Dakota Wealth Management Incresed Positions in Q3 2025

Dakota Wealth Management

  • $4.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
500
+ 2.81%
$91.28 - $103.32 $45.6K - $51.7K
18.3K $1.89M
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.75K
+ 73.16%
$43.83 - $45.64 $208K - $217K
11.2K $513K
IEF
Ishares Barclays

ETFs
2.26K
+ 20.1%
$93.91 - $97.26 $212K - $219K
13.5K $1.3M
AER
Aer Cap Holdings N.V.

Industrials
1.56K
+ 18.04%
$107.25 - $124.42 $168K - $194K
10.2K $1.24M
FISV
Fiserv Inc

Technology
1.67K
+ 13.28%
N/A
14.2K $1.78M
VNQ
Vanguard Specialized Funds Van

ETFs
1.61K
+ 7.17%
$88.47 - $93.24 $143K - $150K
24.1K $2.2M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.39K
+ 38.73%
$14.53 - $17.13 $136K - $161K
33.6K $562K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.91K
+ 8.03%
$99.12 - $99.52 $190K - $190K
25.7K $2.56M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.32K
+ 8.53%
$72.57 - $74.72 $168K - $173K
29.5K $2.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
84
+ 0.21%
$49.43 - $54.52 $4.15K - $4.58K
39.6K $2.14M
ENB
Enbridge Inc

Energy
295
+ 0.88%
$43.79 - $50.46 $12.9K - $14.9K
33.9K $1.71M
CEG
Constellation Energy Corp

Utilities
474
+ 12.56%
$298.82 - $354.89 $142K - $168K
4.25K $1.4M
FLNG
Flex Lng Ltd.

Energy
3.13K
+ 10.35%
$21.89 - $27.41 $68.5K - $85.8K
33.4K $841K
COLB
Columbia Banking System, Inc.

Financial Services
3.89K
+ 17.59%
$23.26 - $27.31 $90.5K - $106K
26K $669K
GXO
Gxo Logistics, Inc.

Industrials
85
+ 0.25%
$48.07 - $54.59 $4.09K - $4.64K
34.3K $1.81M
KR
Kroger CO

Consumer Defensive
2.82K
+ 22.29%
$64.52 - $74.35 $182K - $209K
15.4K $1.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.52K
+ 40.2%
$48.5 - $50.19 $122K - $126K
8.78K $439K
SNPS
Synopsys Inc

Technology
282
+ 28.89%
$387.78 - $645.35 $109K - $182K
1.26K $620K
JBL
Jabil Inc

Technology
578
+ 10.05%
$202.08 - $234.45 $117K - $136K
6.33K $1.37M
JOBY
Joby Aviation, Inc.

Industrials
16
+ 0.08%
$9.81 - $20.39 $157 - $326
19.2K $309K
VEA
Vanguard Ftse Developed Market

ETFs
286
+ 0.92%
$56.02 - $60.3 $16K - $17.2K
31.4K $1.88M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.12K
+ 7.8%
$64.17 - $68.19 $71.9K - $76.4K
15.5K $1.05M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
350
+ 2.77%
$80.54 - $89.67 $28.2K - $31.4K
13K $1.14M
SWK
Stanley Black & Decker, Inc.

Industrials
160
+ 1.28%
$66.98 - $79.52 $10.7K - $12.7K
12.6K $939K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
1.5K
+ 6.35%
$44.22 - $45.74 $66.4K - $68.7K
25.1K $1.15M
KTF
Dws Municipal Income Trust

Financial Services
5.5K
+ 4.82%
$8.51 - $9.29 $46.8K - $51.1K
120K $1.1M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.8K
+ 20.77%
$38.1 - $40.7 $68.6K - $73.3K
10.5K $414K
CWENA
Clearway Energy Inc Cl A
2.39K
+ 9.97%
N/A
26.4K $910K
ET
Energy Transfer LP

Energy
5K
+ 43.57%
$17.11 - $18.16 $85.6K - $90.8K
16.5K $282K
EWC
Ishares Msci Canada ETF

ETFs
680
+ 7.8%
$45.86 - $50.88 $31.2K - $34.6K
9.4K $475K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
700
+ 12.25%
$59.11 - $67.35 $41.4K - $47.1K
6.42K $425K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 2.03%
$534.91 - $598.71 $15K - $16.8K
1.41K $791K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
5K
+ 15.43%
$9.17 - $9.93 $45.9K - $49.7K
37.4K $371K
PSTL
Postal Realty Trust, Inc.

Real Estate
620
+ 1.25%
$13.7 - $16.35 $8.49K - $10.1K
50.3K $793K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
4.8K
+ 21.62%
$9.43 - $10.26 $45.3K - $49.2K
27K $275K
KNTK
Kinetik Holdings Inc.

Energy
1.65K
+ 8.64%
$39.73 - $46.35 $65.4K - $76.2K
20.7K $884K
CSX
Csx Corp

Industrials
707
+ 10.43%
$32.05 - $36.52 $22.7K - $25.8K
7.49K $265K
IJS
Ishares S&P Smallcap 600 Value

ETFs
16
+ 0.44%
$98.99 - $112.2 $1.58K - $1.8K
3.61K $399K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.7K
+ 3.75%
$17.96 - $19.62 $30.4K - $33.3K
46.9K $873K
HTGC
Hercules Capital, Inc.

Financial Services
735
+ 1.93%
$18.34 - $19.53 $13.5K - $14.4K
38.7K $732K
XYL
Xylem Inc.

Industrials
4
+ 0.2%
$129.67 - $147.5 $519 - $590
1.99K $293K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
4.95K
+ 7.19%
$5.31 - $5.66 $26.3K - $28K
73.8K $409K
TDF
Templeton Dragon Fund Inc

Financial Services
80
+ 0.45%
$9.9 - $11.84 $792 - $947
18K $210K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
140
+ 0.83%
$28.52 - $30.48 $3.99K - $4.27K
17.1K $503K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
16
+ 0.25%
$47.64 - $51.71 $762 - $827
6.3K $324K
HDB
Hdfc Bank LTD

Financial Services
4.35K
+ 147.39%
$34.14 - $78.94 $149K - $343K
7.3K $249K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.16%
$126.64 - $135.65 $507 - $543
2.51K $340K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
785
+ 5.35%
$24.11 - $24.94 $18.9K - $19.6K
15.5K $385K
IVT
Inven Trust Properties Corp.

Real Estate
424
+ 5.49%
$26.7 - $30.06 $11.3K - $12.7K
8.15K $233K
Activity Summary
Buys All Purchases 225 New Holdings 48 Increased Positions 177 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 0 Puts 1
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