Madison Wealth Partners, Inc Sells in Q2 2025

Madison Wealth Partners, Inc

  • $405 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-4.56K
- 20.79%
$102.31 - $105.8 $467K - $482K
17.4K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.95K
- 14.34%
$152.93 - $181.74 $604K - $718K
23.6K $4.29M
JPM
Jpmorgan Chase & CO

Financial Services
-2.19K
- 29.32%
$210.28 - $289.91 $460K - $634K
5.27K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.3K
- 26.05%
$24.32 - $27.87 $226K - $259K
26.4K $699K
BALT
Innovator Etfs Tr
-9.46K
- 22.8%
$30.33 - $32.1 $287K - $304K
32K $1.03M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-19.7K
- 21.87%
$10.78 - $11.28 $212K - $222K
70.4K $783K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.88K
- 17.52%
$50.34 - $51.86 $145K - $150K
13.6K $697K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-4.19K
- 30.44%
$23.54 - $27.53 $98.6K - $115K
9.57K $247K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.12K
- 33.29%
$48.81 - $59.48 $104K - $126K
4.26K $252K
LLY
Eli Lilly & CO

Healthcare
-86
- 9.92%
$713.71 - $898.95 $61.4K - $77.3K
781 $608K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-4.99K
- 11.21%
$12.71 - $14.52 $63.4K - $72.5K
39.5K $549K
GOOGL
Alphabet Inc.

Communication Services
-2.32K
- 15.57%
$144.7 - $178.6 $335K - $413K
12.6K $2.21M
MA
Mastercard Inc

Financial Services
-168
- 24.96%
$479.92 - $590.74 $80.6K - $99.2K
505 $283K
HD
Home Depot, Inc.

Consumer Cyclical
-185
- 16.0%
$335.24 - $380.78 $62K - $70.4K
971 $356K
LNT
Alliant Energy Corp

Utilities
-148
- 1.09%
$58.79 - $64.85 $8.7K - $9.6K
13.4K $810K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.21K
- 20.88%
$49.18 - $50.17 $59.3K - $60.5K
4.57K $229K
PEP
Pepsico Inc

Consumer Defensive
-129
- 6.11%
$128.02 - $151.37 $16.5K - $19.5K
1.98K $261K
JNJ
Johnson & Johnson

Healthcare
-96
- 3.84%
$146.36 - $159.82 $14.1K - $15.3K
2.4K $367K
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 6.58%
$285.55 - $321.23 $21.4K - $24.1K
1.07K $311K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.31K
- 14.69%
$54.19 - $67.22 $70.8K - $87.9K
7.59K $510K
HYG
Ishares Tr

ETFs
-244
- 6.93%
$75.75 - $80.65 $18.5K - $19.7K
3.28K $264K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-123
- 1.4%
$96.84 - $99.46 $11.9K - $12.2K
8.67K $860K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-222
- 4.85%
$45.12 - $46.23 $10K - $10.3K
4.36K $201K
SUB
Ishares Short Term National Mu

ETFs
-99
- 2.07%
$104.77 - $106.34 $10.4K - $10.5K
4.69K $499K
USB
Us Bancorp \De\

Financial Services
-500
- 8.94%
$36.4 - $45.76 $18.2K - $22.9K
5.09K $230K
IEMG
Ishares Inc

ETFs
-43
- 0.27%
N/A
15.9K $852K
ILCV
Ishares Morningstar Value ETF

ETFs
-831
- 2.37%
$72.16 - $83.39 $60K - $69.3K
34.3K $2.86M
CSHI
Shp ETF Tr Neos Enhanced Incom
-8.11K
- 37.49%
N/A
13.5K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-26
- 2.37%
$168.34 - $195.42 $4.38K - $5.08K
1.07K $209K
ILCG
Ishares Morningstar Growth ETF
-1.02K
- 2.44%
N/A
40.8K $0
Victory Portfolios Ii
-4.75K
- 2.88%
N/A
160K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-20
- 1.12%
$166.82 - $194.23 $3.34K - $3.88K
1.76K $342K
IWS
Ishares Russell Midcap Value E

ETFs
-19
- 1.05%
$110.58 - $132.14 $2.1K - $2.51K
1.8K $237K
F
Ford Motor CO

Consumer Cyclical
-153
- 1.16%
$8.69 - $10.85 $1.33K - $1.66K
13.1K $141K
EFV
Msci Eafe Value ETF

ETFs
-29
- 0.85%
$52.4 - $64.65 $1.52K - $1.87K
3.38K $214K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-134
- 1.7%
$114.78 - $133.31 $15.4K - $17.9K
7.73K $1.03M
VB
Vanguard Small Cap ETF

ETFs
-13
- 0.67%
$193.73 - $237.37 $2.52K - $3.09K
1.94K $459K
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.06%
$162.76 - $195.77 $326 - $392
3.39K $661K
EFG
Msci Eafe Growth ETF

ETFs
-5
- 0.19%
$89.8 - $112.0 $449 - $560
2.59K $290K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-8
- 0.12%
$55.54 - $69.09 $444 - $553
6.46K $446K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10.7K
- 12.34%
$22.27 - $29.21 $239K - $313K
76.1K $2.22M
VV
Vanguard Large Cap ETF

ETFs
-113
- 3.67%
$228.25 - $285.3 $25.8K - $32.2K
2.97K $847K
IWP
Ishares Russell Mid Cap Growth

ETFs
-13
- 0.46%
$104.34 - $138.68 $1.36K - $1.8K
2.8K $388K
CRWD
Crowd Strike Holdings, Inc.

Technology
-179
- 17.97%
$321.63 - $509.31 $57.6K - $91.2K
817 $416K
KLAC
Kla Corp

Technology
-1
- 0.3%
$576.53 - $902.94 $577 - $903
328 $293K
AMAT
Applied Materials Inc

Technology
-11
- 0.51%
$126.95 - $183.52 $1.4K - $2.02K
2.14K $392K
BAC
Bank Of America Corp

Financial Services
-286
- 1.17%
$34.39 - $47.46 $9.84K - $13.6K
24.2K $1.14M
IGV
Ishares Expanded Tech Software

ETFs
-56
- 0.81%
$80.15 - $109.5 $4.49K - $6.13K
6.88K $753K
PLTR
Palantir Technologies Inc.

Technology
-142
- 4.33%
$74.01 - $144.25 $10.5K - $20.5K
3.14K $427K
Activity Summary
Buys All Purchases 99 New Holdings 21 Increased Positions 78 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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