Capital Analysts, LLC Purchases in Q2 2025

Capital Analysts, LLC

  • $3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
127
+ 1.18%
$73.7 - $90.98 $9.36K - $11.6K
10.9K $988K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.21K
New
$62.73 - $78.42 $76.2K - $95.2K
1.21K $94K
CRM
Salesforce, Inc.

Technology
51
+ 0.27%
$236.26 - $291.15 $12K - $14.8K
18.7K $5.09M
EMB
Ishares Tr

ETFs
801
+ 8.79%
$86.54 - $92.62 $69.3K - $74.2K
9.92K $919K
AVDV
American Centy ETF Tr Avantis

ETFs
151
+ 1.85%
$61.76 - $79.32 $9.33K - $12K
8.3K $658K
Calamos ETF Tr
3.54K
New
N/A
3.54K $90K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
845
+ 6.76%
$30.87 - $39.17 $26.1K - $33.1K
13.3K $522K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.83K
+ 40.65%
$32.0 - $39.87 $58.7K - $73.1K
6.34K $253K
VDE
Vanguard Energy ETF

ETFs
711
+ 296.25%
$105.87 - $130.56 $75.3K - $92.8K
951 $113K
IWY
Ishares Tr Russell 200 Growth

ETFs
8
+ 0.36%
$187.5 - $246.51 $1.5K - $1.97K
2.21K $544K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
364
+ 4.48%
$53.69 - $67.27 $19.5K - $24.5K
8.49K $571K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.87K
+ 5.84%
$19.44 - $19.56 $75.2K - $75.6K
70.1K $1.37M
NI
Nisource Inc.

Utilities
1.62K
+ 3.22%
$37.11 - $40.64 $60.2K - $65.9K
52K $2.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.79K
+ 7.14%
$19.49 - $19.66 $73.9K - $74.5K
56.9K $1.12M
XLF
Financial Sector Spdr

ETFs
1.25K
+ 27.02%
$43.92 - $52.37 $54.7K - $65.2K
5.85K $307K
CGGO
Capital Group Global Growth Eq

ETFs
348
+ 1.99%
$25.31 - $32.17 $8.81K - $11.2K
17.9K $571K
MINO
Pimco ETF Tr Municipal Income

ETFs
1.7K
New
$43.42 - $45.15 $73.8K - $76.8K
1.7K $75K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
1.5K
+ 8.86%
$47.03 - $48.37 $70.7K - $72.7K
18.5K $891K
BX
Blackstone Inc.

Financial Services
10
+ 0.14%
$120.07 - $151.11 $1.2K - $1.51K
7.23K $1.08M
PG
Procter & Gamble CO

Consumer Defensive
6.64K
+ 7.48%
$157.66 - $172.39 $1.05M - $1.14M
95.4K $15.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.47K
+ 11.97%
$46.41 - $47.7 $68.3K - $70.2K
13.8K $654K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
383
+ 1.14%
$23.45 - $26.56 $8.98K - $10.2K
34K $903K
HYD
Vaneck High Yield Muni ETF

ETFs
1.52K
+ 13.0%
$49.08 - $51.35 $74.8K - $78.3K
13.2K $665K
Spinnaker ETF Series
1.37K
+ 227.67%
N/A
1.97K $85K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.73K
+ 23.98%
$22.43 - $23.23 $61.1K - $63.3K
14.1K $327K
PID
Invesco Exchange Traded Fd Tr

ETFs
186
+ 0.44%
N/A
42.9K $879K
KO
Coca Cola CO

Consumer Defensive
1.71K
+ 2.66%
$68.37 - $73.9 $117K - $126K
65.8K $4.66M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.03K
+ 7.45%
$36.02 - $41.92 $37.1K - $43.2K
14.9K $624K
CGDV
Capital Group Divid Value ETF

ETFs
1.51K
+ 180.6%
$31.93 - $39.49 $48.2K - $59.6K
2.34K $93K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
686
+ 2.95%
$91.43 - $91.74 $62.7K - $62.9K
23.9K $2.2M
SHW
Sherwin Williams CO

Basic Materials
366
+ 3.34%
$313.51 - $363.51 $115K - $133K
11.3K $3.89M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.15K
+ 788.36%
$46.92 - $55.01 $54K - $63.3K
1.3K $70K
COF
Capital One Financial Corp

Financial Services
7
+ 0.4%
$150.57 - $212.76 $1.05K - $1.49K
1.76K $376K
BNDI
Shp ETF Tr Neos Enhanced Incom
1.3K
New
N/A
1.3K $61K
Neos ETF Trust
1.21K
New
N/A
1.21K $61K
BK
Bank Of New York Mellon Corp

Financial Services
398
+ 12.45%
$73.31 - $91.62 $29.2K - $36.5K
3.6K $328K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
370
+ 49.87%
$101.93 - $128.63 $37.7K - $47.6K
1.11K $143K
HYG
Ishares Tr

ETFs
572
+ 9.01%
$75.75 - $80.65 $43.3K - $46.1K
6.92K $558K
VGT
Vanguard Information Technolog

ETFs
30
+ 9.9%
$470.37 - $663.28 $14.1K - $19.9K
333 $221K
DSI
Ishares Msci Kld 400 Social Et

ETFs
104
+ 3.27%
$91.62 - $116.16 $9.53K - $12.1K
3.28K $381K
PPA
Invesco Exchange Traded Fd Tr

ETFs
218
+ 22.22%
$105.2 - $141.69 $22.9K - $30.9K
1.2K $170K
UFPT
Ufp Technologies Inc

Healthcare
5
+ 0.4%
$186.83 - $253.3 $934 - $1.27K
1.25K $306K
EWJ
Ishares Msci Japan ETF

ETFs
641
+ 94.96%
$61.32 - $75.28 $39.3K - $48.3K
1.32K $99K
FTCS
First Trust Capital Strength E

ETFs
253
+ 1.13%
$81.6 - $92.39 $20.6K - $23.4K
22.6K $2.05M
AGNC
Agnc Investment Corp.

Real Estate
5.51K
New
$8.12 - $9.49 $44.7K - $52.3K
5.51K $51K
CGMS
Capital Grp Core Plus Income E
1.84K
New
N/A
1.84K $51K
SGOL
Abrdn Gold ETF Trust

ETFs
24
+ 0.08%
$28.39 - $32.75 $681 - $786
28.5K $900K
Pacer Fds Tr
1.99K
+ 54.48%
N/A
5.64K $138K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
20
+ 0.16%
$36.45 - $42.47 $729 - $849
12.5K $527K
Activity Summary
Buys All Purchases 547 New Holdings 74 Increased Positions 473 Sells All Sells 357 Reductions 357 Sold out 0 Options Calls 0 Puts 0
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