Private Client Services, LLC Sells in Q2 2025

Private Client Services, LLC

  • $257 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-43.5K
- 33.79%
$32.77 - $36.44 $1.43M - $1.59M
85.3K $3.11B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.24K
- 6.94%
$83.97 - $92.85 $272K - $300K
43.4K $3.83B
FIX
Comfort Systems Usa Inc

Industrials
-1.52K
- 80.07%
$296.51 - $536.21 $449K - $812K
377 $202M
First Tr Exchng Traded Fd Vi
-10.1K
- 63.2%
N/A
5.88K $215M
BDC
Belden Inc.

Technology
-4.27K
- 29.83%
$87.1 - $116.54 $372K - $498K
10K $1.16B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.49K
- 5.84%
$47.46 - $55.3 $260K - $303K
88.4K $4.87B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-9.5K
- 7.31%
$22.87 - $23.14 $217K - $220K
120K $2.78B
PHYS
Sprott Physical Gold Trust

Financial Services
-9.84K
- 28.48%
$22.82 - $26.29 $225K - $259K
24.7K $626M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.44K
- 5.97%
$49.57 - $50.27 $220K - $223K
69.9K $3.52B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-9K
- 7.29%
$20.66 - $20.74 $186K - $187K
114K $2.37B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-6.73K
- 4.96%
$22.57 - $23.23 $152K - $156K
129K $3B
Simplify Exchange Traded Fun
-2.54K
- 5.14%
N/A
46.8K $2.35B
AFL
Aflac Inc

Financial Services
-799
- 10.57%
$99.77 - $112.45 $79.7K - $89.8K
6.76K $713M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-8.49K
- 4.69%
$16.93 - $17.81 $144K - $151K
173K $3.07B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.09K
- 24.57%
$79.79 - $91.42 $86.6K - $99.2K
3.33K $297M
META
Meta Platforms, Inc.

Communication Services
-580
- 28.14%
$484.66 - $738.09 $281K - $428K
1.48K $1.09B
ET
Energy Transfer LP

Energy
-3.09K
- 13.92%
$15.65 - $18.93 $48.3K - $58.5K
19.1K $346M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-715
- 1.17%
$91.43 - $91.74 $65.4K - $65.6K
60.5K $5.55B
XLV
Select Sector Spdr Fund Health

ETFs
-275
- 11.03%
$128.77 - $144.3 $35.4K - $39.7K
2.22K $299M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-655
- 3.88%
$24.32 - $27.87 $15.9K - $18.3K
16.2K $430M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-925
- 6.36%
$42.72 - $44.24 $39.5K - $40.9K
13.6K $597M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.55K
- 4.64%
$45.11 - $52.34 $70K - $81.2K
31.9K $1.67B
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-2.9K
- 17.99%
$17.92 - $21.94 $52K - $63.7K
13.2K $292M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-745
- 10.45%
$48.5 - $49.35 $36.1K - $36.8K
6.39K $315M
MCD
Mcdonalds Corp

Consumer Cyclical
-39
- 3.42%
$285.55 - $321.23 $11.1K - $12.5K
1.1K $321M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.03K
- 15.15%
$44.58 - $54.92 $46.1K - $56.8K
5.79K $318M
FTCS
First Trust Capital Strength E

ETFs
-306
- 9.84%
$81.6 - $92.39 $25K - $28.3K
2.8K $255M
TUA
Simpl Exch Traded Fds Sht Term
-1.09K
- 7.19%
N/A
14.1K $310M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-247
- 9.43%
$85.42 - $94.39 $21.1K - $23.3K
2.37K $223M
VUG
Vanguard Growth ETF

ETFs
-296
- 18.26%
$329.49 - $438.4 $97.5K - $130K
1.33K $581M
FVD
First Tr Value Line Divid Inde

ETFs
-326
- 2.7%
$40.62 - $45.12 $13.2K - $14.7K
11.7K $524M
FMF
First Trust Managed Futures St

ETFs
-12
- 0.2%
$44.79 - $46.43 $537 - $557
6.07K $274M
LGOV
First Tr ETF Iv Long Duration

ETFs
-221
- 1.89%
$20.73 - $21.92 $4.58K - $4.84K
11.4K $245M
FTA
First Tr Large Cap Value

ETFs
-147
- 3.75%
$67.12 - $78.63 $9.87K - $11.6K
3.78K $297M
WMT
Walmart Inc.

Consumer Defensive
-1.12K
- 10.41%
$81.79 - $99.98 $91.4K - $112K
9.63K $941M
First Tr Exchange Traded Fd
-131
- 0.95%
N/A
13.7K $288M
REAX
Real Brokerage Inc

Real Estate
-1.65K
- 7.79%
$3.82 - $4.73 $6.3K - $7.8K
19.5K $88.1M
IWM
Ishares Russell 2000 ETF

ETFs
-102
- 6.62%
$174.82 - $215.79 $17.8K - $22K
1.44K $310M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-19
- 3.34%
$376.48 - $440.65 $7.15K - $8.37K
550 $242M
AMP
Ameriprise Financial Inc

Financial Services
-36
- 7.55%
$422.19 - $533.73 $15.2K - $19.2K
441 $235M
IAU
Ishares Gold Trust

ETFs
-369
- 4.36%
$56.1 - $64.74 $20.7K - $23.9K
8.09K $505M
VOE
Vanguard Mid Cap Value Index F

ETFs
-33
- 0.99%
$141.87 - $164.49 $4.68K - $5.43K
3.31K $545M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-109
- 1.56%
$37.18 - $42.55 $4.05K - $4.64K
6.86K $292M
VEA
Vanguard Ftse Developed Market

ETFs
-504
- 8.25%
$45.65 - $57.01 $23K - $28.7K
5.61K $320M
IWS
Ishares Russell Midcap Value E

ETFs
-55
- 1.8%
$110.58 - $132.14 $6.08K - $7.27K
3.01K $398M
T Rowe Price ETF Inc
-20
- 0.24%
N/A
8.42K $297M
FTGS
First Tr Exchange Traded Fd Gr
-1.08K
- 6.88%
N/A
14.6K $500M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 6.52%
$4164.15 - $5789.24 $12.5K - $17.4K
43 $251M
SCHW
Schwab Charles Corp

Financial Services
-72
- 2.0%
$69.06 - $91.24 $4.97K - $6.57K
3.53K $322M
Activity Summary
Buys All Purchases 132 New Holdings 45 Increased Positions 87 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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