Aviance Capital Partners, LLC Incresed Positions in Q1 2025

Aviance Capital Partners, LLC

  • $679 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 0.68%
$890.62 - $1076.86 $22.3K - $26.9K
3.69K $3.49M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.56K
+ 8.87%
$51.26 - $52.53 $131K - $134K
31.4K $1.62M
STWD
Starwood Property Trust, Inc.

Real Estate
2.53K
+ 2.73%
$18.41 - $20.53 $46.5K - $51.8K
94.9K $1.88M
DBL
Double Line Opportunistic Credit Fund

Financial Services
7.23K
+ 8.73%
$15.51 - $15.85 $112K - $115K
90K $1.41M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
732
+ 2.52%
$33.63 - $37.64 $24.6K - $27.6K
29.8K $1.1M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.18K
+ 2.05%
$23.43 - $25.55 $27.6K - $30.1K
58.9K $1.5M
SJM
J M Smucker CO

Consumer Defensive
688
+ 20.21%
$100.41 - $118.41 $69.1K - $81.5K
4.09K $484K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.8K
+ 7.3%
$47.33 - $47.92 $85.2K - $86.3K
26.4K $1.26M
LVHI
Franklin International Low Vol

ETFs
988
+ 3.21%
$30.53 - $32.85 $30.2K - $32.5K
31.8K $1.03M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
7.76K
+ 24.91%
$11.12 - $11.83 $86.2K - $91.7K
38.9K $436K
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
5.83K
+ 24.94%
$12.2 - $12.97 $71.1K - $75.6K
29.2K $375K
DLY
Double Line Yield Opportunities Fund

N/A
4.85K
+ 23.37%
$15.8 - $16.38 $76.6K - $79.4K
25.6K $411K
GE
General Electric CO

Industrials
203
+ 15.88%
$168.59 - $212.13 $34.2K - $43.1K
1.48K $296K
GUG
Guggenheim Active Allocation Fund

ETFs
5.01K
+ 25.79%
$14.92 - $15.9 $74.7K - $79.7K
24.4K $368K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
6.67K
+ 25.96%
$11.41 - $12.06 $76K - $80.4K
32.3K $382K
RLY
Ssga Active ETF Tr

ETFs
1.03K
+ 3.42%
$27.21 - $28.6 $28K - $29.5K
31.2K $890K
NHI
National Health Investors Inc

Real Estate
706
+ 16.3%
$65.79 - $76.06 $46.4K - $53.7K
5.04K $371K
DNP
Dnp Select Income Fund Inc

Financial Services
167
+ 0.26%
$8.93 - $9.92 $1.49K - $1.66K
64.8K $640K
MGA
Magna International Inc

Consumer Cyclical
7.9K
+ 30.88%
$33.99 - $41.85 $268K - $330K
33.5K $1.14M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
2.73K
+ 5.47%
$13.65 - $14.45 $37.3K - $39.5K
52.7K $751K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.67K
+ 23.37%
$103.02 - $140.69 $378K - $517K
19.4K $2.05M
JHI
John Hancock Investors Trust

Financial Services
5.24K
+ 23.55%
$13.41 - $14.23 $70.2K - $74.5K
27.5K $372K
D
Dominion Energy, Inc

Utilities
926
+ 19.66%
$52.85 - $57.43 $48.9K - $53.2K
5.64K $316K
KMI
Kinder Morgan, Inc.

Energy
1.69K
+ 16.82%
$26.1 - $31.22 $44.2K - $52.8K
11.8K $335K
MDT
Medtronic PLC

Healthcare
148
+ 3.38%
$79.84 - $94.5 $11.8K - $14K
4.52K $406K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.87K
+ 6.36%
$30.73 - $32.26 $88.1K - $92.5K
48K $1.47M
TIP
Ishares Tr Tips Bd ETF

ETFs
138
+ 1.55%
$106.22 - $111.09 $14.7K - $15.3K
9.07K $1.01M
SOXX
Ishares Semiconductor ETF

ETFs
463
+ 36.72%
$188.17 - $235.81 $87.1K - $109K
1.72K $324K
JMM
Nuveen Multi Market Income Fund

Financial Services
6.8K
+ 6.38%
$5.97 - $6.45 $40.6K - $43.9K
113K $705K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.16K
+ 5.1%
$49.25 - $50.66 $57.1K - $58.7K
23.9K $1.18M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.72K
+ 1.29%
$9.83 - $10.34 $16.9K - $17.8K
135K $1.34M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.19K
+ 9.75%
$50.44 - $58.1 $262K - $302K
58.4K $3.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.15K
+ 20.06%
$21.75 - $24.28 $46.7K - $52.1K
12.8K $283K
C
Citigroup Inc

Financial Services
480
+ 15.22%
$67.23 - $84.63 $32.3K - $40.6K
3.63K $257K
PDI
Pimco Dynamic Income Fund

Financial Services
168
+ 0.74%
$18.51 - $20.05 $3.11K - $3.37K
22.8K $450K
OMF
One Main Holdings, Inc.

Financial Services
2.71K
+ 8.69%
$45.35 - $58.06 $123K - $157K
33.9K $1.66M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.5K
+ 10.93%
$12.03 - $12.69 $30.1K - $31.7K
25.3K $309K
TFC
Truist Financial Corp

Financial Services
1.27K
+ 10.85%
$39.48 - $48.15 $50K - $61K
12.9K $532K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
880
+ 5.96%
$17.64 - $18.41 $15.5K - $16.2K
15.7K $285K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.94K
+ 12.28%
$11.63 - $12.23 $22.6K - $23.8K
17.8K $208K
PRU
Prudential Financial Inc

Financial Services
451
+ 11.35%
$105.04 - $122.33 $47.4K - $55.2K
4.43K $494K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
776
+ 7.47%
$20.56 - $21.51 $16K - $16.7K
11.2K $237K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
288
+ 0.4%
$13.34 - $13.81 $3.84K - $3.98K
71.5K $975K
GVI
Ishares Tr

ETFs
50
+ 0.68%
$103.49 - $106.02 $5.17K - $5.3K
7.37K $781K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.73K
+ 8.18%
$10.13 - $10.52 $17.5K - $18.2K
22.8K $234K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
3.04K
+ 11.2%
$5.75 - $6.1 $17.5K - $18.5K
30.2K $174K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
6
+ 0.1%
$38.54 - $41.5 $231 - $249
5.89K $239K
JEPI
J P Morgan Exchange Traded Fd

ETFs
368
+ 2.14%
$56.17 - $59.71 $20.7K - $22K
17.6K $1M
MFM
Mfs Municipal Income Trust

Financial Services
3.15K
+ 7.73%
$5.3 - $5.59 $16.7K - $17.6K
43.8K $232K
Activity Summary
Buys All Purchases 169 New Holdings 27 Increased Positions 142 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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