Coastal Investment Advisors, Inc. ETFs

Coastal Investment Advisors, Inc.

$245 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$64,000 0.03% of portfolio	2,889	Q4 2024 New
IYW Ishares Dj Us Tech ETF	$0	$60,000 0.02% of portfolio	352	Q4 2024 Reduced 36.23%
IWS Ishares Russell Midcap Value E	$0	$58,000 0.02% of portfolio	443	Q2 2025 Reduced 53.9%
IHE Ishares Tr	$0	$58,000 0.02% of portfolio	900	Q3 2024 Reduced 21.26%
IWO Ishares Russell 2000 Gwt ETF	$0	$57,000 0.02% of portfolio	200	Q1 2025 Reduced 16.67%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$56,000 0.02% of portfolio	2,384	Q2 2025 Reduced 8.38%
HYG Ishares Tr	$0	$56,000 0.02% of portfolio	704	Q2 2025 Added 11.39%
IYH Ishares Tr	$0	$56,000 0.02% of portfolio	1,000	Q3 2024 Reduced 20.06%
SPTL Spdr Portfolio Long Term Treas	$0	$55,000 0.02% of portfolio	2,103	Q2 2025 Added 55.43%
ITOT Ishares Core S&P Total U.S. St	$0	$55,000 0.02% of portfolio	412	Q2 2025 Reduced 18.74%
IBB Ishares Biotechnology ETF	$0	$50,000 0.02% of portfolio	396	Q4 2024 Reduced 90.38%
IYF Ishares Tr	$0	$49,000 0.02% of portfolio	406	Q4 2024 Reduced 24.81%
IWR Ishares Russell Mid Cap ETF	$0	$46,000 0.02% of portfolio	504	Q2 2025 Added 0.2%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$45,000 0.02% of portfolio	1,748	Q2 2025 Added 4.61%
JNK Spdr Bloomberg High Yield Bond	$0	$45,000 0.02% of portfolio	470	Q2 2025 Reduced 23.58%
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$44,000 0.02% of portfolio	879	Q2 2025 Reduced 8.72%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$42,000 0.02% of portfolio	514	Q2 2025 Reduced 12.59%
IAK Ishares Tr	$0	$38,000 0.02% of portfolio	285	Q2 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$32,000 0.01% of portfolio	527	Q2 2025 Reduced 38.36%
PSMJ Pacer Fds Tr Swan Sos Moderate	$0	$30,000 0.01% of portfolio	1,000	Q2 2025 Reduced 31.03%
CLOU Global X Fds Cloud Computing E	$0	$28,000 0.01% of portfolio	1,240	Q3 2024 Reduced 5.7%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$28,000 0.01% of portfolio	120	Q1 2024 New
JVAL J P Morgan ETF Tr U S Value Fa	$0	$26,000 0.01% of portfolio	600	Q4 2024 Reduced 62.5%
MBB Ishares Tr	$0	$25,000 0.01% of portfolio	270	Q2 2025 Added 3.05%
FLRN Spdr Bloomberg Investment Grad	$0	$22,000 0.01% of portfolio	726	Q2 2025 Added 205.04%
DDIV First Tr Exchnge Traded Fd Vi	$0	$22,000 0.01% of portfolio	601	Q4 2024 Reduced 74.16%
SLYV Spdr S&P 600 Small Cap Value E	$0	$20,000 0.01% of portfolio	260	Q4 2024 Reduced 18.75%
IUSV Ishares Core S&P U.S. Value Et	$0	$20,000 0.01% of portfolio	213	Q1 2025 Added 526.47%
DGRO Ishares Core Dividend Growth E	$0	$19,000 0.01% of portfolio	302	Q2 2025 Added 196.08%
LQD Ishares Iboxx $ Investment Gra	$0	$19,000 0.01% of portfolio	177	Q2 2025 Added 129.87%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$18,000 0.01% of portfolio	245	Q2 2025 Added 145.0%
HEFA Ishares Currency Hedged Msci E	$0	$17,000 0.01% of portfolio	458	Q4 2024 New
DWAS Invesco ETF Tr Ii Dwa Smallcap	$0	$16,000 0.01% of portfolio	200	Q2 2025 Reduced 89.22%
XHE Spdr Ser Tr S&P Health Care Eq	$0	$16,000 0.01% of portfolio	200	Q1 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$15,000 0.01% of portfolio	366	Q2 2025 Reduced 23.59%
PSFF Pacer Fds Tr Swan Sos Fd Of Fd	$0	$14,000 0.01% of portfolio	479	Q3 2024 Reduced 95.51%
OEF Ishares S&P 100 ETF	$0	$13,000 0.01% of portfolio	50	Q2 2025 New
IDV Ishares Tr	$0	$13,000 0.01% of portfolio	400	Q2 2025 Reduced 46.95%
SMH Vaneck ETF Tr Semiconductor Et	$0	$12,000 0.0% of portfolio	45	Q1 2025 Reduced 45.78%
TIP Ishares Tr Tips Bd ETF	$0	$11,000 0.0% of portfolio	106	Q2 2025 Reduced 20.9%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$11,000 0.0% of portfolio	568	Q2 2025 Reduced 27.37%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$11,000 0.0% of portfolio	500	Q1 2025 Reduced 1.38%
AIRR First Tr Vi Rba Amern Indl Ren	$0	$10,000 0.0% of portfolio	125	Q2 2025 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$8,000 0.0% of portfolio	102	Q1 2025 New
IGF Ishares Global Infrastructure	$0	$8,000 0.0% of portfolio	149	Q2 2025 Reduced 45.82%
SLYG Spdr S&P 600 Small Cap Growth	$0	$8,000 0.0% of portfolio	100	Q1 2025 Reduced 52.15%
IGM Ishares Expanded Tech Sector E	$0	$8,000 0.0% of portfolio	78	Q2 2024 Reduced 7.14%
CWB Spdr Bloomberg Convertible Sec	$0	$8,000 0.0% of portfolio	100	Q3 2024 Reduced 60.94%
IHI Ishares Tr Dow Jones Us Medica	$0	$6,000 0.0% of portfolio	100	Q4 2024 Added 150.0%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$5,000 0.0% of portfolio	150	Q2 2025 Reduced 64.45%

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