Ellenbecker Investment Group Purchases and Sells in Q3 2025

Ellenbecker Investment Group

$637 Million
Q3 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	181K + 27.32%	$56.02 - $60.3 $10.1M - $10.9M	842K $50.4M
IWF	3.84K + 2.84%	$420.11 - $472.68 $1.61M - $1.82M	139K $65.2M
AGG	50.6K + 8.45%	$97.75 - $100.75 $4.94M - $5.09M	649K $65M
VWO	22.3K + 4.99%	$49.43 - $54.52 $1.1M - $1.22M	470K $25.5M
IWD	8.83K + 7.46%	$192.76 - $203.86 $1.7M - $1.8M	127K $25.9M
SPMD	24.1K + 8.19%	$54.43 - $58.29 $1.31M - $1.41M	319K $18.2M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FAST	13.3K New	$42.47 - $50.39 $565K - $670K	13.3K $652K
XEL	2.9K New	$67.56 - $80.65 $196K - $234K	2.9K $233K
AMAT	1.11K New	$156.25 - $204.95 $174K - $228K	1.11K $227K
UMBF	1.87K New	$106.84 - $125.59 $200K - $235K	1.87K $221K
MPC	1.1K New	$158.59 - $198.69 $174K - $218K	1.1K $211K
CEG	636 New	$298.82 - $354.89 $190K - $226K	636 $209K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	-75 - 0.33%	$157.77 - $183.27 $11.8K - $13.7K	22.9K $3.71M
USRT	-6.64K - 21.27%	$55.64 - $59.37 $369K - $394K	24.6K $1.44M
BND	-4.34K - 19.65%	$72.57 - $74.72 $315K - $325K	17.8K $1.32M
MSFT	-992 - 8.47%	$491.09 - $535.64 $487K - $531K	10.7K $5.55M
BMI	-10 - 0.37%	$172.32 - $245.81 $1.72K - $2.46K	2.71K $484K
UCON	-4.71K - 21.37%	$24.73 - $25.29 $117K - $119K	17.3K $436K

Activity Summary All Purchases 71 New Holdings 11 Increased Positions 60 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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