Visionary Wealth Advisors Closed Holding Positions

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MP
Mp Materials Corp.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
6,251
$29.57 - $47.26 $185K - $295K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
1,450
$174.93 - $227.37 $254K - $330K
MNMDXXXX
Mind Medicine Mindmed Inc
Q4 2021 Filed on Feb 14, 2022
10,500
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
2,838
$44.65 - $81.34 $127K - $231K
Cyrusone Inc
Q4 2021 Filed on Feb 14, 2022
10,598
N/A
EVH
Evolent Health, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
6,500
$25.36 - $34.11 $165K - $222K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q4 2021 Filed on Feb 14, 2022
13,486
$58.54 - $62.24 $789K - $839K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
711
$203.94 - $344.46 $145K - $245K
Aersale Corporation
Q4 2021 Filed on Feb 14, 2022
25,200
N/A
EVRG
Evergy, Inc.

Utilities
Q3 2021 Filed on Nov 12, 2021
4,462
$61.39 - $69.26 $274K - $309K
ALB
Albemarle Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
1,260
$167.91 - $244.03 $212K - $307K
Gores Metropoulos Ii Inc
Q3 2021 Filed on Nov 12, 2021
10,325
N/A
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q3 2021 Filed on Nov 12, 2021
3,668
$69.28 - $72.07 $254K - $264K
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
7,762
$37.41 - $47.31 $290K - $367K
IBTD
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q3 2021 Filed on Nov 12, 2021
15,185
$25.61 - $25.68 $389K - $390K
URTH
Ishares Msci World ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
1,832
$124.82 - $133.05 $229K - $244K
QED
Indexiq ETF Triq Hedge Event D

ETFs
Q3 2021 Filed on Nov 12, 2021
42,617
$23.55 - $24.09 $1M - $1.03M
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
1,154
$164.78 - $196.67 $190K - $227K
OGI
Organigram Holdings Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
11,300
$2.3 - $2.94 $26K - $33.2K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,369
$50.37 - $80.29 $170K - $270K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2021 Filed on Nov 12, 2021
3,894
$85.6 - $91.34 $333K - $356K
DVYE
Ishares Emerging Markets Divid

ETFs
Q3 2021 Filed on Nov 12, 2021
18,453
$37.47 - $40.44 $691K - $746K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
4,700
$44.93 - $48.58 $211K - $228K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
22,706
N/A
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
14,515
$13.25 - $15.13 $192K - $220K
KOCT
Innovator Laddered Fund Of U.S
Q2 2021 Filed on Aug 13, 2021
12,805
N/A
Eaton Vance Fltg Rate Incom
Q2 2021 Filed on Aug 13, 2021
229,626
N/A
Innovator Etfs Tr
Q2 2021 Filed on Aug 13, 2021
12,326
N/A
Innovator Etfs Tr
Q2 2021 Filed on Aug 13, 2021
71,507
N/A
KAPR
Innovator U.S. Small Cap Power

ETFs
Q2 2021 Filed on Aug 13, 2021
7,850
$26.55 - $27.83 $208K - $218K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2021 Filed on Aug 13, 2021
8,936
$67.21 - $68.13 $601K - $609K
DBOC
Innovator Etfs Tr Us Equity Do
Q2 2021 Filed on Aug 13, 2021
29,900
N/A
Innovator Etfs Tr Ii
Q2 2021 Filed on Aug 13, 2021
12,235
N/A
JIG
J P Morgan Exchange Traded Fd

ETFs
Q2 2021 Filed on Aug 13, 2021
4,043
$71.71 - $79.24 $290K - $320K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
8,020
$237.87 - $262.72 $1.91M - $2.11M
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
154,873
N/A
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2021 Filed on May 18, 2021
5,792
$43.36 - $46.72 $251K - $271K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q1 2021 Filed on May 18, 2021
2,408
$115.39 - $126.42 $278K - $304K
TU
Telus Corp

Communication Services
Q1 2021 Filed on May 18, 2021
11,554
$19.91 - $21.45 $230K - $248K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 18, 2021
14,932
$36.13 - $37.14 $539K - $555K
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q1 2021 Filed on May 18, 2021
3,118
$121.71 - $137.66 $379K - $429K
VT
Vanguard Total World Stk Index

ETFs
Q1 2021 Filed on May 18, 2021
2,910
$92.05 - $98.71 $268K - $287K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2021 Filed on May 18, 2021
8,358
$41.83 - $47.19 $350K - $394K
Direxion Shs ETF Tr
Q1 2021 Filed on May 18, 2021
12,075
N/A
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2021 Filed on May 18, 2021
1,048
$57.59 - $63.79 $60.4K - $66.9K
Investors Bancorp Inc New
Q1 2021 Filed on May 18, 2021
12,390
N/A
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on May 18, 2021
5,472
$51.37 - $62.46 $281K - $342K
PBI
Pitney Bowes Inc

Industrials
Q1 2021 Filed on May 18, 2021
40,100
$6.33 - $13.63 $254K - $547K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2021 Filed on May 18, 2021
11,132
$250.01 - $272.65 $2.78M - $3.04M
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