Ellenbecker Investment Group Purchases and Sells in Q2 2025

Ellenbecker Investment Group

$581 Million
Q2 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	306K + 86.38%	$45.65 - $57.01 $14M - $17.5M	661K $37.7M
IWF	9.61K + 7.64%	$320.42 - $424.58 $3.08M - $4.08M	135K $57.1M
AGG	86.2K + 16.84%	$96.84 - $99.46 $8.35M - $8.58M	598K $59.3M
IWD	16.1K + 15.68%	$166.82 - $194.23 $2.68M - $3.12M	118K $23M
SPMD	56.5K + 23.68%	$44.89 - $54.38 $2.53M - $3.07M	295K $16M
VWO	42.9K + 10.6%	$39.89 - $49.46 $1.71M - $2.12M	448K $22.1M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONV	3.9K New	$73.19 - $85.21 $285K - $332K	3.9K $331K
SRE	4.17K New	$63.78 - $78.91 $266K - $329K	4.17K $316K
APG	5.19K New	$32.2 - $51.23 $167K - $266K	5.19K $265K
ET	14.5K New	$15.65 - $18.93 $227K - $274K	14.5K $262K
MMM	1.71K New	$126.09 - $154.15 $215K - $263K	1.71K $259K
SPMO	1.99K New	$82.32 - $112.47 $164K - $224K	1.99K $224K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	-556 - 12.99%	$274.35 - $599.47 $153K - $333K	3.72K $1.16M
BND	-9.27K - 29.56%	$72.02 - $73.82 $668K - $685K	22.1K $1.63M
USRT	-10.8K - 25.66%	$50.37 - $57.97 $543K - $625K	31.2K $1.77M
UCON	-14.4K - 39.56%	$24.48 - $24.9 $353K - $359K	22.1K $548K
SCHD	-6.88K - 5.28%	$24.32 - $27.87 $167K - $192K	123K $3.27M
MTG	-13.9K - 41.41%	$22.43 - $28.1 $311K - $389K	19.6K $545K

Activity Summary All Purchases 67 New Holdings 10 Increased Positions 57 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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