Detalus Advisors, LLC Purchases and Sells in Q3 2025

Detalus Advisors, LLC

$355 Million
Q3 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	82.2K + 22.69%	$54.35 - $59.32 $4.47M - $4.88M	445K $26.3M
SPEM	71.4K + 305.47%	$42.67 - $46.91 $3.05M - $3.35M	94.7K $4.43M
OEF	11.9K + 19.33%	N/A	73.2K $19.5M
GLDM	23.1K + 34.04%	$64.73 - $76.45 $1.5M - $1.77M	91K $6.96M
IVE	2.91K + 3.59%	$194.44 - $206.51 $566K - $601K	84K $17.4M
SPTL	46.3K + 24.44%	$25.67 - $27.21 $1.19M - $1.26M	236K $6.36M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PPA	28.6K New	$139.82 - $155.45 $3.99M - $4.44M	28.6K $4.44M
TSLA	685 New	$293.94 - $444.72 $201K - $305K	685 $304K
SOXX	919 New	$236.93 - $271.12 $218K - $249K	919 $249K
ENR	9.28K New	$21.07 - $29.86 $196K - $277K	9.28K $231K
PNC	1.05K New	$185.88 - $207.44 $194K - $217K	1.05K $210K
BX	1.21K New	$152.77 - $188.68 $185K - $229K	1.21K $207K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-11.2K - 8.62%	$182.33 - $194.5 $2.04M - $2.17M	119K $23.1M
MUB	-4.09K - 17.19%	$103.24 - $106.68 $422K - $436K	19.7K $2.1M
HEZU	-9.68K - 49.12%	$39.55 - $42.16 $383K - $408K	10K $422K
IAGG	-7.27K - 13.19%	$50.85 - $51.35 $370K - $373K	47.9K $2.45M
XT	-3.67K - 45.74%	$65.04 - $71.97 $239K - $264K	4.36K $313K
HEFA	-6.14K - 24.93%	$37.2 - $39.61 $228K - $243K	18.5K $731K

Activity Summary All Purchases 78 New Holdings 10 Increased Positions 68 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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