Axim Planning & Wealth Purchases and Sells in Q3 2025

Axim Planning & Wealth

$122 Million
Q3 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CLF	768 + 0.32%	$8.12 - $12.84 $6.24K - $9.86K	241K $2.94M
NIO	81.2K + 97.46%	$3.41 - $7.62 $277K - $619K	165K $1.25M
HPF	10.8K + 3.34%	$15.69 - $16.9 $169K - $182K	333K $5.61M
NVDA	1.74K + 94.1%	$153.3 - $186.58 $267K - $324K	3.59K $669K
XLP	2.76K + 107.53%	N/A	5.32K $404K
AGG	1.39K + 48.48%	$97.75 - $100.75 $136K - $140K	4.26K $426K

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EXEL	21.8K New	$36.22 - $46.25 $790K - $1.01M	21.8K $901K
BIL	9.76K New	$91.44 - $91.77 $892K - $895K	9.76K $895K
BSJR	28.7K New	$22.64 - $22.85 $650K - $656K	28.7K $653K
ZECP	19.1K New	$31.92 - $33.66 $608K - $641K	19.1K $640K
SHOP	4.17K New	$112.11 - $157.12 $467K - $654K	4.17K $618K
V	1.79K New	$332.09 - $358.86 $595K - $643K	1.79K $611K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BTAL	-18.6K - 19.43%	$15.39 - $17.94 $286K - $333K	77K $1.23M
QUAL	-2.46K - 68.01%	$182.33 - $194.5 $448K - $478K	1.16K $224K
IVW	-3.61K - 62.36%	$108.97 - $121.65 $393K - $439K	2.18K $262K
CTA	-13.3K - 48.99%	$26.46 - $28.43 $352K - $379K	13.9K $387K
ENVX	-13.6K - 55.31%	$8.0 - $15.93 $109K - $216K	11K $109K
GRAB	-21.4K - 52.92%	$4.77 - $6.45 $102K - $138K	19.1K $114K

Options

Calls

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EH	49.5K New	$15.58 - $19.99 $771K - $990K	49.5K $919K
NIO	19K New	$3.41 - $7.62 $64.8K - $145K	19K $144K

Activity Summary All Purchases 48 New Holdings 36 Increased Positions 12 All Sells 31 Reductions 31 Sold out 0 Calls 2 Puts 0

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