Coastal Investment Advisors, Inc. Purchases in Q3 2025

Coastal Investment Advisors, Inc.

  • $281 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
634
+ 173.22%
$42.26 - $47.16 $26.8K - $29.9K
1K $46K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
280
+ 11.08%
$92.18 - $95.14 $25.8K - $26.6K
2.81K $267K
UBER
Uber Technologies, Inc

Technology
115
+ 2.95%
$86.91 - $99.57 $9.99K - $11.5K
4.02K $393K
KRE
Spdr S&P Regional Banking ETF

ETFs
425
New
$58.82 - $66.17 $25K - $28.1K
425 $26K
MBB
Ishares Tr

ETFs
237
+ 87.78%
$92.46 - $95.73 $21.9K - $22.7K
507 $48K
VXF
Vanguard Extended Market ETF

ETFs
29
+ 2.81%
$193.58 - $213.07 $5.61K - $6.18K
1.06K $222K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
105
+ 0.94%
$97.75 - $100.75 $10.3K - $10.6K
11.3K $1.14M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
500
+ 30.4%
$42.75 - $43.37 $21.4K - $21.7K
2.15K $92K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1K
+ 4.91%
$14.8 - $15.15 $14.8K - $15.2K
21.4K $320K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
74
+ 14.4%
$83.08 - $100.2 $6.15K - $7.41K
588 $58K
EEM
Ishares Msci Emerging Markets

ETFs
315
New
$48.07 - $53.4 $15.1K - $16.8K
315 $16K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
38
+ 84.44%
$275.84 - $326.36 $10.5K - $12.4K
83 $27K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
596
+ 104.93%
$20.22 - $21.71 $12.1K - $12.9K
1.16K $25K
HDV
Ishares Core High Dividend ETF

ETFs
38
+ 2.06%
$118.16 - $123.66 $4.49K - $4.7K
1.88K $230K
SOXX
Ishares Semiconductor ETF

ETFs
46
+ 306.67%
$236.93 - $271.12 $10.9K - $12.5K
61 $16K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.17%
$187.97 - $199.47 $376 - $399
1.15K $228K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
200
New
$61.99 - $65.47 $12.4K - $13.1K
200 $12K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
96
New
$117.65 - $120.08 $11.3K - $11.5K
96 $11K
VOX
Vanguard Communication Service

ETFs
59
New
$169.0 - $192.17 $9.97K - $11.3K
59 $11K
TIP
Ishares Tr Tips Bd ETF

ETFs
90
+ 84.91%
$109.11 - $111.88 $9.82K - $10.1K
196 $21K
UNP
Union Pacific Corp

Industrials
4
+ 0.38%
$214.91 - $237.16 $860 - $949
1.06K $249K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
100
+ 40.82%
$70.85 - $76.96 $7.08K - $7.7K
345 $26K
MA
Mastercard Inc

Financial Services
2
+ 0.22%
$550.18 - $598.96 $1.1K - $1.2K
920 $523K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
66
+ 1.03%
$96.91 - $101.22 $6.4K - $6.68K
6.45K $638K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
153
+ 102.0%
$39.37 - $44.24 $6.02K - $6.77K
303 $13K
FEMB
First Tr ETF Emerging Markets

ETFs
91
+ 0.92%
$28.3 - $29.79 $2.58K - $2.71K
9.94K $291K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
378
New
$18.82 - $19.8 $7.11K - $7.48K
378 $7K
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 6.29%
$88.47 - $93.24 $4.42K - $4.66K
845 $77K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
50
+ 25.0%
$82.81 - $93.09 $4.14K - $4.65K
250 $23K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.9%
$237.58 - $259.17 $713 - $778
335 $85K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
155
New
$40.04 - $45.11 $6.21K - $6.99K
155 $6K
PULS
Pgim ETF Tr

ETFs
101
+ 0.9%
$49.58 - $49.83 $5.01K - $5.03K
11.3K $561K
IDV
Ishares Tr

ETFs
146
+ 36.5%
$34.54 - $37.28 $5.04K - $5.44K
546 $19K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
370
+ 1.74%
$7.98 - $8.29 $2.95K - $3.07K
21.6K $176K
VCR
Vanguard Consumer Discretionar

ETFs
16
New
$359.61 - $401.35 $5.75K - $6.42K
16 $6K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
54
New
$98.52 - $103.93 $5.32K - $5.61K
54 $5K
IGF
Ishares Global Infrastructure

ETFs
72
+ 48.32%
$58.29 - $61.43 $4.2K - $4.42K
221 $13K
XAR
Spdr S&P Aerospace & Defense E

ETFs
22
New
$205.52 - $234.96 $4.52K - $5.17K
22 $5K
PII
Polaris Inc.

Consumer Cyclical
76
New
$44.87 - $59.95 $3.41K - $4.56K
76 $4K
LRGF
Ishares Tr

ETFs
53
+ 58.24%
$64.13 - $69.24 $3.4K - $3.67K
144 $9K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
102
New
$45.6 - $46.92 $4.65K - $4.79K
102 $4K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
109
+ 94.78%
N/A
224 $7K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
88
New
$37.04 - $40.86 $3.26K - $3.6K
88 $3K
IEF
Ishares Barclays

ETFs
1
+ 0.02%
$93.91 - $97.26 $93.9 - $97.3
4.9K $472K
FXN
First Tr Exchange Traded Fd Fi

ETFs
200
New
$15.15 - $16.8 $3.03K - $3.36K
200 $3K
SMIN
Ishares Msci India Small Cap I

ETFs
53
New
$71.7 - $78.29 $3.8K - $4.15K
53 $3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
78
+ 3.71%
$25.67 - $27.21 $2K - $2.12K
2.18K $58K
FTSL
First Trust Senior Ln Fund

ETFs
49
+ 0.77%
$45.81 - $46.18 $2.24K - $2.26K
6.45K $295K
IXP
Ishares Global Comm Services E

ETFs
22
New
$109.97 - $126.56 $2.42K - $2.78K
22 $2K
Activity Summary
Buys All Purchases 188 New Holdings 61 Increased Positions 127 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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