Independence Asset Advisors, LLC Purchases and Sells in Q2 2025

Independence Asset Advisors, LLC

7 operations

Stock	Shares change	Price Range	Shares Held
CLOI	930K + 547.57%	$51.16 - $53.02 $47.6M - $49.3M	1.1M $58.2B
VANECK ETF TRUST	382K + 5087.43%	N/A	389K $19.8B
JEPI	5.95K + 62.18%	$51.14 - $57.0 $304K - $339K	15.5K $880M
JAVA	3.71K + 78.85%	$56.84 - $65.5 $211K - $243K	8.4K $550M
JPRE	4.07K + 50.57%	$42.75 - $48.79 $174K - $198K	12.1K $577M
VFMV	100 + 0.48%	$114.53 - $128.23 $11.5K - $12.8K	20.9K $2.68B

4 operations

Stock	Shares change	Price Range	Shares Held
IWD	306K New	$166.82 - $194.23 $51.1M - $59.5M	306K $59.5B
UPS	26.2K New	$91.92 - $110.2 $2.41M - $2.89M	26.2K $2.65B
CVS	34.5K New	$60.04 - $70.18 $2.07M - $2.42M	34.5K $2.38B
GPN	26.2K New	$67.47 - $99.6 $1.77M - $2.61M	26.2K $2.1B

4 operations

Stock	Shares change	Price Range	Shares Held
VCSH	-41.3K - 74.84%	$77.94 - $79.5 $3.22M - $3.28M	13.9K $1.1B
VCIT	-36K - 62.09%	$79.56 - $82.92 $2.86M - $2.98M	22K $1.81B
VNQ	-992 - 3.15%	$79.79 - $91.42 $79.2K - $90.7K	30.5K $2.72B
FLRT	-3.32K - 4.26%	$45.89 - $47.6 $152K - $158K	74.7K $3.56B

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