Copia Wealth Management Purchases and Sells in Q3 2025

Copia Wealth Management

$135 Billion
Q3 2025

Top Buys

Incresed Positions

131 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELDRIDGE AAA CLO ETF	52.4K + 74.4%	N/A	123K $3.14B
ELDRIDGE BBB-B CLO ETF	42.9K + 147.24%	N/A	72K $1.93B
GLD	127 + 0.94%	$300.96 - $355.47 $38.2K - $45.1K	13.7K $4.85B
SPLG	1.77K + 2.12%	$72.65 - $78.68 $128K - $139K	85.2K $6.67B
VTWO	2.78K + 8.85%	$86.92 - $99.32 $242K - $277K	34.2K $3.35B
STRIVE ENHANCED INCOME SHORT MATURITY ETF	27.9K + 8.48%	N/A	357K $7.24B

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PATTERN GROUP INC COM SER A	21.4K New	N/A	21.4K $294M
LOW	375 New	$215.01 - $273.02 $80.6K - $102K	375 $94.2M
ITRI	741 New	$117.47 - $138.42 $87K - $103K	741 $92.3M
CSCO	875 New	$66.2 - $71.79 $57.9K - $62.8K	875 $59.9M
PKB	478 New	$81.29 - $95.6 $38.9K - $45.7K	478 $45.7M
ABT	280 New	$120.51 - $136.62 $33.7K - $38.3K	280 $37.5M

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TBIL	-6.62K - 5.33%	N/A	118K $5.88B
INDA	-2.04K - 9.39%	$51.98 - $55.84 $106K - $114K	19.7K $1.03B
US TREASURY 6 MONTH BILL ETF	-3.72K - 4.12%	N/A	86.5K $4.34B
EWG	-2.7K - 35.95%	$40.75 - $43.26 $110K - $117K	4.8K $200M
SOXL	-1.9K - 92.5%	$23.99 - $34.84 $45.6K - $66.2K	154 $5.37M
XLU	-582 - 21.8%	$81.14 - $87.32 $47.2K - $50.8K	2.09K $182M

Activity Summary All Purchases 157 New Holdings 26 Increased Positions 131 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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