Cooper Financial Group Reduced Holdings in Q2 2025

Cooper Financial Group

  • $815 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-200
- 7.21%
$301.89 - $340.04 $60.4K - $68K
2.57K $850K
KLAC
Kla Corp

Technology
-498
- 27.88%
$576.53 - $902.94 $287K - $450K
1.29K $1.15M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-1.28K
- 11.16%
$17.61 - $21.46 $22.5K - $27.4K
10.2K $179K
CION
Cion Investment Corp

Financial Services
-1.91K
- 3.62%
$8.68 - $10.48 $16.6K - $20K
50.9K $487K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-537
- 19.46%
$96.84 - $99.46 $52K - $53.4K
2.22K $220K
CUBE
Cube Smart

Real Estate
-1.16K
- 8.73%
$35.88 - $43.68 $41.7K - $50.8K
12.1K $516K
LUV
Southwest Airlines CO

Industrials
-523
- 1.85%
$24.04 - $34.36 $12.6K - $18K
27.8K $900K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-608
- 3.64%
$82.21 - $83.12 $50K - $50.5K
16.1K $1.33M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.21K
- 8.79%
$35.77 - $42.27 $78.9K - $93.2K
22.9K $967K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-60
- 0.97%
$107.83 - $119.94 $6.47K - $7.2K
6.11K $659K
OTIS
Otis Worldwide Corp

Industrials
-122
- 1.68%
$90.88 - $104.3 $11.1K - $12.7K
7.16K $708K
KO
Coca Cola CO

Consumer Defensive
-330
- 1.59%
$68.37 - $73.9 $22.6K - $24.4K
20.5K $1.45M
PPL
Ppl Corp

Utilities
-72
- 0.41%
$33.45 - $36.5 $2.41K - $2.63K
17.6K $595K
WFC
Wells Fargo & Company

Financial Services
-1.27K
- 16.12%
$60.98 - $80.12 $77.6K - $102K
6.62K $530K
KMB
Kimberly Clark Corp

Consumer Defensive
-77
- 4.44%
$126.84 - $145.22 $9.77K - $11.2K
1.66K $213K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.34K
- 5.56%
$23.29 - $23.38 $31.1K - $31.2K
22.7K $529K
LMT
Lockheed Martin Corp

Industrials
-134
- 6.96%
$430.82 - $486.45 $57.7K - $65.2K
1.79K $829K
FISV
Fiserv Inc

Technology
-237
- 2.81%
N/A
8.2K $1.03M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-213
- 7.73%
$90.85 - $102.31 $19.4K - $21.8K
2.54K $256K
WAFD
Washington Federal Inc

Financial Services
-1.09K
- 9.57%
$24.48 - $30.05 $26.7K - $32.8K
10.3K $301K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.05K
- 6.01%
$23.32 - $24.45 $24.6K - $25.8K
16.5K $403K
JETS
ETF Ser Solutions U S Global J

ETFs
-2K
- 17.13%
$17.37 - $23.44 $34.7K - $46.9K
9.67K $222K
SRE
Sempra Energy

Utilities
-922
- 7.7%
$63.78 - $78.91 $58.8K - $72.8K
11.1K $837K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.92K
- 8.95%
$23.45 - $26.56 $44.9K - $50.9K
19.5K $517K
FUL
Fuller H B CO

Basic Materials
-765
- 9.46%
$48.43 - $61.99 $37K - $47.4K
7.32K $440K
VO
Vanguard Mid Cap ETF

ETFs
-126
- 10.35%
$228.54 - $279.83 $28.8K - $35.3K
1.09K $305K
FTLS
First Tr Long/Short Equity ETF

ETFs
-747
- 4.05%
$60.06 - $66.28 $44.9K - $49.5K
17.7K $1.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
-301
- 3.67%
$166.82 - $194.23 $50.2K - $58.5K
7.91K $1.54M
VOT
Vanguard Mid Cap Growth Index

ETFs
-144
- 16.82%
$216.28 - $284.39 $31.1K - $41K
712 $202K
GM
General Motors CO

Consumer Cyclical
-712
- 5.34%
$42.48 - $50.46 $30.2K - $35.9K
12.6K $620K
VT
Vanguard Total World Stk Index

ETFs
-578
- 10.68%
$103.16 - $128.52 $59.6K - $74.3K
4.83K $621K
ORCC
Owl Rock Capital Corp

Financial Services
-250
- 2.42%
N/A
10.1K $134K
CBRE
Cbre Group, Inc.

Real Estate
-171
- 7.53%
$113.94 - $140.12 $19.5K - $24K
2.1K $294K
F
Ford Motor CO

Consumer Cyclical
-977
- 7.77%
$8.69 - $10.85 $8.49K - $10.6K
11.6K $125K
NI
Nisource Inc.

Utilities
-70
- 1.22%
$37.11 - $40.64 $2.6K - $2.84K
5.67K $228K
DE
Deere & CO

Industrials
-86
- 7.92%
$412.99 - $531.48 $35.5K - $45.7K
1K $508K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-34
- 0.54%
$42.72 - $44.24 $1.45K - $1.5K
6.28K $275K
Tcw ETF Trust
-21
- 0.16%
N/A
12.8K $0
Linde PLC
-90
- 8.41%
N/A
980 $0
Blackrock ETF Trust Ii
-14.3K
- 69.69%
N/A
6.21K $0
First Tr Exchng Traded Fd Vi
-2.76K
- 21.6%
N/A
10K $0
Pacer Fds Tr
-7
- 0.05%
N/A
15.5K $0
Lam Research Corp
-1.22K
- 27.13%
N/A
3.29K $0
FSCO
Fs Cr Opportunities Corp Com
-369
- 3.39%
N/A
10.5K $0
Labcorp Holdings Inc
-103
- 2.18%
N/A
4.63K $0
JGRO
J P Morgan Exchange Traded Fd
-52
- 1.2%
N/A
4.3K $0
J P Morgan Exchange Traded F
-1.66K
- 1.52%
N/A
108K $0
Arista Networks Inc
-5.04K
- 19.61%
N/A
20.7K $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-32
- 0.08%
$49.79 - $50.75 $1.59K - $1.62K
38.5K $1.95M
Activity Summary
Buys All Purchases 152 New Holdings 38 Increased Positions 114 Sells All Sells 215 Reductions 215 Sold out 0 Options Calls 0 Puts 0
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