Motive Wealth Advisors Purchases and Sells in Q2 2025

Motive Wealth Advisors

$217 Million
Q2 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	65.5K + 18.97%	$45.65 - $57.01 $2.99M - $3.73M	411K $23.4M
SPYG	16.9K + 25.54%	$71.83 - $95.32 $1.21M - $1.61M	82.9K $7.91M
QUAL	8.99K + 13.31%	$152.42 - $182.82 $1.37M - $1.64M	76.5K $14M
NVDA	3.64K + 15.64%	$94.31 - $157.99 $343K - $574K	26.9K $4.25M
SPYV	28.8K + 26.27%	$45.11 - $52.34 $1.3M - $1.51M	139K $7.25M
IUSG	1.84K + 3.52%	$113.67 - $150.4 $209K - $276K	54K $8.12M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.94K New	$456.74 - $568.03 $888K - $1.1M	1.94K $1.1M
AMD	2.09K New	$78.21 - $143.81 $163K - $301K	2.09K $296K
INTU	343 New	$544.07 - $787.63 $187K - $270K	343 $270K
CSCO	3.76K New	$53.19 - $69.38 $200K - $261K	3.76K $261K
PM	1.4K New	$149.23 - $184.95 $210K - $260K	1.4K $255K
GS	355 New	$462.22 - $707.75 $164K - $251K	355 $251K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-11.4K - 12.04%	$72.02 - $73.82 $824K - $845K	83.6K $6.16M
SGOV	-7.01K - 7.09%	$100.35 - $100.71 $703K - $706K	91.8K $9.24M
VTEB	-9.17K - 9.74%	$48.13 - $49.85 $441K - $457K	85K $4.17M
GBIL	-4.82K - 59.94%	$99.83 - $100.19 $481K - $483K	3.22K $322K
MUB	-1.99K - 5.16%	$102.31 - $105.8 $204K - $211K	36.6K $3.83M
IEMG	-1.05K - 1.93%	N/A	53.4K $2.86M

Activity Summary All Purchases 66 New Holdings 18 Increased Positions 48 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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