Financial Advisory Service, Inc. Purchases in Q1 2025

Financial Advisory Service, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
141
New
$65.27 - $71.18 $9.2K - $10K
141 $9K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
199
+ 1.04%
$49.69 - $50.76 $9.89K - $10.1K
19.3K $964K
NUE
Nucor Corp

Basic Materials
1
+ 0.05%
$114.48 - $142.52 $114 - $143
2.01K $241K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
81
New
$71.9 - $77.57 $5.82K - $6.28K
81 $6K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
+ 0.67%
$71.17 - $73.66 $1.35K - $1.4K
2.86K $210K
ITA
Ishares Tr

ETFs
2
+ 0.28%
$144.84 - $159.5 $290 - $319
728 $111K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
90
New
$60.91 - $71.4 $5.48K - $6.43K
90 $5K
TJX
Tjx Companies Inc

Consumer Cyclical
20
+ 0.75%
$112.81 - $126.16 $2.26K - $2.52K
2.69K $327K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
16
+ 0.61%
$27.77 - $31.75 $444 - $508
2.65K $80K
F
Ford Motor CO

Consumer Cyclical
43
+ 0.11%
$9.12 - $10.43 $392 - $448
39.5K $395K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
76
New
$58.04 - $65.84 $4.41K - $5K
76 $4K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.68%
$161.24 - $173.33 $322 - $347
295 $50K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.32%
$137.61 - $149.68 $138 - $150
312 $45K
SPIB
Spdr Portfolio Intermediate Te

ETFs
13
+ 0.72%
$32.5 - $33.3 $423 - $433
1.81K $60K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
57
+ 1.1%
$20.05 - $20.4 $1.14K - $1.16K
5.24K $106K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
63
+ 1.11%
$18.18 - $18.58 $1.15K - $1.17K
5.76K $106K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
119
+ 24.44%
$22.42 - $23.22 $2.67K - $2.76K
606 $13K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
109
+ 13.07%
$22.25 - $23.0 $2.43K - $2.51K
943 $21K
CBSH
Commerce Bancshares Inc

Financial Services
61
+ 0.4%
$58.85 - $68.59 $3.59K - $4.18K
15.4K $960K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25
+ 4.06%
$33.84 - $37.77 $846 - $944
641 $23K
PRF
Invesco Exchange Traded Fd Tr

ETFs
19
+ 0.31%
$39.4 - $42.61 $749 - $810
6.07K $245K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1
+ 0.03%
$47.59 - $48.35 $47.6 - $48.4
3.32K $160K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
4
+ 0.56%
$34.34 - $38.51 $137 - $154
724 $27K
HYG
Ishares Tr

ETFs
21
+ 0.93%
$78.51 - $80.11 $1.65K - $1.68K
2.27K $179K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9
+ 0.57%
$44.68 - $46.49 $402 - $418
1.58K $72K
GS
Goldman Sachs Group Inc

Financial Services
30
+ 4.93%
$524.81 - $672.19 $15.7K - $20.2K
639 $349K
VB
Vanguard Small Cap ETF

ETFs
194
+ 8.61%
$217.89 - $252.64 $42.3K - $49K
2.45K $542K
SDG
Ishares Trust Ishares Msci Glo

ETFs
16
New
$69.64 - $76.33 $1.11K - $1.22K
16 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.53%
$104.89 - $113.56 $315 - $341
565 $60K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2
+ 0.51%
$73.78 - $76.59 $148 - $153
394 $30K
RPV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.86%
$89.33 - $95.17 $179 - $190
234 $21K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28
New
$64.88 - $72.1 $1.82K - $2.02K
28 $1K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2
+ 0.83%
$28.27 - $29.28 $56.5 - $58.6
244 $7K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
2
+ 0.48%
$20.83 - $23.69 $41.7 - $47.4
422 $9K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14
New
$24.73 - $25.62 $346 - $359
14 $0
Vaneck Bitcoin ETF
25.7K
+ 326.87%
N/A
33.6K $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13
New
$37.07 - $40.63 $482 - $528
13 $0
SPMD
Spdr Portfolio

ETFs
11
+ 13.41%
$50.21 - $57.73 $552 - $635
93 $4K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6
New
$30.35 - $33.16 $182 - $199
6 $0
IYH
Ishares Tr

ETFs
1
+ 0.94%
$58.32 - $62.76 $58.3 - $62.8
107 $6K
Calumet Inc
28.5K
+ 47.13%
N/A
89K $0
Ishares Bitcoin Trust ETF
610
+ 4.93%
N/A
13K $0
DGS
Wisdomtree Emerging Markets Sm

ETFs
3
New
$47.4 - $50.24 $142 - $151
3 $0
Lam Research Corp
1.96K
+ 5.27%
N/A
39.1K $0
RZG
Invesco Fd Tr S&P Smallcap 600
5
+ 0.06%
N/A
7.85K $0
Blackrock Inc
5
+ 0.62%
N/A
808 $0
Bitwise Bitcoin ETF Tr
510
+ 9.43%
N/A
5.92K $0
PID
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.82%
N/A
983 $17K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4
+ 1.08%
$26.64 - $27.14 $107 - $109
373 $9K
Activity Summary
Buys All Purchases 215 New Holdings 16 Increased Positions 199 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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