Activest Wealth Management Sells in Q2 2025

Activest Wealth Management

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-31.1K
Closed
$60.22 - $80.1 $1.87M - $2.49M
0 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-65.7K
Closed
$19.6 - $24.44 $1.29M - $1.6M
0 $0
XLK
Technology Sector Spdr

ETFs
-4.93K
- 73.61%
$179.73 - $253.23 $886K - $1.25M
1.77K $447K
FTSL
First Trust Senior Ln Fund

ETFs
-14.5K
- 84.81%
$44.58 - $46.07 $647K - $669K
2.6K $119K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-27K
- 57.68%
$12.41 - $14.27 $335K - $385K
19.8K $280K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-4.24K
- 28.23%
$81.66 - $93.76 $346K - $397K
10.8K $1.01M
PAVE
Global X Fds Us Infrastructure

ETFs
-9.55K
- 99.21%
$33.78 - $43.68 $322K - $417K
76 $3K
XLI
Industrial Sector Spdr

ETFs
-3.42K
- 37.33%
$116.42 - $147.52 $399K - $505K
5.75K $847K
XLE
Energy Sector Spdr

ETFs
-966
- 4.07%
$76.44 - $94.13 $73.8K - $90.9K
22.8K $1.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-180
- 4.38%
$483.48 - $539.8 $87K - $97.2K
3.93K $1.91M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.27K
- 99.92%
$139.8 - $197.22 $177K - $250K
1 $0
VUG
Vanguard Growth ETF

ETFs
-580
- 49.66%
$329.49 - $438.4 $191K - $254K
588 $257K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-8.07K
- 11.72%
$13.62 - $15.14 $110K - $122K
60.8K $867K
BBAR
Banco Bbva Argentina S.A.

Financial Services
-1.75K
- 2.44%
$14.94 - $22.35 $26.1K - $39.1K
70K $1.15M
DSL
Double Line Income Solutions Fund

Financial Services
-5.82K
- 3.5%
$11.15 - $12.57 $64.9K - $73.2K
161K $1.97M
LOMA
Loma Negra Compania Industrial Argentina Sociedad Anonima

Basic Materials
-10.7K
- 6.3%
$9.07 - $13.78 $96.8K - $147K
159K $1.74M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-5.6K
- 40.8%
$13.55 - $16.25 $75.9K - $91K
8.13K $111K
STWD
Starwood Property Trust, Inc.

Real Estate
-5.22K
- 83.77%
$17.28 - $20.41 $90.1K - $106K
1.01K $20K
GDV
Gabelli Dividend & Income Trust

Financial Services
-4.88K
- 33.28%
$21.11 - $26.01 $103K - $127K
9.78K $254K
CRM
Salesforce, Inc.

Technology
-345
- 47.46%
$236.26 - $291.15 $81.5K - $100K
382 $104K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-261
- 14.56%
$376.48 - $440.65 $98.3K - $115K
1.53K $674K
XOM
Exxon Mobil Corp

Energy
-609
- 54.23%
$99.93 - $119.04 $60.9K - $72.5K
514 $55K
BMA
Macro Bank Inc.

Financial Services
-308
- 3.04%
$64.88 - $96.54 $20K - $29.7K
9.83K $689K
APP
App Lovin Corp

Technology
-266
- 98.15%
$219.37 - $417.89 $58.4K - $111K
5 $1K
PG
Procter & Gamble CO

Consumer Defensive
-336
- 31.46%
$157.66 - $172.39 $53K - $57.9K
732 $116K
ORCL
Oracle Corp

Technology
-759
- 56.6%
$122.82 - $218.63 $93.2K - $166K
582 $127K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.2K
Closed
$50.36 - $50.68 $60.3K - $60.7K
0 $0
TXN
Texas Instruments Inc

Technology
-274
- 68.84%
N/A
124 $24K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-8.53K
- 4.32%
$8.45 - $9.78 $72.1K - $83.4K
189K $1.84M
MRK
Merck & Co., Inc.

Healthcare
-467
- 43.89%
$73.47 - $87.12 $34.3K - $40.7K
597 $47K
ARCC
Ares Capital Corp

Financial Services
-1.49K
- 2.13%
$18.91 - $22.43 $28.1K - $33.4K
68.5K $1.5M
EFX
Equifax Inc

Industrials
-188
- 94.0%
$205.5 - $280.54 $38.6K - $52.7K
12 $3K
SHOP
Shopify Inc.

Technology
-534
- 66.25%
$76.89 - $115.35 $41.1K - $61.6K
272 $31K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-256
- 75.29%
$177.93 - $313.14 $45.6K - $80.2K
84 $26K
MCD
Mcdonalds Corp

Consumer Cyclical
-128
- 47.41%
$285.55 - $321.23 $36.6K - $41.1K
142 $41K
PEP
Pepsico Inc

Consumer Defensive
-248
- 46.36%
$128.02 - $151.37 $31.7K - $37.5K
287 $37K
USFR
Wisdomtree Floating Rate Treas

ETFs
-797
- 0.57%
$50.28 - $50.47 $40.1K - $40.2K
138K $6.95M
GLD
Spdr Gold Trust

ETFs
-377
- 8.51%
$273.71 - $316.29 $103K - $119K
4.05K $1.24M
LLY
Eli Lilly & CO

Healthcare
-38
- 16.52%
$713.71 - $898.95 $27.1K - $34.2K
192 $149K
KO
Coca Cola CO

Consumer Defensive
-519
- 36.47%
$68.37 - $73.9 $35.5K - $38.4K
904 $63K
WFC
Wells Fargo & Company

Financial Services
-549
- 65.2%
$60.98 - $80.12 $33.5K - $44K
293 $23K
RTX
Raytheon Technologies Corp

Industrials
-305
- 54.27%
$113.75 - $148.48 $34.7K - $45.3K
257 $37K
NVO
Novo Nordisk A S

Healthcare
-358
- 2.36%
$58.08 - $81.05 $20.8K - $29K
14.8K $1.02M
ASTS
Ast Space Mobile, Inc.

Communication Services
-2K
- 77.4%
$20.07 - $51.83 $40.1K - $104K
584 $27K
T
At&T Inc.

Communication Services
-1.16K
- 39.67%
$26.33 - $28.94 $30.6K - $33.6K
1.77K $51K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-336
- 33.27%
$83.8 - $101.39 $28.2K - $34.1K
674 $68K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-2.32K
- 41.09%
$12.25 - $15.47 $28.4K - $35.9K
3.33K $51K
V
Visa Inc.

Financial Services
-88
- 12.81%
$308.27 - $373.31 $27.1K - $32.9K
599 $212K
SPGI
S&P Global Inc.

Financial Services
-50
- 74.63%
$438.31 - $527.29 $21.9K - $26.4K
17 $8K
Activity Summary
Buys All Purchases 623 New Holdings 319 Increased Positions 304 Sells All Sells 488 Reductions 325 Sold out 163 Options Calls 0 Puts 0
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