Bcs Wealth Management Purchases in Q1 2025

Bcs Wealth Management

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
672
+ 13.01%
$50.25 - $55.9 $33.8K - $37.6K
5.84K $300K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
404
+ 8.7%
$65.27 - $71.18 $26.4K - $28.8K
5.05K $335K
VEA
Vanguard Ftse Developed Market

ETFs
38
+ 0.55%
$47.4 - $52.99 $1.8K - $2.01K
6.97K $354K
Innovator Etfs Trust
270
+ 2.29%
N/A
12.1K $319K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
908
+ 2.59%
$23.87 - $24.35 $21.7K - $22.1K
36K $864K
MINO
Pimco ETF Tr Municipal Income

ETFs
1.06K
+ 1.29%
$44.44 - $45.83 $47.1K - $48.6K
83.5K $3.74M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
725
+ 2.13%
$23.03 - $23.17 $16.7K - $16.8K
34.8K $803K
BSM
Black Stone Minerals, L.P.

Energy
335
+ 2.32%
$14.48 - $15.59 $4.85K - $5.22K
14.8K $226K
FNDA
Schwab Fundamental U S Small C

ETFs
2.11K
+ 10.14%
$26.87 - $30.99 $56.7K - $65.4K
22.9K $628K
BMAR
Innovator U.S. Equity Buffer E

ETFs
313
+ 3.01%
$44.99 - $47.69 $14.1K - $14.9K
10.7K $488K
RF
Regions Financial Corp

Financial Services
1.56K
+ 9.26%
$20.84 - $24.77 $32.5K - $38.7K
18.4K $400K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
307
+ 0.18%
$49.78 - $53.19 $15.3K - $16.3K
172K $8.79M
PJAN
Innovator U.S. Equity Power Bu

ETFs
488
+ 2.0%
$41.09 - $43.24 $20.1K - $21.1K
24.9K $1.04M
BJAN
Innovator U.S. Equity Buffer E

ETFs
85
+ 1.06%
$46.03 - $49.45 $3.91K - $4.2K
8.07K $376K
SPMD
Spdr Portfolio

ETFs
570
+ 3.87%
$50.21 - $57.73 $28.6K - $32.9K
15.3K $783K
AMAT
Applied Materials Inc

Technology
3
+ 0.18%
$145.06 - $195.51 $435 - $587
1.65K $240K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.71%
$554.06 - $615.85 $5.54K - $6.16K
1.42K $797K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
55
+ 0.57%
$57.21 - $65.8 $3.15K - $3.62K
9.64K $563K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.34K
+ 7.72%
$94.32 - $110.46 $126K - $148K
18.7K $1.8M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.07%
$192.6 - $233.2 $193 - $233
1.43K $283K
XLK
Technology Sector Spdr

ETFs
23
+ 1.26%
$206.38 - $242.18 $4.75K - $5.57K
1.85K $382K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
50
+ 0.43%
$40.03 - $46.81 $2K - $2.34K
11.8K $480K
TFC
Truist Financial Corp

Financial Services
125
+ 0.43%
$39.48 - $48.15 $4.94K - $6.02K
28.9K $1.19M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
565
+ 5.62%
$192.82 - $222.1 $109K - $125K
10.6K $2.05M
CAT
Caterpillar Inc

Industrials
2
+ 0.1%
$326.75 - $407.63 $654 - $815
2.1K $691K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.5%
$551.42 - $612.93 $9.93K - $11K
3.64K $2.04M
MRK
Merck & Co., Inc.

Healthcare
85
+ 0.54%
$83.01 - $101.02 $7.06K - $8.59K
15.9K $1.43M
VXF
Vanguard Extended Market ETF

ETFs
160
+ 1.35%
$170.36 - $201.04 $27.3K - $32.2K
12K $2.07M
Activity Summary
Buys All Purchases 79 New Holdings 8 Increased Positions 71 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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