Bank Plus Trust Department Purchases in Q2 2025

Bank Plus Trust Department

  • $338 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.7K
+ 7.82%
$45.9 - $47.2 $170K - $175K
51K $2.4B
NEE
Nextera Energy Inc

Utilities
3.12K
+ 10.77%
$64.11 - $75.0 $200K - $234K
32.1K $2.23B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.74K
+ 53.22%
$19.44 - $19.56 $170K - $171K
25.2K $491M
ENB
Enbridge Inc

Energy
2.75K
+ 6.36%
$41.09 - $47.16 $113K - $130K
46K $2.08B
JPIE
J P Morgan Exchange Traded Fd
3.29K
+ 14.01%
$45.12 - $46.32 $148K - $152K
26.8K $1.24B
NXPI
Nxp Semiconductors N.V.

Technology
189
+ 4.78%
$153.5 - $218.72 $29K - $41.3K
4.15K $906M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.34K
+ 1630.22%
$20.16 - $20.49 $148K - $150K
7.79K $160M
EME
Emcor Group, Inc.

Industrials
252
+ 350.0%
$342.02 - $534.89 $86.2K - $135K
324 $173M
ARCC
Ares Capital Corp

Financial Services
7.18K
+ 8.23%
$18.91 - $22.43 $136K - $161K
94.5K $2.07B
DE
Deere & CO

Industrials
51
+ 1.86%
$412.99 - $531.48 $21.1K - $27.1K
2.79K $1.42B
VTI
Vanguard Total Stock Market Et

ETFs
314
+ 30.4%
$243.75 - $303.93 $76.5K - $95.4K
1.35K $409M
Jacobs Engineering Group Inc
885
+ 181.72%
N/A
1.37K $180M
PYPL
Pay Pal Holdings, Inc.

Financial Services
52
+ 0.41%
$57.41 - $74.81 $2.99K - $3.89K
12.7K $943M
CB
Chubb LTD

Financial Services
428
+ 49.71%
$274.32 - $302.46 $117K - $129K
1.29K $373M
KO
Coca Cola CO

Consumer Defensive
2.04K
+ 5.06%
$68.37 - $73.9 $139K - $151K
42.3K $2.99B
ACN
Accenture PLC

Technology
728
+ 8.27%
$279.23 - $323.21 $203K - $235K
9.53K $2.85B
PFE
Pfizer Inc

Healthcare
6.75K
+ 11.74%
$21.59 - $24.84 $146K - $168K
64.2K $1.56B
CCI
Crown Castle International Corp

Real Estate
944
New
$94.83 - $107.06 $89.5K - $101K
944 $97M
EW
Edwards Lifesciences Corp

Healthcare
391
+ 3.4%
$67.07 - $78.22 $26.2K - $30.6K
11.9K $931M
AMAT
Applied Materials Inc

Technology
500
+ 5555.56%
$126.95 - $183.52 $63.5K - $91.8K
509 $93.2M
TJX
Tjx Companies Inc

Consumer Cyclical
420
+ 1.79%
$119.13 - $135.03 $50K - $56.7K
23.9K $2.96B
MLI
Mueller Industries Inc

Industrials
834
+ 15.08%
$68.45 - $79.6 $57.1K - $66.4K
6.37K $506M
COF
Capital One Financial Corp

Financial Services
397
New
$150.57 - $212.76 $59.8K - $84.5K
397 $84.5M
EQH
Equitable Holdings, Inc.

Financial Services
1.34K
New
$43.98 - $56.1 $58.7K - $74.9K
1.34K $74.9M
CRM
Salesforce, Inc.

Technology
158
+ 2.29%
$236.26 - $291.15 $37.3K - $46K
7.07K $1.93B
META
Meta Platforms, Inc.

Communication Services
1
+ 0.24%
$484.66 - $738.09 $485 - $738
422 $311M
XLK
Technology Sector Spdr

ETFs
235
+ 122.4%
$179.73 - $253.23 $42.2K - $59.5K
427 $108M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
858
+ 17.75%
$45.88 - $54.4 $39.4K - $46.7K
5.69K $310M
GRMN
Garmin LTD

Technology
544
+ 7.95%
$173.63 - $218.07 $94.5K - $119K
7.39K $1.54B
GILD
Gilead Sciences, Inc.

Healthcare
500
+ 333.33%
$96.91 - $113.0 $48.5K - $56.5K
650 $72.1M
ISRG
Intuitive Surgical Inc

Healthcare
87
+ 131.82%
$451.58 - $565.94 $39.3K - $49.2K
153 $83.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.55K
New
$18.28 - $18.7 $46.6K - $47.7K
2.55K $47.7M
FTC
First Tr Lge Cap Growth

ETFs
305
New
$116.97 - $150.97 $35.7K - $46K
305 $46M
RDVY
First Trust Rising Dividend Ac

ETFs
391
+ 10.31%
$51.6 - $62.74 $20.2K - $24.5K
4.18K $262M
XLI
Industrial Sector Spdr

ETFs
150
+ 21.8%
$116.42 - $147.52 $17.5K - $22.1K
838 $124M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 23.08%
$4164.15 - $5789.24 $12.5K - $17.4K
16 $92.6M
XLF
Financial Sector Spdr

ETFs
600
+ 722.89%
$43.92 - $52.37 $26.4K - $31.4K
683 $35.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
836
New
$29.12 - $35.84 $24.3K - $30K
836 $30M
Amplify Cybersecurity ETF
303
New
N/A
303 $26.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
340
New
$57.46 - $75.58 $19.5K - $25.7K
340 $25.7M
Fidelity Ethereum Fd
568
+ 39.72%
N/A
2K $50.3M
XLV
Select Sector Spdr Fund Health

ETFs
175
+ 625.0%
$128.77 - $144.3 $22.5K - $25.3K
203 $27.4M
PGR
Progressive Corp

Financial Services
1.49K
+ 6.38%
$255.27 - $288.74 $380K - $430K
24.9K $6.63B
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 1.52%
$272.36 - $339.57 $2.18K - $2.72K
536 $182M
PH
Parker Hannifin Corp

Industrials
25
New
$517.23 - $700.54 $12.9K - $17.5K
25 $17.5M
DHR
Danaher Corp

Healthcare
207
+ 6.15%
$174.64 - $205.16 $36.2K - $42.5K
3.58K $706M
FITB
Fifth Third Bancorp

Financial Services
290
+ 53.02%
$33.32 - $41.51 $9.66K - $12K
837 $34.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
409
+ 8.3%
$310.86 - $348.77 $127K - $143K
5.33K $1.71B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
162
+ 2.85%
$41.2 - $42.29 $6.67K - $6.85K
5.85K $247M
Activity Summary
Buys All Purchases 114 New Holdings 13 Increased Positions 101 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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