Ellenbecker Investment Group Purchases and Sells in Q1 2025

Ellenbecker Investment Group

$520 Million
Q1 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	90.7K + 21.52%	$95.85 - $99.25 $8.69M - $9M	512K $50.6M
IWD	32.6K + 46.75%	$182.82 - $196.21 $5.96M - $6.4M	102K $19.1M
SPMD	108K + 82.85%	$50.21 - $57.73 $5.42M - $6.24M	238K $12.2M
VWO	87K + 27.39%	$42.5 - $46.71 $3.7M - $4.07M	405K $18.3M
IWF	21.9K + 21.05%	$360.07 - $417.26 $7.87M - $9.12M	126K $45.3M
AOA	22.8K + 21.53%	$75.7 - $80.01 $1.72M - $1.82M	128K $9.8M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
AMP	1.13K New	$472.29 - $575.13 $533K - $649K	1.13K $546K
VOOG	1.02K New	$333.37 - $384.99 $339K - $392K	1.02K $339K
EFIV	3.97K New	$52.53 - $58.51 $208K - $232K	3.97K $210K
XEL	2.96K New	$63.37 - $72.1 $188K - $214K	2.96K $209K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-30.2K - 8.27%	$554.06 - $615.85 $16.7M - $18.6M	335K $187M
VB	-25K - 10.9%	$217.89 - $252.64 $5.45M - $6.32M	205K $45.3M
USRT	-77.3K - 64.79%	$55.14 - $60.29 $4.26M - $4.66M	42K $2.39M
IJR	-29.2K - 27.17%	$102.49 - $119.96 $2.99M - $3.5M	78.2K $8.13M
SPY	-3.27K - 21.79%	$551.42 - $612.93 $1.8M - $2M	11.7K $6.56M
UCON	-66.6K - 64.61%	$24.5 - $24.95 $1.63M - $1.66M	36.5K $903K

Activity Summary All Purchases 56 New Holdings 5 Increased Positions 51 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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