Beta Wealth Group, Inc. Purchases and Sells in Q2 2025

Beta Wealth Group, Inc.

$184 Million
Q2 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	46.4K + 87.25%	$75.17 - $91.21 $3.49M - $4.23M	99.6K $9.07M
XYLD	90.9K + 348.42%	$35.62 - $39.64 $3.24M - $3.6M	117K $4.55M
SPVM	36.8K + 26.12%	$50.71 - $59.78 $1.87M - $2.2M	178K $10.6M
SPY	2.43K + 90.97%	$496.48 - $617.85 $1.21M - $1.5M	5.1K $3.15M
CGDV	586 + 0.26%	$31.93 - $39.49 $18.7K - $23.1K	225K $8.9M
PDI	58.8K + 20.42%	$17.02 - $19.87 $1M - $1.17M	347K $6.58M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	74.5K New	$105.23 - $109.61 $7.84M - $8.16M	74.5K $8.16M
AVDV	82.3K New	$61.76 - $79.32 $5.08M - $6.53M	82.3K $6.52M
IGF	74.4K New	$50.55 - $59.83 $3.76M - $4.45M	74.4K $4.41M
EAGG	44.7K New	$46.41 - $47.7 $2.08M - $2.13M	44.7K $2.13M
VSGX	26.1K New	$52.84 - $65.52 $1.38M - $1.71M	26.1K $1.71M
XJR	15.3K New	$32.75 - $39.55 $501K - $605K	15.3K $605K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-163K - 39.02%	$51.14 - $57.0 $8.35M - $9.31M	255K $14.5M
SPLG	-104K - 77.31%	$58.41 - $72.69 $6.06M - $7.54M	30.4K $2.21M
JMUB	-98.4K - 48.24%	$48.46 - $50.2 $4.77M - $4.94M	106K $5.24M
DHI	-30.3K - 91.81%	$115.1 - $129.63 $3.49M - $3.93M	2.7K $348K
DFSD	-58.5K - 66.95%	$47.09 - $48.01 $2.75M - $2.81M	28.9K $1.39M
MSFT	-9.03K - 46.14%	$354.56 - $497.45 $3.2M - $4.49M	10.5K $5.24M

Activity Summary All Purchases 50 New Holdings 13 Increased Positions 37 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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