Arete Wealth Advisors, LLC Sells in Q2 2025

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-124K
- 86.32%
$83.97 - $92.85 $10.4M - $11.5M
19.7K $1.74M
AAPL
Apple Inc.

Technology
-22.9K
- 13.56%
$172.42 - $223.89 $3.96M - $5.14M
146K $30M
IEF
Ishares Barclays

ETFs
-52.9K
- 24.92%
$93.15 - $96.56 $4.93M - $5.11M
159K $15.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-68.6K
- 84.02%
$51.14 - $57.0 $3.51M - $3.91M
13K $741K
IAU
Ishares Gold Trust

ETFs
-51.7K
- 70.31%
$56.1 - $64.74 $2.9M - $3.35M
21.8K $1.36M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-178K
- 34.4%
$13.21 - $14.85 $2.36M - $2.65M
340K $5.05M
TIP
Ishares Tr Tips Bd ETF

ETFs
-21.7K
- 55.68%
$107.93 - $110.97 $2.34M - $2.41M
17.3K $1.9M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-87.9K
- 28.24%
$27.11 - $31.91 $2.38M - $2.8M
223K $7.13M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-43.9K
- 71.98%
$49.98 - $50.26 $2.19M - $2.21M
17.1K $857K
APLD
Applied Blockchain, Inc.

Financial Services
-657K
- 61.62%
$3.53 - $13.86 $2.32M - $9.1M
409K $4.09M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-18.6K
- 51.08%
$100.35 - $100.71 $1.87M - $1.87M
17.8K $1.79M
GNL
Global Net Lease, Inc.

Real Estate
-78K
- 23.18%
$6.82 - $8.08 $532K - $631K
259K $1.95M
Proshares Tr
-13.5K
- 5.22%
N/A
246K $9.75M
VRIG
Invesco Actively Managed ETF F

ETFs
-62K
- 71.51%
$24.89 - $25.14 $1.54M - $1.56M
24.7K $619K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7.89K
- 76.22%
$179.95 - $278.88 $1.42M - $2.2M
2.46K $686K
UNH
Unitedhealth Group Inc

Healthcare
-46
- 0.68%
$274.35 - $599.47 $12.6K - $27.6K
6.75K $2.11M
SHV
Ishares Tr

ETFs
-11.6K
- 13.01%
$110.06 - $110.46 $1.28M - $1.29M
77.9K $8.6M
LLY
Eli Lilly & CO

Healthcare
-1.18K
- 19.5%
$713.71 - $898.95 $840K - $1.06M
4.86K $3.79M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-69.9K
- 73.64%
$14.97 - $16.79 $1.05M - $1.17M
25K $418K
AMGN
Amgen Inc

Healthcare
-3.03K
- 36.88%
$262.28 - $309.85 $794K - $938K
5.18K $1.45M
PFFA
Etfis Ser Tr I

ETFs
-49.3K
- 81.62%
$19.49 - $21.31 $960K - $1.05M
11.1K $231K
ABBV
Abb Vie Inc.

Healthcare
-1.26K
- 3.96%
$170.16 - $206.27 $215K - $260K
30.6K $5.67M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-22.9K
- 3.92%
$44.68 - $45.96 $1.02M - $1.05M
562K $25.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.65K
- 22.98%
$320.42 - $424.58 $2.13M - $2.82M
22.3K $9.46M
FTCS
First Trust Capital Strength E

ETFs
-10.8K
- 64.65%
$81.6 - $92.39 $883K - $1M
5.92K $538K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-23.9K
- 51.49%
$35.35 - $42.68 $843K - $1.02M
22.5K $958K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-18.1K
- 80.78%
$45.88 - $54.4 $829K - $983K
4.3K $234K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-32.5K
- 50.37%
$25.48 - $27.78 $829K - $903K
32K $852K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.42K
- 31.86%
$483.48 - $539.8 $684K - $764K
3.03K $1.47M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-11.4K
- 80.87%
$68.63 - $85.78 $783K - $978K
2.7K $231K
ABT
Abbott Laboratories

Healthcare
-6.86K
- 30.07%
$123.95 - $138.08 $850K - $947K
15.9K $2.17M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-11.2K
- 34.1%
$67.03 - $80.35 $750K - $899K
21.6K $1.72M
AXP
American Express CO

Financial Services
-4.67K
- 34.81%
$231.39 - $318.98 $1.08M - $1.49M
8.74K $2.78M
CMCSA
Comcast Corp

Communication Services
-21.2K
- 37.9%
$32.84 - $36.72 $697K - $780K
34.8K $1.24M
UPS
United Parcel Service Inc

Industrials
-5.95K
- 27.49%
$91.92 - $110.2 $547K - $655K
15.7K $1.58M
UBER
Uber Technologies, Inc

Technology
-15.8K
- 47.41%
$64.62 - $93.3 $1.02M - $1.47M
17.5K $1.63M
MCK
Mckesson Corp

Healthcare
-1.28K
- 46.91%
$652.83 - $732.78 $837K - $939K
1.45K $1.06M
VET
Vermilion Energy Inc.

Energy
-91.3K
- 83.97%
$5.43 - $8.24 $496K - $752K
17.4K $127K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-22.8K
- 41.09%
$32.62 - $33.58 $743K - $765K
32.7K $1.1M
CRM
Salesforce, Inc.

Technology
-2.9K
- 25.68%
$236.26 - $291.15 $686K - $845K
8.4K $2.27M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-15K
- 52.86%
$44.22 - $52.08 $664K - $782K
13.4K $696K
SHOP
Shopify Inc.

Technology
-9.57K
- 49.32%
$76.89 - $115.35 $736K - $1.1M
9.83K $1.13M
BAC
Bank Of America Corp

Financial Services
-29.9K
- 35.51%
$34.39 - $47.46 $1.03M - $1.42M
54.4K $2.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.07K
- 7.7%
$96.84 - $99.46 $685K - $703K
84.8K $8.41M
USB
Us Bancorp \De\

Financial Services
-17.1K
- 48.11%
$36.4 - $45.76 $622K - $781K
18.4K $833K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-13K
- 56.03%
$49.73 - $51.44 $645K - $667K
10.2K $523K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.75K
- 15.21%
$498.8 - $620.9 $1.37M - $1.71M
15.3K $9.52M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
-101K
- 14.38%
$45.7 - $50.16 $4.63M - $5.08M
603K $1.15M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.71K
- 45.04%
$105.23 - $109.61 $601K - $626K
6.96K $763K
Activity Summary
Buys All Purchases 372 New Holdings 106 Increased Positions 266 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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