A&I Financial Services, LLC Purchases and Sells in Q2 2025

A&I Financial Services, LLC

$177 Billion
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOUCHSTONE ETF TRUST	336K + 43.74%	N/A	1.1M $31.5B
IWM	1.35K + 0.8%	$174.82 - $215.79 $236K - $291K	170K $36.7B
NVDA	751 + 3.22%	$94.31 - $157.99 $70.8K - $119K	24.1K $3.8B
HARRIS OAKMARK ETF TRUST	20.3K + 3.53%	N/A	595K $15.3B
CGGR	11K + 11.87%	$30.53 - $40.65 $335K - $446K	103K $4.2B
CGUS	15.9K + 17.24%	$29.93 - $36.93 $475K - $587K	108K $3.99B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAPITAL GROUP GLOBAL EQUITY	40.5K New	N/A	40.5K $1.18B
PAHC	29.4K New	$16.53 - $25.66 $485K - $753K	29.4K $750M
HRI	4.83K New	$102.34 - $142.19 $494K - $687K	4.83K $636M
BAH	5.77K New	$99.97 - $129.69 $576K - $748K	5.77K $600M
UVE	20.1K New	$21.25 - $28.47 $428K - $573K	20.1K $558M
LEG	61.3K New	$6.56 - $9.72 $402K - $596K	61.3K $547M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-17 - 0.11%	$172.42 - $223.89 $2.93K - $3.81K	15.9K $3.26B
DT	-6.41K - 38.92%	$41.21 - $55.9 $264K - $359K	10.1K $556M
NVR	-10 - 15.38%	$6700.0 - $7410.93 $67K - $74.1K	55 $406M
CAPITAL GROUP NEW GEOGRAPHY	-5.96K - 17.01%	N/A	29.1K $838M
CION	-2.04K - 6.62%	$8.68 - $10.48 $17.7K - $21.3K	28.7K $275M
LLY	-1 - 0.3%	$713.71 - $898.95 $714 - $899	333 $260M

Activity Summary All Purchases 56 New Holdings 11 Increased Positions 45 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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