Whipplewood Advisors, LLC Incresed Positions in Q3 2025

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
29.7K
+ 21.74%
$50.53 - $50.82 $1.5M - $1.51M
166K $8.45B
BXSL
Blackstone Secured Lending Fund

Financial Services
29.1K
+ 114.77%
$26.07 - $32.55 $759K - $948K
54.5K $1.42B
ARCC
Ares Capital Corp

Financial Services
31.6K
+ 76.3%
$20.41 - $23.25 $646K - $736K
73.1K $1.49B
GBDC
Golub Capital Bdc, Inc.

Financial Services
36.9K
+ 54.97%
$13.69 - $15.48 $505K - $571K
104K $1.42B
Alger ETF Trust/The
1.57K
+ 3.99%
N/A
41K $1.54B
BALT
Innovator Etfs Tr
5.62K
+ 4.1%
$32.11 - $32.82 $180K - $184K
143K $4.68B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
3.16K
+ 6.79%
$18.65 - $22.58 $59K - $71.4K
49.8K $1.11B
FNDF
Schwab Fundamental Intl Large

ETFs
134
+ 0.21%
$39.84 - $43.15 $5.34K - $5.78K
63.1K $2.71B
IIM
Invesco Value Municipal Income Trust

Financial Services
7.35K
+ 9.62%
$11.23 - $12.55 $82.6K - $92.3K
83.8K $1.05B
Flaherty & Crumrine Inc
2.1K
+ 2.24%
N/A
96.1K $2.08B
WEA
Western Asset Premier Bond Fund

Financial Services
1.67K
+ 0.61%
$10.73 - $11.4 $17.9K - $19K
274K $3.07B
EVN
Eaton Vance Municipal Income Trust

Financial Services
3.83K
+ 4.26%
$10.23 - $11.23 $39.2K - $43K
93.6K $1.04B
VKQ
Invesco Municipal Trust

Financial Services
7.67K
+ 9.29%
$8.95 - $9.65 $68.7K - $74.1K
90.3K $872M
PRF
Invesco Exchange Traded Fd Tr

ETFs
246
+ 0.75%
$42.04 - $45.23 $10.3K - $11.1K
33K $1.49B
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
6.04K
+ 9.23%
$9.39 - $10.12 $56.7K - $61.1K
71.5K $724M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
5.97K
+ 5.48%
$8.15 - $8.82 $48.6K - $52.6K
115K $1.01B
First Trust Et Fs/Usa
1.31K
+ 2.28%
N/A
58.6K $1.27B
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
6.38K
+ 4.34%
$9.0 - $9.32 $57.4K - $59.4K
153K $1.42B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.98K
+ 7.17%
$11.51 - $12.4 $57.3K - $61.7K
74.4K $915M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
807
+ 4.14%
$46.09 - $49.41 $37.2K - $39.9K
20.3K $1B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.55K
+ 4.95%
$10.62 - $11.43 $37.7K - $40.6K
75.2K $856M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
3.48K
+ 8.16%
$11.55 - $12.56 $40.2K - $43.7K
46.1K $580M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
4.34K
+ 5.1%
$7.56 - $7.93 $32.8K - $34.4K
89.4K $707M
JEPI
J P Morgan Exchange Traded Fd

ETFs
798
+ 1.19%
$55.61 - $57.37 $44.4K - $45.8K
67.7K $3.86B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
274
+ 0.86%
$31.79 - $33.42 $8.71K - $9.16K
32.3K $1.08B
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
1.88K
+ 5.23%
$17.68 - $18.75 $33.2K - $35.2K
37.8K $691M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
848
+ 2.51%
$86.07 - $90.74 $73K - $76.9K
34.6K $3.1B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
649
+ 6.42%
$72.01 - $74.44 $46.7K - $48.3K
10.8K $790M
PHK
Pimco High Income Fund

Financial Services
613
+ 0.3%
$4.78 - $5.02 $2.93K - $3.08K
205K $1.02B
Innovator ETF Trust
1.41K
+ 4.96%
N/A
29.8K $746M
EEMV
Ishares Msci Emerging Markets

ETFs
265
+ 1.24%
$61.94 - $64.63 $16.4K - $17.1K
21.6K $1.38B
VTWO
Vanguard Russell 2000 ETF

ETFs
21
+ 0.66%
$86.92 - $99.32 $1.83K - $2.09K
3.18K $311M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
1.19K
+ 2.46%
$14.44 - $15.44 $17.2K - $18.4K
49.6K $750M
CGDV
Capital Group Divid Value ETF

ETFs
145
+ 1.36%
$39.59 - $42.21 $5.74K - $6.12K
10.8K $453M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
267
+ 0.51%
$14.8 - $15.89 $3.95K - $4.24K
52.8K $822M
XYLG
Global X Fds S&P 500 Covered C

ETFs
327
+ 1.87%
$27.54 - $28.87 $9.01K - $9.44K
17.8K $512M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
255
+ 0.86%
$26.15 - $27.4 $6.67K - $6.99K
29.7K $812M
Innovator ETF Trust
1.06K
+ 3.55%
N/A
30.8K $741M
Innovator ETF Trust
1.07K
+ 3.73%
N/A
29.8K $739M
PFN
Pimco Income Strategy Fund Ii

Financial Services
161
+ 0.12%
$7.37 - $7.67 $1.19K - $1.23K
133K $1.01B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.49%
$128.6 - $136.01 $2.19K - $2.31K
3.51K $474M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
1.15K
+ 3.39%
$9.34 - $10.15 $10.7K - $11.6K
35K $351M
Innovator ETF Trust
818
+ 2.82%
N/A
29.8K $739M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
673
+ 2.78%
$9.4 - $10.36 $6.33K - $6.97K
24.9K $255M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
12.4K
+ 6.37%
$7.36 - $7.74 $91.2K - $95.9K
207K $1.52B
SPFF
Global X Superincome Preferred

ETFs
1.38K
+ 5.69%
$8.98 - $9.52 $12.3K - $13.1K
25.6K $236M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
248
+ 3.47%
$50.09 - $50.73 $12.4K - $12.6K
7.41K $374M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
879
+ 0.92%
$10.48 - $10.64 $9.21K - $9.35K
96.7K $1.03B
CGGR
Capital Group Growth ETF Shs C

ETFs
261
+ 32.46%
$40.2 - $44.58 $10.5K - $11.6K
1.07K $46.8M
Activity Summary
Buys All Purchases 69 New Holdings 7 Increased Positions 62 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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