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
VOOV
Vanguard S&P 500 Value ETF

ETFs
74
+ 1.39%
$162.65 - $188.71 $12K - $14K
5.41K $1.02M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.35K
+ 22.45%
$17.17 - $19.9 $40.3K - $46.8K
12.8K $246K
FGRO
Fidelity Covington Tr

ETFs
1.64K
+ 13.11%
N/A
14.2K $317K
GBCI
Glacier Bancorp, Inc.

Financial Services
1.01K
+ 16.63%
$37.85 - $44.51 $38.4K - $45.1K
7.11K $306K
SBAC
Sba Communications Corp

Real Estate
68
+ 4.64%
$208.57 - $243.4 $14.2K - $16.6K
1.53K $359K
BEP
Brookfield Renewable Partners L.P.

Utilities
179
+ 1.91%
$20.16 - $26.41 $3.61K - $4.73K
9.53K $243K
IWL
Ishares Tr Russell 200 ETF

ETFs
11
+ 0.5%
$122.36 - $153.12 $1.35K - $1.68K
2.21K $338K
TU
Telus Corp

Communication Services
1.16K
+ 11.24%
$13.82 - $16.49 $16K - $19.1K
11.5K $184K
VONE
Vanguard Russell 1000 ETF

ETFs
28
+ 2.68%
$225.48 - $280.86 $6.31K - $7.86K
1.07K $301K
FCOM
Fidelity Covington Tr Msci Com

ETFs
55
+ 1.53%
$50.44 - $64.81 $2.77K - $3.56K
3.64K $236K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
6.24K
+ 3.12%
$6.87 - $7.76 $42.8K - $48.4K
206K $1.56M
UNM
Unum Group

Financial Services
485
+ 8.19%
$70.48 - $82.91 $34.2K - $40.2K
6.4K $517K
SHW
Sherwin Williams CO

Basic Materials
245
+ 2.84%
$313.51 - $363.51 $76.8K - $89.1K
8.88K $3.05M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
19
+ 0.28%
$40.73 - $50.06 $774 - $951
6.88K $344K
A
Agilent Technologies, Inc.

Healthcare
252
+ 10.69%
$99.29 - $120.52 $25K - $30.4K
2.61K $308K
ILCV
Ishares Morningstar Value ETF

ETFs
192
+ 2.13%
$72.16 - $83.39 $13.9K - $16K
9.2K $766K
JCPB
J P Morgan Exchange Traded Fd

ETFs
695
+ 13.0%
$45.9 - $47.2 $31.9K - $32.8K
6.04K $284K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
30
+ 3.12%
$212.85 - $266.59 $6.39K - $8K
993 $264K
VFC
V F Corp

Consumer Cyclical
6.03K
+ 59.69%
$9.74 - $16.39 $58.8K - $98.9K
16.1K $189K
RFG
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.11%
$39.08 - $48.9 $274 - $342
6.37K $310K
PGZ
Principal Real Estate Income Fund

Financial Services
3.16K
+ 3.32%
$9.7 - $10.58 $30.7K - $33.4K
98.5K $1.04M
BTO
John Hancock Financial Opportunities Fund

Financial Services
491
+ 4.82%
$28.44 - $35.42 $14K - $17.4K
10.7K $378K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
11.8K
New
$2.29 - $2.6 $27K - $30.7K
11.8K $30K
ICF
Ishares Tr

ETFs
569
+ 4.32%
$54.56 - $62.47 $31K - $35.5K
13.8K $841K
MORN
Morningstar, Inc.

Financial Services
1
+ 0.05%
$255.31 - $313.93 $255 - $314
2.11K $662K
SCHO
Schwab Short Term Us Treasury

ETFs
1.19K
+ 2.91%
$24.19 - $24.45 $28.8K - $29.1K
42.1K $1.03M
BSCV
Invesco ETF Self Indexed Fd Tr
636
+ 0.76%
$15.97 - $16.53 $10.2K - $10.5K
84.5K $1.4M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.18K
+ 1.16%
$19.49 - $19.66 $23K - $23.2K
103K $2.02M
CLX
Clorox CO

Consumer Defensive
1.91K
+ 25.77%
$118.01 - $148.69 $226K - $284K
9.33K $1.12M
FEX
First Tr Large Cap Core Alphde

ETFs
4
+ 0.12%
$90.17 - $109.96 $361 - $440
3.46K $380K
PFN
Pimco Income Strategy Fund Ii

Financial Services
8.67K
+ 3.5%
$6.87 - $7.56 $59.6K - $65.6K
257K $1.9M
HBI
Hanesbrands Inc.

Consumer Cyclical
9.99K
+ 59.75%
$4.32 - $5.95 $43.2K - $59.4K
26.7K $122K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
435
+ 6.79%
$58.95 - $66.19 $25.6K - $28.8K
6.84K $445K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
3.79K
+ 1.55%
$8.06 - $8.67 $30.5K - $32.8K
248K $2.12M
STNG
Scorpio Tankers Inc.

Energy
200
+ 1.79%
$31.86 - $44.3 $6.37K - $8.86K
11.4K $444K
SIZE
Ishares Msci Usa Size Factor E

ETFs
67
+ 4.64%
$128.15 - $154.54 $8.59K - $10.4K
1.51K $233K
LNKB
Linkbancorp, Inc.

Financial Services
2
+ 0.0%
$6.33 - $7.42 $12.7 - $14.8
43.9K $320K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
372
+ 3.83%
N/A
10.1K $629K
IXJ
Ishares Global Healthcare ETF

ETFs
453
+ 14.24%
$82.3 - $90.02 $37.3K - $40.8K
3.63K $312K
ODFL
Old Dominion Freight Line, Inc.

Industrials
224
+ 5.14%
$146.74 - $176.07 $32.9K - $39.4K
4.58K $743K
VTRS
Viatris Inc

Healthcare
2.09K
+ 15.48%
$7.26 - $9.12 $15.2K - $19K
15.6K $139K
AAL
American Airlines Group Inc.

Industrials
1.86K
+ 17.83%
N/A
12.3K $135K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
55
+ 0.71%
$24.54 - $30.41 $1.35K - $1.67K
7.84K $238K
ETR
Entergy Corp

Utilities
613
+ 4.88%
$79.01 - $86.61 $48.4K - $53.1K
13.2K $1.09M
ROUS
Hartford Multifactor Us Equity

ETFs
14
+ 0.2%
$45.36 - $53.69 $635 - $752
7.15K $383K
PHK
Pimco High Income Fund

Financial Services
5.26K
+ 10.92%
$4.43 - $4.88 $23.3K - $25.7K
53.4K $256K
TEQI
T Rowe Price Exchange Traded F

Technology
400
+ 6.6%
$36.8 - $42.54 $14.7K - $17K
6.46K $274K
AME
Ametek Inc

Industrials
31
+ 1.85%
$151.41 - $182.75 $4.69K - $5.67K
1.71K $309K
AGZ
Ishares Agency Bond ETF

ETFs
162
+ 2.0%
$108.32 - $109.92 $17.5K - $17.8K
8.25K $904K
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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