Xml Financial, LLC Closed Holding Positions

Xml Financial, LLC

  • $1.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2020 Filed on Jul 31, 2020
95,117
$8.43 - $12.46 $802K - $1.19M
ADP
Automatic Data Processing Inc

Industrials
Q2 2020 Filed on Jul 31, 2020
2,082
$128.57 - $161.15 $268K - $336K
VNO
Vornado Realty Trust

Real Estate
Q2 2020 Filed on Jul 31, 2020
5,679
$31.36 - $45.94 $178K - $261K
BJUL
Innovator U.S. Equity Buffer E

ETFs
Q2 2020 Filed on Jul 31, 2020
77,043
$22.96 - $27.93 $1.77M - $2.15M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q2 2020 Filed on Jul 31, 2020
11,480
$11.25 - $13.63 $129K - $156K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
Q2 2020 Filed on Jul 31, 2020
21,353
$4.8 - $6.1 $102K - $130K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2020 Filed on May 08, 2020
9,484
$27.49 - $51.48 $261K - $488K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on May 08, 2020
5,409
$36.22 - $55.44 $196K - $300K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2020 Filed on May 08, 2020
7,614
$69.28 - $105.06 $527K - $800K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 08, 2020
5,118
$25.96 - $42.08 $133K - $215K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2020 Filed on May 08, 2020
5,708
$28.01 - $39.37 $160K - $225K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q1 2020 Filed on May 08, 2020
3,548
$41.56 - $74.15 $147K - $263K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q1 2020 Filed on May 08, 2020
43,562
$31.49 - $52.35 $1.37M - $2.28M
CXH
Mfs Investment Grade Municipal Trust

Financial Services
Q1 2020 Filed on May 08, 2020
10,835
$7.39 - $10.33 $80.1K - $112K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2020 Filed on May 08, 2020
1,364
$16.85 - $41.43 $23K - $56.5K
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2020 Filed on May 08, 2020
3,166
$12.57 - $40.24 $39.8K - $127K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
14,373
$8.06 - $21.85 $116K - $314K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on May 08, 2020
3,102
$78.67 - $82.51 $244K - $256K
Allergan PLC
Q1 2020 Filed on May 08, 2020
1,185
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2020 Filed on May 08, 2020
1,196
$176.34 - $230.48 $211K - $276K
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