Advisory Services Network, LLC Purchases in Q2 2025

Advisory Services Network, LLC

  • $5.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DCI
Donaldson CO Inc

Industrials
974
+ 3.23%
$59.18 - $71.02 $57.6K - $69.2K
31.1K $2.16M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.13K
+ 36.49%
$50.06 - $80.8 $56.5K - $91.1K
4.22K $340K
FEX
First Tr Large Cap Core Alphde

ETFs
879
+ 16.58%
$90.17 - $109.96 $79.3K - $96.7K
6.18K $679K
KHC
Kraft Heinz CO

Consumer Defensive
10.6K
+ 35.67%
$25.61 - $30.81 $270K - $325K
40.2K $1.04M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.07K
+ 28.59%
$42.72 - $44.24 $131K - $136K
13.8K $606K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.17K
+ 8.8%
$73.19 - $85.21 $85.8K - $99.9K
14.5K $1.23M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
251
+ 1.69%
$50.29 - $64.29 $12.6K - $16.1K
15.1K $972K
KEYS
Keysight Technologies, Inc.

Technology
318
+ 5.5%
$127.02 - $165.4 $40.4K - $52.6K
6.1K $999K
HBAN
Huntington Bancshares Inc

Financial Services
5.39K
+ 22.86%
$12.49 - $16.76 $67.3K - $90.3K
29K $485K
MBB
Ishares Tr

ETFs
1.36K
+ 3.31%
$91.41 - $94.22 $124K - $128K
42.4K $3.98M
DFAE
Dimensional ETF Tr

ETFs
3.66K
+ 44.23%
$22.87 - $28.95 $83.7K - $106K
11.9K $345K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.05K
+ 10.22%
$54.28 - $67.95 $56.8K - $71.1K
11.3K $766K
AMPX
Amprius Technologies, Inc.

Industrials
30.8K
New
$2.07 - $4.27 $63.7K - $131K
30.8K $129K
CNP
Centerpoint Energy Inc

Utilities
3.44K
+ 56.71%
$35.5 - $39.05 $122K - $134K
9.5K $348K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
22.1K
New
$4.93 - $5.9 $109K - $131K
22.1K $128K
CFG
Citizens Financial Group Inc

Financial Services
2.22K
+ 29.62%
$34.27 - $44.75 $76K - $99.3K
9.71K $434K
MRNA
Moderna, Inc.

Healthcare
4.79K
+ 75.87%
$23.65 - $28.54 $113K - $137K
11.1K $306K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
67
+ 0.63%
$97.68 - $121.38 $6.54K - $8.13K
10.7K $1.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.09K
+ 18.59%
$23.96 - $24.27 $122K - $123K
32.4K $787K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
20K
New
$2.85 - $6.24 $57.1K - $125K
20K $125K
TIGR
Up Fintech Holding LTD

Financial Services
12.9K
New
$6.64 - $9.97 $85.9K - $129K
12.9K $124K
ABC
Amerisourcebergen Corp

Healthcare
668
+ 27.11%
N/A
3.13K $579K
SUB
Ishares Short Term National Mu

ETFs
1.03K
+ 5.96%
$104.77 - $106.34 $108K - $110K
18.4K $1.95M
USTB
Victory Portfolios Ii Victorys

ETFs
2.3K
+ 11.55%
$50.21 - $50.82 $116K - $117K
22.2K $1.13M
VOX
Vanguard Communication Service

ETFs
27
+ 0.53%
$133.12 - $171.03 $3.59K - $4.62K
5.1K $872K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
302
+ 10.27%
$101.69 - $139.02 $30.7K - $42K
3.24K $450K
IYY
Ishares Tr

ETFs
374
+ 8.99%
$120.9 - $150.87 $45.2K - $56.4K
4.54K $684K
EWC
Ishares Msci Canada ETF

ETFs
1.29K
+ 11.92%
$37.17 - $46.2 $47.8K - $59.4K
12.1K $557K
NIO
Nio Inc.

Consumer Cyclical
34.4K
New
$3.14 - $4.31 $108K - $148K
34.4K $118K
VNT
Vontier Corp

Technology
1.47K
+ 9.41%
$28.04 - $37.3 $41.2K - $54.8K
17.1K $630K
SRLN
Ssga Active Trust

ETFs
2.53K
+ 11.25%
$39.47 - $41.59 $100K - $105K
25K $1.04M
UPST
Upstart Holdings, Inc.

Financial Services
272
+ 5.31%
$34.8 - $64.85 $9.47K - $17.6K
5.4K $349K
PFI
Invesco Exchange Traded Fd Tr

ETFs
1.68K
+ 30.71%
$47.15 - $56.73 $79.3K - $95.4K
7.16K $405K
YLDE
Legg Mason ETF Invt Tr

ETFs
2.05K
+ 39.56%
$46.94 - $52.62 $96.3K - $108K
7.24K $380K
SHEL
Shell PLC

Energy
3.01K
+ 8.62%
$59.75 - $73.05 $180K - $220K
37.9K $2.67M
FSK
Fs Kkr Capital Corp

Financial Services
5.44K
+ 39.65%
$17.95 - $21.5 $97.7K - $117K
19.2K $397K
RLJ
Rlj Lodging Trust

Real Estate
15K
New
$6.35 - $7.98 $95.4K - $120K
15K $109K
DPZ
Dominos Pizza Inc

Consumer Cyclical
253
+ 37.48%
$430.72 - $497.52 $109K - $126K
928 $418K
GWRE
Guidewire Software, Inc.

Technology
126
+ 7.71%
$172.73 - $257.37 $21.8K - $32.4K
1.76K $414K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3.42K
+ 34.62%
$28.02 - $32.37 $95.8K - $111K
13.3K $422K
PRN
Invesco Dwa Industrials Moment

ETFs
364
+ 15.25%
$122.83 - $157.05 $44.7K - $57.2K
2.75K $432K
EIX
Edison International

Utilities
2.99K
+ 42.31%
$48.32 - $59.92 $144K - $179K
10K $518K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
1.24K
+ 3.98%
$27.12 - $31.85 $33.5K - $39.4K
32.3K $1.03M
EWJ
Ishares Msci Japan ETF

ETFs
332
+ 2.71%
$61.32 - $75.28 $20.4K - $25K
12.6K $943K
UEC
Uranium Energy Corp

Energy
15K
New
$4.0 - $7.05 $60.1K - $106K
15K $102K
WLKP
Westlake Chemical Partners LP

Basic Materials
6K
+ 19.35%
$21.61 - $23.8 $130K - $143K
37K $817K
BRKR
Bruker Corp

Healthcare
2.52K
+ 35.92%
$35.5 - $42.18 $89.5K - $106K
9.54K $392K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.19K
+ 16.06%
N/A
30.2K $718K
VT
Vanguard Total World Stk Index

ETFs
296
+ 6.01%
$103.16 - $128.52 $30.5K - $38K
5.22K $670K
Activity Summary
Buys All Purchases 1111 New Holdings 262 Increased Positions 849 Sells All Sells 573 Reductions 573 Sold out 0 Options Calls 0 Puts 0
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