Global Wealth Strategies & Associates Sells in Q4 2025

Global Wealth Strategies & Associates

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
STCE
Schwab Strategic Tr Crypto The
-1.61K
- 2.78%
N/A
56.4K $3.38B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.46K
- 5.64%
$245.79 - $258.02 $604K - $634K
41.1K $10.3B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.72K
- 3.38%
$242.67 - $261.79 $903K - $974K
106K $26.9B
VTV
Vanguard Value ETF

ETFs
-1.48K
- 38.06%
$182.87 - $189.72 $271K - $281K
2.41K $461M
FTLS
First Tr Long/Short Equity ETF

ETFs
-3.86K
- 23.76%
$67.94 - $71.96 $262K - $278K
12.4K $879M
VUG
Vanguard Growth ETF

ETFs
-531
- 42.48%
$470.44 - $504.26 $250K - $268K
719 $351M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-11.8K
- 28.66%
$18.77 - $18.93 $221K - $223K
29.4K $553M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-7.07K
- 18.53%
$26.88 - $29.21 $190K - $206K
31.1K $847M
VO
Vanguard Mid Cap ETF

ETFs
-630
- 73.68%
$286.27 - $296.23 $180K - $187K
225 $65.2M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
-8.46K
- 26.28%
N/A
23.7K $496M
VB
Vanguard Small Cap ETF

ETFs
-602
- 61.49%
$248.1 - $260.08 $149K - $157K
377 $97.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.62K
- 20.65%
$56.33 - $59.22 $147K - $155K
10.1K $584M
VEA
Vanguard Ftse Developed Market

ETFs
-2.64K
- 25.9%
$59.18 - $62.09 $156K - $164K
7.56K $472M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-4.02K
- 24.65%
N/A
12.3K $279M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.08K
- 30.25%
$95.72 - $101.47 $103K - $110K
2.49K $248M
PDEC
Innovator U.S. Equity Power Bu
-2.22K
- 93.07%
N/A
165 $7.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
-382
- 6.72%
$136.84 - $145.3 $52.3K - $55.5K
5.31K $727M
Invesco Bulletshares 2034 Corporate Bond ETF
-3.83K
- 19.59%
N/A
15.7K $331M
PDI
Pimco Dynamic Income Fund

Financial Services
-3.38K
- 37.52%
$18.04 - $19.91 $61K - $67.3K
5.63K $99.7M
HYD
Vaneck High Yield Muni ETF

ETFs
-1.48K
- 24.64%
$50.62 - $51.21 $74.9K - $75.8K
4.53K $231M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.53K
- 46.92%
$19.54 - $19.6 $69K - $69.2K
3.99K $78.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.3K
- 14.79%
$67.15 - $70.77 $87.2K - $91.9K
7.48K $536M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.54K
- 50.88%
$37.61 - $39.41 $57.8K - $60.5K
1.48K $58.7M
VGT
Vanguard Information Technolog

ETFs
-76
- 50.33%
$736.33 - $801.52 $56K - $60.9K
75 $56.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-905
- 11.14%
$63.25 - $66.24 $57.2K - $59.9K
7.22K $476M
MSTR
Microstrategy Inc

Technology
-139
- 73.54%
$199.75 - $359.69 $27.8K - $50K
50 $7.6M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.17K
- 32.77%
$45.42 - $46.3 $52.9K - $53.9K
2.39K $112M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-2.39K
- 19.09%
$20.53 - $20.66 $49.1K - $49.4K
10.1K $209M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.16K
- 45.95%
$42.06 - $42.92 $48.7K - $49.7K
1.36K $58.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.24K
- 10.69%
$28.9 - $30.17 $35.7K - $37.3K
10.3K $311M
NVDA
Nvidia Corp

Technology
-158
- 2.95%
$179.83 - $207.04 $28.4K - $32.7K
5.19K $969M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-606
- 55.14%
$46.85 - $47.44 $28.4K - $28.7K
493 $23.2M
JPM
Jpmorgan Chase & CO

Financial Services
-125
- 7.12%
$294.11 - $320.41 $36.8K - $40.1K
1.63K $525M
PNOV
Innovator U.S. Equity Power Bu
-693
- 44.45%
N/A
866 $36.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-100
- 7.14%
$358.39 - $376.54 $35.8K - $37.7K
1.3K $485M
USFR
Wisdomtree Floating Rate Treas

ETFs
-502
- 84.8%
$50.24 - $50.4 $25.2K - $25.3K
90 $4.54M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 5.49%
$358.03 - $397.02 $5.37K - $5.96K
258 $88.8M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.73K
- 36.73%
$11.22 - $11.68 $19.4K - $20.2K
2.98K $34.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.31K
- 7.81%
$23.02 - $24.23 $30.1K - $31.7K
15.4K $371M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.57K
- 28.46%
$11.57 - $12.09 $18.2K - $19K
3.95K $47.5M
WELL
Welltower Inc.

Real Estate
-100
- 50.0%
$165.94 - $193.82 $16.6K - $19.4K
100 $18.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-55
- 6.88%
$310.75 - $335.0 $17.1K - $18.4K
744 $240M
T
At&T Inc.

Communication Services
-32
- 0.8%
$24.44 - $27.55 $782 - $882
3.99K $99.2M
Linde PLC Shs
-8
- 3.65%
N/A
211 $90M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-784
- 5.09%
$27.17 - $28.65 $21.3K - $22.5K
14.6K $416M
IVV
Ishares Core S&P 500 ETF

ETFs
-38
- 4.32%
$656.2 - $690.71 $24.9K - $26.2K
841 $576M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-712
- 99.3%
$16.1 - $16.57 $11.5K - $11.8K
5 $80K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 2.64%
$475.68 - $513.11 $10.5K - $11.3K
810 $407M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-111
- 96.52%
$99.87 - $101.27 $11.1K - $11.2K
4 $414K
Activity Summary
Buys All Purchases 219 New Holdings 121 Increased Positions 98 Sells All Sells 132 Reductions 125 Sold out 7 Options Calls 0 Puts 0
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