Bcs Wealth Management Purchases in Q2 2025

Bcs Wealth Management

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.22K
+ 11.54%
$34.48 - $39.76 $111K - $128K
31.1K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
3.48K
New
$55.56 - $60.91 $193K - $212K
3.48K $204K
CAH
Cardinal Health Inc

Healthcare
1.22K
New
$125.0 - $168.0 $152K - $204K
1.22K $204K
SOXX
Ishares Semiconductor ETF

ETFs
855
New
$154.86 - $239.07 $132K - $204K
855 $204K
AXP
American Express CO

Financial Services
636
New
$231.39 - $318.98 $147K - $203K
636 $203K
FENY
Fidelity Covington Tr Msci Ene

ETFs
8.6K
New
$20.83 - $25.75 $179K - $222K
8.6K $202K
PGR
Progressive Corp

Financial Services
757
New
$255.27 - $288.74 $193K - $219K
757 $202K
VPU
Vanguard Utilities ETF

ETFs
1.15K
New
$158.36 - $178.82 $181K - $205K
1.15K $202K
AES
Aes Corp

Utilities
19.1K
New
$9.63 - $12.55 $183K - $239K
19.1K $200K
APH
Amphenol Corp

Technology
2.03K
New
$59.09 - $98.75 $120K - $200K
2.03K $200K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
110
+ 1.22%
$60.61 - $87.72 $6.67K - $9.65K
9.15K $776K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
251
+ 1.11%
$55.54 - $69.09 $13.9K - $17.3K
22.8K $1.58M
VZ
Verizon Communications Inc

Communication Services
4.84K
+ 29.91%
$41.67 - $45.62 $202K - $221K
21K $910K
PMAR
Innovator U.S. Equity Power Bu

ETFs
901
+ 1.52%
$37.18 - $42.23 $33.5K - $38K
60K $2.54M
ETN
Eaton Corp PLC

Industrials
243
+ 23.94%
$246.52 - $356.99 $59.9K - $86.7K
1.26K $449K
FNDA
Schwab Fundamental U S Small C

ETFs
5.02K
+ 21.89%
$23.85 - $28.69 $120K - $144K
28K $801K
IAPR
Innovator Etfs Tr Internationa

ETFs
3.71K
+ 13.94%
$25.9 - $29.24 $96K - $108K
30.3K $885K
BSX
Boston Scientific Corp

Healthcare
1.16K
+ 34.84%
$89.7 - $107.41 $104K - $125K
4.49K $483K
MSTR
Microstrategy Inc

Technology
57
+ 5.62%
$237.95 - $421.61 $13.6K - $24K
1.07K $433K
Innovator Etfs Trust
557
+ 1.86%
N/A
30.5K $1.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
75
+ 0.28%
$39.89 - $49.46 $2.99K - $3.71K
27K $1.33M
AMAT
Applied Materials Inc

Technology
296
+ 17.93%
$126.95 - $183.52 $37.6K - $54.3K
1.95K $356K
VIG
Vanguard Dividend Appreciation

ETFs
400
+ 14.53%
N/A
3.15K $645K
SOUN
Soundhound Ai, Inc.

Technology
10.3K
New
$7.18 - $11.76 $73.9K - $121K
10.3K $110K
VBR
Vanguard Small Cap Value ETF

ETFs
396
+ 11.12%
$162.76 - $195.77 $64.5K - $77.5K
3.96K $772K
BOTZ
Global X Fds

ETFs
2.12K
+ 27.45%
$24.51 - $32.65 $52.1K - $69.3K
9.86K $322K
BJUN
Innovator U.S. Equity Buffer E

ETFs
531
+ 2.26%
N/A
24K $1.05M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.24K
+ 14.79%
$18.94 - $21.67 $99.2K - $113K
40.6K $860K
KAPR
Innovator U.S. Small Cap Power

ETFs
2.41K
+ 20.41%
$28.5 - $32.39 $68.7K - $78.1K
14.2K $461K
TFC
Truist Financial Corp

Financial Services
968
+ 3.35%
$34.79 - $42.99 $33.7K - $41.6K
29.9K $1.28M
MA
Mastercard Inc

Financial Services
147
+ 17.97%
$479.92 - $590.74 $70.5K - $86.8K
965 $542K
KO
Coca Cola CO

Consumer Defensive
1.43K
+ 14.9%
$68.37 - $73.9 $97.6K - $105K
11K $778K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
833
+ 8.64%
$51.16 - $62.02 $42.6K - $51.7K
10.5K $650K
EFV
Msci Eafe Value ETF

ETFs
646
+ 7.6%
$52.4 - $64.65 $33.9K - $41.8K
9.14K $580K
Orchid Is Cap Inc
12.1K
+ 90.92%
N/A
25.4K $178K
VGT
Vanguard Information Technolog

ETFs
11
+ 2.13%
$470.37 - $663.28 $5.17K - $7.3K
527 $349K
ABT
Abbott Laboratories

Healthcare
353
+ 6.44%
$123.95 - $138.08 $43.8K - $48.7K
5.84K $794K
QDPL
Pacer Fds Tr Metaurus Us Large
938
+ 9.54%
$32.46 - $39.77 $30.4K - $37.3K
10.8K $425K
DE
Deere & CO

Industrials
65
+ 9.62%
$412.99 - $531.48 $26.8K - $34.5K
741 $377K
SCHO
Schwab Short Term Us Treasury

ETFs
2.34K
+ 10.05%
$24.19 - $24.45 $56.5K - $57.1K
25.6K $623K
PFE
Pfizer Inc

Healthcare
4.33K
+ 9.67%
$21.59 - $24.84 $93.5K - $108K
49.1K $1.19M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
566
+ 3.44%
$33.11 - $37.79 $18.7K - $21.4K
17K $642K
VEA
Vanguard Ftse Developed Market

ETFs
63
+ 0.9%
$45.65 - $57.01 $2.88K - $3.59K
7.03K $401K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
335
+ 16.18%
$90.56 - $109.49 $30.3K - $36.7K
2.41K $263K
ARLP
Alliance Resource Partners LP

Energy
2.77K
+ 12.33%
$24.67 - $27.45 $68.3K - $76K
25.2K $659K
BMAR
Innovator U.S. Equity Buffer E

ETFs
154
+ 1.44%
$41.56 - $49.04 $6.4K - $7.55K
10.9K $533K
LMT
Lockheed Martin Corp

Industrials
45
+ 3.32%
$430.82 - $486.45 $19.4K - $21.9K
1.4K $649K
BX
Blackstone Inc.

Financial Services
196
+ 13.32%
$120.07 - $151.11 $23.5K - $29.6K
1.67K $249K
NJUL
Innovator Growth 100 Power Buf

Technology
45
+ 0.88%
$56.05 - $68.06 $2.52K - $3.06K
5.14K $349K
Activity Summary
Buys All Purchases 170 New Holdings 37 Increased Positions 133 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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