Bcs Wealth Management Purchases and Sells in Q3 2025

Bcs Wealth Management

$409 Million
Q3 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	2.81K + 4.2%	$567.77 - $614.76 $1.59M - $1.73M	69.7K $42.7M
AGG	21.3K + 24.14%	$97.75 - $100.75 $2.08M - $2.15M	110K $11M
SPYG	1.38K + 1.29%	$94.33 - $105.31 $130K - $146K	109K $11.4M
FNDX	32.4K + 22.19%	$24.38 - $26.34 $789K - $853K	178K $4.69M
VYMI	8.55K + 12.26%	$79.76 - $85.78 $682K - $733K	78.3K $6.63M
SCHF	11.8K + 1.84%	$21.69 - $23.34 $255K - $275K	653K $15.2M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GAM	3.87K New	$56.22 - $62.21 $217K - $241K	3.87K $240K
INTC	6.25K New	$19.31 - $35.5 $121K - $222K	6.25K $209K
BABA	1.16K New	$103.83 - $179.9 $120K - $208K	1.16K $206K
QQQE	2.02K New	$96.83 - $101.71 $196K - $206K	2.02K $205K
BALL	4.02K New	$48.47 - $59.71 $195K - $240K	4.02K $202K
XLY	841 New	$216.09 - $242.18 $182K - $204K	841 $201K

Top Sells

Reduced Positions

161 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	-86.5K - 89.34%	$150.47 - $161.22 $13M - $14M	10.3K $1.59M
INVESCO EXCH TRD SLF IDX FD	-4.66K - 1.07%	N/A	433K $0
BSCW	-2.57K - 1.08%	N/A	235K $0
PDEC	-5.98K - 10.83%	N/A	49.2K $0
SCHX	-125K - 15.71%	$24.46 - $26.5 $3.07M - $3.33M	674K $17.7M
XOM	-16.1K - 65.0%	$105.83 - $117.22 $1.7M - $1.88M	8.66K $975K

Activity Summary All Purchases 55 New Holdings 7 Increased Positions 48 All Sells 161 Reductions 161 Sold out 0 Calls 0 Puts 0

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