Benjamin Edwards Inc Reduced Holdings in Q3 2025

Benjamin Edwards Inc

  • $8.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-86
- 14.33%
$473.44 - $553.71 $40.7K - $47.6K
514 $281K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-918
- 4.63%
$31.86 - $39.7 $29.2K - $36.4K
18.9K $627K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.3K
- 11.07%
$195.29 - $223.85 $253K - $290K
10.4K $2.31M
FSV
First Service Corp

Real Estate
-80
- 6.25%
$175.69 - $208.43 $14.1K - $16.7K
1.2K $228K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-188
- 4.59%
$87.69 - $96.0 $16.5K - $18K
3.91K $368K
CVLT
Commvault Systems Inc

Technology
-108
- 6.01%
$163.43 - $195.41 $17.7K - $21.1K
1.69K $319K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-310
- 0.94%
$8.55 - $9.1 $2.65K - $2.82K
32.6K $296K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-349
- 2.39%
$40.37 - $42.12 $14.1K - $14.7K
14.3K $600K
HSBC
Hsbc Holdings PLC

Financial Services
-684
- 11.87%
$60.27 - $70.98 $41.2K - $48.6K
5.08K $360K
AGNC
Agnc Investment Corp.

Real Estate
-86
- 0.38%
$9.2 - $10.37 $791 - $892
22.3K $218K
ROCK
Gibraltar Industries, Inc.

Industrials
-35
- 0.82%
$58.09 - $66.74 $2.03K - $2.34K
4.24K $266K
CRAI
Cra International, Inc.

Industrials
-71
- 5.03%
$170.16 - $212.31 $12.1K - $15.1K
1.34K $279K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-20
- 0.2%
$42.21 - $43.91 $844 - $878
9.88K $434K
FYC
First Trust Small Cap Growth A

ETFs
-520
- 9.18%
$77.98 - $92.23 $40.5K - $48K
5.14K $466K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-23
- 0.33%
$33.78 - $36.74 $777 - $845
7.01K $255K
C
Citigroup Inc

Financial Services
-1.83K
- 14.66%
$85.57 - $103.49 $157K - $189K
10.7K $1.08M
HLMN
Hillman Solutions Corp.

Industrials
-2.27K
- 11.38%
$7.39 - $10.35 $16.8K - $23.5K
17.7K $162K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-29
- 0.23%
$37.99 - $39.69 $1.1K - $1.15K
12.5K $495K
RZV
Invesco Fd Tr

ETFs
-68
- 3.1%
$103.86 - $120.22 $7.06K - $8.17K
2.12K $250K
THO
Thor Industries Inc

Consumer Cyclical
-150
- 6.12%
$88.76 - $112.33 $13.3K - $16.8K
2.3K $238K
VBNK
Versa Bank

Financial Services
-499
- 1.38%
$10.1 - $12.81 $5.04K - $6.39K
35.6K $434K
VHT
Vanguard Health Care ETF

ETFs
-13
- 0.57%
$239.12 - $259.95 $3.11K - $3.38K
2.28K $591K
UTG
Reaves Utility Income Fund

Financial Services
-153
- 1.77%
$35.81 - $39.62 $5.48K - $6.06K
8.49K $336K
HUBB
Hubbell Inc

Industrials
-5
- 0.4%
$410.51 - $450.93 $2.05K - $2.25K
1.23K $530K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-20
- 0.08%
$37.73 - $38.9 $755 - $778
23.7K $921K
RGLD
Royal Gold Inc

Basic Materials
-5
- 0.4%
$151.42 - $200.58 $757 - $1K
1.25K $249K
WPC
W. P. Carey Inc.

Real Estate
-1
- 0.02%
$61.29 - $68.7 $61.3 - $68.7
5.14K $347K
IGV
Ishares Expanded Tech Software

ETFs
-47
- 0.8%
$105.96 - $117.79 $4.98K - $5.54K
5.81K $668K
EVRG
Evergy, Inc.

Utilities
-243
- 3.56%
$67.73 - $76.02 $16.5K - $18.5K
6.58K $500K
XLF
Financial Sector Spdr

ETFs
-4.37K
- 2.45%
$51.37 - $54.25 $224K - $237K
174K $9.36M
OGS
One Gas, Inc.

Utilities
-1.96K
- 9.27%
$72.16 - $80.94 $141K - $158K
19.2K $1.55M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-20
- 0.08%
$39.79 - $41.15 $796 - $823
24.2K $996K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-377
- 2.15%
$87.29 - $93.61 $32.9K - $35.3K
17.2K $1.6M
GVLU
Tidal ETF Tr Gotham 1000 Value
-200
- 0.68%
$23.76 - $25.76 $4.75K - $5.15K
29.4K $748K
FV
First Trust Dorsey Wright Focu

ETFs
-224
- 1.19%
$59.23 - $62.14 $13.3K - $13.9K
18.6K $1.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.04K
- 3.54%
$72.04 - $77.35 $75K - $80.5K
28.4K $2.18M
VRNS
Varonis Systems Inc

Technology
-95
- 1.42%
$49.58 - $59.83 $4.71K - $5.68K
6.6K $379K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-1.03K
- 0.87%
$15.6 - $16.63 $16.1K - $17.1K
118K $1.95M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-25
- 0.34%
$98.56 - $110.68 $2.46K - $2.77K
7.35K $805K
VV
Vanguard Large Cap ETF

ETFs
-3
- 0.16%
$285.05 - $309.14 $855 - $927
1.93K $593K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7
- 0.04%
$25.29 - $28.33 $177 - $198
17.1K $475K
PD
Pager Duty, Inc.

Technology
-490
- 1.17%
$14.62 - $17.17 $7.16K - $8.41K
41.3K $682K
MLI
Mueller Industries Inc

Industrials
-366
- 9.35%
$82.07 - $101.7 $30K - $37.2K
3.55K $358K
FFIV
F5, Inc.

Technology
-91
- 3.39%
$290.76 - $334.59 $26.5K - $30.4K
2.59K $837K
POR
Portland General Electric CO

Utilities
-325
- 1.65%
$39.73 - $44.0 $12.9K - $14.3K
19.4K $854K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-152
- 3.63%
$339.37 - $366.46 $51.6K - $55.7K
4.04K $1.48M
LEGR
First Tr ETF Indxx Innovation

ETFs
-146
- 0.58%
$52.62 - $56.39 $7.68K - $8.23K
25.2K $1.42M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-23
- 1.38%
$393.18 - $439.39 $9.04K - $10.1K
1.64K $713K
AVUV
American Centy ETF Tr Avantis

ETFs
-845
- 4.85%
$90.37 - $102.12 $76.4K - $86.3K
16.6K $1.65M
Activity Summary
Buys All Purchases 946 New Holdings 180 Increased Positions 766 Sells All Sells 312 Reductions 312 Sold out 0 Options Calls 5 Puts 3
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