Independent Wealth Network Inc. Purchases in Q3 2025

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
608
New
$293.92 - $341.0 $179K - $207K
608 $207K
YYY
Amplify ETF Tr High Income ETF

ETFs
16K
+ 9.78%
$11.61 - $11.92 $186K - $191K
180K $2.13M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.17K
New
$47.56 - $49.7 $199K - $207K
4.17K $206K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.64K
New
$23.54 - $23.97 $203K - $207K
8.64K $206K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.44K
+ 7.23%
$17.81 - $18.39 $150K - $155K
125K $2.28M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.13K
+ 26.84%
$46.37 - $47.77 $192K - $197K
19.5K $928K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.79K
New
$39.8 - $42.86 $191K - $205K
4.79K $204K
BWXT
Bwx Technologies, Inc.

Industrials
1.11K
New
$136.45 - $184.37 $152K - $205K
1.11K $204K
IBM
International Business Machines Corp

Technology
721
New
$234.77 - $292.47 $169K - $211K
721 $203K
ITW
Illinois Tool Works Inc

Industrials
778
New
$252.31 - $269.41 $196K - $210K
778 $202K
SOXX
Ishares Semiconductor ETF

ETFs
241
+ 5.77%
$236.93 - $271.12 $57.1K - $65.3K
4.42K $1.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.31K
+ 1.5%
$42.43 - $45.05 $55.6K - $59.1K
88.5K $3.89M
FYC
First Trust Small Cap Growth A

ETFs
1.11K
+ 13.62%
$77.98 - $92.23 $86.7K - $103K
9.28K $841K
CGUS
Capital Group Core Equity ETF
2.56K
+ 7.6%
$36.89 - $39.72 $94.5K - $102K
36.3K $1.43M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.97K
+ 8.28%
$91.44 - $91.77 $180K - $180K
25.7K $2.36M
FEX
First Tr Large Cap Core Alphde

ETFs
1.15K
+ 20.05%
$110.0 - $117.08 $127K - $135K
6.89K $805K
AVGO
Broadcom Inc.

Technology
147
+ 6.49%
$264.74 - $369.57 $38.9K - $54.3K
2.41K $795K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
13.2K
+ 9.8%
$10.85 - $11.41 $143K - $150K
148K $1.65M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.61K
+ 28.38%
N/A
29.9K $762K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.19K
+ 10.3%
$43.1 - $44.6 $138K - $142K
34.2K $1.51M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.63K
+ 9.33%
$11.15 - $11.87 $107K - $114K
113K $1.31M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.06K
+ 24.23%
$37.14 - $37.85 $151K - $154K
20.8K $785K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.42%
$617.65 - $666.84 $7.41K - $8K
2.84K $1.89M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.66K
+ 11.92%
$82.38 - $83.0 $137K - $138K
15.6K $1.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.1K
+ 12.93%
$74.93 - $80.73 $82.1K - $88.5K
9.57K $771K
SECT
Sector 10, Inc.

ETFs
564
+ 2.78%
$57.95 - $63.16 $32.7K - $35.6K
20.9K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 5.42%
$55.61 - $57.37 $122K - $125K
42.6K $2.43M
AMZN
Amazon Com Inc

Consumer Cyclical
599
+ 4.21%
$211.65 - $238.24 $127K - $143K
14.8K $3.25M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.46K
+ 8.97%
$42.67 - $46.91 $62.1K - $68.3K
17.7K $828K
VBK
Vanguard Small Cap Growth ETF

ETFs
157
+ 3.82%
$276.51 - $305.12 $43.4K - $47.9K
4.27K $1.27M
JPIN
Jp Morgan Diversified Return I

ETFs
1.56K
+ 17.01%
$63.14 - $67.96 $98.8K - $106K
10.8K $716K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
430
+ 8.3%
$82.22 - $96.68 $35.4K - $41.6K
5.61K $542K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.1K
+ 8.91%
$81.75 - $84.54 $90.3K - $93.3K
13.5K $1.14M
ORCL
Oracle Corp

Technology
111
+ 9.14%
$218.96 - $328.33 $24.3K - $36.4K
1.33K $372K
VDE
Vanguard Energy ETF

ETFs
687
+ 21.84%
$118.37 - $129.65 $81.3K - $89.1K
3.83K $482K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
472
+ 7.91%
$172.72 - $179.11 $81.5K - $84.5K
6.44K $1.15M
AMD
Advanced Micro Devices Inc

Technology
304
+ 11.09%
$134.8 - $184.42 $41K - $56.1K
3.05K $492K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.33K
+ 4.2%
$16.46 - $17.1 $71.3K - $74.1K
108K $1.83M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.32%
$184.85 - $231.54 $1.29K - $1.62K
2.22K $512K
BITO
Proshares Tr Bitcoin Strategy

ETFs
6.98K
+ 34.01%
$18.74 - $23.05 $131K - $161K
27.5K $541K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
7.34K
+ 22.38%
$9.44 - $10.23 $69.3K - $75K
40.1K $407K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.12K
+ 5.49%
$72.57 - $74.72 $81.6K - $84K
21.6K $1.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
888
+ 13.77%
$97.75 - $100.75 $86.8K - $89.5K
7.34K $735K
HSY
Hershey CO

Consumer Defensive
36
+ 0.89%
$161.95 - $193.45 $5.83K - $6.96K
4.09K $764K
CLX
Clorox CO

Consumer Defensive
603
+ 12.51%
$117.67 - $131.43 $71K - $79.3K
5.42K $668K
PSR
Invesco Actively

ETFs
926
+ 29.29%
$89.62 - $94.13 $83K - $87.2K
4.09K $378K
IVE
Ishares S&P 500 Value ETF

ETFs
292
+ 11.19%
$194.44 - $206.51 $56.8K - $60.3K
2.9K $599K
RDVY
First Trust Rising Dividend Ac

ETFs
888
+ 13.78%
$62.38 - $67.29 $55.4K - $59.8K
7.33K $493K
VGT
Vanguard Information Technolog

ETFs
55
+ 9.82%
$656.44 - $753.15 $36.1K - $41.4K
615 $459K
Activity Summary
Buys All Purchases 182 New Holdings 30 Increased Positions 152 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 1 Puts 0
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