Cgc Financial Services, LLC Purchases and Sells in Q3 2025

Cgc Financial Services, LLC

$363 Billion
Q3 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	134K + 846.06%	$182.33 - $194.5 $24.4M - $26M	150K $29.1B
IJH	219K + 204.55%	$62.09 - $66.51 $13.6M - $14.6M	327K $21.3B
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	15K + 1.4%	N/A	1.09M $70.6B
FIDELITY ENHANCED INTERNATIONAL ETF	26.7K + 2.33%	N/A	1.17M $41.4B
IWY	5.37K + 16.89%	$243.93 - $275.62 $1.31M - $1.48M	37.2K $10.2B
NUEM	29.1K + 147.17%	$33.05 - $35.83 $963K - $1.04M	48.9K $1.75B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	336K New	$108.97 - $121.65 $36.6M - $40.9M	336K $40.5B
USXF	54.8K New	$53.69 - $57.31 $2.94M - $3.14M	54.8K $3.14B
SPHQ	2.65K New	$70.77 - $73.59 $187K - $195K	2.65K $194M
HEQT	3.12K New	$30.02 - $31.27 $93.5K - $97.4K	3.12K $97.3M
INVESCO AAA CLO FLOATING RATE NOTE ETF	2.18K New	N/A	2.18K $55.9M
ARKQ	274 New	$86.2 - $111.56 $23.6K - $30.6K	274 $30.6M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-661K - 29.29%	$26.38 - $27.95 $17.4M - $18.5M	1.59M $43.5B
AVUV	-154K - 90.3%	$90.37 - $102.12 $13.9M - $15.7M	16.5K $1.65B
NUSC	-44.4K - 83.71%	$40.43 - $44.52 $1.8M - $1.98M	8.64K $381M
JMEE	-32.9K - 8.92%	$59.19 - $64.47 $1.95M - $2.12M	336K $21.3B
NUDV	-22.4K - 10.3%	$27.91 - $29.22 $625K - $654K	195K $5.68B
VUSB	-1.83K - 9.11%	N/A	18.2K $911M

Activity Summary All Purchases 54 New Holdings 20 Increased Positions 34 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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