Invenio Wealth Partners LLC Purchases and Sells in Q2 2025

Invenio Wealth Partners LLC

$252 Billion
Q2 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PTLC	140K + 156.9%	$47.42 - $51.67 $6.63M - $7.23M	229K $11.6B
SCHG	14.6K + 2.18%	$22.27 - $29.21 $324K - $426K	682K $19.9B
USFR	17.9K + 14.6%	$50.28 - $50.47 $901K - $904K	141K $7.08B
XOM	5.2K + 155.91%	$99.93 - $119.04 $519K - $618K	8.53K $919M
CVX	2.65K + 188.01%	$133.73 - $168.51 $354K - $446K	4.06K $581M
PM	1.54K + 105.21%	$149.23 - $184.95 $229K - $284K	2.99K $545M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	22.8K New	$456.74 - $568.03 $10.4M - $13M	22.8K $13B
VANGUARD CORE BOND ETF	146K New	N/A	146K $11.3B
PTMC	279K New	$34.58 - $34.88 $9.65M - $9.74M	279K $9.74B
MMIT	300K New	$23.36 - $24.11 $7.02M - $7.24M	300K $7.16B
TFLO	119K New	$50.47 - $50.66 $6M - $6.02M	119K $6.02B
BIL	37.8K New	$91.43 - $91.74 $3.46M - $3.47M	37.8K $3.47B

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	-154K - 85.65%	$71.28 - $83.74 $11M - $12.9M	25.8K $2.16B
AAPL	-5.41K - 22.7%	$172.42 - $223.89 $933K - $1.21M	18.4K $3.78B
JMUB	-6.32K - 1.52%	$48.46 - $50.2 $306K - $317K	409K $20.3B
DES	-12K - 49.45%	$28.02 - $32.37 $337K - $389K	12.3K $390M
GOOGL	-3.29K - 22.31%	$144.7 - $178.6 $476K - $587K	11.4K $2.02B
LLY	-216 - 13.81%	$713.71 - $898.95 $154K - $194K	1.35K $1.05B

Activity Summary All Purchases 48 New Holdings 15 Increased Positions 33 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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