Afg Fiduciary Services Limited Partnership Purchases in Q2 2025

Afg Fiduciary Services Limited Partnership

  • $361 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
8.39K
+ 2.14%
$496.48 - $617.85 $4.17M - $5.18M
401K $248M
RWM
Proshares Short Russell2000

ETFs
135K
New
$18.82 - $23.57 $2.54M - $3.18M
135K $2.54M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
33.5K
New
$23.44 - $28.85 $786K - $967K
33.5K $966K
PULS
Pgim ETF Tr

ETFs
17.6K
+ 9.4%
$49.39 - $49.76 $867K - $874K
204K $10.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.7K
+ 54.36%
$39.89 - $49.46 $469K - $581K
33.4K $1.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.82K
+ 8.73%
$90.56 - $109.49 $346K - $418K
47.6K $5.2M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
5.32K
+ 26.4%
$55.24 - $68.55 $294K - $365K
25.5K $1.72M
UBER
Uber Technologies, Inc

Technology
4.3K
New
$64.62 - $93.3 $278K - $401K
4.3K $401K
VO
Vanguard Mid Cap ETF

ETFs
704
+ 9.46%
$228.54 - $279.83 $161K - $197K
8.14K $2.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
+ 15.21%
$152.93 - $181.74 $213K - $253K
10.5K $1.92M
EDV
Vanguard Extended Duration Tre

ETFs
4.8K
New
$62.83 - $72.45 $302K - $348K
4.8K $323K
POWL
Powell Industries Inc

Industrials
1.53K
New
$159.38 - $211.34 $244K - $324K
1.53K $322K
VST
Vistra Corp.

Utilities
618
+ 24.51%
$98.07 - $195.04 $60.6K - $121K
3.14K $608K
KWEB
Kraneshares Tr Csi China Inter

ETFs
8.96K
+ 52.09%
$28.28 - $35.22 $253K - $316K
26.2K $898K
XYL
Xylem Inc.

Industrials
2.1K
New
$102.86 - $129.5 $216K - $272K
2.1K $271K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.97K
+ 11.74%
$71.86 - $82.66 $141K - $163K
18.7K $1.55M
EPI
Wisdomtree Tr India Earnings F

ETFs
4.07K
+ 26.62%
$41.3 - $47.52 $168K - $193K
19.3K $917K
IREN
Iris Energy LTD

Financial Services
16.7K
New
$5.3 - $14.57 $88.5K - $243K
16.7K $243K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.3K
+ 47.6%
$57.46 - $75.58 $132K - $174K
7.14K $539K
IWF
Ishares Russell 1000 Gr ETF

ETFs
538
New
$320.42 - $424.58 $172K - $228K
538 $226K
UTI
Universal Technical Institute Inc

Consumer Defensive
6.5K
New
$25.25 - $35.9 $164K - $233K
6.5K $220K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.64K
New
$67.22 - $81.54 $178K - $215K
2.64K $215K
BA
Boeing CO

Industrials
1.02K
New
$136.59 - $217.51 $139K - $222K
1.02K $213K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.12K
New
$91.23 - $97.27 $194K - $207K
2.12K $206K
FXI
Ishares Tr

ETFs
5.4K
+ 63.39%
$29.59 - $37.41 $160K - $202K
13.9K $511K
XLP
Consumer Staples Sector Spdr

ETFs
2.52K
+ 9.86%
N/A
28.1K $2.13M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.35K
+ 1.49%
$100.04 - $100.54 $135K - $135K
91.6K $9.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
45
+ 0.3%
$62.73 - $78.42 $2.82K - $3.53K
15.1K $1.17M
XLU
Utilities Sector Spdr

ETFs
623
+ 4.71%
$73.09 - $82.77 $45.5K - $51.6K
13.8K $1.13M
HL
Hecla Mining CO

Basic Materials
15K
New
$4.54 - $6.45 $68.1K - $96.8K
15K $89K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.13%
$221.86 - $362.89 $3.33K - $5.44K
1.34K $425K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
25.3K
New
$2.57 - $4.95 $65.1K - $125K
25.3K $73K
XLF
Financial Sector Spdr

ETFs
744
+ 7.21%
$43.92 - $52.37 $32.7K - $39K
11.1K $579K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
12.9K
New
$4.69 - $9.84 $60.4K - $127K
12.9K $60K
RDVY
First Trust Rising Dividend Ac

ETFs
133
+ 3.15%
$51.6 - $62.74 $6.86K - $8.34K
4.36K $273K
MUB
Ishares National Muni Bond ETF

ETFs
173
+ 2.14%
$102.31 - $105.8 $17.7K - $18.3K
8.24K $861K
T
At&T Inc.

Communication Services
29
+ 0.26%
$26.33 - $28.94 $764 - $839
11.1K $320K
PFF
Ishares Trust Ishares Pfd And

ETFs
208
+ 1.93%
$29.0 - $30.68 $6.03K - $6.38K
11K $336K
Proshares Tr
68.4K
New
N/A
68.4K $0
Proshares Tr
65.8K
New
N/A
65.8K $0
Direxion Shs ETF Tr
38.3K
New
N/A
38.3K $0
Blackrock ETF Trust Ii
26.8K
+ 51.38%
N/A
78.9K $0
XLE
Energy Sector Spdr

ETFs
525
+ 3.33%
$76.44 - $94.13 $40.1K - $49.4K
16.3K $1.38M
AAPL
Apple Inc.

Technology
43
+ 0.73%
$172.42 - $223.89 $7.41K - $9.63K
5.97K $1.22M
Activity Summary
Buys All Purchases 45 New Holdings 19 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 1
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