Advisor Group Holdings, Inc. Incresed Positions in Q2 2025

Advisor Group Holdings, Inc.

  • $52.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
296K
+ 17.3%
$99.93 - $119.04 $29.6M - $35.2M
2.01M $216M
GLD
Spdr Gold Trust

ETFs
103K
+ 15.99%
$273.71 - $316.29 $28.3M - $32.7M
749K $228M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
1.67M
+ 3829.11%
$17.61 - $21.46 $29.5M - $35.9M
1.72M $30.4M
UBER
Uber Technologies, Inc

Technology
316K
+ 65.61%
$64.62 - $93.3 $20.4M - $29.5M
798K $74.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
257K
+ 30.6%
$82.32 - $112.47 $21.2M - $28.9M
1.1M $123M
RDVY
First Trust Rising Dividend Ac

ETFs
442K
+ 15.8%
$51.6 - $62.74 $22.8M - $27.7M
3.24M $203M
BALT
Innovator Etfs Tr
854K
+ 58.82%
$30.33 - $32.1 $25.9M - $27.4M
2.31M $74M
IEFA
Ishares Tr

ETFs
325K
+ 15.76%
$67.83 - $84.09 $22.1M - $27.4M
2.39M $200M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
112K
+ 27.61%
$180.84 - $240.32 $20.2M - $26.9M
517K $124M
PFEB
Innovator U.S. Equity Power Bu

ETFs
701K
+ 154.36%
$33.46 - $38.01 $23.5M - $26.7M
1.16M $43.9M
CGUS
Capital Group Core Equity ETF
712K
+ 68.08%
$29.93 - $36.93 $21.3M - $26.3M
1.76M $64.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
71.6K
+ 12.96%
$273.67 - $366.17 $19.6M - $26.2M
624K $228M
ORCL
Oracle Corp

Technology
119K
+ 32.8%
$122.82 - $218.63 $14.6M - $25.9M
480K $105M
IWD
Ishares Russell 1000 Val ETF

ETFs
133K
+ 29.84%
$166.82 - $194.23 $22.2M - $25.9M
580K $113M
XSMO
Invesco S&P Smallcap Momentum

ETFs
380K
+ 27.71%
$55.15 - $68.11 $20.9M - $25.9M
1.75M $119M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
345K
+ 27.22%
$60.34 - $74.89 $20.8M - $25.8M
1.61M $121M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
1.24M
+ 11236.1%
$19.78 - $21.29 $24.6M - $26.5M
1.26M $25.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
198K
+ 77.63%
$101.93 - $128.63 $20.2M - $25.5M
454K $58.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
284K
+ 46.86%
$72.96 - $90.39 $20.7M - $25.6M
889K $79.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
188K
+ 20.52%
$114.78 - $133.31 $21.5M - $25M
1.1M $147M
CVX
Chevron Corp

Energy
175K
+ 28.86%
$133.73 - $168.51 $23.4M - $29.4M
780K $112M
PLTR
Palantir Technologies Inc.

Technology
177K
+ 14.26%
$74.01 - $144.25 $13.1M - $25.5M
1.42M $193M
XLK
Technology Sector Spdr

ETFs
94.8K
+ 13.01%
$179.73 - $253.23 $17M - $24M
823K $208M
IVE
Ishares S&P 500 Value ETF

ETFs
122K
+ 22.52%
$168.34 - $195.42 $20.5M - $23.8M
664K $130M
BAC
Bank Of America Corp

Financial Services
489K
+ 36.65%
$34.39 - $47.46 $16.8M - $23.2M
1.82M $86.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
449K
+ 27.84%
$50.28 - $50.47 $22.6M - $22.7M
2.06M $104M
V
Visa Inc.

Financial Services
62.8K
+ 13.22%
$308.27 - $373.31 $19.4M - $23.4M
538K $191M
WMT
Walmart Inc.

Consumer Defensive
224K
+ 14.6%
$81.79 - $99.98 $18.3M - $22.4M
1.76M $172M
DGRO
Ishares Core Dividend Growth E

ETFs
335K
+ 29.02%
$55.22 - $63.94 $18.5M - $21.4M
1.49M $95.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
129K
+ 23.63%
$141.87 - $164.49 $18.3M - $21.3M
677K $111M
EFV
Msci Eafe Value ETF

ETFs
335K
+ 44.85%
$52.4 - $64.65 $17.5M - $21.6M
1.08M $68.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
85.2K
+ 29.29%
$187.5 - $246.51 $16M - $21M
376K $92.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
344K
+ 44.53%
$50.39 - $60.05 $17.4M - $20.7M
1.12M $67.1M
ABBV
Abb Vie Inc.

Healthcare
111K
+ 20.84%
$170.16 - $206.27 $18.9M - $22.9M
642K $119M
FNDA
Schwab Fundamental U S Small C

ETFs
702K
+ 1526.64%
$23.85 - $28.69 $16.7M - $20.1M
748K $21.4M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
395K
+ 42.01%
$47.42 - $51.67 $18.7M - $20.4M
1.34M $67.8M
PJAN
Innovator U.S. Equity Power Bu

ETFs
443K
+ 80.84%
$38.7 - $44.05 $17.1M - $19.5M
990K $43.6M
FNDE
Schwab Fundamental Emerging Mk

ETFs
586K
+ 318.73%
$26.66 - $33.09 $15.6M - $19.4M
770K $25.4M
GS
Goldman Sachs Group Inc

Financial Services
27.3K
+ 30.79%
$462.22 - $707.75 $12.6M - $19.3M
116K $82M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
48.1K
+ 34.19%
$299.15 - $396.54 $14.4M - $19.1M
189K $74.9M
JNJ
Johnson & Johnson

Healthcare
125K
+ 21.98%
$146.36 - $159.82 $18.2M - $19.9M
692K $106M
IVW
Ishares S&P 500 Growth ETF

ETFs
171K
+ 9.04%
$82.96 - $110.1 $14.2M - $18.9M
2.07M $227M
VGSH
Vanguard

ETFs
310K
+ 33.38%
$58.32 - $58.95 $18.1M - $18.3M
1.24M $72.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
25
+ 71.43%
$725400.0 - $809350.0 $18.1M - $20.2M
60 $43.7M
CGXU
Capital Group Intl Focus Equit

ETFs
671K
+ 97.97%
$21.44 - $27.35 $14.4M - $18.4M
1.36M $36.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
526K
+ 177.08%
$27.26 - $34.48 $14.3M - $18.1M
823K $28.4M
FDL
First Tr Morningstar Dividend

ETFs
433K
+ 40.87%
$38.19 - $43.19 $16.5M - $18.7M
1.49M $62.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
364K
+ 18.04%
$39.89 - $49.46 $14.5M - $18M
2.38M $118M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
342K
+ 84.77%
$47.29 - $53.34 $16.2M - $18.2M
745K $39.2M
Activity Summary
Buys All Purchases 5231 New Holdings 593 Increased Positions 4638 Sells All Sells 1609 Reductions 1609 Sold out 0 Options Calls 89 Puts 17
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