Allworth Financial LP Reduced Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.49K
- 0.81%
$32.62 - $33.58 $48.5K - $49.9K
182K $6.11M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-2
- 0.02%
$52.22 - $73.66 $104 - $147
8.34K $550K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
-3K
- 15.0%
$2.45 - $5.28 $7.35K - $15.8K
17K $71K
SNEX
Stone X Group Inc.

Financial Services
-2
- 0.16%
$69.59 - $94.15 $139 - $188
1.24K $113K
SGOL
Abrdn Gold ETF Trust

ETFs
-56
- 0.44%
$28.39 - $32.75 $1.59K - $1.83K
12.7K $400K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-873
- 10.16%
$32.41 - $42.59 $28.3K - $37.2K
7.72K $328K
URTH
Ishares Msci World ETF

ETFs
-73
- 3.48%
$136.3 - $169.38 $9.95K - $12.4K
2.03K $343K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-24
- 0.85%
$63.36 - $80.23 $1.52K - $1.93K
2.81K $225K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-976
- 2.18%
$44.42 - $51.46 $43.4K - $50.2K
43.8K $2.24M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-43
- 0.6%
$83.8 - $101.39 $3.6K - $4.36K
7.08K $716K
JBL
Jabil Inc

Technology
-55
- 10.4%
$116.88 - $218.1 $6.43K - $12K
474 $103K
ROAD
Construction Partners, Inc.

Industrials
-78
- 5.82%
$68.75 - $110.36 $5.36K - $8.61K
1.26K $134K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-65
- 0.46%
$23.87 - $29.82 $1.55K - $1.94K
14K $417K
MGV
Vanguard Mega Cap Value

ETFs
-4
- 0.02%
$114.87 - $131.25 $459 - $525
18.3K $2.41M
AIQ
Global X Funds Global X Artifi

ETFs
-121
- 1.73%
$31.5 - $43.69 $3.81K - $5.29K
6.88K $300K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.06K
- 7.42%
$108.06 - $135.3 $115K - $143K
13.2K $1.79M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-171
- 3.87%
$70.54 - $93.95 $12.1K - $16.1K
4.24K $398K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-564
- 10.9%
$60.61 - $87.72 $34.2K - $49.5K
4.61K $391K
SOFI
So Fi Technologies, Inc.

Financial Services
-8.75K
- 26.68%
$9.5 - $18.21 $83.1K - $159K
24K $437K
IWC
Russell Micro Cap ETF

ETFs
-189
- 3.7%
$97.43 - $127.66 $18.4K - $24.1K
4.93K $628K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-46
- 0.26%
$103.88 - $123.68 $4.78K - $5.69K
17.3K $2.14M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-927
- 12.28%
$122.04 - $169.14 $113K - $157K
6.62K $1.12M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1.52K
- 2.78%
$36.26 - $40.45 $55.3K - $61.6K
53.2K $2.15M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-360
- 4.0%
$86.93 - $109.64 $31.3K - $39.5K
8.65K $948K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
-30
- 0.15%
$2.29 - $10.9 $68.7 - $327
20.4K $196K
PSN
Parsons Corp

Industrials
-21
- 0.34%
$58.88 - $71.77 $1.24K - $1.51K
6.13K $439K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-586
- 1.54%
$79.85 - $95.57 $46.8K - $56K
37.5K $3.58M
AI
C3.Ai, Inc.

Technology
-892
- 3.26%
$18.24 - $27.8 $16.3K - $24.8K
26.5K $650K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.83K
- 5.89%
$52.84 - $65.52 $96.9K - $120K
29.3K $1.92M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-942
- 2.02%
$33.46 - $41.33 $31.5K - $38.9K
45.6K $1.88M
SLV
I Shares Silver Trust

ETFs
-1.31K
- 1.68%
$27.08 - $33.74 $35.4K - $44.1K
76.3K $2.5M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.91K
- 4.59%
$86.05 - $107.7 $164K - $205K
39.6K $4.26M
ARKW
Ark Next Generation Internet E

ETFs
-1.15K
- 20.32%
$82.77 - $147.9 $94.9K - $169K
4.49K $663K
LRGF
Ishares Tr

ETFs
-2.56K
- 5.43%
$51.37 - $64.13 $131K - $164K
44.6K $2.86M
FDM
First Trust Dow Jones Select M

ETFs
-88
- 0.61%
$55.48 - $71.63 $4.88K - $6.3K
14.4K $1.03M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-716
- 1.4%
$31.44 - $36.79 $22.5K - $26.3K
50.6K $1.86M
FLEX
Flex Ltd.

Technology
-963
- 8.45%
$26.68 - $50.09 $25.7K - $48.2K
10.4K $520K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.65K
- 3.76%
$24.94 - $31.15 $66K - $82.4K
67.7K $2.1M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-2.41K
- 3.17%
$23.66 - $29.99 $56.9K - $72.1K
73.6K $2.21M
IEFA
Ishares Tr

ETFs
-617
- 2.33%
$67.83 - $84.09 $41.9K - $51.9K
25.9K $2.16M
CRSP
Crispr Therapeutics Ag

Healthcare
-203
- 1.76%
$31.27 - $48.64 $6.35K - $9.87K
11.4K $552K
QDF
Flexshares Quality Dividend In

ETFs
-97
- 0.25%
$59.99 - $73.18 $5.82K - $7.1K
38.2K $2.8M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.79K
- 2.6%
$131.84 - $157.76 $236K - $283K
67.2K $10.6M
ITA
Ishares Tr

ETFs
-917
- 8.68%
$135.31 - $188.64 $124K - $173K
9.64K $1.82M
AOA
Ishares Tr Core Aggressive All

ETFs
-146
- 0.47%
$69.46 - $83.4 $10.1K - $12.2K
31.2K $2.6M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.03K
- 3.12%
$91.51 - $113.03 $94K - $116K
31.9K $3.6M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.56K
- 3.68%
$71.86 - $82.66 $184K - $212K
67K $5.54M
AVEM
American Centy ETF Tr Avantis

ETFs
-9
- 0.03%
$53.08 - $68.54 $478 - $617
26.7K $1.83M
RDVY
First Trust Rising Dividend Ac

ETFs
-197
- 0.33%
$51.6 - $62.74 $10.2K - $12.4K
59.6K $3.74M
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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