J.W. Cole Advisors, Inc. Sells in Q2 2025

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-64.8K
- 91.03%
$100.35 - $100.71 $6.51M - $6.53M
6.39K $643K
USFR
Wisdomtree Floating Rate Treas

ETFs
-77.6K
- 62.55%
$50.28 - $50.47 $3.9M - $3.92M
46.4K $2.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-42.9K
- 16.6%
$24.32 - $27.87 $1.04M - $1.2M
215K $5.71M
DUK
Duke Energy Corp

Utilities
-5.61K
- 5.97%
$112.46 - $124.05 $631K - $696K
88.3K $10.4M
DVN
Devon Energy Corp

Energy
-4.04K
- 3.31%
$26.8 - $37.92 $108K - $153K
118K $3.75M
SUN
Sunoco LP

Energy
-5.38K
- 7.65%
$50.38 - $59.13 $271K - $318K
64.9K $3.48M
KO
Coca Cola CO

Consumer Defensive
-4.51K
- 2.67%
$68.37 - $73.9 $308K - $333K
165K $11.6M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-5.94K
- 22.3%
$58.28 - $65.68 $346K - $390K
20.7K $1.32M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.1K
- 9.63%
$48.13 - $49.85 $342K - $354K
66.6K $3.27M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-40.2K
- 8.09%
$5.25 - $5.92 $211K - $238K
457K $2.58M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-13.4K
- 5.24%
$11.35 - $12.45 $152K - $167K
242K $2.89M
HCA
Hca Healthcare, Inc.

Healthcare
-1.03K
- 28.87%
$317.61 - $387.52 $326K - $397K
2.53K $967K
DSL
Double Line Income Solutions Fund

Financial Services
-15.6K
- 30.76%
$11.15 - $12.57 $174K - $196K
35.1K $429K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-6.14K
- 33.08%
$33.47 - $40.22 $205K - $247K
12.4K $488K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-2.53K
- 52.58%
$66.1 - $97.75 $167K - $247K
2.28K $213K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-8.07K
- 14.85%
$22.87 - $23.14 $185K - $187K
46.3K $1.07M
SGOL
Abrdn Gold ETF Trust

ETFs
-6.44K
- 47.23%
$28.39 - $32.75 $183K - $211K
7.2K $227K
ZTR
Virtus Total Return Fund Inc.

Financial
-35.2K
- 20.73%
$5.33 - $6.23 $188K - $220K
135K $839K
RWO
Spdr Dow Jones Global Real Est

ETFs
-4.02K
- 42.79%
$38.85 - $45.0 $156K - $181K
5.38K $237K
BCC
Boise Cascade CO

Basic Materials
-60
- 0.41%
$83.96 - $102.07 $5.04K - $6.12K
14.6K $1.27M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.59K
- 9.15%
$186.58 - $225.78 $297K - $360K
15.8K $3.45M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.04K
- 8.03%
$44.37 - $50.04 $90.6K - $102K
23.4K $1.11M
ADSK
Autodesk, Inc.

Technology
-668
- 25.05%
N/A
2K $491K
SBLK
Star Bulk Carriers Corp.

Industrials
-11.7K
- 47.68%
$12.66 - $17.4 $149K - $204K
12.9K $222K
EIX
Edison International

Utilities
-548
- 3.13%
$48.32 - $59.92 $26.5K - $32.8K
17K $875K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-169
- 9.64%
$421.16 - $509.5 $71.2K - $86.1K
1.58K $705K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-9.06K
- 10.05%
$9.75 - $10.96 $88.4K - $99.3K
81.1K $840K
VNQ
Vanguard Specialized Funds Van

ETFs
-751
- 1.9%
$79.79 - $91.42 $59.9K - $68.7K
38.8K $3.46M
VRIG
Invesco Actively Managed ETF F

ETFs
-4.94K
- 13.82%
$24.89 - $25.14 $123K - $124K
30.8K $771K
RC
Ready Capital Corp

Real Estate
-14.4K
- 23.29%
$4.13 - $5.15 $59.6K - $74.4K
47.5K $207K
MKL
Markel Corp

Financial Services
-87
- 14.75%
$1678.5 - $1997.36 $146K - $174K
503 $1M
OMC
Omnicom Group Inc.

Communication Services
-545
- 9.97%
$69.22 - $79.77 $37.7K - $43.5K
4.92K $354K
SHEL
Shell PLC

Energy
-123
- 0.43%
$59.75 - $73.05 $7.35K - $8.99K
28.3K $1.99M
IVT
Inven Trust Properties Corp.

Real Estate
-1.81K
- 9.39%
$25.97 - $29.73 $47K - $53.8K
17.5K $478K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-3.11K
- 14.3%
$54.28 - $67.95 $169K - $211K
18.6K $1.27M
GNL
Global Net Lease, Inc.

Real Estate
-2.23K
- 1.61%
$6.82 - $8.08 $15.2K - $18K
136K $1.02M
FTSL
First Trust Senior Ln Fund

ETFs
-2.07K
- 2.65%
$44.58 - $46.07 $92.4K - $95.5K
76K $3.49M
BGS
B&G Foods, Inc.

Consumer Defensive
-2.62K
- 10.96%
$4.02 - $7.07 $10.5K - $18.5K
21.3K $90K
HUBS
Hubspot Inc

Technology
-114
- 15.86%
$487.07 - $672.24 $55.5K - $76.6K
605 $336K
TREX
Trex CO Inc

Industrials
-842
- 11.47%
$50.52 - $61.77 $42.5K - $52K
6.5K $353K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-686
- 30.82%
$134.25 - $172.52 $92.1K - $118K
1.54K $265K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.5K
- 12.63%
$29.07 - $29.38 $72.6K - $73.4K
17.3K $506K
CLF
Cleveland Cliffs Inc.

Basic Materials
-4.77K
- 9.81%
$5.83 - $8.88 $27.8K - $42.3K
43.8K $333K
EMN
Eastman Chemical CO

Basic Materials
-185
- 4.7%
$72.7 - $88.29 $13.4K - $16.3K
3.75K $280K
GBX
Greenbrier Companies Inc

Industrials
-252
- 2.55%
$39.63 - $51.99 $9.99K - $13.1K
9.65K $444K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.24K
- 19.39%
$10.78 - $11.28 $56.5K - $59.2K
21.8K $242K
VICI
Vici Properties Inc.

Real Estate
-1.79K
- 20.49%
$29.41 - $32.97 $52.5K - $58.9K
6.93K $225K
PML
Pimco Municipal Income Fund Ii

Financial Services
-1.87K
- 2.71%
$7.29 - $8.14 $13.6K - $15.2K
67.1K $499K
HPS
John Hancock Preferred Income Fund Iii

Financial Services
-1.2K
- 2.13%
$13.62 - $15.14 $16.4K - $18.2K
55.1K $785K
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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