Bms Financial Advisors, LLC Purchases and Sells in Q2 2023

Bms Financial Advisors, LLC

$148 Million
Q2 2023

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTI	286K + 3440.92%	$28.28 - $29.26 $8.08M - $8.36M	294K $8.32M
SPGP	69K + 351.39%	$83.26 - $90.78 $5.74M - $6.26M	88.6K $8.04M
IVW	1.35K + 40.01%	$63.21 - $70.48 $85.5K - $95.3K	4.73K $333K
IWB	122 + 9.06%	$221.85 - $243.74 $27.1K - $29.7K	1.47K $358K
IEFA	34 + 0.43%	$66.03 - $69.1 $2.25K - $2.35K	7.89K $532K
IJR	1 + 0.04%	$91.14 - $99.81 $91.1 - $99.8	2.34K $232K

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQEW	97K New	$96.13 - $107.52 $9.32M - $10.4M	97K $10.4M
DLN	148K New	$60.35 - $63.6 $8.92M - $9.4M	148K $9.4M
SPSB	134K New	$29.36 - $29.7 $3.93M - $3.97M	134K $3.94M
UCON	161K New	$24.08 - $24.59 $3.89M - $3.97M	161K $3.9M
DDWM	123K New	$30.35 - $32.18 $3.73M - $3.95M	123K $3.84M
IHDG	92.4K New	$39.29 - $40.67 $3.63M - $3.76M	92.4K $3.71M

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-32.8K - 47.09%	$406.17 - $445.71 $13.3M - $14.6M	36.8K $16.4M
BSV	-86.1K - 60.76%	$75.52 - $76.97 $6.5M - $6.63M	55.6K $4.2M
IUSB	-97.8K - 47.37%	$45.12 - $46.45 $4.41M - $4.54M	109K $4.94M
QQQM	-23.4K - 49.28%	$127.48 - $152.29 $2.98M - $3.56M	24.1K $3.66M
IWY	-21.9K - 47.36%	$136.24 - $158.56 $2.99M - $3.48M	24.4K $3.86M
EFG	-20.4K - 47.45%	$93.15 - $96.95 $1.9M - $1.98M	22.6K $2.16M

Activity Summary All Purchases 28 New Holdings 21 Increased Positions 7 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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