Dakota Wealth Management Sells in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
-60
- 0.74%
$33.45 - $36.5 $2.01K - $2.19K
8.02K $271K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-1.2K
- 5.13%
$9.54 - $10.33 $11.4K - $12.4K
22.2K $218K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-235
- 1.37%
$51.14 - $57.0 $12K - $13.4K
16.9K $960K
GM
General Motors CO

Consumer Cyclical
-3.52K
- 4.84%
$42.48 - $50.46 $149K - $178K
69.2K $3.41M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-600
- 4.56%
$23.96 - $24.27 $14.4K - $14.6K
12.6K $304K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-600
- 5.45%
$24.94 - $25.42 $15K - $15.3K
10.4K $264K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.22K
- 6.53%
$7.6 - $8.89 $16.9K - $19.7K
31.8K $282K
TM
Toyota Motor Corp

Consumer Cyclical
-3
- 0.14%
$158.63 - $195.39 $476 - $586
2.12K $365K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-174
- 0.64%
$72.02 - $73.82 $12.5K - $12.8K
27.2K $2M
TER
Teradyne, Inc

Technology
-595
- 9.06%
$67.96 - $91.05 $40.4K - $54.2K
5.97K $536K
FRSH
Freshworks Inc.

Technology
-1.16K
- 6.11%
$12.07 - $15.98 $14K - $18.5K
17.8K $265K
Veralto Corp
-52
- 0.8%
N/A
6.43K $0
Arm Holdings PLC
-22.2K
- 92.2%
N/A
1.88K $0
Tavia Acquisition Corp
-1.5K
- 6.44%
N/A
21.8K $0
Solventum Corp
-5
- 0.15%
N/A
3.28K $0
Agriculture & Nat Sol Acq CO
-1K
- 2.3%
N/A
42.6K $0
Te Connectivity PLC
-7.35K
- 49.54%
N/A
7.49K $0
Atlassian Corporation
-38
- 2.14%
N/A
1.74K $0
Blackrock Inc
-220
- 5.91%
N/A
3.5K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.23K
- 15.69%
$82.96 - $110.1 $102K - $136K
6.62K $729K
Labcorp Holdings Inc
-2.8K
- 35.02%
N/A
5.19K $0
Chenghe Acquisition Ii CO
-1.3K
- 2.66%
N/A
47.5K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-890
- 9.31%
N/A
8.67K $0
Lam Research Corp
-3.02K
- 20.17%
N/A
12K $0
Capital Group Core Balanced
-1.66K
- 6.69%
N/A
23.2K $0
Klaviyo Inc
-31.5K
- 70.87%
N/A
12.9K $0
Knife River Corp
-3
- 0.01%
N/A
22.1K $0
Columbus Acquisition Corp
-3.2K
- 23.66%
N/A
10.3K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-48.8K
- 61.89%
N/A
30.1K $0
Ib Acquisition Corp
-1.2K
- 1.76%
N/A
67K $0
Ge Vernova Inc
-84
- 5.21%
N/A
1.53K $0
Haymaker Acquisition Corp Iv
-32.9K
- 55.3%
N/A
26.6K $0
SLDP
Solid Power, Inc.

Industrials
-10.7K
- 49.95%
$0.93 - $2.28 $9.96K - $24.4K
10.7K $23K
DUOL
Duolingo, Inc.

Technology
-216
- 23.28%
$292.88 - $540.68 $63.3K - $117K
712 $291K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-37
- 1.02%
$83.54 - $100.04 $3.09K - $3.7K
3.6K $357K
CNP
Centerpoint Energy Inc

Utilities
-18
- 0.3%
$35.5 - $39.05 $639 - $703
5.99K $220K
XYL
Xylem Inc.

Industrials
-119
- 5.66%
$102.86 - $129.5 $12.2K - $15.4K
1.98K $256K
WDAY
Workday, Inc.

Technology
-70
- 1.89%
$210.47 - $274.71 $14.7K - $19.2K
3.63K $870K
BUG
Global X Fds Cybersecurity ETF

ETFs
-4.58K
- 12.21%
$29.9 - $37.1 $137K - $170K
32.9K $1.22M
FDN
First Tr Fd Dow Jones

ETFs
-250
- 15.63%
$200.29 - $269.33 $50.1K - $67.3K
1.35K $363K
AMP
Ameriprise Financial Inc

Financial Services
-54
- 6.85%
$422.19 - $533.73 $22.8K - $28.8K
734 $391K
IBCP
Independent Bank Corp

Financial Services
-25
- 0.34%
$28.08 - $32.78 $702 - $820
7.41K $240K
LRN
Stride, Inc.

Consumer Defensive
-235
- 9.52%
$124.45 - $160.72 $29.2K - $37.8K
2.23K $324K
IEV
Ishares Tr Europe ETF

ETFs
-320
- 4.6%
$51.8 - $64.59 $16.6K - $20.7K
6.64K $419K
BK
Bank Of New York Mellon Corp

Financial Services
-15.1K
- 7.86%
$73.31 - $91.62 $1.11M - $1.38M
177K $16.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.3K
- 6.02%
$19.1 - $23.83 $24.9K - $31K
20.3K $484K
CDNS
Cadence Design Systems Inc

Technology
-314
- 13.91%
$231.64 - $323.08 $72.7K - $101K
1.94K $598K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-413
- 11.93%
$171.4 - $227.1 $70.8K - $93.8K
3.05K $692K
UFPT
Ufp Technologies Inc

Healthcare
-73
- 7.23%
$186.83 - $253.3 $13.6K - $18.5K
936 $228K
Activity Summary
Buys All Purchases 352 New Holdings 76 Increased Positions 276 Sells All Sells 332 Reductions 332 Sold out 0 Options Calls 0 Puts 0
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