Comprehensive Money Management Services LLC Reduced Holdings in Q2 2025

Comprehensive Money Management Services LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGRO
Adecoagro S.A.

Consumer Defensive
-35.2K
- 61.15%
$8.5 - $11.69 $300K - $412K
22.4K $205M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.7K
- 8.65%
$24.98 - $25.66 $117K - $121K
49.7K $1.27B
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-22.5K
- 23.82%
$4.93 - $5.9 $111K - $133K
72.1K $418M
PFFV
Global X Variable Rate Preferr

Technology
-2.35K
- 3.8%
$22.41 - $23.43 $52.7K - $55.1K
59.5K $1.36B
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.49K
- 16.04%
$35.62 - $39.64 $88.7K - $98.7K
13K $508M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-6K
- 12.58%
$13.37 - $15.25 $80.2K - $91.5K
41.7K $622M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5.71K
- 13.74%
$14.97 - $16.79 $85.4K - $95.8K
35.8K $599M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-1.63K
- 2.78%
$19.55 - $21.78 $31.9K - $35.6K
57.2K $1.19B
MAA
Mid America Apartment Communities Inc.

Real Estate
-73
- 2.37%
$145.91 - $168.0 $10.7K - $12.3K
3.01K $446M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-460
- 4.96%
$61.03 - $67.59 $28.1K - $31.1K
8.82K $564M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-530
- 4.21%
$102.02 - $103.5 $54.1K - $54.9K
12.1K $1.24B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-2.95K
- 8.21%
$18.83 - $19.22 $55.5K - $56.7K
33K $631M
MWA
Mueller Water Products, Inc.

Industrials
-825
- 3.31%
$22.82 - $27.21 $18.8K - $22.4K
24.1K $580M
WFG
West Fraser Timber Co., LTD

Basic Materials
-500
- 12.3%
$70.53 - $78.77 $35.3K - $39.4K
3.57K $261M
WOOD
Ishares Global Timber & Forest
-100
- 0.48%
N/A
20.8K $1.53B
BHP
Bhp Group LTD

Basic Materials
-980
- 14.17%
$40.22 - $50.88 $39.4K - $49.9K
5.94K $285M
BP
Bp PLC

Energy
-500
- 5.62%
$26.11 - $33.81 $13.1K - $16.9K
8.39K $251M
BXSL
Blackstone Secured Lending Fund

Financial Services
-690
- 4.02%
$26.88 - $32.74 $18.5K - $22.6K
16.5K $507M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-800
- 4.4%
$24.32 - $27.87 $19.5K - $22.3K
17.4K $460M
PEAK
Healthpeak Properties, Inc.

Real Estate
-221
- 1.4%
N/A
15.6K $273M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
-10K
- 40.9%
$4.62 - $5.95 $46.2K - $59.5K
14.5K $85.8M
AM
Antero Midstream Corp

Energy
-2.75K
- 18.1%
$15.88 - $18.99 $43.7K - $52.2K
12.4K $236M
MBB
Ishares Tr

ETFs
-368
- 9.48%
$91.41 - $94.22 $33.6K - $34.7K
3.52K $330M
VOE
Vanguard Mid Cap Value Index F

ETFs
-250
- 11.82%
$141.87 - $164.49 $35.5K - $41.1K
1.87K $307M
REET
Ishares Global Reit ETF

ETFs
-1.73K
- 5.54%
$21.59 - $25.16 $37.2K - $43.4K
29.4K $726M
SHEL
Shell PLC

Energy
-218
- 5.22%
$59.75 - $73.05 $13K - $15.9K
3.96K $279M
VALE
Vale S.A.

Basic Materials
-1.55K
- 4.74%
$8.26 - $10.1 $12.8K - $15.6K
31K $301M
REG
Regency Centers Corp

Real Estate
-169
- 3.92%
$65.48 - $74.74 $11.1K - $12.6K
4.15K $295M
PSEC
Prospect Capital Corp

Financial Services
-2K
- 11.4%
$3.14 - $4.06 $6.28K - $8.12K
15.6K $49.4M
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
-855
- 2.8%
$31.49 - $36.57 $26.9K - $31.3K
29.6K $1.08B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-720
- 8.27%
$25.57 - $26.34 $18.4K - $19K
7.99K $208M
XYLG
Global X Fds S&P 500 Covered C

ETFs
-1.1K
- 11.29%
$23.63 - $27.55 $26K - $30.3K
8.64K $238M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-640
- 3.89%
$30.29 - $30.83 $19.4K - $19.7K
15.8K $487M
HL
Hecla Mining CO

Basic Materials
-6.44K
- 13.93%
$4.54 - $6.45 $29.2K - $41.5K
39.8K $238M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-289
- 6.23%
$69.8 - $85.28 $20.2K - $24.6K
4.35K $361M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-750
- 4.42%
$23.32 - $24.45 $17.5K - $18.3K
16.2K $396M
KMI
Kinder Morgan, Inc.

Energy
-2.47K
- 3.69%
$25.21 - $29.4 $62.2K - $72.5K
64.4K $1.89B
LAND
Gladstone Land Corp

Real Estate
-300
- 0.98%
$8.95 - $10.51 $2.69K - $3.15K
30.4K $309M
O
Realty Income Corp

Real Estate
-145
- 2.46%
$52.27 - $58.52 $7.58K - $8.49K
5.75K $331M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.32K
- 4.67%
$10.6 - $12.44 $14K - $16.4K
27K $334M
VTV
Vanguard Value ETF

ETFs
-100
- 4.43%
$153.67 - $176.74 $15.4K - $17.7K
2.16K $381M
UL
Unilever PLC

Consumer Defensive
-205
- 5.61%
$57.9 - $65.43 $11.9K - $13.4K
3.45K $211M
VAW
Vanguard Materials ETF

ETFs
-190
- 3.58%
$163.82 - $196.64 $31.1K - $37.4K
5.12K $998M
WELL
Welltower Inc.

Real Estate
-45
- 1.07%
$136.49 - $155.22 $6.14K - $6.98K
4.17K $641M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-1.03K
- 5.25%
$7.6 - $8.89 $7.86K - $9.19K
18.7K $166M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.05K
- 13.12%
$50.08 - $63.14 $52.6K - $66.3K
6.96K $439M
IAU
Ishares Gold Trust

ETFs
-1.51K
- 5.48%
$56.1 - $64.74 $84.5K - $97.5K
26K $1.62B
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-400
- 0.57%
$3.84 - $4.48 $1.54K - $1.79K
69.9K $307M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-1.5K
- 7.73%
$22.98 - $27.84 $34.5K - $41.8K
17.9K $498M
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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