Brookwood Investment Group LLC Purchases in Q3 2025

Brookwood Investment Group LLC

  • $775 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.5K
+ 5.12%
$20.84 - $21.03 $52.2K - $52.6K
51.4K $1.08B
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.17%
$215.01 - $273.02 $645 - $819
1.76K $443M
Calibercos Inc
11.5K
New
N/A
11.5K $50.8M
SECT
Sector 10, Inc.

ETFs
10
+ 0.1%
$57.95 - $63.16 $580 - $632
10.1K $637M
BIGC
Big Commerce Holdings, Inc.

Technology
10K
New
$4.16 - $5.26 $41.6K - $52.6K
10K $49.9M
Strategic Trust
1.12K
+ 4.26%
N/A
27.5K $941M
QTJA
Innovator Etfs Tr Growth Accel
754
+ 4.64%
N/A
17K $491M
Tidal Trust Ii
4.26K
+ 42.09%
N/A
14.4K $184M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
250
+ 1.5%
$41.26 - $43.63 $10.3K - $10.9K
16.9K $735M
LQD
Ishares Iboxx $ Investment Gra

ETFs
82
+ 0.43%
$107.66 - $112.36 $8.83K - $9.21K
19.1K $2.13B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
213
+ 2.75%
$63.74 - $68.36 $13.6K - $14.6K
7.96K $540M
QTOC
Innovator Etfs Tr Growth Accel
646
+ 4.28%
N/A
15.7K $523M
QTAP
Innovator Etfs Tr Growth Accel
488
+ 4.61%
$41.9 - $43.72 $20.4K - $21.3K
11.1K $484M
MMM
3 M CO

Industrials
189
+ 6.09%
$144.41 - $160.2 $27.3K - $30.3K
3.29K $511M
VDC
Vanguard Consumer Staples ETF

ETFs
246
+ 9.11%
$212.64 - $225.25 $52.3K - $55.4K
2.95K $630M
BRT
Brt Apartments Corp.

Real Estate
2.33K
+ 15.88%
$14.52 - $16.55 $33.8K - $38.6K
17K $266M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
461
+ 4.59%
$86.07 - $90.74 $39.7K - $41.8K
10.5K $941M
PANW
Palo Alto Networks Inc

Technology
216
+ 2.53%
$167.06 - $208.19 $36.1K - $45K
8.74K $1.78B
XLG
Invesco Exchange Traded Fd Tr

ETFs
240
+ 6.09%
$51.78 - $57.89 $12.4K - $13.9K
4.18K $241M
QTEC
First Trust Nasdaq 100 Technol

ETFs
11
+ 0.6%
$208.95 - $229.72 $2.3K - $2.53K
1.83K $421M
DFAT
Dimensional ETF Tr U S Target

ETFs
200
+ 4.11%
$53.36 - $59.69 $10.7K - $11.9K
5.07K $295M
PAX
Patria Investments LTD

Financial Services
1.29K
+ 5.22%
$13.1 - $15.28 $16.8K - $19.6K
25.9K $378M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.26K
+ 6.59%
$22.64 - $23.22 $28.4K - $29.1K
20.3K $469M
Capital Group Core Balanced
82
+ 0.4%
N/A
20.4K $710M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
665
+ 7.55%
N/A
9.48K $245M
Bitwise Funds Trust
607
+ 13.7%
N/A
5.04K $228M
CLPR
Clipper Realty Inc.

Real Estate
4.55K
+ 6.09%
$3.44 - $4.48 $15.6K - $20.4K
79.1K $301M
IEF
Ishares Barclays

ETFs
202
+ 1.87%
$93.91 - $97.26 $19K - $19.6K
11K $1.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33
+ 1.46%
$108.46 - $120.63 $3.58K - $3.98K
2.3K $273M
First Tr Exchng Traded Fd Vi
119
+ 0.73%
N/A
16.5K $427M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
893
+ 7.32%
$46.51 - $50.07 $41.5K - $44.7K
13.1K $614M
BMY
Bristol Myers Squibb CO

Healthcare
1.28K
+ 3.67%
$43.31 - $48.98 $55.6K - $62.9K
36.2K $1.63B
PG
Procter & Gamble CO

Consumer Defensive
299
+ 5.27%
$150.47 - $161.22 $45K - $48.2K
5.97K $917M
OKE
Oneok Inc

Energy
669
+ 16.42%
$71.36 - $83.47 $47.7K - $55.8K
4.74K $346M
CAH
Cardinal Health Inc

Healthcare
216
+ 11.31%
$146.04 - $167.63 $31.5K - $36.2K
2.13K $334M
CPT
Camden Property Trust

Real Estate
210
+ 10.67%
$104.05 - $115.69 $21.9K - $24.3K
2.18K $233M
Cid Holdco Inc
60.9K
New
N/A
60.9K $9.29M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
229
+ 2.29%
$24.11 - $24.94 $5.52K - $5.71K
10.2K $254M
DNP
Dnp Select Income Fund Inc

Financial Services
243
+ 1.54%
$9.65 - $10.02 $2.34K - $2.43K
16K $160M
ETF Opportunities Trust
229
+ 0.49%
N/A
46.6K $1.24B
Calamos ETF Tr
23
+ 0.32%
N/A
7.29K $212M
CRWD
Crowd Strike Holdings, Inc.

Technology
126
+ 4.09%
$412.46 - $514.1 $52K - $64.8K
3.21K $1.57B
DHY
Credit Suisse High Yield Bond Fund

Financial Services
2.59K
+ 6.28%
$2.08 - $2.15 $5.4K - $5.58K
43.9K $90.5M
Morgan Stanley ETF Trust
28
+ 0.63%
N/A
4.47K $227M
FPI
Farmland Partners Inc.

Real Estate
1.09K
+ 4.7%
$10.47 - $11.59 $11.4K - $12.7K
24.3K $265M
KKR
Kkr & Co. Inc.

Financial Services
8
+ 0.5%
$129.95 - $152.16 $1.04K - $1.22K
1.62K $211M
XLP
Consumer Staples Sector Spdr

ETFs
151
+ 2.41%
N/A
6.42K $503M
CB
Chubb LTD

Financial Services
24
+ 1.41%
$265.99 - $289.59 $6.38K - $6.95K
1.72K $486M
PRU
Prudential Financial Inc

Financial Services
37
+ 1.38%
$100.68 - $109.89 $3.73K - $4.07K
2.72K $283M
Activity Summary
Buys All Purchases 305 New Holdings 104 Increased Positions 201 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 2 Puts 0
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