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
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1.53K
+ 7.06%
$21.5 - $23.94 $32.9K - $36.6K
23.2K $555K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.15K
+ 5.56%
$33.86 - $35.74 $38.9K - $41K
21.8K $779K
AAXJ
Ishares Msci All Country Asia

ETFs
14
+ 0.16%
$82.05 - $91.87 $1.15K - $1.29K
8.58K $783K
XLE
Energy Sector Spdr

ETFs
158
+ 1.17%
$84.25 - $91.99 $13.3K - $14.5K
13.6K $1.22M
BGS
B&G Foods, Inc.

Consumer Defensive
15.6K
+ 72.93%
$4.0 - $4.72 $62.4K - $73.6K
37K $163K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
1.86K
+ 21.36%
$29.19 - $31.2 $54.4K - $58.1K
10.6K $328K
IWM
Ishares Russell 2000 ETF

ETFs
27
+ 1.09%
$214.92 - $244.84 $5.8K - $6.61K
2.5K $605K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
423
+ 2.13%
$35.42 - $38.65 $15K - $16.3K
20.3K $770K
VNQ
Vanguard Specialized Funds Van

ETFs
442
+ 3.81%
$88.47 - $93.24 $39.1K - $41.2K
12.1K $1.1M
DVN
Devon Energy Corp

Energy
1.08K
+ 13.97%
$31.75 - $36.99 $34.1K - $39.8K
8.77K $307K
MA
Mastercard Inc

Financial Services
93
+ 14.13%
$550.18 - $598.96 $51.2K - $55.7K
751 $427K
EFA
Ishares Tr Msci Eafe ETF

ETFs
109
+ 1.0%
$87.29 - $93.61 $9.51K - $10.2K
11K $1.03M
LQD
Ishares Iboxx $ Investment Gra

ETFs
415
+ 12.24%
$107.66 - $112.36 $44.7K - $46.6K
3.81K $424K
HDV
Ishares Core High Dividend ETF

ETFs
217
+ 5.08%
$118.16 - $123.66 $25.6K - $26.8K
4.49K $550K
XOM
Exxon Mobil Corp

Energy
54
+ 0.62%
$105.83 - $117.22 $5.71K - $6.33K
8.82K $993K
IDV
Ishares Tr

ETFs
128
+ 0.61%
$34.54 - $37.28 $4.42K - $4.77K
21.2K $774K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
305
+ 4.78%
$49.43 - $54.52 $15.1K - $16.6K
6.69K $362K
HYG
Ishares Tr

ETFs
561
+ 20.42%
$79.85 - $81.32 $44.8K - $45.6K
3.31K $268K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
336
+ 1.51%
$102.4 - $103.88 $34.4K - $34.9K
22.5K $2.33M
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.8%
$282.78 - $316.06 $3.68K - $4.11K
1.64K $516K
ATO
Atmos Energy Corp

Utilities
48
+ 2.27%
$151.51 - $170.75 $7.27K - $8.2K
2.16K $368K
RPV
Invesco Exchange Traded Fd Tr

ETFs
62
+ 0.98%
$90.97 - $99.42 $5.64K - $6.16K
6.37K $632K
FTCS
First Trust Capital Strength E

ETFs
201
+ 2.92%
$89.72 - $93.74 $18K - $18.8K
7.1K $664K
WEC
Wec Energy Group, Inc.

Utilities
103
+ 4.18%
$103.66 - $114.59 $10.7K - $11.8K
2.57K $294K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.75K
+ 14.29%
$11.64 - $15.79 $20.3K - $27.6K
14K $204K
SCHV
Schwab Strategic Tr Us Large C

ETFs
274
+ 1.41%
$27.61 - $29.15 $7.57K - $7.99K
19.7K $573K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38
+ 1.13%
$108.46 - $120.63 $4.12K - $4.58K
3.41K $404K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
39
+ 0.46%
$42.26 - $47.16 $1.65K - $1.84K
8.6K $398K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.03%
$56.02 - $60.3 $224 - $241
11.7K $698K
IJK
Ishares S&P Midcap 400 Growth

ETFs
43
+ 0.74%
$91.28 - $97.59 $3.93K - $4.2K
5.84K $559K
EWA
Ishares Msci Australia ETF

ETFs
462
+ 1.62%
$25.91 - $27.57 $12K - $12.7K
28.9K $780K
FTA
First Tr Large Cap Value

ETFs
48
+ 0.86%
$78.13 - $83.78 $3.75K - $4.02K
5.62K $468K
FTHI
First Trust Exchange Traded Fd

ETFs
404
+ 1.79%
$22.76 - $23.92 $9.2K - $9.66K
23K $544K
MUB
Ishares National Muni Bond ETF

ETFs
156
+ 5.48%
$103.24 - $106.68 $16.1K - $16.6K
3K $319K
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 2.91%
$195.41 - $212.37 $6.06K - $6.58K
1.1K $229K
META
Meta Platforms, Inc.

Communication Services
44
+ 1.38%
$695.21 - $791.73 $30.6K - $34.8K
3.23K $2.37M
PEP
Pepsico Inc

Consumer Defensive
22
+ 1.12%
$133.81 - $152.16 $2.94K - $3.35K
1.99K $279K
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 0.07%
$54.08 - $62.65 $162 - $188
4.56K $259K
GRNT
Granite Ridge Resources, Inc.
7.01K
+ 33.12%
$4.79 - $6.34 $33.6K - $44.4K
28.2K $152K
JPIE
J P Morgan Exchange Traded Fd
346
+ 2.56%
$46.01 - $46.55 $15.9K - $16.1K
13.9K $643K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
139
+ 4.33%
$92.18 - $95.14 $12.8K - $13.2K
3.35K $318K
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.64%
$128.41 - $138.03 $1.28K - $1.38K
1.58K $217K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.52K
+ 6.33%
$6.1 - $6.35 $21.5K - $22.4K
59.1K $363K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
149
+ 2.03%
$48.5 - $50.19 $7.23K - $7.48K
7.5K $375K
FV
First Trust Dorsey Wright Focu

ETFs
24
+ 0.47%
$59.23 - $62.14 $1.42K - $1.49K
5.11K $316K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
140
+ 0.74%
$49.78 - $50.75 $6.97K - $7.11K
19K $961K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7
+ 0.05%
$44.22 - $45.74 $310 - $320
13.5K $617K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36
+ 0.85%
$55.15 - $58.11 $1.99K - $2.09K
4.28K $245K
WFC
Wells Fargo & Company

Financial Services
10
+ 0.35%
$77.05 - $85.16 $771 - $852
2.85K $239K
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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