Ci Private Wealth, LLC Purchases in Q2 2025

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPRO
Proshares Trust Proshares Ultr

ETFs
5.91K
+ 31.12%
$50.65 - $91.44 $299K - $541K
24.9K $2.28M
NRZ
New Residential Investment Corp.

Real Estate
120K
+ 85.6%
N/A
259K $1.88M
RY
Royal Bank Of Canada

Financial Services
2.51K
+ 8.87%
$108.36 - $131.55 $272K - $331K
30.9K $4.06M
SUB
Ishares Short Term National Mu

ETFs
7.42K
+ 7.78%
$104.77 - $106.34 $777K - $789K
103K $10.9M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
11.3K
+ 80.54%
$72.12 - $76.23 $813K - $859K
25.3K $1.92M
ABC
Amerisourcebergen Corp

Healthcare
4.57K
+ 11.79%
N/A
43.3K $8.02M
BMO
Bank Of Montreal

Financial Services
5.27K
+ 30.24%
$87.54 - $110.63 $461K - $583K
22.7K $2.51M
NEM
Newmont Corp

Basic Materials
526
+ 0.65%
$44.18 - $59.46 $23.2K - $31.3K
81.9K $4.77M
CPNG
Coupang, Inc.

Consumer Cyclical
23.3K
+ 129.35%
$19.76 - $30.81 $460K - $718K
41.3K $1.24M
PAR
Par Technology Corp

Technology
8.46K
+ 26.59%
$50.87 - $69.82 $430K - $591K
40.3K $2.79M
SCHO
Schwab Short Term Us Treasury

ETFs
34.3K
+ 78.12%
$24.19 - $24.45 $830K - $839K
78.2K $1.91M
NGVT
Ingevity Corp

Basic Materials
18.7K
+ 265.1%
$29.88 - $44.53 $559K - $834K
25.8K $1.11M
COOP
Mr. Cooper Group Inc.

Financial Services
5.16K
+ 257.97%
$107.26 - $155.96 $554K - $805K
7.16K $1.07M
KIM
Kimco Realty Corp

Real Estate
39.7K
+ 113.8%
$18.7 - $21.69 $742K - $861K
74.6K $1.57M
CW
Curtiss Wright Corp

Industrials
660
+ 22.62%
$283.18 - $488.55 $187K - $322K
3.58K $1.75M
EHC
Encompass Health Corp

Healthcare
3.79K
+ 22.68%
$96.12 - $122.63 $364K - $464K
20.5K $2.51M
GOSS
Gossamer Bio, Inc.

Healthcare
302K
+ 8.91%
$0.78 - $1.44 $236K - $435K
3.69M $4.54M
PCT
Pure Cycle Technologies, Inc.

Industrials
22.5K
+ 30.29%
$5.57 - $14.12 $125K - $318K
96.8K $1.33M
THC
Tenet Healthcare Corp

Healthcare
3.97K
+ 147.29%
$110.41 - $176.0 $438K - $698K
6.66K $1.17M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
6.63K
+ 70.45%
$71.62 - $94.66 $475K - $628K
16K $1.52M
PSTG
Pure Storage, Inc.

Technology
8.89K
+ 39.81%
$37.18 - $57.58 $330K - $512K
31.2K $1.8M
AMCR
Amcor PLC

Consumer Cyclical
189K
+ 10.35%
$8.57 - $9.81 $1.62M - $1.86M
2.02M $18.6M
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.7K
+ 3.01%
$33.38 - $40.81 $224K - $274K
229K $9.34M
RWR
Spdr Dow Jones Reit ETF

ETFs
8.59K
+ 98.87%
$86.33 - $99.71 $742K - $857K
17.3K $1.67M
VNSE
Natixis ETF Tr Ii Vaughan Nels

ETFs
22.4K
New
$28.77 - $35.83 $643K - $801K
22.4K $800K
TME
Tencent Music Entertainment Group

Communication Services
32.7K
+ 103.14%
$11.97 - $19.49 $392K - $638K
64.4K $1.26M
FHI
Federated Hermes, Inc.

Financial Services
13.2K
+ 22.3%
$35.85 - $44.32 $473K - $584K
72.3K $3.2M
SON
Sonoco Products CO

Consumer Cyclical
19.3K
+ 142.21%
$40.6 - $47.93 $785K - $927K
33K $1.44M
TKR
Timken CO

Industrials
10.9K
+ 222.36%
$57.34 - $74.03 $623K - $804K
15.7K $1.14M
ANSS
Ansys Inc

Technology
521
+ 2.98%
$284.19 - $351.22 $148K - $183K
18K $6.32M
EEMA
Ishares Msci Emerging Markets

ETFs
7.78K
+ 45.07%
$64.59 - $83.0 $503K - $646K
25K $2.07M
JLL
Jones Lang Lasalle Inc

Real Estate
1.89K
+ 4.86%
$204.57 - $256.96 $386K - $485K
40.7K $10.4M
AFRM
Affirm Holdings, Inc.

Technology
8.44K
+ 100.46%
$35.75 - $69.14 $302K - $584K
16.8K $1.16M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
48.8K
New
$15.44 - $16.72 $753K - $815K
48.8K $785K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
23K
New
$27.79 - $34.16 $640K - $787K
23K $784K
SNN
Smith & Nephew PLC

Healthcare
23.8K
+ 100.8%
$24.97 - $30.63 $594K - $729K
47.4K $1.45M
SHYF
Shyft Group, Inc.

Industrials
47.4K
+ 115.7%
$7.13 - $12.64 $338K - $599K
88.4K $1.11M
STRA
Strategic Education, Inc.

Consumer Defensive
8.88K
+ 78.11%
$77.09 - $92.26 $684K - $819K
20.2K $1.72M
ENSG
Ensign Group, Inc

Healthcare
2.34K
+ 14.39%
$119.93 - $156.36 $280K - $365K
18.6K $2.87M
TNL
Travel & Leisure Co.

Consumer Cyclical
14.2K
+ 251.14%
$38.78 - $51.89 $551K - $737K
19.9K $1.03M
PODD
Insulet Corp

Healthcare
833
+ 8.67%
$238.57 - $327.47 $199K - $273K
10.4K $3.28M
TOL
Toll Brothers, Inc.

Consumer Cyclical
6.64K
New
$90.5 - $114.3 $601K - $759K
6.64K $758K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
5.16K
+ 63.47%
$140.05 - $156.07 $723K - $805K
13.3K $2.04M
CIG
Energy CO Of Minas Gerais

Utilities
362K
+ 158.36%
$1.62 - $1.96 $587K - $710K
591K $1.16M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.06K
+ 19.67%
$48.48 - $67.3 $294K - $408K
36.8K $2.48M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
8.83K
+ 25.05%
$50.27 - $62.05 $444K - $548K
44.1K $2.72M
FSK
Fs Kkr Capital Corp

Financial Services
36K
+ 291.1%
$17.95 - $21.5 $646K - $773K
48.3K $1M
STRL
Sterling Construction CO Inc

Industrials
3.22K
New
$104.96 - $231.51 $338K - $745K
3.22K $742K
NGG
National Grid PLC

Utilities
39
+ 0.05%
$62.74 - $74.79 $2.45K - $2.92K
83.8K $6.24M
Activity Summary
Buys All Purchases 1648 New Holdings 368 Increased Positions 1280 Sells All Sells 773 Reductions 773 Sold out 0 Options Calls 11 Puts 10
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