Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 13, 2021
2,059
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
33,105
N/A
Varian Med Sys Inc
Q2 2021 Filed on Aug 13, 2021
1,352
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
42,456
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
2,689
$134.37 - $159.75 $361K - $430K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
11,235
$9.65 - $9.98 $108K - $112K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
99,262
N/A
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,008
$129.68 - $143.4 $260K - $288K
Extended Stay Amer Inc
Q2 2021 Filed on Aug 13, 2021
26,518
N/A
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
7,178
$49.85 - $62.13 $358K - $446K
Ihs Markit LTD
Q2 2021 Filed on Aug 13, 2021
2,901
N/A
Maxim Integrated Prods Inc
Q2 2021 Filed on Aug 13, 2021
2,835
N/A
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2021 Filed on Aug 13, 2021
23,161
$10.2 - $11.02 $236K - $255K
Seagate Technology PLC
Q2 2021 Filed on Aug 13, 2021
3,119
N/A
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 13, 2021
993
$483.33 - $606.83 $480K - $603K
TU
Telus Corp

Communication Services
Q2 2021 Filed on Aug 13, 2021
41,510
$20.23 - $23.23 $840K - $964K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
11,217
$2.67 - $3.9 $29.9K - $43.7K
Alexion Pharmaceuticals Inc
Q2 2021 Filed on Aug 13, 2021
1,829
N/A
FRC
First Republic Bank

Financial Services
Q2 2021 Filed on Aug 13, 2021
2,668
$167.47 - $195.03 $447K - $520K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Aug 13, 2021
7,465
$51.69 - $51.96 $386K - $388K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
9,723
N/A
STOR
Store Capital Corp

Real Estate
Q2 2021 Filed on Aug 13, 2021
12,515
$32.63 - $36.53 $408K - $457K
BXC
Blue Linx Holdings Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
132,167
$40.42 - $67.61 $5.34M - $8.94M
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Aug 13, 2021
2,565
$113.34 - $142.77 $291K - $366K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
2,475
$155.74 - $194.06 $385K - $480K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,698
N/A
Coresite Rlty Corp
Q2 2021 Filed on Aug 13, 2021
6,583
N/A
Crane CO
Q2 2021 Filed on Aug 13, 2021
5,142
N/A
FTS
Fortis Inc.

Utilities
Q2 2021 Filed on Aug 13, 2021
12,464
$43.4 - $46.74 $541K - $583K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5,407
$46.57 - $51.33 $252K - $278K
New Oriental Ed & Technology
Q2 2021 Filed on Aug 13, 2021
13,384
N/A
TEAM
Atlassian Corp PLC

Technology
Q2 2021 Filed on Aug 13, 2021
1,032
$212.3 - $267.96 $219K - $277K
Gold Tr
Q2 2021 Filed on Aug 13, 2021
52,071
N/A
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
11,551
$6.98 - $13.4 $80.6K - $155K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
21,417
$22.15 - $22.28 $474K - $477K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
12,257
$21.6 - $22.02 $265K - $270K
CVET
Covetrus, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
7,377
$25.24 - $30.86 $186K - $228K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
11,515
$22.15 - $22.41 $255K - $258K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
11,258
$21.29 - $21.62 $240K - $243K
Federal Rlty Invt Tr
Q2 2021 Filed on Aug 13, 2021
2,727
N/A
Gaslog LTD
Q1 2021 Filed on May 17, 2021
12,250
N/A
CDXC
Chroma Dex Corp.

Healthcare
Q1 2021 Filed on May 17, 2021
37,246
$4.59 - $18.74 $171K - $698K
Broadstone Net Lease Inc
Q1 2021 Filed on May 17, 2021
50,000
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 16, 2021
10,315
N/A
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
188,207
$24.85 - $34.02 $4.68M - $6.4M
Ubs Ag Jersey Branch
Q4 2020 Filed on Feb 16, 2021
12,478
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
3,106
$75.42 - $88.47 $234K - $275K
Garrison Cap Inc
Q4 2020 Filed on Feb 16, 2021
16,500
N/A
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q4 2020 Filed on Feb 16, 2021
19,825
$7.52 - $12.42 $149K - $246K
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