Copia Wealth Management Purchases and Sells in Q1 2025

Copia Wealth Management

$108 Billion
Q1 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	713 + 4.89%	$243.19 - $288.14 $173K - $205K	15.3K $4.41B
HYG	8.89K + 109.07%	$78.51 - $80.11 $698K - $712K	17K $1.34B
STRIVE ENHANCED INCOME SHORT MATURITY ETF	30.7K + 13.2%	N/A	264K $5.35B
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	11.4K + 73.37%	N/A	26.9K $829M
XLF	6.27K + 1106.89%	$47.32 - $52.19 $296K - $327K	6.83K $340M
COST	300 + 72.82%	$890.62 - $1076.86 $267K - $323K	712 $673M

New Holdings

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELDRIDGE BBB-B CLO ETF	29.3K New	N/A	29.3K $779M
ELDRIDGE AAA CLO ETF	25.9K New	N/A	25.9K $662M
AMPLIFY CYBERSECURITY ETF	3.03K New	N/A	3.03K $217M
SHYG	4.89K New	$42.38 - $43.28 $207K - $212K	4.89K $208M
EWG	5.03K New	$31.57 - $39.31 $159K - $198K	5.03K $187M
IAK	904 New	$121.85 - $137.9 $110K - $125K	904 $125M

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-54 - 0.09%	$36.64 - $45.76 $1.98K - $2.47K	63.3K $2.37B
TSLA	-704 - 49.75%	$222.15 - $428.22 $156K - $301K	711 $184M
XLG	-434 - 0.65%	$45.72 - $51.73 $19.8K - $22.5K	65.9K $3.03B
SMH	-292 - 4.67%	$211.47 - $267.17 $61.7K - $78K	5.97K $1.26B
TBIL	-4.4K - 3.43%	N/A	124K $6.19B
GBTC	-725 - 4.37%	$62.43 - $84.12 $45.3K - $61K	15.8K $1.03B

Activity Summary All Purchases 139 New Holdings 56 Increased Positions 83 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

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