Capital Advantage, Inc. Purchases and Sells in Q2 2025

Capital Advantage, Inc.

$570 Million
Q2 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	402K + 2856.69%	$43.92 - $52.37 $17.7M - $21.1M	416K $21.8M
VIGI	12.7K + 3.2%	$75.29 - $91.16 $953K - $1.15M	408K $36.8M
SPLG	18.1K + 10.07%	$58.41 - $72.69 $1.06M - $1.31M	198K $14.4M
VYMI	3.34K + 0.88%	$65.84 - $80.81 $220K - $270K	381K $30.5M
MSFT	27 + 0.17%	$354.56 - $497.45 $9.57K - $13.4K	15.8K $7.88M
CVX	13K + 120.06%	$133.73 - $168.51 $1.74M - $2.19M	23.8K $3.41M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	518K New	$31.93 - $39.49 $16.5M - $20.5M	518K $20.5M
TWLO	46.5K New	$81.34 - $124.36 $3.78M - $5.78M	46.5K $5.78M
BRK-A	2 New	$725400.0 - $809350.0 $1.45M - $1.62M	2 $1.46M
EMXC	15K New	$50.08 - $63.14 $750K - $946K	15K $945K
SBUX	2.86K New	$79.69 - $99.41 $228K - $284K	2.86K $261K
NVS	1.76K New	$101.96 - $121.01 $179K - $213K	1.76K $212K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-87K - 66.23%	$90.56 - $109.49 $7.88M - $9.52M	44.4K $4.85M
FNDF	-305K - 22.52%	$32.25 - $40.02 $9.84M - $12.2M	1.05M $42M
VOE	-41.7K - 49.76%	$141.87 - $164.49 $5.92M - $6.86M	42.1K $6.93M
VBR	-30.1K - 38.12%	$162.76 - $195.77 $4.89M - $5.89M	48.8K $9.52M
VCIT	-65.2K - 5.92%	$79.56 - $82.92 $5.19M - $5.41M	1.04M $85.9M
SCHM	-151K - 76.03%	$22.92 - $28.05 $3.46M - $4.24M	47.7K $1.34M

Activity Summary All Purchases 62 New Holdings 10 Increased Positions 52 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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