Madison Wealth Partners, Inc Purchases and Sells in Q2 2025

Madison Wealth Partners, Inc

$405 Million
Q2 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSG	18K + 4.61%	$113.67 - $150.4 $2.04M - $2.7M	408K $61.4M
ONEQ	18.9K + 8.17%	$60.22 - $80.1 $1.14M - $1.51M	250K $20M
DYNF	29.8K + 6.5%	$43.53 - $54.46 $1.3M - $1.63M	489K $26.6M
IJR	29.4K + 13.63%	$90.56 - $109.49 $2.66M - $3.22M	245K $26.8M
IVV	1.92K + 6.07%	$498.8 - $620.9 $959K - $1.19M	33.6K $20.9M
DGRO	4.71K + 0.77%	$55.22 - $63.94 $260K - $301K	617K $39.4M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	888 New	$855.86 - $1339.13 $760K - $1.19M	888 $1.19M
XLE	4.97K New	$76.44 - $94.13 $380K - $468K	4.97K $421K
SLV	11.2K New	$27.08 - $33.74 $304K - $379K	11.2K $368K
AMD	2.3K New	$78.21 - $143.81 $180K - $331K	2.3K $326K
VST	1.37K New	$98.07 - $195.04 $134K - $266K	1.37K $264K
SNA	795 New	$292.36 - $342.2 $232K - $272K	795 $247K

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	-4.56K - 20.79%	$102.31 - $105.8 $467K - $482K	17.4K $1.82M
RSP	-3.95K - 14.34%	$152.93 - $181.74 $604K - $718K	23.6K $4.29M
JPM	-2.19K - 29.32%	$210.28 - $289.91 $460K - $634K	5.27K $1.53M
SCHD	-9.3K - 26.05%	$24.32 - $27.87 $226K - $259K	26.4K $699K
BALT	-9.46K - 22.8%	$30.33 - $32.1 $287K - $304K	32K $1.03M
PGX	-19.7K - 21.87%	$10.78 - $11.28 $212K - $222K	70.4K $783K

Activity Summary All Purchases 99 New Holdings 21 Increased Positions 78 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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