Advisor Group Holdings, Inc. Reduced Holdings in Q3 2025

Advisor Group Holdings, Inc.

  • $67.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-292K
- 10.83%
$91.44 - $91.77 $26.7M - $26.8M
2.41M $221M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-103K
- 48.94%
$168.93 - $178.7 $17.4M - $18.4M
107K $19M
VRIG
Invesco Actively Managed ETF F

ETFs
-598K
- 36.81%
$25.04 - $25.16 $15M - $15.1M
1.03M $25.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-167K
- 15.01%
$82.38 - $83.0 $13.7M - $13.8M
944K $78.3M
TFLO
Ishares Treasury Floating Rate

ETFs
-242K
- 20.75%
$50.45 - $50.65 $12.2M - $12.3M
926K $46.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-240K
- 8.59%
$70.77 - $73.59 $17M - $17.6M
2.55M $187M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-78.1K
- 15.09%
$236.25 - $257.69 $18.4M - $20.1M
439K $113M
IWX
Ishares Tr Russell 200 Value E

ETFs
-123K
- 95.38%
$83.04 - $87.88 $10.2M - $10.8M
5.97K $524K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-207K
- 60.71%
$47.11 - $48.77 $9.75M - $10.1M
134K $6.49M
FXI
Ishares Tr

ETFs
-265K
- 72.23%
$36.18 - $41.62 $9.6M - $11M
102K $4.2M
FSK
Fs Kkr Capital Corp

Financial Services
-4.55K
- 0.4%
$14.93 - $22.48 $67.9K - $102K
1.13M $16.9M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-314K
- 24.98%
$20.0 - $20.97 $6.27M - $6.58M
942K $19.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-119K
- 18.54%
$50.52 - $50.75 $6.02M - $6.05M
523K $26.6M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-236K
- 29.92%
$25.39 - $25.57 $5.99M - $6.04M
553K $14.1M
FNGS
Bank Of Montreal

ETFs
-119K
- 23.42%
$64.17 - $71.22 $7.64M - $8.48M
390K $27.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.75K
- 2.65%
$412.46 - $514.1 $1.96M - $2.44M
174K $85.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
-28.1K
- 8.34%
$282.75 - $294.19 $7.94M - $8.26M
309K $90.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-96.2K
- 4.67%
$50.23 - $50.48 $4.83M - $4.86M
1.96M $98.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-68.7K
- 5.51%
$85.01 - $90.35 $5.84M - $6.21M
1.18M $105M
JD
Jd.Com, Inc.

Consumer Cyclical
-152K
- 58.31%
$30.39 - $35.64 $4.63M - $5.43M
109K $3.81M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-98.3K
- 5.72%
$15.39 - $17.94 $1.51M - $1.76M
1.62M $25.8M
COIN
Coinbase Global, Inc.

Technology
-6.92K
- 4.11%
$297.99 - $419.78 $2.06M - $2.91M
161K $54.5M
FTV
Fortive Corp

Technology
-82.8K
- 82.62%
$46.55 - $53.34 $3.86M - $4.42M
17.4K $853K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-45.9K
- 8.73%
$136.48 - $142.97 $6.26M - $6.56M
480K $67.2M
ESI
Element Solutions Inc

Basic Materials
-185K
- 86.35%
$23.13 - $26.99 $4.29M - $5M
29.3K $737K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-104K
- 17.75%
$59.19 - $64.47 $6.15M - $6.69M
481K $30.5M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-43K
- 87.21%
$86.67 - $100.17 $3.73M - $4.31M
6.31K $570K
STLD
Steel Dynamics Inc

Basic Materials
-40K
- 54.7%
N/A
33.1K $3.25M
TRGP
Targa Resources Corp.

Energy
-21.7K
- 53.73%
$160.52 - $174.4 $3.49M - $3.79M
18.7K $3.14M
AOR
Ishares Tr Core Growth Allocat

ETFs
-69.5K
- 33.17%
$60.99 - $64.39 $4.24M - $4.48M
140K $9.02M
TXN
Texas Instruments Inc

Technology
-19.6K
- 12.74%
N/A
134K $26.1M
BXP
Boston Properties Inc

Real Estate
-53.8K
- 84.82%
$62.11 - $78.93 $3.34M - $4.25M
9.63K $715K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-169K
- 3.95%
$25.21 - $25.99 $4.27M - $4.4M
4.12M $106M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4.2K
- 10.68%
$159.87 - $247.68 $671K - $1.04M
35.1K $6.25M
AIZ
Assurant, Inc.

Financial Services
-18.3K
- 37.37%
$184.56 - $218.69 $3.38M - $4.01M
30.7K $6.65M
AMT
American Tower Corp

Real Estate
-4.45K
- 6.04%
$192.32 - $232.35 $855K - $1.03M
69.1K $13.3M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-33.4K
- 32.79%
$57.1 - $70.52 $1.91M - $2.36M
68.5K $4.08M
BXSL
Blackstone Secured Lending Fund

Financial Services
-29.9K
- 6.66%
$26.07 - $32.55 $779K - $972K
419K $10.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-45.4K
- 6.37%
$72.01 - $74.44 $3.27M - $3.38M
666K $49M
IYR
Ishares Tr

ETFs
-30.6K
- 35.73%
$94.16 - $98.46 $2.88M - $3.01M
55K $5.34M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-59.3K
- 7.24%
$48.72 - $50.73 $2.89M - $3.01M
761K $37.5M
DEMZ
The Advisors Inner Circle Fd I

ETFs
-72.9K
- 67.59%
$38.84 - $41.8 $2.83M - $3.05M
34.9K $1.46M
TAP
Molson Coors Beverage CO

Consumer Defensive
-55.5K
- 69.07%
$44.09 - $52.81 $2.45M - $2.93M
24.8K $1.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-42.8K
- 3.78%
$92.18 - $95.14 $3.95M - $4.07M
1.09M $104M
EFG
Msci Eafe Growth ETF

ETFs
-29.8K
- 6.68%
$106.99 - $114.46 $3.19M - $3.41M
416K $47.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
-48.8K
- 2.84%
$90.83 - $93.81 $4.43M - $4.57M
1.67M $156M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-44.3K
- 34.93%
$61.22 - $65.41 $2.71M - $2.9M
82.6K $5.38M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
-114K
- 20.27%
$22.68 - $23.2 $2.59M - $2.65M
449K $10.4M
PAYX
Paychex Inc

Industrials
-2.2K
- 1.95%
$126.69 - $147.99 $279K - $325K
111K $14M
Activity Summary
Buys All Purchases 4482 New Holdings 349 Increased Positions 4133 Sells All Sells 2267 Reductions 2267 Sold out 0 Options Calls 69 Puts 9
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