Copia Wealth Management Purchases and Sells in Q2 2025

Copia Wealth Management

$119 Billion
Q2 2025

Top Buys

Incresed Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STRIVE ENHANCED INCOME SHORT MATURITY ETF	65.6K + 24.88%	N/A	329K $6.69B
ELDRIDGE AAA CLO ETF	44.5K + 171.68%	N/A	70.5K $1.8B
SPLG	1.95K + 2.39%	$58.41 - $72.69 $114K - $141K	83.4K $6.06B
NLR	2.97K + 39.04%	$66.89 - $111.18 $199K - $330K	10.6K $1.18B
ISHARES BITCOIN TRUST ETF	2.75K + 10.8%	N/A	28.2K $1.73B
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	8.82K + 32.75%	N/A	35.8K $1.26B

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EWZ	3.4K New	$23.44 - $28.85 $79.6K - $98K	3.4K $98M
GLOBAL X DEFENSE TECH ETF	1.38K New	N/A	1.38K $83.3M
DFAC	2.21K New	$29.12 - $35.84 $64.4K - $79.2K	2.21K $79.2M
DFAX	1.89K New	$23.37 - $29.39 $44.2K - $55.6K	1.89K $55.6M
WELL	333 New	$136.49 - $155.22 $45.5K - $51.7K	333 $51.2M
GII	728 New	$57.32 - $67.33 $41.7K - $49K	728 $49M

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	-7.32K - 42.98%	$75.75 - $80.65 $554K - $590K	9.71K $783M
XLRE	-10.2K - 23.95%	$37.08 - $42.26 $377K - $430K	32.3K $1.34B
LQD	-3.59K - 20.55%	$105.23 - $109.61 $378K - $394K	13.9K $1.52B
GLD	-1.77K - 11.56%	$273.71 - $316.29 $484K - $559K	13.5K $4.12B
IGV	-2.05K - 65.41%	$80.15 - $109.5 $165K - $225K	1.09K $119M
US TREASURY 6 MONTH BILL ETF	-3.05K - 3.27%	N/A	90.2K $4.53B

Activity Summary All Purchases 149 New Holdings 46 Increased Positions 103 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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