Gwn Securities Inc. Purchases in Q3 2025

Gwn Securities Inc.

  • $432 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ALVO
Alvotech

Healthcare
19.6K
New
$7.82 - $9.81 $153K - $192K
19.6K $160M
CAT
Caterpillar Inc

Industrials
51
+ 3.44%
$390.92 - $477.15 $19.9K - $24.3K
1.53K $738M
CRCT
Cricut, Inc.

Technology
25.3K
New
$4.64 - $7.21 $117K - $182K
25.3K $159M
STKL
Sun Opta Inc.

Consumer Defensive
26.9K
New
$5.19 - $6.73 $140K - $181K
26.9K $158M
DFIV
Dimensional ETF Tr

ETFs
2.34K
+ 16.46%
$42.66 - $46.53 $100K - $109K
16.6K $765M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.03K
+ 18.88%
$45.6 - $46.92 $138K - $142K
19.1K $892M
AMGN
Amgen Inc

Healthcare
472
+ 18.57%
$271.18 - $309.22 $128K - $146K
3.01K $858M
IWY
Ishares Tr Russell 200 Growth

ETFs
367
+ 25.83%
$243.93 - $275.62 $89.5K - $101K
1.79K $491M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.61K
+ 18.06%
$54.35 - $59.32 $87.7K - $95.7K
10.5K $626M
SFLR
Innovator Etfs Tr Equity Manag
333
+ 0.66%
N/A
51.2K $1.84B
BUR
Burford Capital LTD

Financial Services
11K
New
$11.96 - $14.84 $132K - $163K
11K $132M
IVE
Ishares S&P 500 Value ETF

ETFs
84
+ 0.83%
$194.44 - $206.51 $16.3K - $17.3K
10.3K $2.13B
CGGO
Capital Group Global Growth Eq

ETFs
3.4K
+ 53.69%
$31.71 - $34.17 $108K - $116K
9.73K $333M
BAC
Bank Of America Corp

Financial Services
1.89K
+ 26.9%
$44.92 - $52.42 $84.9K - $99K
8.91K $462M
BALT
Innovator Etfs Tr
3.23K
+ 12.73%
$32.11 - $32.82 $104K - $106K
28.6K $938M
GILD
Gilead Sciences, Inc.

Healthcare
1.13K
+ 14.33%
$108.22 - $120.47 $122K - $136K
9.01K $1.01B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.07K
+ 8.39%
$97.75 - $100.75 $104K - $108K
13.8K $1.38B
Innovator Etfs Trust
1.64K
+ 14.81%
N/A
12.7K $678M
Innovator Etfs Trust
1.16K
+ 4.16%
N/A
29K $1.53B
OEF
Ishares S&P 100 ETF

ETFs
274
+ 36.29%
N/A
1.03K $353M
XDQQ
Innovator Etfs Tr Growth Accel
2.1K
+ 19.51%
$34.77 - $37.81 $72.8K - $79.2K
12.8K $486M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.15K
+ 17.23%
$63.41 - $69.69 $72.9K - $80.1K
7.82K $536M
COMP
Compass, Inc.

Technology
12.5K
New
$6.15 - $9.69 $76.8K - $121K
12.5K $100M
Innovator Etfs Trust
631
+ 2.88%
N/A
22.5K $747M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
1.61K
+ 3.05%
N/A
54.4K $817M
NJUL
Innovator Growth 100 Power Buf

Technology
720
+ 6.5%
$67.81 - $71.18 $48.8K - $51.2K
11.8K $844M
Fidelity Covington Trust
514
+ 3.41%
N/A
15.6K $570M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1.26K
+ 26.5%
$49.48 - $53.78 $62.2K - $67.7K
6.01K $316M
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 2.98%
$420.11 - $472.68 $16K - $18K
1.32K $620M
CSX
Csx Corp

Industrials
3
+ 0.01%
$32.05 - $36.52 $96.1 - $110
24.4K $866M
MBB
Ishares Tr

ETFs
665
+ 31.35%
$92.46 - $95.73 $61.5K - $63.7K
2.79K $269M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.12K
+ 8.4%
$55.61 - $57.37 $62.1K - $64.1K
14.4K $823M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.3K
+ 32.59%
$49.34 - $53.96 $64.3K - $70.3K
5.3K $277M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
147
+ 11.95%
$225.11 - $247.9 $33.1K - $36.4K
1.38K $342M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
639
+ 7.37%
$64.17 - $68.19 $41K - $43.6K
9.31K $636M
EFV
Msci Eafe Value ETF

ETFs
76
+ 0.63%
$62.79 - $68.42 $4.77K - $5.2K
12.2K $830M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
320
+ 6.55%
$94.17 - $99.95 $30.1K - $32K
5.2K $521M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
166
+ 1.16%
$62.09 - $66.51 $10.3K - $11K
14.5K $949M
Capital Grp Fixed Incm ETF T
1.87K
+ 9.28%
N/A
22.1K $582M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
750
+ 3.16%
$30.16 - $31.29 $22.6K - $23.5K
24.4K $767M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 0.52%
$108.46 - $120.63 $2.71K - $3.02K
4.87K $579M
Ishares Bitcoin Trust ETF
385
+ 6.32%
N/A
6.48K $421M
ISCG
Ishares Morningstar Small Cap

ETFs
232
+ 3.05%
$49.84 - $55.14 $11.6K - $12.8K
7.85K $427M
DFAU
Dimensional ETF Tr

ETFs
222
+ 2.05%
$42.42 - $45.96 $9.42K - $10.2K
11K $505M
IWR
Ishares Russell Mid Cap ETF

ETFs
82
+ 0.95%
$92.26 - $97.51 $7.57K - $8K
8.75K $846M
Blackrock ETF Trust
816
+ 12.26%
N/A
7.47K $284M
FDVV
Fidelity High Dividend ETF

ETFs
252
+ 3.22%
$52.42 - $55.71 $13.2K - $14K
8.08K $450M
ISCV
Ishares Morningstar Small Cap

ETFs
211
+ 4.19%
$61.33 - $67.87 $12.9K - $14.3K
5.25K $351M
DIS
Walt Disney CO

Communication Services
725
+ 16.98%
$112.25 - $124.0 $81.4K - $89.9K
5K $573M
Activity Summary
Buys All Purchases 178 New Holdings 61 Increased Positions 117 Sells All Sells 211 Reductions 211 Sold out 0 Options Calls 0 Puts 0
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