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
VONV
Vanguard Russell 1000 Value Et

ETFs
552
+ 21.72%
$73.19 - $85.21 $40.4K - $47K
3.09K $263K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
10.5K
New
$4.36 - $5.27 $45.6K - $55.2K
10.5K $53K
BXSL
Blackstone Secured Lending Fund

Financial Services
4.25K
+ 8.68%
$26.88 - $32.74 $114K - $139K
53.2K $1.64M
PLD
Prologis, Inc.

Real Estate
1.24K
+ 10.61%
$89.76 - $112.34 $111K - $139K
12.9K $1.35M
IHDG
Wisdomtree Tr

ETFs
106
+ 0.37%
$38.54 - $46.0 $4.09K - $4.88K
28.9K $1.3M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
5.96K
+ 1.74%
$3.35 - $3.97 $20K - $23.7K
349K $1.38M
SQ
Block, Inc.

Technology
888
+ 13.72%
N/A
7.36K $421K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
11K
+ 8.77%
$3.84 - $4.48 $42.2K - $49.3K
136K $598K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
472
+ 13.15%
$110.55 - $126.65 $52.2K - $59.8K
4.06K $498K
USA
Liberty All Star Equity Fund

Financial Services
307
+ 0.17%
$5.9 - $6.81 $1.81K - $2.09K
186K $1.27M
FDG
American Centy ETF Tr Focused

ETFs
74
+ 3.35%
$81.22 - $109.26 $6.01K - $8.09K
2.28K $249K
MLPA
Global X Mlp ETF

ETFs
2.17K
+ 10.95%
$46.47 - $54.16 $101K - $117K
22K $1.1M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.37K
+ 1.93%
$20.66 - $20.74 $48.9K - $49.1K
125K $2.59M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
798
+ 1.28%
$5.27 - $7.02 $4.21K - $5.6K
62.9K $437K
FSIG
First Tr ETF Iv LTD Duration I
2.13K
+ 4.95%
$18.77 - $19.14 $40K - $40.8K
45.2K $863K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
5.79K
+ 27.14%
$7.05 - $8.02 $40.8K - $46.4K
27.1K $217K
FV
First Trust Dorsey Wright Focu

ETFs
269
+ 3.83%
$48.43 - $59.26 $13K - $15.9K
7.3K $432K
PAPR
Innovator U.S. Equity Power Bu

ETFs
841
+ 8.64%
$33.22 - $37.29 $27.9K - $31.4K
10.6K $394K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
206
+ 1.64%
$20.72 - $25.75 $4.27K - $5.3K
12.8K $329K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
123
+ 2.4%
$35.38 - $48.3 $4.35K - $5.94K
5.25K $253K
CFLT
Confluent, Inc.

Technology
993
+ 7.71%
$19.44 - $24.93 $19.3K - $24.8K
13.9K $346K
FXR
First Trust Industrials/Produc

ETFs
11
+ 0.12%
$60.85 - $74.22 $669 - $816
9.39K $696K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
29
+ 0.64%
$42.19 - $56.47 $1.22K - $1.64K
4.56K $257K
PKG
Packaging Corp Of America

Consumer Cyclical
316
+ 19.23%
$175.97 - $201.36 $55.6K - $63.6K
1.96K $369K
UGI
Ugi Corp

Utilities
252
+ 2.44%
$30.18 - $36.59 $7.61K - $9.22K
10.6K $385K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
2.95K
+ 8.27%
$7.42 - $8.86 $21.9K - $26.2K
38.7K $342K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.59K
+ 22.24%
$13.74 - $15.66 $49.4K - $56.3K
19.7K $294K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
824
+ 4.13%
$15.5 - $20.28 $12.8K - $16.7K
20.8K $421K
PHM
Pultegroup Inc

Consumer Cyclical
323
+ 9.79%
$92.02 - $106.54 $29.7K - $34.4K
3.62K $382K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
2.12K
+ 1.71%
$8.45 - $9.78 $17.9K - $20.8K
126K $1.23M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.97K
+ 11.43%
$8.0 - $9.55 $31.7K - $37.9K
38.7K $365K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
857
+ 7.62%
$16.45 - $20.92 $14.1K - $17.9K
12.1K $253K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.54K
+ 9.76%
$10.8 - $16.92 $16.6K - $26K
17.3K $237K
LNT
Alliant Energy Corp

Utilities
3.08K
+ 8.2%
$58.79 - $64.85 $181K - $199K
40.6K $2.45M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
586
+ 7.75%
$46.92 - $55.01 $27.5K - $32.2K
8.15K $442K
DTE
Dte Energy CO

Utilities
1.12K
+ 5.97%
$127.39 - $139.49 $142K - $156K
19.8K $2.63M
IDCC
Inter Digital, Inc.

Communication Services
18
+ 0.86%
$183.37 - $234.7 $3.3K - $4.22K
2.12K $475K
SPGI
S&P Global Inc.

Financial Services
49
+ 6.64%
$438.31 - $527.29 $21.5K - $25.8K
787 $414K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
8.72K
+ 2.38%
$4.27 - $5.08 $37.3K - $44.3K
375K $1.89M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
298
+ 4.58%
$27.65 - $36.12 $8.24K - $10.8K
6.8K $245K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
283
+ 3.56%
$38.29 - $44.77 $10.8K - $12.7K
8.22K $368K
KMB
Kimberly Clark Corp

Consumer Defensive
1.9K
+ 12.28%
$126.84 - $145.22 $241K - $276K
17.4K $2.24M
VLY
Valley National Bancorp

Financial Services
2.83K
+ 0.78%
$7.87 - $9.2 $22.3K - $26K
365K $3.26M
XYL
Xylem Inc.

Industrials
58
+ 1.86%
$102.86 - $129.5 $5.97K - $7.51K
3.17K $410K
CALM
Cal Maine Foods Inc

Consumer Defensive
102
+ 3.21%
$90.17 - $103.07 $9.2K - $10.5K
3.28K $326K
CGXU
Capital Group Intl Focus Equit

ETFs
387
+ 3.82%
$21.44 - $27.35 $8.3K - $10.6K
10.5K $285K
KEY
Keycorp

Financial Services
1.1K
+ 8.38%
$13.23 - $17.42 $14.6K - $19.2K
14.2K $248K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
176
+ 1.45%
$20.94 - $26.47 $3.69K - $4.66K
12.3K $326K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
102
+ 0.5%
$32.77 - $38.72 $3.34K - $3.95K
20.7K $799K
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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