Encompass More Asset Management Purchases in Q3 2025

Encompass More Asset Management

  • $410 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVK
Advent Convertible & Income Fund

Financial Services
52
+ 0.36%
$12.06 - $12.79 $627 - $665
14.3K $183K
CSCO
Cisco Systems, Inc.

Technology
217
+ 3.15%
$66.2 - $71.79 $14.4K - $15.6K
7.1K $485K
NVO
Novo Nordisk A S

Healthcare
1.06K
+ 27.64%
$45.38 - $71.7 $48K - $75.8K
4.88K $270K
IBM
International Business Machines Corp

Technology
74
+ 6.43%
$234.77 - $292.47 $17.4K - $21.6K
1.23K $345K
JEPI
J P Morgan Exchange Traded Fd

ETFs
55
+ 1.31%
$55.61 - $57.37 $3.06K - $3.16K
4.25K $242K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
75
+ 0.53%
$13.1 - $13.58 $983 - $1.02K
14.2K $189K
FTF
Franklin LTD Duration Income Trust

Financial Services
880
+ 0.97%
$6.34 - $6.51 $5.58K - $5.73K
91.3K $581K
Grayscale Ethereum Mini Tr E
56.4K
+ 67.15%
N/A
140K $0
Tidal Trust I
2.36K
+ 13.78%
N/A
19.5K $0
Innovator Etfs Trust
1.73K
+ 3.85%
N/A
46.5K $0
Ishares Tr
113K
New
N/A
113K $0
Investment Managers Ser Tr I
1.58K
+ 111.17%
N/A
3.01K $0
Innovator Etfs Trust
5.85K
+ 36.68%
N/A
21.8K $0
Arista Networks Inc
6.94K
New
N/A
6.94K $0
Ark 21 Shares Bitcoin ETF
1.88K
+ 27.93%
N/A
8.63K $0
Innovator Etfs Trust
317K
New
N/A
317K $0
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
59
+ 0.52%
$5.79 - $5.98 $342 - $353
11.4K $66K
Innovator Etfs Trust
10.2K
+ 36.72%
N/A
37.9K $0
Innovator Etfs Trust
12.2K
+ 36.69%
N/A
45.4K $0
Tempus Ai Inc
12.3K
New
N/A
12.3K $0
Simplify Exchange Traded Fun
12.3K
New
N/A
12.3K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
124K
+ 8.52%
N/A
1.58M $0
Rubrik Inc.
10.7K
New
N/A
10.7K $0
Schwab Strategic Tr
48.4K
New
N/A
48.4K $0
Ea Series Trust
2.54K
+ 108.23%
N/A
4.88K $0
Franklin Templeton ETF Tr
12.1K
+ 32.06%
N/A
49.7K $0
Newsmax Inc
38K
New
N/A
38K $0
SQLV
Royce Quant Small Cap Quality
32K
New
N/A
32K $0
TUA
Simpl Exch Traded Fds Sht Term
89.9K
New
N/A
89.9K $0
Lam Research Corp
9.75K
New
N/A
9.75K $0
HIGH
Simplify Exchange Traded Fds E
20.7K
+ 30.66%
N/A
88.4K $0
ABT
Abbott Laboratories

Healthcare
33
+ 1.31%
$120.51 - $136.62 $3.98K - $4.51K
2.56K $342K
CMCSA
Comcast Corp

Communication Services
1.67K
+ 11.61%
$31.41 - $36.33 $52.5K - $60.7K
16.1K $504K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
764
+ 0.61%
$5.21 - $5.57 $3.98K - $4.26K
126K $665K
HON
Honeywell International Inc

Industrials
61
+ 4.33%
$207.7 - $240.4 $12.7K - $14.7K
1.47K $309K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.08%
$65.67 - $71.67 $263 - $287
4.78K $316K
UAA
Under Armour, Inc.

Consumer Cyclical
260
+ 1.35%
$4.77 - $7.37 $1.24K - $1.92K
19.5K $97K
BROS
Dutch Bros Inc.

Consumer Cyclical
675
+ 5.43%
$52.34 - $74.24 $35.3K - $50.1K
13.1K $686K
Activity Summary
Buys All Purchases 139 New Holdings 61 Increased Positions 78 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 3 Puts 0
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