Planwiser Financial, LLC Purchases and Sells in Q3 2025

Planwiser Financial, LLC

$126 Billion
Q3 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVEM	34.4K + 399.94%	$68.33 - $75.41 $2.35M - $2.6M	43K $3.36B
ICVT	14.7K + 58.79%	$89.29 - $100.17 $1.31M - $1.47M	39.7K $4.12B
IGIB	32.3K + 52.98%	$52.55 - $54.37 $1.7M - $1.75M	93.2K $5.01B
SPHY	68.7K + 107.13%	$23.54 - $23.97 $1.62M - $1.65M	133K $3.13B
AVUS	6.91K + 6.01%	$101.2 - $109.16 $700K - $755K	122K $13.5B
SPEM	18.9K + 34.35%	$42.67 - $46.91 $806K - $886K	73.8K $3.52B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWOB	59K New	N/A	59K $3.98B
BKLN	142K New	$20.84 - $21.03 $2.95M - $2.98M	142K $2.96B
EWJ	15.5K New	$71.69 - $81.49 $1.11M - $1.26M	15.5K $1.29B
INNOVATOR ETFS TRUST	47.7K New	N/A	47.7K $1.29B
FTSL	20.6K New	$45.81 - $46.18 $943K - $950K	20.6K $943M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	-102K - 52.24%	$34.05 - $36.55 $3.49M - $3.75M	93.7K $3.43B
ILTB	-43.5K - 89.33%	$48.06 - $50.98 $2.09M - $2.22M	5.2K $262M
SPTI	-73.5K - 40.46%	$28.38 - $29.05 $2.08M - $2.13M	108K $3.12B
SPDW	-51K - 30.47%	$39.8 - $42.86 $2.03M - $2.19M	116K $5.08B
XLC	-7.37K - 25.84%	$105.99 - $119.41 $781K - $880K	21.2K $2.4B
XLF	-9.89K - 17.39%	$51.37 - $54.25 $508K - $536K	47K $2.45B

Activity Summary All Purchases 22 New Holdings 5 Increased Positions 17 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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