR
Integer Holdings Corp

Healthcare
Q4 2018 Filed on Feb 08, 2019
5,125
$70.09 - $88.71 $359K - $455K
Hollyfrontier Corp
Q4 2018 Filed on Feb 08, 2019
6,700
N/A
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q4 2018 Filed on Feb 08, 2019
4,596
N/A
L Brands Inc
Q4 2018 Filed on Feb 08, 2019
6,853
N/A
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Feb 08, 2019
3,890
$61.45 - $77.8 $239K - $303K
LMT
Lockheed Martin Corp

Industrials
Q4 2018 Filed on Feb 08, 2019
1,986
$245.22 - $349.93 $487K - $695K
Iq Enhanced Core Plus Bond Us ETF
Q3 2018 Filed on Oct 25, 2018
411,695
N/A
STM
St Microelectronics N.V.

Technology
Q3 2018 Filed on Oct 25, 2018
22,648
$17.84 - $23.72 $404K - $537K
MVIS
Microvision, Inc.

Technology
Q3 2018 Filed on Oct 25, 2018
19,275
$0.9 - $1.27 $17.3K - $24.5K
Seagate Technology
Q3 2018 Filed on Oct 25, 2018
13,055
N/A
CVX
Chevron Corp

Energy
Q3 2018 Filed on Oct 25, 2018
1,583
$114.48 - $127.83 $181K - $202K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Oct 25, 2018
15,483
$4.22 - $7.5 $65.3K - $116K
NOC
Northrop Grumman Corp

Industrials
Q3 2018 Filed on Oct 25, 2018
3,250
$291.32 - $324.16 $947K - $1.05M
Terra Tech Corp
Q2 2018 Filed on Oct 10, 2018
3,570
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2018 Filed on Oct 10, 2018
1,890
$167.52 - $210.86 $317K - $399K
Powershares Emrg Mkts Sovrgnetf Iv
Q2 2018 Filed on Oct 10, 2018
116,068
N/A
FAF
First American Financial Corp

Financial Services
Q2 2018 Filed on Oct 10, 2018
5,330
$49.75 - $58.19 $265K - $310K
Powershares Qqq Trust Srs 1 ETF
Q2 2018 Filed on Oct 10, 2018
4,295
N/A
Powershares Preferred Portfol ETF Iv
Q2 2018 Filed on Oct 10, 2018
13,225
N/A
Powershares S&P 500 Low Volat ETF
Q2 2018 Filed on Oct 10, 2018
200,622
N/A
CAT
Caterpillar Inc

Industrials
Q1 2018 Filed on Apr 18, 2018
2,643
$144.29 - $170.89 $381K - $452K
HA
Hawaiian Holdings Inc

Industrials
Q1 2018 Filed on Apr 18, 2018
6,300
$34.85 - $40.1 $220K - $253K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2018 Filed on Apr 18, 2018
1,995
$148.27 - $178.36 $296K - $356K
GME
Game Stop Corp.

Consumer Cyclical
Q1 2018 Filed on Apr 18, 2018
16,650
$3.15 - $4.99 $52.4K - $83.1K
PSEC
Prospect Capital Corp

Financial Services
Q1 2018 Filed on Apr 18, 2018
24,300
$6.21 - $7.01 $151K - $170K
A
Agilent Technologies, Inc.

Healthcare
Q1 2018 Filed on Apr 18, 2018
3,087
$65.05 - $74.82 $201K - $231K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2018 Filed on Apr 18, 2018
5,883
N/A
Union Pacific Corp
Q1 2018 Filed on Apr 18, 2018
1,975
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2018 Filed on Apr 18, 2018
1,111
$208.73 - $230.34 $232K - $256K
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