A&I Financial Services, LLC Purchases and Sells in Q3 2025

A&I Financial Services, LLC

$205 Billion
Q3 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBMF	107K + 47.97%	$25.43 - $27.31 $2.71M - $2.91M	329K $9.01B
2023 ETF SERIES TRUST	19.1K + 4.28%	N/A	465K $16.3B
CGGR	16.2K + 15.63%	$40.2 - $44.58 $650K - $721K	120K $5.28B
CGUS	15.6K + 14.47%	$36.89 - $39.72 $576K - $621K	124K $4.92B
ITOT	2.03K + 3.66%	$135.0 - $146.02 $274K - $296K	57.3K $8.38B
HARRIS OAKMARK ETF TRUST	5.9K + 0.99%	N/A	601K $16B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIRTUS ETF TR II	375K New	N/A	375K $8.75B
EMBC	62K New	$9.58 - $15.31 $594K - $949K	62K $912M
LW	12.5K New	$48.04 - $60.86 $602K - $763K	12.5K $777M
ORCL	2.2K New	$218.96 - $328.33 $481K - $721K	2.2K $635M
BROOKFIELD INFRASTRUCTURE CO	15K New	N/A	15K $622M
NXST	2.93K New	$176.71 - $211.31 $518K - $619K	2.93K $575M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOUCHSTONE ETF TRUST	-86.2K - 7.8%	N/A	1.02M $30.6B
GOOG	-1K - 41.84%	$175.16 - $255.24 $175K - $255K	1.39K $341M
DIS	-399 - 13.87%	$112.25 - $124.0 $44.8K - $49.5K	2.48K $280M
WM	-250 - 20.42%	$213.88 - $237.1 $53.5K - $59.3K	974 $214M
HRI	-36 - 0.75%	$110.5 - $149.88 $3.98K - $5.4K	4.8K $577M
CION	-3.84K - 13.36%	$9.48 - $10.86 $36.4K - $41.7K	24.9K $235M

Activity Summary All Purchases 42 New Holdings 13 Increased Positions 29 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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