Allworth Financial LP New Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XBAP
Innovator ETF Tr Us Equity Acc
1.44M
New
$33.63 - $34.94 $48.3M - $50.2M
1.44M $50.2M
CLOI
Vaneck ETF Tr

ETFs
2.6K
New
$52.68 - $53.16 $137K - $138K
2.6K $137K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.66K
New
$40.44 - $43.17 $67K - $71.6K
1.66K $67K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
1.7K
New
$34.08 - $35.99 $57.9K - $61.2K
1.7K $58K
VRIG
Invesco Actively Managed ETF F

ETFs
1.99K
New
$25.06 - $25.19 $49.9K - $50.2K
1.99K $49K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
1.3K
New
$27.4 - $30.58 $35.6K - $39.8K
1.3K $39K
UYG
Proshares Ultra Financials

ETFs
420
New
$80.83 - $98.72 $33.9K - $41.5K
420 $37K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.2K
New
$27.81 - $30.21 $33.4K - $36.3K
1.2K $35K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
711
New
$48.33 - $54.35 $34.4K - $38.6K
711 $34K
CRGY
Crescent Energy CO

Energy
3K
New
$10.3 - $16.74 $30.9K - $50.3K
3K $33K
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
23.5K
New
$1.22 - $2.89 $28.7K - $67.9K
23.5K $28K
NAK
Northern Dynasty Minerals LTD

Basic Materials
24.5K
New
$0.58 - $1.22 $14.2K - $29.9K
24.5K $28K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
1.17K
New
$23.6 - $25.75 $27.6K - $30.1K
1.17K $27K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
1.5K
New
$16.21 - $17.94 $24.3K - $26.9K
1.5K $26K
SSTK
Shutterstock, Inc.

Communication Services
1.29K
New
$17.79 - $34.5 $22.9K - $44.4K
1.29K $23K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
666
New
$29.14 - $32.97 $19.4K - $22K
666 $21K
JACK
Jack In The Box Inc

Consumer Cyclical
794
New
$27.19 - $42.58 $21.6K - $33.8K
794 $21K
JXI
Ishares Tr Global Utils ETF

ETFs
285
New
$62.9 - $69.09 $17.9K - $19.7K
285 $19K
PJAN
Innovator U.S. Equity Power Bu

ETFs
477
New
$41.09 - $43.24 $19.6K - $20.6K
477 $19K
GNSS
Genasys Inc.

Technology
8.27K
New
$2.12 - $3.56 $17.5K - $29.4K
8.27K $18K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
347
New
$46.18 - $47.84 $16K - $16.6K
347 $16K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
769
New
$20.11 - $21.21 $15.5K - $16.3K
769 $16K
MLPX
Global X Mlp & Energy Infrastr

ETFs
265
New
$59.6 - $67.2 $15.8K - $17.8K
265 $16K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
318
New
$51.3 - $56.76 $16.3K - $18K
318 $16K
GUG
Guggenheim Active Allocation Fund

ETFs
1K
New
$14.92 - $15.9 $14.9K - $15.9K
1K $15K
FSMD
Fidelity Covington Tr Small Mi

ETFs
378
New
$38.04 - $43.22 $14.4K - $16.3K
378 $14K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
175
New
$43.79 - $57.46 $7.66K - $10.1K
175 $10K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
499
New
$19.12 - $20.71 $9.54K - $10.3K
499 $10K
FIVA
Fidelity Covington Tr

ETFs
371
New
$23.99 - $28.04 $8.9K - $10.4K
371 $9K
MNA
Iq Merger Arbitrage ETF

ETFs
215
New
$33.08 - $34.35 $7.11K - $7.39K
215 $7K
EWS
Ishares Inc Msci Singapore ETF

ETFs
300
New
$21.65 - $24.17 $6.5K - $7.25K
300 $7K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
355
New
$18.54 - $18.88 $6.58K - $6.7K
355 $6K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
356
New
$17.4 - $30.56 $6.19K - $10.9K
356 $6K
DYN
Dyne Therapeutics, Inc.

Healthcare
498
New
$10.46 - $25.46 $5.21K - $12.7K
498 $5K
GES
Guess Inc

Consumer Cyclical
401
New
$9.27 - $14.23 $3.72K - $5.71K
401 $4K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
94
New
$43.6 - $49.84 $4.1K - $4.68K
94 $4K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
81
New
$48.95 - $52.36 $3.96K - $4.24K
81 $4K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
182
New
$23.32 - $23.84 $4.24K - $4.34K
182 $4K
SOXL
Direxion Daily Semiconductor B

ETFs
301
New
$15.95 - $35.15 $4.8K - $10.6K
301 $4K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
152
New
$26.05 - $30.88 $3.96K - $4.69K
152 $4K
HEZU
Ishares Currency Hedged Msci E

ETFs
87
New
$35.85 - $40.72 $3.12K - $3.54K
87 $3K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
30
New
$125.01 - $201.52 $3.75K - $6.05K
30 $3K
SENEA
Seneca Foods Corp

Consumer Defensive
39
New
$71.34 - $90.35 $2.78K - $3.52K
39 $3K
OB
Outbrain Inc.

Communication Services
873
New
$3.73 - $7.4 $3.26K - $6.46K
873 $3K
BGS
B&G Foods, Inc.

Consumer Defensive
527
New
$5.62 - $7.87 $2.96K - $4.15K
527 $3K
TBLA
Taboola.Com Ltd.

Communication Services
1.33K
New
$2.73 - $4.0 $3.64K - $5.33K
1.33K $3K
EWO
Ishares Inc Msci Austria ETF

ETFs
130
New
$20.67 - $26.81 $2.69K - $3.49K
130 $3K
IIIN
Insteel Industries Inc

Industrials
149
New
$24.04 - $31.45 $3.58K - $4.69K
149 $3K
EE
Excelerate Energy, Inc.

Utilities
122
New
$27.92 - $32.38 $3.41K - $3.95K
122 $3K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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