Global Wealth Strategies & Associates New Holdings in Q3 2025

Global Wealth Strategies & Associates

  • $389 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
41.2K
New
$18.61 - $18.94 $766K - $780K
41.2K $774M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
32.2K
New
N/A
32.2K $672M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.78K
New
$64.75 - $69.05 $568K - $606K
8.78K $605M
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.7K
New
$27.61 - $29.15 $488K - $516K
17.7K $515M
Invesco Bulletshares 2034 Corporate Bond ETF
19.6K
New
N/A
19.6K $411M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.5K
New
$20.41 - $20.67 $256K - $259K
12.5K $258M
PDI
Pimco Dynamic Income Fund

Financial Services
9.01K
New
$18.85 - $20.07 $170K - $181K
9.01K $178M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.45K
New
$67.01 - $72.84 $164K - $178K
2.45K $177M
PJAN
Innovator U.S. Equity Power Bu

ETFs
3.56K
New
$43.95 - $45.8 $156K - $163K
3.56K $163M
CSM
Proshares Large Cap Core Plus

ETFs
2.09K
New
$70.54 - $76.83 $147K - $161K
2.09K $160M
PAPR
Innovator U.S. Equity Power Bu

ETFs
3.72K
New
$37.32 - $38.38 $139K - $143K
3.72K $143M
PAUG
Innovator U.S. Equity Power Bu

ETFs
2.52K
New
$40.45 - $42.49 $102K - $107K
2.52K $107M
IAPR
Innovator Etfs Tr Internationa

ETFs
3.37K
New
$28.99 - $30.05 $97.6K - $101K
3.37K $101M
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.53K
New
$37.99 - $39.69 $96.1K - $100K
2.53K $100M
PDEC
Innovator U.S. Equity Power Bu
2.38K
New
N/A
2.38K $100M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.38K
New
$20.84 - $21.03 $91.2K - $92K
4.38K $91.6M
VFC
V F Corp

Consumer Cyclical
5.66K
New
$11.66 - $15.56 $66K - $88.1K
5.66K $81.7M
SO
Southern CO

Utilities
821
New
$90.83 - $96.0 $74.6K - $78.8K
821 $77.8M
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.82K
New
$39.79 - $41.15 $72.3K - $74.8K
1.82K $74.8M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
5.53K
New
$11.04 - $11.83 $61K - $65.4K
5.53K $64.6M
PNOV
Innovator U.S. Equity Power Bu
1.56K
New
N/A
1.56K $64M
MGV
Vanguard Mega Cap Value

ETFs
439
New
$129.46 - $137.85 $56.8K - $60.5K
439 $60.5M
XLY
Select Sector Spdr Consumer Di

ETFs
242
New
$216.09 - $242.18 $52.3K - $58.6K
242 $58M
SBUX
Starbucks Corp

Consumer Cyclical
650
New
$81.9 - $96.86 $53.2K - $63K
650 $55M
IJK
Ishares S&P Midcap 400 Growth

ETFs
562
New
$91.28 - $97.59 $51.3K - $54.8K
562 $53.9M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.7K
New
$10.62 - $11.43 $49.9K - $53.7K
4.7K $53.6M
SPGI
S&P Global Inc.

Financial Services
97
New
$484.94 - $564.15 $47K - $54.7K
97 $47.2M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
1.97K
New
$21.84 - $22.63 $43K - $44.5K
1.97K $44.2M
PKG
Packaging Corp Of America

Consumer Cyclical
200
New
$191.41 - $220.25 $38.3K - $44.1K
200 $43.6M
JFR
Nuveen Floating Rate Income Fund

Financial Services
4.85K
New
$8.07 - $8.58 $39.1K - $41.6K
4.85K $39.7M
WELL
Welltower Inc.

Real Estate
200
New
$150.71 - $178.14 $30.1K - $35.6K
200 $35.6M
VLO
Valero Energy Corp

Energy
200
New
$131.77 - $175.63 $26.4K - $35.1K
200 $34.1M
Innovator International Developed Power Buffer Etf June
1.13K
New
N/A
1.13K $32.1M
PIM
Putnam Master Intermediate Income Trust

Financial Services
9.22K
New
$3.29 - $3.49 $30.3K - $32.2K
9.22K $31.7M
VPU
Vanguard Utilities ETF

ETFs
164
New
$175.25 - $189.41 $28.7K - $31.1K
164 $31.1M
PPL
Ppl Corp

Utilities
800
New
$33.54 - $37.24 $26.8K - $29.8K
800 $29.7M
OKE
Oneok Inc

Energy
394
New
$71.36 - $83.47 $28.1K - $32.9K
394 $28.8M
DTE
Dte Energy CO

Utilities
200
New
$130.26 - $141.49 $26.1K - $28.3K
200 $28.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
164
New
$121.46 - $130.92 $19.9K - $21.5K
164 $21.4M
PML
Pimco Municipal Income Fund Ii

Financial Services
2.65K
New
$7.11 - $7.91 $18.9K - $21K
2.65K $21M
PMAR
Innovator U.S. Equity Power Bu

ETFs
445
New
$42.21 - $43.91 $18.8K - $19.5K
445 $19.5M
IOO
Ishares Tr Global 100 ETF

ETFs
161
New
$107.55 - $120.01 $17.3K - $19.3K
161 $19.3M
DGRO
Ishares Core Dividend Growth E

ETFs
281
New
$64.12 - $68.08 $18K - $19.1K
281 $19.1M
PMM
Putnam Managed Municipal Income Trust

Financial Services
3.11K
New
$5.78 - $6.16 $17.9K - $19.1K
3.11K $18.8M
PJUL
Innovator U.S. Equity Power Bu

ETFs
354
New
$43.83 - $45.64 $15.5K - $16.2K
354 $16.1M
FE
Firstenergy Corp

Utilities
315
New
$39.76 - $45.82 $12.5K - $14.4K
315 $14.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
24
New
$567.09 - $607.37 $13.6K - $14.6K
24 $14.3M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.07K
New
$13.1 - $13.58 $14K - $14.5K
1.07K $14.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
100
New
$131.78 - $176.09 $13.2K - $17.6K
100 $13.5M
Activity Summary
Buys All Purchases 232 New Holdings 125 Increased Positions 107 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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