Brown Financial Advisors Purchases and Sells in Q3 2025

Brown Financial Advisors

$271 Billion
Q3 2025

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DOUBLELINE ETF TRUST	36K + 28.18%	N/A	164K $8.14B
SPLG	2K + 1.0%	$72.65 - $78.68 $146K - $158K	201K $15.8B
IGIB	18.6K + 88.24%	$52.55 - $54.37 $978K - $1.01M	39.7K $2.15B
XTEN	15.6K + 53.0%	N/A	45K $2.1B
AVDE	3.4K + 4.77%	$73.24 - $79.04 $249K - $269K	74.7K $5.89B
FTSM	8.72K + 56.03%	$59.81 - $60.11 $521K - $524K	24.3K $1.45B

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UYLD	70.2K New	N/A	70.2K $3.59B
QQQM	14K New	$225.11 - $247.9 $3.15M - $3.47M	14K $3.46B
AIM ETF PRODUCTS TRUST	103K New	N/A	103K $2.92B
IETC	28.1K New	$92.7 - $103.65 $2.61M - $2.92M	28.1K $2.87B
XLF	48.5K New	$51.37 - $54.25 $2.49M - $2.63M	48.5K $2.61B
MLM	2.36K New	$546.36 - $631.12 $1.29M - $1.49M	2.36K $1.49B

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBUS	-28.4K - 91.43%	$111.77 - $121.28 $3.18M - $3.45M	2.67K $322M
IGSB	-25.7K - 85.57%	$52.39 - $53.11 $1.35M - $1.36M	4.33K $230M
PFE	-35.1K - 75.34%	$23.29 - $25.88 $817K - $908K	11.5K $292M
SMOT	-25.5K - 34.78%	N/A	47.8K $1.72B
SLB	-22.3K - 72.67%	$32.37 - $37.31 $721K - $831K	8.38K $288M
GSY	-8.35K - 10.44%	$50.08 - $50.37 $418K - $420K	71.6K $3.6B

Activity Summary All Purchases 102 New Holdings 33 Increased Positions 69 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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