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
EXR
Extra Space Storage Inc.

Real Estate
2.64K
+ 19.74%
$126.61 - $152.99 $334K - $403K
16K $2.36M
AME
Ametek Inc

Industrials
2.13K
+ 14.35%
$151.41 - $182.75 $323K - $390K
17K $3.08M
MP
Mp Materials Corp.

Basic Materials
11.6K
+ 14.83%
$18.77 - $37.74 $217K - $437K
89.6K $2.98M
GUNR
Flexshares Tr Morningstar Glob

ETFs
9.59K
+ 38.26%
$33.77 - $41.16 $324K - $395K
34.6K $1.39M
FDS
Factset Research Systems Inc

Financial Services
858
+ 9.18%
$398.85 - $473.32 $342K - $406K
10.2K $4.57M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.83K
+ 14.47%
$160.22 - $209.35 $293K - $382K
14.4K $3.02M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
34.6K
+ 37.36%
$8.74 - $11.04 $303K - $382K
127K $1.41M
ESTC
Elastic N.V.

Technology
4.47K
+ 74.6%
$73.36 - $94.17 $328K - $421K
10.5K $882K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
17.9K
+ 88.11%
$20.5 - $21.03 $368K - $377K
38.3K $805K
LUV
Southwest Airlines CO

Industrials
11.6K
+ 5.87%
$24.04 - $34.36 $278K - $397K
208K $6.75M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
10.4K
+ 72.05%
$30.28 - $36.05 $314K - $374K
24.7K $892K
TGRW
T Rowe Price Exchange Traded F

Technology
8.9K
+ 2966.67%
$31.94 - $42.04 $284K - $374K
9.2K $386K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
7.48K
+ 15.09%
$42.02 - $50.36 $314K - $377K
57K $2.84M
PFG
Principal Financial Group Inc

Financial Services
4.69K
+ 8.96%
$69.56 - $86.19 $326K - $404K
57.1K $4.53M
EVRG
Evergy, Inc.

Utilities
5.4K
+ 14.3%
$64.06 - $69.64 $346K - $376K
43.1K $2.97M
TREE
Lending Tree, Inc.

Financial Services
10K
+ 12.47%
$33.74 - $54.12 $339K - $543K
90.6K $3.36M
DSL
Double Line Income Solutions Fund

Financial Services
30.3K
+ 26.52%
$11.15 - $12.57 $338K - $381K
144K $1.77M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.19K
+ 1.33%
$58.63 - $59.9 $363K - $371K
471K $28.2M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
5.02K
+ 35.35%
$60.21 - $75.37 $302K - $379K
19.2K $1.42M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
25.6K
+ 9.93%
$12.03 - $14.44 $308K - $369K
283K $4.09M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.26K
+ 66.64%
$140.84 - $163.09 $318K - $368K
5.65K $921K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.03K
+ 18.74%
$90.21 - $112.66 $364K - $454K
25.6K $2.33M
BHF
Brighthouse Financial, Inc.

Financial Services
6.85K
+ 278.41%
$47.29 - $61.15 $324K - $419K
9.31K $500K
OXLC
Oxford Lane Capital Corp.

Financial Services
87.1K
+ 17.4%
$4.01 - $4.96 $349K - $432K
587K $2.47M
FUND
Sprott Focus Trust Inc.

Financial Services
48.3K
+ 2307.54%
$6.41 - $7.56 $310K - $365K
50.4K $377K
HWKN
Hawkins Inc

Basic Materials
2.55K
+ 20.67%
$103.32 - $143.95 $264K - $368K
14.9K $2.12M
KIM
Kimco Realty Corp

Real Estate
17.2K
+ 74.74%
$18.7 - $21.69 $322K - $373K
40.2K $845K
EQR
Equity Residential

Real Estate
5.36K
+ 34.27%
$61.82 - $71.72 $331K - $384K
21K $1.42M
PWZ
Invesco California Amt Free Mu

ETFs
15.5K
+ 34.38%
$22.71 - $24.18 $353K - $376K
60.7K $1.42M
SU
Suncor Energy Inc

Energy
9.63K
+ 11.28%
$31.54 - $41.04 $304K - $395K
95.1K $3.56M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
37.2K
+ 81.13%
$9.33 - $10.06 $347K - $374K
82.9K $802K
TER
Teradyne, Inc

Technology
3.99K
+ 12.7%
$67.96 - $91.05 $271K - $364K
35.4K $3.19M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
9.21K
+ 12.24%
$36.2 - $38.97 $333K - $359K
84.4K $3.29M
WMS
Advanced Drainage Systems, Inc.

Industrials
3.11K
+ 25.28%
$96.79 - $123.55 $301K - $384K
15.4K $1.77M
SSB
South State Corp

Financial Services
3.88K
+ 47.87%
$80.59 - $94.67 $313K - $367K
12K $1.1M
FSLY
Fastly, Inc.

Technology
50.4K
+ 493.06%
$5.0 - $8.28 $252K - $417K
60.6K $428K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
13.9K
+ 7.34%
N/A
204K $5.2M
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
6.85K
+ 99.91%
$38.79 - $51.93 $266K - $355K
13.7K $711K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.09K
+ 40.47%
$224.32 - $326.09 $245K - $356K
3.79K $1.23M
ITT
Itt Inc.

Industrials
2.27K
+ 40.65%
$112.67 - $157.95 $255K - $358K
7.84K $1.23M
CRK
Comstock Resources Inc

Energy
12.8K
+ 47.34%
$17.12 - $30.74 $219K - $393K
39.8K $1.1M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
12.2K
+ 22.2%
$24.63 - $29.39 $301K - $359K
67.3K $1.94M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
29.1K
+ 326.01%
$10.72 - $12.16 $311K - $353K
38K $460K
IIIN
Insteel Industries Inc

Industrials
9.41K
+ 1522.98%
$23.76 - $37.75 $224K - $355K
10K $373K
CDE
Coeur Mining, Inc.

Basic Materials
39.5K
+ 351.28%
$4.81 - $9.46 $190K - $374K
50.8K $450K
EBLU
Ecofin Global Water Esg Fund

ETFs
6.64K
+ 681.13%
$51.6 - $52.91 $343K - $351K
7.62K $402K
YUM
Yum Brands Inc

Consumer Cyclical
2.36K
+ 5.81%
$138.36 - $161.45 $327K - $382K
43K $6.38M
IMO
Imperial Oil LTD

Energy
4.4K
+ 220.09%
$60.22 - $81.91 $265K - $361K
6.41K $509K
HSBC
Hsbc Holdings PLC

Financial Services
5.73K
+ 21.68%
$46.68 - $61.09 $268K - $350K
32.2K $1.96M
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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