J.W. Cole Advisors, Inc. Purchases in Q1 2025

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
1.69K
+ 37.75%
$52.19 - $61.89 $88.1K - $104K
6.16K $381K
TU
Telus Corp

Communication Services
10.3K
New
$13.63 - $16.07 $141K - $166K
10.3K $148K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.6K
+ 43.12%
$59.97 - $70.03 $156K - $182K
8.63K $541K
MCO
Moodys Corp

Financial Services
325
+ 31.89%
$437.8 - $527.48 $142K - $171K
1.34K $625K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
87
+ 31.41%
$1227.6 - $1458.46 $107K - $127K
364 $491K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
11.2K
New
$12.04 - $13.32 $135K - $150K
11.2K $141K
BKR
Baker Hughes CO

Energy
2.81K
+ 48.9%
$41.16 - $48.85 $115K - $137K
8.54K $375K
FTSL
First Trust Senior Ln Fund

ETFs
4.02K
+ 5.42%
$45.65 - $46.48 $183K - $187K
78.1K $3.56M
IQI
Invesco Quality Municipal Income Trust

Financial Services
14.5K
New
$9.59 - $10.1 $139K - $147K
14.5K $140K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.52K
+ 8.28%
$47.59 - $48.35 $120K - $122K
32.9K $1.59M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.06K
+ 8.83%
$105.1 - $109.61 $112K - $116K
13.1K $1.42M
PLG
Platinum Group Metals LTD

Basic Materials
110K
+ 462.82%
$1.12 - $1.44 $123K - $159K
134K $166K
IEF
Ishares Barclays

ETFs
1.3K
+ 33.78%
$91.17 - $95.39 $119K - $124K
5.16K $491K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
25.6K
+ 16.07%
$58.23 - $69.12 $1.49M - $1.77M
185K $10.8M
HAL
Halliburton CO

Energy
6.42K
+ 37.86%
$24.15 - $29.9 $155K - $192K
23.4K $592K
ICLN
Ishares

ETFs
11.5K
New
$10.94 - $11.86 $126K - $136K
11.5K $131K
RCAT
Red Cat Holdings, Inc.

Technology
22.4K
New
$4.82 - $14.19 $108K - $318K
22.4K $131K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
12.2K
New
$10.53 - $11.08 $128K - $135K
12.2K $130K
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.28K
+ 4.85%
$61.6 - $67.52 $78.8K - $86.4K
27.7K $1.8M
AON
Aon PLC

Financial Services
213
+ 21.49%
$348.44 - $409.32 $74.2K - $87.2K
1.2K $480K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2.48K
+ 12.66%
$47.6 - $51.91 $118K - $129K
22.1K $1.07M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.84K
+ 12.32%
$37.42 - $41.14 $68.8K - $75.6K
16.8K $687K
AFL
Aflac Inc

Financial Services
145
+ 1.06%
$100.99 - $111.19 $14.6K - $16.1K
13.8K $1.53M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.78K
+ 13.18%
$47.03 - $47.8 $131K - $133K
23.9K $1.12M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
12.6K
New
$9.59 - $11.83 $121K - $149K
12.6K $120K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.29K
+ 18.29%
$49.22 - $51.73 $113K - $118K
14.8K $748K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.26K
+ 19.92%
$23.19 - $23.5 $122K - $124K
31.7K $734K
LFT
Lument Finance Trust, Inc.

Real Estate
45.1K
New
$2.41 - $2.83 $109K - $128K
45.1K $117K
VTRS
Viatris Inc

Healthcare
13.5K
New
$8.68 - $12.42 $117K - $167K
13.5K $117K
SCCO
Southern Copper Corp

Basic Materials
1.19K
+ 50.11%
$85.92 - $101.48 $102K - $121K
3.56K $332K
JRS
Nuveen Real Estate Income Fund

Financial Services
14K
New
$8.09 - $8.88 $113K - $124K
14K $115K
TPIF
Timothy Plan Intl ETF (De)

ETFs
1.35K
+ 3.86%
$26.06 - $29.44 $35.3K - $39.8K
36.4K $1.05M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.83K
+ 23.21%
N/A
9.71K $606K
AAL
American Airlines Group Inc.

Industrials
10.4K
New
N/A
10.4K $114K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
16.1K
New
N/A
16.1K $114K
SRLN
Ssga Active Trust

ETFs
2.98K
+ 18.61%
$41.02 - $41.99 $122K - $125K
19K $781K
NEP
Nextera Energy Partners, LP

Utilities
12.5K
New
$8.38 - $18.87 $105K - $236K
12.5K $113K
CCL
Carnival Corp

Consumer Cyclical
15.6K
+ 43.5%
$19.08 - $28.49 $298K - $445K
51.5K $1.01M
ENVX
Enovix Corp

Industrials
15.3K
New
$7.21 - $14.33 $110K - $219K
15.3K $112K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
18.8K
New
$5.93 - $6.2 $111K - $116K
18.8K $112K
RIG
Transocean Ltd.

Energy
44.7K
+ 85.15%
$2.67 - $4.28 $119K - $191K
97.2K $308K
CHW
Calamos Global Dynamic Income Fund

Financial Services
18.1K
+ 70.8%
$6.39 - $7.05 $116K - $128K
43.7K $279K
SGOL
Abrdn Gold ETF Trust

ETFs
1.69K
+ 14.12%
$25.14 - $29.82 $42.4K - $50.3K
13.6K $406K
CHWY
Chewy, Inc.

Consumer Cyclical
3.85K
+ 19.43%
$31.83 - $39.8 $123K - $153K
23.7K $769K
FTGC
First Trust Global Tactical CO

ETFs
3.08K
+ 18.03%
$23.95 - $25.86 $73.9K - $79.8K
20.2K $515K
TTE
Total Energies Se

Energy
1.54K
+ 26.26%
N/A
7.42K $509K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
21.2K
+ 22.92%
$7.72 - $9.45 $164K - $200K
114K $910K
CLF
Cleveland Cliffs Inc.

Basic Materials
17.3K
+ 55.01%
$8.22 - $12.02 $142K - $207K
48.6K $399K
RYLD
Global X Fds Russell 2000 Cove

ETFs
13.7K
+ 16.73%
$14.93 - $16.85 $205K - $231K
95.7K $1.45M
Activity Summary
Buys All Purchases 1055 New Holdings 408 Increased Positions 647 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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