Advisor Group Holdings, Inc. Reduced Holdings in Q2 2025

Advisor Group Holdings, Inc.

  • $52.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-10.7K
- 5.24%
$9.75 - $10.96 $104K - $117K
193K $2M
SGRY
Surgery Partners, Inc.

Healthcare
-4.9K
- 91.99%
$19.3 - $23.94 $94.6K - $117K
427 $9K
EMQQ
Emqq Emerging Markets Internet

ETFs
-2.6K
- 14.16%
$33.1 - $41.67 $86.1K - $108K
15.8K $657K
UGI
Ugi Corp

Utilities
-2.93K
- 8.03%
$30.18 - $36.59 $88.5K - $107K
33.6K $1.22M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-7.21K
- 29.72%
$14.02 - $15.15 $101K - $109K
17.1K $252K
EZA
Ishares Msci South Africa ETF

ETFs
-1.97K
- 43.97%
$40.54 - $54.77 $79.7K - $108K
2.51K $134K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-1.98K
- 20.25%
$38.95 - $53.59 $77K - $106K
7.78K $417K
AIR
Aar Corp

Industrials
-1.53K
- 74.34%
$48.56 - $69.04 $74.2K - $105K
527 $36K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-2.68K
- 20.14%
$34.88 - $40.29 $93.5K - $108K
10.6K $413K
NPCT
Nuveen Core Plus Impact Fund
-9.3K
- 10.85%
$9.88 - $11.21 $91.9K - $104K
76.5K $857K
TRMK
Trustmark Corp

Financial Services
-2.84K
- 21.11%
$30.79 - $36.78 $87.4K - $104K
10.6K $387K
COCO
Vita Coco Company, Inc.

Consumer Defensive
-2.85K
- 43.03%
$27.0 - $37.18 $76.9K - $106K
3.77K $136K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-4.27K
- 29.82%
$22.36 - $23.73 $95.5K - $101K
10K $238K
FRPT
Freshpet, Inc.

Consumer Defensive
-1.49K
- 21.9%
$67.88 - $89.64 $101K - $134K
5.32K $361K
CSWC
Capital Southwest Corp

Financial Services
-4.57K
- 15.14%
$17.99 - $22.44 $82.3K - $103K
25.6K $565K
PCM
Pcm Fund, Inc.

Financial Services
-16K
- 34.98%
$5.93 - $6.49 $94.9K - $104K
29.8K $188K
UGP
Ultrapar Holdings Inc

Energy
-30.7K
- 91.0%
$2.76 - $3.28 $84.7K - $101K
3.04K $9K
MBI
Mbia Inc

Financial Services
-23.2K
- 81.03%
$3.92 - $4.87 $91K - $113K
5.44K $23K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-5.23K
- 6.25%
$18.21 - $18.97 $95.3K - $99.3K
78.5K $1.49M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 24.85%
$72.53 - $93.16 $78K - $100K
3.25K $302K
RNR
Renaissancere Holdings LTD

Financial Services
-410
- 6.14%
$220.37 - $253.95 $90.4K - $104K
6.27K $1.52M
GGG
Graco Inc

Industrials
-1.15K
- 3.13%
$74.02 - $87.26 $85.4K - $101K
35.8K $3.08M
CET
Central Securities Corp

Financial Services
-2.08K
- 17.13%
$40.74 - $47.86 $84.7K - $99.5K
10.1K $481K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
-9.47K
- 60.98%
$9.71 - $10.53 $92K - $99.7K
6.06K $63K
SPFF
Global X Superincome Preferred

ETFs
-11K
- 69.32%
$8.34 - $8.97 $91.6K - $98.6K
4.86K $43K
K
Kellogg CO

Consumer Defensive
-1.23K
- 2.51%
$77.85 - $82.88 $95.7K - $102K
47.7K $3.79M
UNM
Unum Group

Financial Services
-1.22K
- 1.46%
$70.48 - $82.91 $85.6K - $101K
82.1K $6.63M
GLU
Gabelli Global Utility & Income Trust

Financial Services
-5.7K
- 5.12%
$14.51 - $17.31 $82.7K - $98.7K
106K $1.83M
CDAY
Ceridian Hcm Holding Inc.

Technology
-1.5K
- 40.92%
N/A
2.16K $139K
INSP
Inspire Medical Systems, Inc.

Healthcare
-742
- 4.94%
$127.18 - $161.88 $94.4K - $120K
14.3K $1.85M
RGR
Sturm Ruger & CO Inc

Industrials
-2.35K
- 36.72%
N/A
4.04K $167K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-1.85K
- 51.18%
$50.47 - $54.75 $93.4K - $101K
1.77K $92K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-4.64K
- 7.26%
$18.53 - $20.98 $85.9K - $97.3K
59.2K $1.24M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-2.12K
- 2.4%
$43.65 - $45.44 $92.5K - $96.3K
86.3K $3.92M
QDIV
Global X Funds S&P 500 Quality

ETFs
-2.84K
- 63.87%
$30.56 - $35.14 $86.7K - $99.7K
1.61K $54K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-9.7K
- 26.14%
$9.72 - $10.39 $94.3K - $101K
27.4K $271K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-1.1K
- 2.23%
$75.06 - $87.96 $82.3K - $96.4K
48.2K $4.24M
TOTR
T Rowe Price Exchange Traded F

ETFs
-2.36K
- 43.61%
$39.59 - $40.88 $93.3K - $96.3K
3.05K $123K
KCE
Spdr S&P Capital Markets ETF

ETFs
-657
- 6.94%
$108.52 - $144.93 $71.3K - $95.2K
8.81K $1.28M
SNN
Smith & Nephew PLC

Healthcare
-3.08K
- 57.37%
$24.97 - $30.63 $77K - $94.5K
2.29K $70K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-3.79K
- 18.44%
$24.32 - $24.81 $92.1K - $94K
16.8K $415K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-10.9K
- 23.92%
$7.2 - $8.64 $78.5K - $94.2K
34.7K $293K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-4.99K
- 16.13%
$16.37 - $18.59 $81.6K - $92.7K
25.9K $478K
BWXT
Bwx Technologies, Inc.

Industrials
-639
- 2.56%
$89.24 - $144.06 $57K - $92.1K
24.4K $3.51M
EZPW
Ezcorp Inc

Financial Services
-6.66K
- 55.08%
$12.97 - $16.38 $86.4K - $109K
5.43K $75K
UAMY
United States Antimony Corp

Basic Materials
-42.2K
- 46.08%
$1.95 - $3.79 $82.4K - $160K
49.4K $107K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-4.49K
- 19.79%
$19.67 - $20.44 $88.4K - $91.9K
18.2K $372K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-1.81K
- 7.76%
$47.13 - $52.52 $85.1K - $94.9K
21.5K $1.08M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-3.09K
- 5.5%
$19.5 - $30.4 $60.3K - $94K
53.1K $1.55M
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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