Breakthru Advisory Services, LLC Purchases and Sells in Q3 2025

Breakthru Advisory Services, LLC

4 operations

Stock	Shares change	Price Range	Shares Held
IVV	17K + 60.21%	$620.67 - $670.08 $10.6M - $11.4M	45.3K $30.3B
EXCHANGE TRADED CONCEPTS TRU	32.8K + 25.53%	N/A	161K $10.5B
XLI	4.08K + 5.15%	$147.94 - $154.99 $603K - $632K	83.3K $12.8B
SCHX	34.1K + 304.03%	$24.46 - $26.5 $834K - $904K	45.3K $1.19B

54 operations

Stock	Shares change	Price Range	Shares Held
NORTHERN LTS FD TR II	949K New	N/A	949K $16.2B
SPY	13.7K New	$617.65 - $666.84 $8.47M - $9.14M	13.7K $9.13B
SCHZ	355K New	$22.9 - $23.58 $8.14M - $8.38M	355K $8.34B
TORTOISE CAPITAL SERIES TRUS	376K New	N/A	376K $7.89B
SCHWAB STRATEGIC TR	203K New	N/A	203K $5.43B
J P MORGAN EXCHANGE TRADED F	97.4K New	N/A	97.4K $4.97B

4 operations

Stock	Shares change	Price Range	Shares Held
RDVY	-182K - 94.02%	$62.38 - $67.29 $11.3M - $12.2M	11.6K $777M
SDVY	-211K - 97.32%	$35.42 - $38.65 $7.46M - $8.14M	5.81K $221M
LDSF	-288K - 94.65%	$18.93 - $19.22 $5.46M - $5.54M	16.3K $311M
BUFR	-65.8K - 40.85%	$31.79 - $33.42 $2.09M - $2.2M	95.2K $3.18B

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