Innovative Wealth Building LLC Purchases and Sells in Q3 2025

Innovative Wealth Building LLC

31 operations

Stock	Shares change	Price Range	Shares Held
VOO	1.81K + 2.53%	$567.77 - $614.76 $1.02M - $1.11M	73.1K $44.8B
PULS	14.5K + 11.45%	$49.58 - $49.83 $720K - $724K	141K $7.05B
VGT	327 + 5.77%	$656.44 - $753.15 $215K - $246K	6K $4.48B
QQQ	419 + 5.85%	$546.99 - $602.2 $229K - $252K	7.58K $4.55B
JEPI	6.57K + 34.95%	$55.61 - $57.37 $366K - $377K	25.4K $1.45B
BKIE	2.17K + 5.75%	$83.41 - $89.78 $181K - $194K	39.8K $3.56B

4 operations

Stock	Shares change	Price Range	Shares Held
SCHD	9.07K New	$26.38 - $27.95 $239K - $254K	9.07K $248M
LOW	935 New	$215.01 - $273.02 $201K - $255K	935 $235M
BAC	4.5K New	$44.92 - $52.42 $202K - $236K	4.5K $232M
PNC	1K New	$185.88 - $207.44 $186K - $207K	1K $201M

19 operations

Stock	Shares change	Price Range	Shares Held
GSLC	-7.14K - 25.82%	$121.46 - $130.92 $867K - $934K	20.5K $2.67B
IJJ	-3.8K - 32.14%	$122.57 - $132.57 $465K - $503K	8.01K $1.04B
SCHO	-17.2K - 16.24%	$24.23 - $24.42 $418K - $421K	88.9K $2.17B
USHY	-7.69K - 10.9%	$37.14 - $37.85 $285K - $291K	62.8K $2.37B
AGG	-2.56K - 6.38%	$97.75 - $100.75 $250K - $258K	37.5K $3.76B
IJR	-3.75K - 14.66%	$108.46 - $120.63 $406K - $452K	21.8K $2.59B

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