Ethos Financial Group, LLC New Holdings in Q1 2025

Ethos Financial Group, LLC

  • $923 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
35.1K
New
$16.48 - $19.07 $578K - $669K
35.1K $582K
EVF
Eaton Vance Senior Income Trust

Financial Services
97.5K
New
$5.84 - $6.28 $569K - $612K
97.5K $569K
EOG
Eog Resources Inc

Energy
4.08K
New
$120.54 - $138.05 $492K - $563K
4.08K $523K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
65K
New
$7.72 - $9.45 $502K - $614K
65K $520K
DTE
Dte Energy CO

Utilities
3.67K
New
$117.6 - $138.27 $431K - $507K
3.67K $507K
ADC
Agree Realty Corp

Real Estate
6.55K
New
$68.36 - $77.19 $448K - $506K
6.55K $505K
VBF
Invesco Bond Fund

Financial Services
29.4K
New
$15.2 - $15.85 $447K - $466K
29.4K $455K
SUN
Sunoco LP

Energy
7.78K
New
$51.29 - $59.25 $399K - $461K
7.78K $451K
EMQQ
Emqq Emerging Markets Internet

ETFs
11.8K
New
$33.17 - $40.71 $393K - $482K
11.8K $451K
PSTL
Postal Realty Trust, Inc.

Real Estate
31.5K
New
$12.42 - $14.39 $391K - $454K
31.5K $450K
INQQ
Exchange Traded Concepts Tr In

ETFs
31K
New
$13.32 - $16.5 $413K - $511K
31K $444K
SPH
Suburban Propane Partners LP

Utilities
20.5K
New
$17.64 - $22.2 $361K - $455K
20.5K $430K
FMQQ
Exchange Traded Concpts Tr Fmq
34.1K
New
$12.08 - $13.22 $412K - $451K
34.1K $429K
HAUS
Tidal ETF Tr Home Appreciation

ETFs
21.7K
New
$17.85 - $19.76 $388K - $429K
21.7K $423K
RIET
ETF Ser Solutions Hoya Capital

ETFs
40.9K
New
$9.79 - $10.5 $400K - $429K
40.9K $409K
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
15.8K
New
$23.67 - $25.84 $373K - $408K
15.8K $406K
GBDC
Golub Capital Bdc, Inc.

Financial Services
26.3K
New
$14.46 - $15.96 $381K - $421K
26.3K $398K
IIPR
Innovative Industrial Properties Inc

Real Estate
7.32K
New
$54.09 - $74.56 $396K - $546K
7.32K $395K
EXR
Extra Space Storage Inc.

Real Estate
2.58K
New
$143.8 - $161.28 $371K - $417K
2.58K $383K
WPC
W. P. Carey Inc.

Real Estate
5.89K
New
$53.5 - $65.05 $315K - $383K
5.89K $371K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.15K
New
$109.15 - $120.99 $344K - $381K
3.15K $354K
PCG
Pg&E Corp

Utilities
20.3K
New
$15.16 - $20.4 $307K - $413K
20.3K $348K
GSL
Global Ship Lease, Inc.

Industrials
14.8K
New
$21.1 - $23.88 $312K - $354K
14.8K $338K
COP
Conocophillips

Energy
3.15K
New
$88.6 - $105.85 $279K - $334K
3.15K $331K
IYM
Ishares Tr

ETFs
2.4K
New
$128.53 - $142.03 $308K - $340K
2.4K $323K
CEG
Constellation Energy Corp

Utilities
1.55K
New
$201.63 - $347.44 $312K - $537K
1.55K $311K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
25K
New
$10.61 - $16.49 $265K - $412K
25K $311K
VTV
Vanguard Value ETF

ETFs
1.71K
New
$167.73 - $179.21 $286K - $306K
1.71K $295K
MRCC
Monroe Capital Corp

Financial Services
36.8K
New
$7.61 - $8.81 $280K - $324K
36.8K $287K
IAU
Ishares Gold Trust

ETFs
4.82K
New
$49.74 - $58.96 $240K - $284K
4.82K $284K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
12.2K
New
$21.48 - $22.98 $261K - $279K
12.2K $273K
CNP
Centerpoint Energy Inc

Utilities
7.11K
New
$30.87 - $36.25 $219K - $258K
7.11K $257K
ERY
Direxion Daily Energy Bear 2 X

ETFs
12.5K
New
$20.44 - $25.85 $256K - $323K
12.5K $256K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.3K
New
$20.7 - $21.15 $233K - $238K
11.3K $232K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.21K
New
$29.06 - $32.62 $209K - $235K
7.21K $226K
ROBO
Robo Global Robotics And Autom

ETFs
4.24K
New
$51.5 - $60.89 $218K - $258K
4.24K $218K
EXC
Exelon Corp

Utilities
4.6K
New
$37.3 - $46.08 $172K - $212K
4.6K $212K
BP
Bp PLC

Energy
6.24K
New
$29.93 - $35.31 $187K - $220K
6.24K $210K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.2K
New
$87.68 - $94.52 $193K - $208K
2.2K $205K
PNNT
Pennantpark Investment Corp

Financial Services
28.2K
New
$6.78 - $7.27 $191K - $205K
28.2K $198K
PSEC
Prospect Capital Corp

Financial Services
43.5K
New
$4.1 - $4.45 $178K - $194K
43.5K $178K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
25.2K
New
$6.98 - $8.14 $176K - $205K
25.2K $176K
PIM
Putnam Master Intermediate Income Trust

Financial Services
50.9K
New
$3.23 - $3.35 $164K - $171K
50.9K $169K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
14.2K
New
$11.63 - $13.3 $165K - $189K
14.2K $165K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
11.3K
New
$14.03 - $14.65 $159K - $166K
11.3K $160K
MCR
Mfs Charter Income Trust

Financial Services
24.6K
New
$6.24 - $6.47 $153K - $159K
24.6K $154K
MIN
Mfs Intermediate Income Trust

Financial Services
51.2K
New
$2.64 - $2.72 $135K - $139K
51.2K $137K
MMT
Mfs Multimarket Income Trust

Financial Services
27.9K
New
$4.6 - $4.74 $128K - $132K
27.9K $129K
SELF
Global Self Storage, Inc.

Real Estate
25.6K
New
$5.0 - $5.28 $128K - $135K
25.6K $129K
Activity Summary
Buys All Purchases 219 New Holdings 128 Increased Positions 91 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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