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
Lithium Amers Corp New
14.7K
New
N/A
14.7K $0
Mira Pharmaceuticals Inc
655
+ 1.64%
N/A
40.7K $0
Mobile Infrastructure Corp
12K
New
N/A
12K $0
Nano Nuclear Energy Inc
1.44K
+ 16.46%
N/A
10.2K $0
Nebius Group N.V.
3.6K
+ 31.7%
N/A
15K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
21K
+ 313.84%
N/A
27.7K $0
Neuberger Berman ETF Trust
3.93K
New
N/A
3.93K $0
Newsmax Inc
13.7K
New
N/A
13.7K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.59K
+ 8.13%
N/A
21.1K $0
Orchid Is Cap Inc
6.41K
+ 35.76%
N/A
24.3K $0
Palladyne Ai Corp
2.7K
+ 18.62%
N/A
17.2K $0
Peakstone Realty Trust
688
+ 1.52%
N/A
45.8K $0
Pgim ETF Tr
14.2K
+ 103.86%
N/A
27.9K $0
Pimco ETF Tr
43K
+ 111.29%
N/A
81.6K $0
Profesionally Managed Portfo
740
+ 7.61%
N/A
10.5K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.47K
+ 13.63%
N/A
12.2K $0
Rbb Fd Inc
312
+ 1.13%
N/A
27.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
27K
+ 136.86%
N/A
46.8K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
1.14K
+ 9.33%
N/A
13.4K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
2
+ 0.04%
N/A
4.67K $0
Russell Invts Exchange Trade
9.54K
New
N/A
9.54K $0
Series Portfolios Tr
26.1K
New
N/A
26.1K $0
Sila Realty Trust Inc
9.14K
+ 88.95%
N/A
19.4K $0
Simplify Exchange Traded Fun
55.6K
New
N/A
55.6K $0
Siriusxm Holdings Inc
605
+ 6.49%
N/A
9.93K $0
SLRC
Slr Investment Corp.

Financial Services
633
+ 4.44%
$14.19 - $17.01 $8.98K - $10.8K
14.9K $240K
Solventum Corp
430
+ 12.59%
N/A
3.85K $0
Spinnaker ETF Series
29.9K
New
N/A
29.9K $0
Spire Global Inc
19.5K
New
N/A
19.5K $0
Super Micro Computer Inc
1.54K
+ 14.19%
N/A
12.4K $0
T Rowe Price ETF Inc
20K
+ 83.98%
N/A
43.9K $0
Tempus Ai Inc
9.7K
New
N/A
9.7K $0
Tidal Tr Ii
13.6K
New
N/A
13.6K $0
Tortoise Capital Series Trus
8.88K
New
N/A
8.88K $0
Valued Advisers Tr
9.43K
New
N/A
9.43K $0
Vanguard Malvern Fds
3.32K
New
N/A
3.32K $0
Vanguard Mun Bd Fds
2.68K
New
N/A
2.68K $0
Veralto Corp
2.05K
New
N/A
2.05K $0
LCID
Lucid Group, Inc.

Consumer Cyclical
2.95K
+ 13.34%
$2.1 - $2.96 $6.2K - $8.74K
25.1K $52K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.26K
+ 2.47%
$10.29 - $11.24 $13K - $14.2K
52.5K $573K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
60
+ 0.74%
$50.46 - $58.08 $3.03K - $3.48K
8.14K $467K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
140
+ 0.89%
$47.05 - $50.22 $6.59K - $7.03K
15.8K $782K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
10
+ 0.14%
$26.4 - $29.61 $264 - $296
7.41K $214K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
88
+ 0.81%
$19.43 - $20.13 $1.71K - $1.77K
10.9K $215K
PMM
Putnam Managed Municipal Income Trust

Financial Services
43
+ 0.35%
$5.75 - $6.19 $247 - $266
12.3K $73K
SWBI
Smith & Wesson Brands, Inc.

Industrials
1.06K
+ 6.08%
$8.48 - $10.88 $8.96K - $11.5K
18.5K $160K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
90
+ 0.57%
$2.06 - $3.0 $185 - $270
15.9K $38K
ACGL
Arch Capital Group Ltd.

Financial Services
127
+ 4.38%
$84.99 - $96.82 $10.8K - $12.3K
3.03K $275K
IQI
Invesco Quality Municipal Income Trust

Financial Services
107
+ 0.74%
$9.09 - $9.79 $973 - $1.05K
14.6K $137K
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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