Team Financial Group, LLC Purchases and Sells in Q3 2025

Team Financial Group, LLC

$216 Billion
Q3 2025

Top Buys

Incresed Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	5.4K + 1.44%	$84.28 - $89.46 $455K - $483K	382K $34B
SCHG	5.24K + 1.11%	$28.92 - $32.19 $152K - $169K	477K $15.2B
USMF	7.11K + 1.78%	$50.16 - $52.45 $356K - $373K	406K $21.2B
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	10.7K + 5.13%	N/A	218K $7.93B
WTV	780 + 0.76%	$85.93 - $92.12 $67K - $71.9K	103K $9.41B
AVANTIS U.S. MID CAP VALUE ETF	1.86K + 2.21%	N/A	86.1K $5.93B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GDE	5.19K New	$47.23 - $57.41 $245K - $298K	5.19K $298M
PGIM AAA CLO ETF	1.44K New	N/A	1.44K $74M
DSTL	1.03K New	$54.44 - $58.24 $55.9K - $59.8K	1.03K $59.5M
DAVE INC CLASS A COM NEW	269 New	N/A	269 $53.6M
AVANTIS U.S. MID CAP EQUITY ETF	664 New	N/A	664 $46.2M
BLOK	356 New	$56.05 - $67.13 $20K - $23.9K	356 $23.9M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-11.8K - 2.4%	$50.23 - $50.48 $590K - $593K	477K $24B
PULS	-1.84K - 11.12%	$49.58 - $49.83 $91K - $91.5K	14.7K $732M
VYM	-642 - 16.94%	$132.9 - $142.03 $85.3K - $91.2K	3.15K $444M
DGRS	-1.84K - 13.59%	$46.4 - $51.49 $85.4K - $94.8K	11.7K $585M
VCSH	-586 - 14.39%	$78.96 - $80.04 $46.3K - $46.9K	3.49K $279M
WFHY	-499 - 4.43%	N/A	10.8K $502M

Activity Summary All Purchases 117 New Holdings 10 Increased Positions 107 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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