Ehrlich Financial Group Purchases and Sells in Q2 2025

Ehrlich Financial Group

$154 Billion
Q2 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	69.8K + 696.1%	N/A	79.8K $2.84B
XTEN	52.7K + 213.78%	N/A	77.3K $3.57B
XLK	5.46K + 35.85%	$179.73 - $253.23 $981K - $1.38M	20.7K $5.24B
EFV	27.2K + 69.76%	$52.4 - $64.65 $1.43M - $1.76M	66.2K $4.2B
OEF	4.34K + 52.71%	N/A	12.6K $3.82B
DYNF	4.93K + 3.48%	$43.53 - $54.46 $214K - $268K	147K $7.99B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPEM	96.2K New	$34.72 - $42.74 $3.34M - $4.11M	96.2K $4.11B
BNDX	50.1K New	$48.77 - $49.55 $2.44M - $2.48M	50.1K $2.48B
VEA	29.4K New	$45.65 - $57.01 $1.34M - $1.68M	29.4K $1.68B
SPTI	53K New	$28.21 - $28.85 $1.5M - $1.53M	53K $1.53B
GKOS	10K New	$82.27 - $103.29 $824K - $1.03M	10K $1.03B
IJK	8.92K New	$73.7 - $90.98 $657K - $811K	8.92K $811M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XCEM	-94.7K - 92.08%	$26.68 - $34.18 $2.53M - $3.24M	8.15K $279M
VIG	-6.73K - 37.53%	N/A	11.2K $2.29B
HEFA	-27.2K - 76.76%	$32.11 - $38.21 $872K - $1.04M	8.22K $312M
AVUS	-15K - 19.66%	$81.38 - $100.82 $1.22M - $1.51M	61.2K $6.17B
SPTS	-28.7K - 40.24%	$29.07 - $29.38 $835K - $844K	42.7K $1.25B
XLF	-16K - 63.26%	$43.92 - $52.37 $703K - $838K	9.29K $487M

Activity Summary All Purchases 63 New Holdings 19 Increased Positions 44 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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