Planwiser Financial, LLC Purchases and Sells in Q2 2025

Planwiser Financial, LLC

$117 Billion
Q2 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	105K + 115.45%	$28.02 - $34.71 $2.95M - $3.65M	196K $6.8B
SPDW	55.9K + 50.09%	$32.66 - $40.75 $1.83M - $2.28M	167K $6.8B
IVV	1.4K + 7.55%	$498.8 - $620.9 $700K - $872K	20K $12.8B
IGIB	39.7K + 186.71%	$51.1 - $53.29 $2.03M - $2.11M	60.9K $3.23B
VTV	3.32K + 10.19%	$153.67 - $176.74 $510K - $586K	35.9K $6.45B
VUG	226 + 1.94%	$329.49 - $438.4 $74.5K - $99.1K	11.9K $5.41B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	11.6K New	$179.73 - $253.23 $2.08M - $2.93M	11.6K $3.06B
ICVT	25K New	$78.98 - $90.1 $1.98M - $2.26M	25K $2.32B
SPHY	64.2K New	$22.4 - $23.8 $1.44M - $1.53M	64.2K $1.52B
EWQ	34.3K New	$35.65 - $43.57 $1.22M - $1.49M	34.3K $1.47B
FDHY	19.9K New	$46.01 - $48.93 $918K - $976K	19.9K $978M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMBS	-61K - 47.68%	$45.2 - $46.6 $2.76M - $2.84M	66.9K $3.08B
AVEM	-39.5K - 82.1%	$53.08 - $68.54 $2.1M - $2.71M	8.61K $602M
SPTI	-51.1K - 21.98%	$28.21 - $28.85 $1.44M - $1.48M	182K $5.18B
ILTB	-27.1K - 35.72%	$47.05 - $50.22 $1.27M - $1.36M	48.7K $2.37B
BUFF	-18.6K - 29.0%	$41.3 - $47.0 $766K - $872K	45.4K $2.17B
SPEM	-19.5K - 26.2%	$34.72 - $42.74 $677K - $834K	55K $2.39B

Activity Summary All Purchases 22 New Holdings 5 Increased Positions 17 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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