Detalus Advisors, LLC Purchases and Sells in Q1 2025

Detalus Advisors, LLC

$301 Million
Q1 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	13.8K + 37.79%	N/A	50.4K $13.4M
IVE	19K + 36.06%	$185.78 - $198.58 $3.53M - $3.77M	71.6K $13.7M
GLDM	47.2K + 213.45%	$52.19 - $61.89 $2.46M - $2.92M	69.3K $4.29M
HEFA	75.2K + 307.64%	$34.83 - $37.52 $2.62M - $2.82M	99.7K $3.62M
IWB	4.12K + 489.54%	$302.31 - $337.54 $1.24M - $1.39M	4.96K $1.52M
SPTL	36.2K + 26.35%	$25.54 - $27.64 $924K - $1M	173K $4.73M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	5.58K New	$360.07 - $417.26 $2.01M - $2.33M	5.58K $2.02M
SPEM	27.3K New	$37.07 - $40.63 $1.01M - $1.11M	27.3K $1.07M
IWV	1.31K New	$313.1 - $349.83 $411K - $460K	1.31K $417K
EMR	3.33K New	$108.64 - $131.17 $362K - $437K	3.33K $365K
IWM	1.8K New	$198.1 - $229.79 $357K - $414K	1.8K $359K
SMH	1.4K New	$211.47 - $267.17 $296K - $375K	1.4K $296K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-25.6K - 2.85%	$64.88 - $72.1 $1.66M - $1.85M	872K $57.4M
IFRA	-37.1K - 86.97%	$44.8 - $49.25 $1.66M - $1.83M	5.55K $250K
EMXC	-27.7K - 25.92%	$54.25 - $57.64 $1.5M - $1.59M	79K $4.35M
BY	-2.51K - 1.22%	$25.9 - $30.22 $65K - $75.8K	204K $5.32M
MUB	-4.99K - 16.24%	$104.71 - $107.69 $523K - $538K	25.7K $2.71M
USB	-1.1K - 1.27%	$40.92 - $50.9 $45.1K - $56.1K	85.5K $3.61M

Activity Summary All Purchases 93 New Holdings 18 Increased Positions 75 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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