J.W. Cole Advisors, Inc. Purchases in Q2 2025

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DX
Dynex Capital Inc

Real Estate
15.8K
+ 97.14%
$11.13 - $12.99 $176K - $206K
32.1K $392K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.31K
+ 1.4%
$50.36 - $50.68 $167K - $168K
239K $12.1M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
464
+ 0.29%
$32.99 - $38.56 $15.3K - $17.9K
162K $6.13M
ZTS
Zoetis Inc.

Healthcare
1.33K
+ 35.74%
$144.41 - $170.3 $193K - $227K
5.07K $790K
WWW
Wolverine World Wide Inc

Consumer Cyclical
6.42K
+ 45.69%
$10.07 - $18.79 $64.6K - $121K
20.5K $370K
CVNA
Carvana Co.

Consumer Cyclical
100
+ 9.08%
$162.57 - $345.64 $16.3K - $34.6K
1.2K $404K
DG
Dollar General Corp

Consumer Defensive
769
+ 23.6%
$86.02 - $114.95 $66.1K - $88.4K
4.03K $460K
APO
Apollo Global Management, Inc.

Financial Services
855
+ 8.19%
$108.68 - $145.07 $92.9K - $124K
11.3K $1.6M
ELV
Elevance Health, Inc.

Healthcare
656
+ 36.42%
$372.27 - $452.69 $244K - $297K
2.46K $955K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.18K
+ 20.69%
$17.76 - $22.1 $92K - $115K
30.2K $667K
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.83K
+ 21.46%
$24.18 - $27.61 $165K - $189K
38.7K $1.05M
OKTA
Okta, Inc.

Technology
1.95K
+ 42.02%
$91.24 - $127.3 $178K - $248K
6.6K $659K
ENB
Enbridge Inc

Energy
2.57K
+ 4.88%
$41.09 - $47.16 $106K - $121K
55.2K $2.5M
HEI
Heico Corp

Industrials
359
+ 41.65%
$236.44 - $328.0 $84.9K - $118K
1.22K $400K
ACWI
Ishares Msci Acwi ETF

ETFs
961
+ 25.76%
$103.59 - $128.6 $99.5K - $124K
4.69K $603K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
3.96K
+ 16.75%
$26.82 - $30.48 $106K - $121K
27.6K $841K
TECL
Direxion Daily Technology Bull

ETFs
434
+ 12.28%
$37.33 - $93.58 $16.2K - $40.6K
3.97K $371K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
14.8K
New
$11.04 - $11.27 $163K - $167K
14.8K $165K
GTO
Invesco Actively Managed ETF T

ETFs
3.5K
+ 13.77%
$45.73 - $47.2 $160K - $165K
28.9K $1.35M
SOUN
Soundhound Ai, Inc.

Technology
15.2K
New
$7.18 - $11.76 $109K - $179K
15.2K $163K
DTM
Dt Midstream, Inc.

Energy
334
+ 3.72%
$87.23 - $109.91 $29.1K - $36.7K
9.32K $1.02M
MBB
Ishares Tr

ETFs
1.66K
+ 13.68%
$91.41 - $94.22 $152K - $156K
13.8K $1.29M
GUT
Gabelli Utility Trust

Financial Services
20.2K
+ 23.84%
$4.95 - $5.81 $99.8K - $117K
105K $607K
MCHP
Microchip Technology Inc

Technology
342
+ 5.69%
$35.34 - $71.6 $12.1K - $24.5K
6.35K $446K
FITB
Fifth Third Bancorp

Financial Services
2.91K
+ 16.17%
$33.32 - $41.51 $96.8K - $121K
20.9K $858K
O
Realty Income Corp

Real Estate
3.41K
+ 3.15%
$52.27 - $58.52 $178K - $199K
112K $6.42M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.34K
+ 24.28%
$38.18 - $45.52 $127K - $152K
17.1K $746K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.4K
+ 20.4%
$20.42 - $25.3 $89.8K - $111K
25.9K $656K
ES
Eversource Energy

Utilities
2.12K
+ 19.71%
$54.25 - $65.89 $115K - $139K
12.9K $817K
AINV
Apollo Investment Corp

Financial Services
13.5K
+ 12.8%
N/A
119K $1.33M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
11.6K
+ 6.15%
$7.0 - $8.06 $80.9K - $93.1K
200K $1.61M
DLR
Digital Realty Trust, Inc.

Real Estate
463
+ 21.42%
$136.11 - $177.69 $63K - $82.3K
2.63K $457K
ABNB
Airbnb, Inc.

Consumer Cyclical
569
+ 10.24%
$105.69 - $140.64 $60.1K - $80K
6.12K $810K
NVS
Novartis Ag

Healthcare
395
+ 3.82%
$101.96 - $121.01 $40.3K - $47.8K
10.7K $1.3M
ICVT
Ishares Tr Convertible Bond Et

ETFs
286
+ 1.55%
$78.98 - $90.1 $22.6K - $25.8K
18.7K $1.69M
YUM
Yum Brands Inc

Consumer Cyclical
1.54K
+ 17.28%
$138.36 - $161.45 $213K - $248K
10.4K $1.55M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.36K
+ 11.03%
$43.53 - $54.46 $59.4K - $74.3K
13.7K $747K
FDVV
Fidelity High Dividend ETF

ETFs
1.85K
+ 9.3%
$43.6 - $52.02 $80.7K - $96.2K
21.7K $1.13M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.05K
+ 11.88%
$45.12 - $46.23 $138K - $141K
28.8K $1.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
476
+ 3.96%
$57.14 - $72.68 $27.2K - $34.6K
12.5K $907K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.5K
New
$11.11 - $14.46 $128K - $167K
11.5K $144K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.88K
+ 43.96%
$32.66 - $40.75 $93.9K - $117K
9.42K $381K
FDRR
Fidelity Covington Tr Divid Et

ETFs
2.22K
+ 42.37%
$43.98 - $54.23 $97.4K - $120K
7.44K $403K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
3.66K
+ 11.83%
N/A
34.5K $1.32M
EVRG
Evergy, Inc.

Utilities
1.98K
+ 9.54%
$64.06 - $69.64 $127K - $138K
22.8K $1.57M
INTC
Intel Corp

Technology
7.14K
+ 8.76%
$18.13 - $22.69 $129K - $162K
88.6K $1.99M
PRN
Invesco Dwa Industrials Moment

ETFs
268
+ 5.63%
$122.83 - $157.05 $32.9K - $42.1K
5.03K $789K
EBAY
Ebay Inc

Consumer Cyclical
1.01K
+ 11.78%
$59.52 - $79.36 $60.1K - $80.1K
9.58K $713K
PECO
Phillips Edison & Company, Inc.

Real Estate
11.8K
+ 6.12%
$33.53 - $37.33 $397K - $442K
205K $7.19M
Activity Summary
Buys All Purchases 1230 New Holdings 249 Increased Positions 981 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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