Consolidated Portfolio Review Corp Purchases in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BEN
Franklin Resources Inc

Financial Services
305
+ 1.79%
$16.66 - $23.85 $5.08K - $7.27K
17.4K $415M
Aim ETF Products Trust
2.28K
+ 27.49%
N/A
10.6K $338M
WM
Waste Management Inc

Industrials
384
+ 34.69%
$216.47 - $242.1 $83.1K - $93K
1.49K $341M
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.16K
+ 7.78%
$37.18 - $42.23 $43.1K - $49K
16.1K $678M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.65K
+ 13.6%
$34.34 - $40.99 $56.8K - $67.8K
13.8K $562M
NTRB
Nutri Band Inc.

Healthcare
10.4K
New
$4.72 - $8.18 $48.9K - $84.7K
10.4K $81.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.49K
+ 8.38%
$23.29 - $23.38 $81.2K - $81.5K
45.1K $1.05B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.27K
+ 31.46%
$45.88 - $54.4 $58.3K - $69.1K
5.31K $289M
BOND
Pimco Active Bond Exchange Tra

ETFs
877
+ 18.18%
$89.87 - $92.93 $78.8K - $81.5K
5.7K $526M
UBER
Uber Technologies, Inc

Technology
203
+ 6.91%
$64.62 - $93.3 $13.1K - $18.9K
3.14K $293M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.42K
+ 12.32%
$23.95 - $29.34 $33.9K - $41.6K
12.9K $379M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.27K
+ 8.34%
$22.3 - $22.57 $73K - $73.9K
42.5K $957M
Innovator Etfs Trust
1.54K
+ 10.55%
N/A
16.2K $518M
TGT
Target Corp

Consumer Defensive
1.11K
+ 18.37%
$88.76 - $105.77 $98.7K - $118K
7.17K $707M
PANW
Palo Alto Networks Inc

Technology
83
+ 4.88%
$152.44 - $204.64 $12.7K - $17K
1.79K $365M
XLI
Industrial Sector Spdr

ETFs
252
+ 11.3%
$116.42 - $147.52 $29.3K - $37.2K
2.48K $366M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
315
+ 1.94%
$107.61 - $119.09 $33.9K - $37.5K
16.6K $1.96B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.66K
+ 8.09%
$24.94 - $25.42 $66.3K - $67.6K
35.5K $904M
XLP
Consumer Staples Sector Spdr

ETFs
934
+ 15.26%
N/A
7.05K $571M
AVDE
American Centy ETF Tr Avantis

ETFs
131
+ 1.67%
$59.32 - $74.36 $7.77K - $9.74K
7.99K $591M
AIQ
Global X Funds Global X Artifi

ETFs
207
+ 2.53%
$31.5 - $43.69 $6.52K - $9.04K
8.4K $367M
MGF
Mfs Government Markets Income Trust

Financial Services
27.8K
+ 7.38%
$3.04 - $3.17 $84.4K - $88K
404K $1.26B
XLU
Utilities Sector Spdr

ETFs
696
+ 17.8%
$73.09 - $82.77 $50.9K - $57.6K
4.61K $376M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.81K
+ 7.01%
$22.09 - $22.44 $62.1K - $63K
42.9K $959M
NRZ
New Residential Investment Corp.

Real Estate
7.51K
+ 6.76%
N/A
119K $1.34B
MS
Morgan Stanley

Financial Services
115
+ 5.71%
$99.83 - $140.86 $11.5K - $16.2K
2.13K $300M
BA
Boeing CO

Industrials
31
+ 2.14%
$136.59 - $217.51 $4.23K - $6.74K
1.48K $311M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18
+ 1.05%
$171.4 - $227.1 $3.09K - $4.09K
1.73K $393M
LMT
Lockheed Martin Corp

Industrials
67
+ 3.67%
$430.82 - $486.45 $28.9K - $32.6K
1.9K $878M
TLT
Ishares Barclays 20+ Year Trea

ETFs
847
+ 13.7%
$83.97 - $92.85 $71.1K - $78.6K
7.03K $620M
XOM
Exxon Mobil Corp

Energy
1.68K
+ 15.13%
$99.93 - $119.04 $168K - $200K
12.8K $1.38B
BND
Vanguard Bd Index Fd Inc Total

ETFs
751
+ 14.38%
$72.02 - $73.82 $54.1K - $55.4K
5.98K $440M
XSMO
Invesco S&P Smallcap Momentum

ETFs
212
+ 3.0%
$55.15 - $68.11 $11.7K - $14.4K
7.28K $495M
AVUV
American Centy ETF Tr Avantis

ETFs
267
+ 3.97%
$75.17 - $91.21 $20.1K - $24.4K
6.99K $636M
IWP
Ishares Russell Mid Cap Growth

ETFs
89
+ 4.96%
$104.34 - $138.68 $9.29K - $12.3K
1.88K $261M
AVEM
American Centy ETF Tr Avantis

ETFs
125
+ 2.51%
$53.08 - $68.54 $6.64K - $8.57K
5.1K $349M
Blackrock ETF Trust Ii
903
+ 23.27%
N/A
4.78K $253M
GTO
Invesco Actively Managed ETF T

ETFs
1.03K
+ 15.51%
$45.73 - $47.2 $47K - $48.5K
7.65K $359M
QCOM
Qualcomm Inc

Technology
45
+ 0.68%
$124.66 - $159.48 $5.61K - $7.18K
6.69K $1.06B
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.74K
+ 8.65%
$21.56 - $22.54 $37.4K - $39.1K
21.8K $491M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
908
+ 5.58%
$44.68 - $45.96 $40.6K - $41.7K
17.2K $786M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
415
+ 5.37%
$85.42 - $94.39 $35.4K - $39.2K
8.14K $764M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.13K
+ 5.02%
$68.13 - $74.77 $76.8K - $84.3K
23.6K $1.72B
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.68K
+ 8.39%
$22.57 - $23.23 $37.8K - $38.9K
21.6K $503M
HON
Honeywell International Inc

Industrials
59
+ 5.06%
$182.86 - $232.88 $10.8K - $13.7K
1.22K $285M
CMI
Cummins Inc

Industrials
40
+ 2.29%
$267.12 - $336.65 $10.7K - $13.5K
1.79K $585M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
219
+ 7.01%
$72.61 - $88.75 $15.9K - $19.4K
3.34K $297M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.6K
+ 7.89%
$22.87 - $23.14 $36.6K - $37K
21.9K $505M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
21
+ 0.15%
$68.45 - $79.52 $1.44K - $1.67K
13.7K $1.09B
Activity Summary
Buys All Purchases 312 New Holdings 84 Increased Positions 228 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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