Ethos Financial Group, LLC Purchases in Q1 2025

Ethos Financial Group, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCAP
Crescent Capital Bdc, Inc.

Financial Services
26K
New
$16.82 - $20.0 $437K - $520K
26K $445K
INQQ
Exchange Traded Concepts Tr In

ETFs
31K
New
$13.32 - $16.5 $413K - $511K
31K $444K
SPH
Suburban Propane Partners LP

Utilities
20.5K
New
$17.64 - $22.2 $361K - $455K
20.5K $430K
FMQQ
Exchange Traded Concpts Tr Fmq
34.1K
New
$12.08 - $13.22 $412K - $451K
34.1K $429K
HAUS
Tidal ETF Tr Home Appreciation

ETFs
21.7K
New
$17.85 - $19.76 $388K - $429K
21.7K $423K
RIET
ETF Ser Solutions Hoya Capital

ETFs
40.9K
New
$9.79 - $10.5 $400K - $429K
40.9K $409K
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
15.8K
New
$23.67 - $25.84 $373K - $408K
15.8K $406K
GBDC
Golub Capital Bdc, Inc.

Financial Services
26.3K
New
$14.46 - $15.96 $381K - $421K
26.3K $398K
IIPR
Innovative Industrial Properties Inc

Real Estate
7.32K
New
$54.09 - $74.56 $396K - $546K
7.32K $395K
EXR
Extra Space Storage Inc.

Real Estate
2.58K
New
$143.8 - $161.28 $371K - $417K
2.58K $383K
GOOG
Alphabet Inc.

Communication Services
3.94K
+ 53.95%
$156.06 - $207.71 $615K - $818K
11.2K $1.76M
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.15K
New
$109.15 - $120.99 $344K - $381K
3.15K $354K
PCG
Pg&E Corp

Utilities
20.3K
New
$15.16 - $20.4 $307K - $413K
20.3K $348K
MA
Mastercard Inc

Financial Services
518
+ 19.5%
$504.67 - $576.31 $261K - $299K
3.17K $1.74M
GSL
Global Ship Lease, Inc.

Industrials
14.8K
New
$21.1 - $23.88 $312K - $354K
14.8K $338K
COP
Conocophillips

Energy
3.15K
New
$88.6 - $105.85 $279K - $334K
3.15K $331K
IYM
Ishares Tr

ETFs
2.4K
New
$128.53 - $142.03 $308K - $340K
2.4K $323K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.15K
+ 2.82%
$48.43 - $49.9 $152K - $157K
115K $5.73M
XLK
Technology Sector Spdr

ETFs
1.61K
+ 214.29%
$206.38 - $242.18 $331K - $389K
2.35K $486K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
25K
New
$10.61 - $16.49 $265K - $412K
25K $311K
CEG
Constellation Energy Corp

Utilities
1.55K
New
$201.63 - $347.44 $312K - $537K
1.55K $311K
WM
Waste Management Inc

Industrials
1.19K
+ 117.77%
$200.54 - $233.78 $239K - $279K
2.21K $510K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.32K
+ 88.63%
$48.65 - $53.06 $259K - $282K
11.3K $587K
VTV
Vanguard Value ETF

ETFs
1.71K
New
$167.73 - $179.21 $286K - $306K
1.71K $295K
MRCC
Monroe Capital Corp

Financial Services
36.8K
New
$7.61 - $8.81 $280K - $324K
36.8K $287K
IAU
Ishares Gold Trust

ETFs
4.82K
New
$49.74 - $58.96 $240K - $284K
4.82K $284K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.07K
+ 3593.62%
$53.6 - $58.97 $272K - $299K
5.21K $285K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
12.2K
New
$21.48 - $22.98 $261K - $279K
12.2K $273K
URA
Global X Uranium ETF

ETFs
29.3K
+ 27.53%
$22.92 - $30.98 $671K - $906K
136K $3.11M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
253
+ 0.31%
$100.59 - $103.47 $25.4K - $26.2K
81.9K $8.48M
CNP
Centerpoint Energy Inc

Utilities
7.11K
New
$30.87 - $36.25 $219K - $258K
7.11K $257K
ERY
Direxion Daily Energy Bear 2 X

ETFs
12.5K
New
$20.44 - $25.85 $256K - $323K
12.5K $256K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.3K
New
$20.7 - $21.15 $233K - $238K
11.3K $232K
ARCC
Ares Capital Corp

Financial Services
10.1K
+ 71.06%
$21.28 - $23.81 $214K - $239K
24.2K $536K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.21K
New
$29.06 - $32.62 $209K - $235K
7.21K $226K
ROBO
Robo Global Robotics And Autom

ETFs
4.24K
New
$51.5 - $60.89 $218K - $258K
4.24K $218K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.89K
+ 108.08%
$72.7 - $84.32 $210K - $244K
5.56K $415K
EXC
Exelon Corp

Utilities
4.6K
New
$37.3 - $46.08 $172K - $212K
4.6K $212K
BP
Bp PLC

Energy
6.24K
New
$29.93 - $35.31 $187K - $220K
6.24K $210K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.2K
New
$87.68 - $94.52 $193K - $208K
2.2K $205K
PNNT
Pennantpark Investment Corp

Financial Services
28.2K
New
$6.78 - $7.27 $191K - $205K
28.2K $198K
PCT
Pure Cycle Technologies, Inc.

Industrials
166K
+ 57.98%
$6.92 - $10.9 $1.15M - $1.81M
453K $3.14M
IEFA
Ishares Tr

ETFs
1.99K
+ 23.4%
$69.57 - $78.65 $138K - $156K
10.5K $791K
PSEC
Prospect Capital Corp

Financial Services
43.5K
New
$4.1 - $4.45 $178K - $194K
43.5K $178K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
25.2K
New
$6.98 - $8.14 $176K - $205K
25.2K $176K
IVE
Ishares S&P 500 Value ETF

ETFs
917
+ 94.93%
$185.78 - $198.58 $170K - $182K
1.88K $358K
PIM
Putnam Master Intermediate Income Trust

Financial Services
50.9K
New
$3.23 - $3.35 $164K - $171K
50.9K $169K
NVDA
Nvidia Corp

Technology
9.23K
+ 28.76%
$106.98 - $149.43 $987K - $1.38M
41.3K $4.48M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
14.2K
New
$11.63 - $13.3 $165K - $189K
14.2K $165K
Activity Summary
Buys All Purchases 219 New Holdings 128 Increased Positions 91 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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