J.W. Cole Advisors, Inc. Incresed Positions in Q1 2025

J.W. Cole Advisors, Inc.

  • $3.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
298
+ 9.93%
$101.09 - $118.51 $30.1K - $35.3K
3.3K $339K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.16K
+ 17.22%
$62.43 - $84.12 $72.3K - $97.4K
7.88K $513K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
175
+ 2.49%
$51.94 - $55.24 $9.09K - $9.67K
7.2K $383K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
300
+ 3.86%
$31.93 - $33.88 $9.58K - $10.2K
8.07K $259K
FSIG
First Tr ETF Iv LTD Duration I
217
+ 0.51%
$18.74 - $19.04 $4.07K - $4.13K
43K $815K
BIBL
Northern Lts Fd Tr Iv

ETFs
478
+ 2.06%
$37.55 - $41.94 $17.9K - $20K
23.7K $908K
BIGZ
Black Rock Innovation & Growth Trust
2.05K
+ 19.11%
$6.4 - $8.25 $13.1K - $16.9K
12.8K $84K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
105
+ 0.94%
$21.64 - $22.08 $2.27K - $2.32K
11.3K $244K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
31
+ 0.69%
$46.53 - $53.12 $1.44K - $1.65K
4.54K $213K
Peakstone Realty Trust
24.7K
+ 120.86%
N/A
45.1K $0
ILCG
Ishares Morningstar Growth ETF
4.96K
+ 135.98%
N/A
8.6K $0
2023 ETF Series Trust Ii
11.4K
+ 128.33%
N/A
20.3K $0
Abrdn Asia Pacific Income Fu
1.51K
+ 4.99%
N/A
31.7K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
7.13K
+ 22.77%
N/A
38.4K $0
Atlassian Corporation
971
+ 24.53%
N/A
4.93K $0
Amplify ETF Tr
2.66K
+ 26.61%
N/A
12.6K $0
Listed Fd Tr
7.33K
+ 82.29%
N/A
16.2K $0
JGRO
J P Morgan Exchange Traded Fd
5.61K
+ 49.47%
N/A
16.9K $0
Annaly Capital Management In
32.2K
+ 35.66%
N/A
122K $0
American Healthcare Reit Inc
60.2K
+ 164.03%
N/A
96.9K $0
BFB
Brown Forman Corp Cl B
3.53K
+ 12.34%
N/A
32.1K $0
Blackrock ETF Trust
220
+ 2.12%
N/A
10.6K $0
Arista Networks Inc
8.88K
+ 41.1%
N/A
30.5K $0
Managed Portfolio Series
3.15K
+ 16.81%
N/A
21.9K $0
Brookfield Corp
2.89K
+ 72.08%
N/A
6.91K $0
Jacobs Solutions Inc
3.88K
+ 248.75%
N/A
5.44K $0
Direxion Shs ETF Tr
9.48K
+ 73.86%
N/A
22.3K $0
Ishares Bitcoin Trust ETF
13.6K
+ 125.31%
N/A
24.4K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
101
+ 2.21%
N/A
4.67K $0
FLQH
Franklin Templeton Libertyq In

ETFs
1.05K
+ 5.74%
N/A
19.3K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
3.11K
+ 34.08%
N/A
12.2K $0
Rbb Fd Inc
2.99K
+ 12.2%
N/A
27.5K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
3.7K
+ 52.38%
N/A
10.8K $0
FTGS
First Tr Exchange Traded Fd Gr
3.12K
+ 46.99%
N/A
9.74K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
41.9K
+ 90.95%
N/A
88K $0
T Rowe Price ETF Inc
16.6K
+ 227.55%
N/A
23.9K $0
Super Micro Computer Inc
3.66K
+ 50.64%
N/A
10.9K $0
Ge Healthcare Technologies I
8.03K
+ 212.23%
N/A
11.8K $0
Grayscale Ethereum Trust ETF
3.05K
+ 22.53%
N/A
16.6K $0
PSL
Invesco Dwa Consumer Staples M
19
+ 0.43%
N/A
4.45K $0
Pgim ETF Tr
4.89K
+ 55.62%
N/A
13.7K $0
Fidelity Covington Trust
914
+ 3.84%
N/A
24.7K $0
Fidelity Covington Trust
15.4K
+ 16.23%
N/A
110K $0
Fidelity Covington Trust
2.45K
+ 24.45%
N/A
12.5K $0
FMIL
Fidelity Covington Tr New Mill
5
+ 0.07%
N/A
6.79K $0
Healthcare Rlty Tr
19.9K
+ 91.15%
N/A
41.7K $0
Ge Vernova Inc
7.82K
+ 167.47%
N/A
12.5K $0
Invesco Actively Managed Exc
167K
+ 164.42%
N/A
269K $0
Pimco ETF Tr
21.9K
+ 130.64%
N/A
38.6K $0
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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