Advisor Group Holdings, Inc. Incresed Positions in Q1 2025

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KOMP
Spdr S&P Kensho New Economies

ETFs
12.8K
+ 203.56%
$46.49 - $54.36 $594K - $694K
19K $885K
QBTS
D Wave Quantum Inc.

Technology
77.6K
+ 243.52%
$3.83 - $11.18 $297K - $867K
109K $831K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
16.6K
+ 19.56%
$37.87 - $39.86 $628K - $661K
101K $3.87M
ALB
Albemarle Corp

Basic Materials
18.3K
+ 34.03%
$69.95 - $97.49 $1.28M - $1.79M
72.2K $5.2M
RGA
Reinsurance Group Of America Inc

Financial Services
3.45K
+ 49.08%
$186.01 - $231.1 $642K - $798K
10.5K $2.07M
DGS
Wisdomtree Emerging Markets Sm

ETFs
11.8K
+ 78.72%
$47.4 - $50.24 $557K - $590K
26.7K $1.29M
LPG
Dorian Lpg Ltd.

Energy
25.4K
+ 399.95%
$19.88 - $27.03 $505K - $686K
31.7K $708K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
19.8K
+ 82.81%
$25.34 - $26.96 $502K - $534K
43.8K $1.16M
IONQ
Ion Q, Inc.

Technology
61.7K
+ 149.94%
$18.27 - $51.07 $1.13M - $3.15M
103K $2.27M
KBE
Spdr S&P Bank ETF

ETFs
10.7K
+ 169.31%
$51.28 - $59.92 $548K - $640K
17K $899K
ESE
Esco Technologies Inc

Technology
3.3K
+ 390.65%
$128.92 - $169.65 $426K - $560K
4.15K $659K
PAAS
Pan American Silver Corp

Basic Materials
17K
+ 89.54%
$20.61 - $26.7 $351K - $455K
36.1K $931K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
30.3K
+ 85.76%
$18.01 - $18.31 $546K - $555K
65.7K $1.19M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4.69K
+ 22.83%
$60.74 - $73.87 $285K - $346K
25.2K $1.86M
COMP
Compass, Inc.

Technology
52.4K
+ 171.7%
$5.35 - $10.24 $281K - $537K
83K $724K
SBR
Sabine Royalty Trust

Energy
7.63K
+ 86.67%
$64.04 - $69.75 $489K - $532K
16.4K $1.11M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
49.1K
+ 172.11%
$10.77 - $11.29 $529K - $554K
77.6K $851K
LDSF
First Tr ETF Viii Low Duration

ETFs
28.4K
+ 164.02%
$18.68 - $18.94 $530K - $537K
45.7K $861K
VCTR
Victory Capital Holdings, Inc.

Financial Services
9.65K
+ 344.92%
$55.84 - $70.58 $539K - $681K
12.4K $720K
NPCT
Nuveen Core Plus Impact Fund
49.2K
+ 151.16%
$10.44 - $11.13 $514K - $548K
81.8K $874K
SFBS
Servis First Bancshares, Inc.

Financial Services
6.45K
+ 5081.1%
$80.8 - $93.58 $521K - $604K
6.58K $543K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.4K
+ 3.14%
$42.38 - $43.28 $569K - $581K
442K $18.8M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
37.2K
+ 19.92%
$14.31 - $14.8 $532K - $550K
224K $3.23M
TRIN
Trinity Capital Inc.

Financial Services
34.9K
+ 597.87%
$14.26 - $16.56 $497K - $577K
40.7K $616K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
22.9K
+ 21.19%
$17.61 - $18.7 $403K - $428K
131K $2.45M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
14.4K
+ 349.6%
$36.14 - $40.81 $521K - $588K
18.5K $686K
USA
Liberty All Star Equity Fund

Financial Services
124K
+ 17.41%
$6.41 - $7.32 $792K - $904K
833K $5.46M
FLEE
Franklin Templeton ETF Tr

ETFs
15.3K
+ 94.04%
$27.52 - $32.21 $421K - $493K
31.6K $976K
ASTS
Ast Space Mobile, Inc.

Communication Services
19.9K
+ 45.81%
$17.72 - $33.8 $353K - $673K
63.4K $1.44M
NXST
Nexstar Media Group, Inc.

Communication Services
2.7K
+ 149.75%
$146.34 - $182.75 $395K - $493K
4.5K $807K
SSB
South State Corp

Financial Services
6.03K
+ 110.45%
$89.4 - $108.33 $539K - $653K
11.5K $1.07M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
12.8K
+ 45.89%
$46.78 - $57.72 $597K - $737K
40.6K $1.98M
FEMS
First Trust Emerging Markets S

ETFs
14.7K
+ 33.82%
$36.09 - $39.16 $530K - $575K
58.1K $2.16M
FCAL
First Tr Iii Calif Mun High In

ETFs
11.1K
+ 46.04%
$48.53 - $49.76 $539K - $552K
35.2K $1.71M
ARLP
Alliance Resource Partners LP

Energy
18.5K
+ 138.23%
$24.47 - $29.24 $453K - $541K
31.9K $869K
SCM
Stellus Capital Investment Corp

Financial Services
36.9K
+ 1228.9%
$13.64 - $15.5 $503K - $571K
39.9K $558K
UNFI
United Natural Foods Inc

Consumer Defensive
18.8K
+ 689.86%
$24.57 - $34.37 $463K - $648K
21.6K $590K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
14.6K
+ 71.93%
$38.41 - $44.06 $562K - $644K
35K $1.37M
MC
Moelis & CO

Financial Services
9.29K
+ 510.21%
$57.91 - $81.2 $538K - $754K
11.1K $648K
FTC
First Tr Lge Cap Growth

ETFs
4.96K
+ 22.16%
$127.87 - $148.89 $635K - $739K
27.4K $3.59M
STAG
Stag Industrial, Inc.

Real Estate
8.88K
+ 10.82%
$32.39 - $37.07 $288K - $329K
90.9K $3.28M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
20K
+ 19.12%
$27.88 - $29.48 $559K - $591K
125K $3.53M
SIL
Global X Silver Miners ETF

ETFs
7.06K
+ 23.68%
$31.91 - $40.68 $225K - $287K
36.9K $1.45M
PFFA
Etfis Ser Tr I

ETFs
44.6K
+ 6.96%
$21.21 - $22.3 $946K - $994K
685K $14.5M
XSW
Spdr S&P Software & Services E

ETFs
3.67K
+ 125.36%
$159.76 - $197.42 $586K - $724K
6.59K $1.05M
AZEK
Azek CO Inc.

Industrials
10.1K
+ 214.67%
$39.61 - $52.0 $400K - $525K
14.8K $723K
CMS
Cms Energy Corp

Utilities
3.72K
+ 14.42%
$64.99 - $75.11 $242K - $279K
29.5K $2.22M
FBIZ
First Business Financial Services, Inc.

Financial Services
10.6K
+ 14275.68%
$42.78 - $56.35 $452K - $595K
10.6K $501K
QWLD
Spdr Index Shs Fds

ETFs
3.64K
+ 48.94%
$122.65 - $131.03 $446K - $476K
11.1K $1.41M
Activity Summary
Buys All Purchases 4365 New Holdings 727 Increased Positions 3638 Sells All Sells 2657 Reductions 2657 Sold out 0 Options Calls 114 Puts 15
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