Independent Wealth Network Inc. Sells in Q2 2025

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-18.1K
- 9.87%
$50.36 - $50.68 $910K - $916K
165K $8.36M
AAPL
Apple Inc.

Technology
-1.41K
- 6.77%
$172.42 - $223.89 $243K - $315K
19.4K $3.98M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-10.9K
- 10.38%
$45.89 - $47.6 $501K - $520K
94.2K $4.48M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.15K
- 42.36%
$59.8 - $60.07 $368K - $369K
8.37K $501K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-98
- 1.98%
$483.48 - $539.8 $47.4K - $52.9K
4.85K $2.36M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.65K
- 30.41%
$47.42 - $51.67 $126K - $137K
6.07K $308K
GLD
Spdr Gold Trust

ETFs
-972
- 9.24%
$273.71 - $316.29 $266K - $307K
9.55K $2.91M
JNJ
Johnson & Johnson

Healthcare
-245
- 5.88%
$146.36 - $159.82 $35.9K - $39.2K
3.92K $598K
KO
Coca Cola CO

Consumer Defensive
-1.11K
- 21.58%
$68.37 - $73.9 $76.2K - $82.3K
4.05K $286K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-245
- 9.19%
$99.37 - $134.05 $24.3K - $32.8K
2.42K $274K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-526
- 4.02%
$100.35 - $100.71 $52.8K - $53K
12.6K $1.27M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-999
- 27.5%
$63.36 - $80.23 $63.3K - $80.1K
2.63K $211K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-802
- 2.08%
$50.1 - $51.02 $40.2K - $40.9K
37.8K $1.93M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-747
- 9.23%
$48.13 - $49.85 $36K - $37.2K
7.35K $360K
AFL
Aflac Inc

Financial Services
-48
- 0.94%
$99.77 - $112.45 $4.79K - $5.4K
5.08K $535K
MMM
3 M CO

Industrials
-267
- 14.87%
$126.09 - $154.15 $33.7K - $41.2K
1.53K $232K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.06K
- 21.51%
$10.59 - $11.48 $32.4K - $35.1K
11.1K $127K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-366
- 2.56%
$82.21 - $83.12 $30.1K - $30.4K
13.9K $1.16M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.41%
$713.71 - $898.95 $1.43K - $1.8K
485 $378K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-157
- 2.56%
$157.93 - $175.89 $24.8K - $27.6K
5.97K $1.04M
HDV
Ishares Core High Dividend ETF

ETFs
-5
- 0.12%
$108.41 - $120.51 $542 - $603
4.28K $500K
IBB
Ishares Biotechnology ETF

ETFs
-93
- 2.69%
$112.02 - $129.0 $10.4K - $12K
3.36K $425K
FTHI
First Trust Exchange Traded Fd

ETFs
-1.69K
- 6.95%
$19.66 - $22.85 $33.1K - $38.5K
22.6K $515K
PSX
Phillips 66

Energy
-57
- 3.12%
$92.87 - $125.73 $5.29K - $7.17K
1.77K $211K
SHW
Sherwin Williams CO

Basic Materials
-11
- 0.67%
$313.51 - $363.51 $3.45K - $4K
1.64K $563K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-97
- 0.09%
$10.49 - $12.99 $1.02K - $1.26K
103K $1.32M
TXN
Texas Instruments Inc

Technology
-56
- 4.47%
N/A
1.2K $232K
ARCC
Ares Capital Corp

Financial Services
-20
- 0.04%
$18.91 - $22.43 $378 - $449
49.8K $1.09M
FSK
Fs Kkr Capital Corp

Financial Services
-2
- 0.01%
$17.95 - $21.5 $35.9 - $43
25.3K $524K
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 0.5%
$335.24 - $380.78 $4.69K - $5.33K
2.81K $1.03M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-78
- 3.96%
$107.61 - $119.09 $8.39K - $9.29K
1.89K $224K
VCIT
Vanguard Intermediate Term Cor

ETFs
-223
- 1.77%
$79.56 - $82.92 $17.7K - $18.5K
12.4K $1.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-39
- 1.2%
$85.42 - $94.39 $3.33K - $3.68K
3.21K $301K
USFR
Wisdomtree Floating Rate Treas

ETFs
-27
- 0.27%
$50.28 - $50.47 $1.36K - $1.36K
10.1K $508K
J P Morgan Exchange Traded F
-26.8K
- 79.1%
N/A
7.09K $0
Nuveen Global High Income Fd
-384
- 1.94%
N/A
19.4K $0
ACWF
Ishares Msci Global Multifacto

ETFs
-454
- 4.55%
N/A
9.52K $0
FJAN
First Exc Trd Viii Cboe Vest U
-735
- 1.45%
N/A
49.9K $0
Amplify ETF Tr
-103
- 0.84%
N/A
12.2K $0
First Tr Exch Traded Fd Iii
-343
- 2.68%
N/A
12.5K $0
Collaborative Investmnt Ser
-61
- 0.27%
N/A
22.2K $0
FSCO
Fs Cr Opportunities Corp Com
-1.44K
- 2.6%
N/A
54K $0
NAK
Northern Dynasty Minerals LTD

Basic Materials
-60
- 0.38%
$0.8 - $1.55 $48 - $93
15.7K $21K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-231
- 1.36%
$35.3 - $37.51 $8.15K - $8.66K
16.7K $627K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-114
- 1.12%
$10.48 - $12.62 $1.19K - $1.44K
10K $126K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-462
- 4.17%
$26.18 - $30.91 $12.1K - $14.3K
10.6K $319K
HYG
Ishares Tr

ETFs
-2
- 0.07%
$75.75 - $80.65 $152 - $161
2.75K $221K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-42
- 0.66%
$81.66 - $93.76 $3.43K - $3.94K
6.3K $590K
FTA
First Tr Large Cap Value

ETFs
-36
- 0.64%
$67.12 - $78.63 $2.42K - $2.83K
5.57K $437K
Activity Summary
Buys All Purchases 175 New Holdings 18 Increased Positions 157 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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