Detalus Advisors, LLC Purchases and Sells in Q2 2025

Detalus Advisors, LLC

$320 Million
Q2 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	10.9K + 21.56%	N/A	61.3K $16.3M
DYNF	15.4K + 4.45%	$43.53 - $54.46 $672K - $840K	362K $19.7M
QUAL	5.71K + 4.6%	$152.42 - $182.82 $871K - $1.04M	130K $23.7M
IVE	9.49K + 13.25%	$168.34 - $195.42 $1.6M - $1.85M	81.1K $15.9M
MSFT	98 + 1.01%	$354.56 - $497.45 $34.7K - $48.8K	9.8K $4.87M
JAAA	18.1K + 190.25%	$49.79 - $50.75 $900K - $917K	27.6K $1.4M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAGG	55.1K New	$50.09 - $51.09 $2.76M - $2.82M	55.1K $2.82M
FNDF	12.3K New	$32.25 - $40.02 $397K - $492K	12.3K $492K
TIPX	17.9K New	$18.83 - $19.22 $337K - $344K	17.9K $342K
IEMG	5.88K New	N/A	5.88K $315K
AVGO	1.01K New	$146.29 - $275.65 $147K - $277K	1.01K $277K
JMOM	3.94K New	$50.29 - $64.29 $198K - $253K	3.94K $253K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	-70.7K - 89.46%	$50.08 - $63.14 $3.54M - $4.46M	8.33K $526K
HEFA	-75K - 75.31%	$32.11 - $38.21 $2.41M - $2.87M	24.6K $934K
SPLG	-99.8K - 11.45%	$58.41 - $72.69 $5.83M - $7.26M	772K $56.1M
VTEB	-8.44K - 13.14%	$48.13 - $49.85 $406K - $421K	55.8K $2.74M
AAPL	-157 - 0.66%	$172.42 - $223.89 $27.1K - $35.2K	23.8K $4.87M
UNH	-19 - 1.23%	$274.35 - $599.47 $5.21K - $11.4K	1.52K $474K

Activity Summary All Purchases 72 New Holdings 19 Increased Positions 53 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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