Level Four Advisory Services, LLC Reduced Holdings in Q2 2025

Level Four Advisory Services, LLC

  • $2.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-181
- 4.36%
N/A
3.98K $228K
DNL
Wiswisdomtree Tr

ETFs
-1.08K
- 15.44%
$32.16 - $40.27 $34.8K - $43.6K
5.93K $238K
BST
Black Rock Science & Technology Trust

Financial Services
-1.24K
- 17.69%
$29.62 - $38.3 $36.8K - $47.5K
5.78K $220K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-298
- 8.26%
$54.27 - $63.01 $16.2K - $18.8K
3.31K $207K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-333
- 1.86%
$23.36 - $24.11 $7.78K - $8.03K
17.6K $419K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-118
- 1.07%
$23.4 - $24.92 $2.76K - $2.94K
10.9K $262K
TRV
Travelers Companies, Inc.

Financial Services
-72
- 2.35%
$233.83 - $276.34 $16.8K - $19.9K
3K $801K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-452
- 0.52%
$20.66 - $20.74 $9.34K - $9.37K
86.4K $1.79M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-171
- 6.21%
$162.34 - $192.15 $27.8K - $32.9K
2.58K $496K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-47
- 0.71%
$45.9 - $48.26 $2.16K - $2.27K
6.62K $309K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-328
- 10.47%
$71.86 - $82.66 $23.6K - $27.1K
2.81K $231K
HYG
Ishares Tr

ETFs
-300
- 3.57%
$75.75 - $80.65 $22.7K - $24.2K
8.1K $653K
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.42%
$313.51 - $363.51 $1.57K - $1.82K
1.18K $406K
XLP
Consumer Staples Sector Spdr

ETFs
-112
- 1.48%
N/A
7.47K $568K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-837
- 5.66%
$8.0 - $9.55 $6.7K - $7.99K
14K $131K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-94
- 0.89%
$50.34 - $51.86 $4.73K - $4.87K
10.5K $539K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-112
- 1.59%
$59.8 - $60.07 $6.7K - $6.73K
6.95K $416K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-205
- 5.08%
$376.48 - $440.65 $77.2K - $90.3K
3.83K $1.69M
IMUX
Immunic, Inc.

Healthcare
-387
- 3.47%
$0.66 - $1.15 $255 - $445
10.8K $7K
VPU
Vanguard Utilities ETF

ETFs
-64
- 5.19%
$158.36 - $178.82 $10.1K - $11.4K
1.17K $206K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-202
- 8.95%
$86.05 - $107.7 $17.4K - $21.8K
2.06K $221K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.32K
- 7.33%
$7.69 - $11.46 $17.8K - $26.5K
29.3K $335K
UIS
Unisys Corp

Technology
-487
- 2.87%
$3.71 - $5.73 $1.81K - $2.79K
16.5K $74K
WRB
Berkley W R Corp

Financial Services
-266
- 3.6%
$64.28 - $75.17 $17.1K - $20K
7.12K $522K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-96
- 0.95%
$21.55 - $22.2 $2.07K - $2.13K
9.98K $220K
HLN
Haleon PLC

Healthcare
-370
- 1.92%
$9.27 - $11.41 $3.43K - $4.22K
18.9K $196K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-611
- 2.69%
$10.6 - $12.44 $6.48K - $7.6K
22.1K $273K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-256
- 2.77%
$32.99 - $38.56 $8.45K - $9.87K
9K $341K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-389
- 5.66%
$45.9 - $56.06 $17.9K - $21.8K
6.49K $363K
FXR
First Trust Industrials/Produc

ETFs
-280
- 6.63%
$60.85 - $74.22 $17K - $20.8K
3.94K $292K
HRB
H&R Block Inc

Consumer Cyclical
-8
- 0.16%
$54.32 - $63.04 $435 - $504
4.95K $271K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-65
- 0.65%
$24.37 - $24.56 $1.58K - $1.6K
9.91K $243K
Flutter Entmt PLC
-2
- 0.1%
N/A
2.08K $0
Tempus Ai Inc
-4.38K
- 21.54%
N/A
16K $0
ILCG
Ishares Morningstar Growth ETF
-208
- 0.29%
N/A
70.8K $0
Ftai Aviation LTD
-9.52K
- 71.2%
N/A
3.85K $0
Flagstar Financial Inc
-381
- 0.91%
N/A
41.6K $0
Labcorp Holdings Inc
-54
- 4.75%
N/A
1.08K $0
Super Micro Computer Inc
-3K
- 28.89%
N/A
7.37K $0
Alps ETF Tr
-157K
- 6.8%
N/A
2.15M $0
Ge Vernova Inc
-4.04K
- 56.94%
N/A
3.06K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-212
- 2.34%
$141.87 - $164.49 $30.1K - $34.9K
8.83K $1.45M
Amplify ETF Tr
-101
- 3.34%
N/A
2.92K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.29K
- 4.31%
$35.35 - $42.68 $80.9K - $97.7K
50.8K $2.17M
Celestica Inc
-300
- 3.6%
N/A
8.04K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-541
- 9.66%
N/A
5.06K $0
J P Morgan Exchange Traded F
-2.12K
- 1.24%
N/A
170K $0
Smithfield Foods Inc
-6.24K
- 22.17%
N/A
21.9K $0
NI
Nisource Inc.

Utilities
-86
- 0.47%
$37.11 - $40.64 $3.19K - $3.5K
18.2K $732K
Activity Summary
Buys All Purchases 451 New Holdings 69 Increased Positions 382 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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