Impact Partnership Wealth, LLC Purchases in Q2 2025

Impact Partnership Wealth, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
137K
+ 35.65%
$62.73 - $78.42 $8.62M - $10.8M
523K $40.5B
VUG
Vanguard Growth ETF

ETFs
17K
+ 48.06%
$329.49 - $438.4 $5.61M - $7.47M
52.5K $23B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
283K
+ 85.82%
$28.21 - $28.85 $7.99M - $8.17M
613K $17.6B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
149K
+ 30.83%
$34.72 - $42.74 $5.16M - $6.35M
630K $26.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.38K
+ 1.59%
$416.06 - $551.64 $572K - $759K
87.6K $48.3B
Ssga Active Tr
297K
New
N/A
297K $7.49B
GLD
Spdr Gold Trust

ETFs
11.4K
+ 33.6%
$273.71 - $316.29 $3.11M - $3.59M
45.1K $13.8B
SPMD
Spdr Portfolio

ETFs
40.2K
+ 8.93%
$44.89 - $54.38 $1.81M - $2.19M
490K $26.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.53K
+ 34.58%
$496.48 - $617.85 $2.25M - $2.8M
17.6K $10.9B
VTV
Vanguard Value ETF

ETFs
13K
+ 11.46%
$153.67 - $176.74 $2M - $2.3M
127K $22.4B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
34.3K
+ 9.79%
$35.35 - $42.68 $1.21M - $1.47M
385K $16.4B
JPM
Jpmorgan Chase & CO

Financial Services
5.64K
New
$210.28 - $289.91 $1.19M - $1.63M
5.64K $1.63B
VNQ
Vanguard Specialized Funds Van

ETFs
14.1K
+ 77.56%
$79.79 - $91.42 $1.13M - $1.29M
32.3K $2.88B
MSFT
Microsoft Corp

Technology
1.13K
+ 22.9%
$354.56 - $497.45 $402K - $564K
6.09K $3.03B
QCOM
Qualcomm Inc

Technology
6.31K
New
$124.66 - $159.48 $787K - $1.01M
6.31K $1.01B
SPOT
Spotify Technology S.A.

Communication Services
1.3K
New
$503.3 - $775.9 $656K - $1.01M
1.3K $1B
FLJP
Franklin Templeton ETF Tr

ETFs
9.1K
+ 3.6%
$26.35 - $32.28 $240K - $294K
262K $8.43B
AMZN
Amazon Com Inc

Consumer Cyclical
3.24K
+ 43.81%
$167.32 - $223.3 $542K - $723K
10.6K $2.33B
MMM
3 M CO

Industrials
5.58K
New
$126.09 - $154.15 $704K - $861K
5.58K $850M
MCK
Mckesson Corp

Healthcare
1.1K
New
$652.83 - $732.78 $720K - $808K
1.1K $808M
ABC
Amerisourcebergen Corp

Healthcare
2.59K
New
N/A
2.59K $777M
NU
Nu Holdings Ltd.

Financial Services
56.4K
New
$9.6 - $13.72 $541K - $773K
56.4K $773M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
36.6K
New
$20.12 - $21.0 $737K - $770K
36.6K $767M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
10.5K
New
$67.83 - $92.33 $714K - $972K
10.5K $765M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.7K
New
$49.79 - $50.75 $730K - $744K
14.7K $744M
SRLN
Ssga Active Trust

ETFs
17.9K
New
$39.47 - $41.59 $705K - $743K
17.9K $743M
Series Portfolios Tr
27.6K
New
N/A
27.6K $738M
NEM
Newmont Corp

Basic Materials
12.2K
New
$44.18 - $59.46 $541K - $728K
12.2K $714M
CB
Chubb LTD

Financial Services
2.44K
New
$274.32 - $302.46 $669K - $737K
2.44K $706M
SPSB
Spdr Portfolio Short Term Corp

ETFs
22.4K
+ 7.1%
$29.82 - $30.19 $667K - $675K
337K $10.2B
FTSL
First Trust Senior Ln Fund

ETFs
14.9K
New
$44.58 - $46.07 $666K - $688K
14.9K $686M
JBBB
Janus Detroit Str Tr Henderson

ETFs
14.2K
New
$46.79 - $48.56 $664K - $689K
14.2K $684M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.38K
New
$109.83 - $131.67 $591K - $708K
5.38K $682M
HYGV
Flexshares Tr High Yield Value

ETFs
16.4K
New
$38.45 - $41.03 $631K - $673K
16.4K $673M
BUCK
Simplify Exchange Traded Fds S
28.4K
New
N/A
28.4K $671M
ABBV
Abb Vie Inc.

Healthcare
3.61K
New
$170.16 - $206.27 $614K - $744K
3.61K $670M
CLOI
Vaneck ETF Tr

ETFs
12.6K
New
$51.16 - $53.02 $644K - $668K
12.6K $667M
CAH
Cardinal Health Inc

Healthcare
3.9K
New
$125.0 - $168.0 $488K - $656K
3.9K $656M
Blackrock ETF Trust Ii
12.5K
New
N/A
12.5K $648M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.6K
New
$50.1 - $51.02 $631K - $643K
12.6K $643M
PULS
Pgim ETF Tr

ETFs
12.9K
New
$49.39 - $49.76 $638K - $643K
12.9K $643M
Morgan Stanley ETF Trust
12.8K
New
N/A
12.8K $640M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.4K
New
$40.82 - $43.14 $589K - $622K
14.4K $622M
CSHI
Shp ETF Tr Neos Enhanced Incom
12.5K
New
N/A
12.5K $621M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12K
New
$50.48 - $50.71 $603K - $606K
12K $606M
Blackrock ETF Trust Ii
11.5K
New
N/A
11.5K $606M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
12.1K
New
$49.98 - $50.26 $602K - $606K
12.1K $604M
FFIV
F5, Inc.

Technology
1.97K
New
$239.25 - $295.9 $471K - $582K
1.97K $579M
CVX
Chevron Corp

Energy
4.31K
+ 246.94%
$133.73 - $168.51 $577K - $727K
6.06K $868M
Activity Summary
Buys All Purchases 199 New Holdings 97 Increased Positions 102 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email