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
AVEM
American Centy ETF Tr Avantis

ETFs
1.31K
+ 25.8%
$53.08 - $68.54 $69.4K - $89.7K
6.38K $437K
HUM
Humana Inc

Healthcare
676
+ 41.37%
$224.93 - $295.04 $152K - $199K
2.31K $564K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.49K
+ 58.63%
$50.09 - $51.09 $125K - $127K
6.73K $344K
IYY
Ishares Tr

ETFs
313
+ 5.41%
$120.9 - $150.87 $37.8K - $47.2K
6.1K $919K
RF
Regions Financial Corp

Financial Services
2.73K
+ 7.32%
$18.34 - $23.52 $50K - $64.1K
40K $940K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
6.43K
+ 4.5%
$20.01 - $20.15 $129K - $130K
149K $3M
ISSC
Innovative Solutions & Support Inc

Industrials
1.7K
+ 12.45%
$5.6 - $14.27 $9.52K - $24.3K
15.4K $213K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.6K
+ 8.28%
$55.35 - $65.57 $88.3K - $105K
20.9K $1.36M
XLB
Select Sector Spdr Fd Material

ETFs
1.15K
+ 7.93%
$74.27 - $88.92 $85.7K - $103K
15.7K $1.38M
TD
Toronto Dominion Bank

Financial Services
762
+ 14.53%
$55.71 - $73.45 $42.5K - $56K
6.01K $441K
GILD
Gilead Sciences, Inc.

Healthcare
1.35K
+ 6.23%
$96.91 - $113.0 $131K - $153K
23.1K $2.56M
KIO
Kkr Income Opportunities Fund

Financial Services
8.12K
+ 10.29%
$10.99 - $12.56 $89.3K - $102K
87.1K $1.09M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.44K
+ 38.4%
$66.87 - $79.47 $96K - $114K
5.18K $411K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
69
+ 0.77%
$144.63 - $179.53 $9.98K - $12.4K
9.07K $1.49M
USFD
Us Foods Holding Corp.

Consumer Defensive
440
+ 5.9%
$60.47 - $79.12 $26.6K - $34.8K
7.9K $608K
TROW
Price T Rowe Group Inc

Financial Services
1.01K
+ 22.06%
$80.27 - $98.06 $80.9K - $98.8K
5.58K $538K
TGT
Target Corp

Consumer Defensive
2.17K
+ 12.87%
$88.76 - $105.77 $193K - $230K
19.1K $1.88M
DOX
Amdocs LTD

Technology
1.29K
+ 18.52%
$80.46 - $94.08 $104K - $121K
8.26K $753K
IGR
Cbre Global Real Estate Income Fund

Financial Services
11.8K
+ 2.81%
$4.33 - $5.29 $51K - $62.3K
432K $2.28M
CVS
Cvs Health Corp

Healthcare
1.27K
+ 5.44%
$60.04 - $70.18 $76K - $88.8K
24.6K $1.69M
UUUU
Energy Fuels Inc

Energy
20.1K
New
$3.44 - $5.9 $69K - $118K
20.1K $115K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
870
+ 7.89%
$49.48 - $61.22 $43K - $53.3K
11.9K $725K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.74K
+ 23.26%
$29.82 - $30.19 $112K - $113K
19.8K $598K
D
Dominion Energy, Inc

Utilities
1.77K
+ 6.4%
$49.66 - $58.0 $88K - $103K
29.5K $1.67M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.22%
$86.05 - $107.7 $2.67K - $3.34K
14.1K $1.52M
XSMO
Invesco S&P Smallcap Momentum

ETFs
996
+ 11.54%
$55.15 - $68.11 $54.9K - $67.8K
9.63K $654K
SCHC
Schwab Strategic Tr Intl Small

ETFs
600
+ 4.68%
$32.41 - $42.59 $19.4K - $25.6K
13.4K $571K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
8.37K
+ 7.75%
$11.0 - $12.41 $92.1K - $104K
116K $1.45M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
98
+ 1.19%
$74.67 - $97.29 $7.32K - $9.53K
8.3K $807K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
540
+ 1.5%
$69.8 - $85.28 $37.7K - $46.1K
36.5K $3.03M
SNAP
Snap Inc

Communication Services
12.6K
New
$7.23 - $9.21 $91.1K - $116K
12.6K $109K
SR
Spire Inc

Utilities
1.76K
+ 48.77%
$71.03 - $79.07 $125K - $139K
5.37K $391K
APLD
Applied Blockchain, Inc.

Financial Services
10.7K
New
$3.53 - $13.86 $37.9K - $149K
10.7K $108K
SRLN
Ssga Active Trust

ETFs
2.38K
+ 12.51%
$39.47 - $41.59 $93.8K - $98.9K
21.4K $889K
AJG
Arthur J. Gallagher & Co.

Financial Services
764
+ 13.92%
$310.86 - $348.77 $237K - $266K
6.25K $2M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
19.6K
+ 10.18%
$4.83 - $5.39 $94.5K - $105K
212K $1.14M
MFC
Manulife Financial Corp

Financial Services
2.7K
+ 11.14%
$26.93 - $32.44 $72.8K - $87.7K
27K $861K
MSI
Motorola Solutions, Inc.

Technology
396
+ 11.36%
$394.72 - $440.39 $156K - $174K
3.88K $1.63M
FDN
First Tr Fd Dow Jones

ETFs
204
+ 19.39%
$200.29 - $269.33 $40.9K - $54.9K
1.26K $338K
FE
Firstenergy Corp

Utilities
2.64K
+ 20.61%
$38.31 - $43.17 $101K - $114K
15.5K $622K
SUB
Ishares Short Term National Mu

ETFs
969
+ 43.22%
$104.77 - $106.34 $102K - $103K
3.21K $341K
NEE
Nextera Energy Inc

Utilities
4.91K
+ 3.04%
$64.11 - $75.0 $315K - $368K
167K $11.6M
ECC
Eagle Point Credit CO Inc.

Financial Services
28.4K
+ 10.64%
$6.94 - $8.31 $197K - $236K
295K $2.26M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.79K
+ 7.75%
$18.28 - $18.7 $87.5K - $89.6K
66.6K $1.24M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.21K
+ 4.21%
$20.16 - $20.49 $84.8K - $86.2K
104K $2.13M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
10.5K
New
$8.91 - $10.66 $93.5K - $112K
10.5K $100K
EQNR
Equinor Asa

Energy
4.35K
+ 52.12%
$22.04 - $28.08 $95.8K - $122K
12.7K $319K
INTF
Ishares Tr

ETFs
1.51K
+ 10.69%
$27.6 - $34.51 $41.6K - $52.1K
15.6K $534K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.67K
+ 18.63%
$32.56 - $35.71 $120K - $131K
23.4K $773K
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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