Operose Advisors LLC Sells in Q2 2025

Operose Advisors LLC

  • $353 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.62K
- 30.38%
$496.48 - $617.85 $2.79M - $3.47M
12.9K $7.95M
TGT
Target Corp

Consumer Defensive
-5.53K
- 97.87%
$88.76 - $105.77 $490K - $584K
120 $11K
MUB
Ishares National Muni Bond ETF

ETFs
-3.95K
- 46.8%
$102.31 - $105.8 $404K - $418K
4.49K $468K
PFE
Pfizer Inc

Healthcare
-15K
- 98.22%
$21.59 - $24.84 $324K - $373K
272 $6K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-15K
- 25.92%
$33.85 - $44.55 $508K - $668K
42.9K $1.9M
VB
Vanguard Small Cap ETF

ETFs
-1.39K
- 25.97%
$193.73 - $237.37 $270K - $330K
3.97K $940K
FNDX
Schwab Fundamental U S Large C

ETFs
-5.39K
- 90.22%
$20.84 - $24.54 $112K - $132K
584 $14K
IDV
Ishares Tr

ETFs
-22K
- 12.12%
$27.79 - $34.84 $613K - $768K
160K $5.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.4%
$483.48 - $539.8 $4.83K - $5.4K
2.48K $1.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.35K
- 9.43%
$45.07 - $52.57 $60.8K - $70.9K
12.9K $632K
JNJ
Johnson & Johnson

Healthcare
-110
- 3.86%
$146.36 - $159.82 $16.1K - $17.6K
2.74K $418K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.63K
- 16.42%
$29.0 - $30.68 $47.4K - $50.1K
8.31K $255K
DHR
Danaher Corp

Healthcare
-157
- 20.5%
$174.64 - $205.16 $27.4K - $32.2K
609 $120K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-2.34K
- 14.76%
$40.79 - $50.93 $95.6K - $119K
13.5K $689K
MSI
Motorola Solutions, Inc.

Technology
-14
- 0.9%
$394.72 - $440.39 $5.53K - $6.17K
1.55K $650K
BP
Bp PLC

Energy
-620
- 82.67%
$26.11 - $33.81 $16.2K - $21K
130 $3K
FV
First Trust Dorsey Wright Focu

ETFs
-345
- 47.0%
$48.43 - $59.26 $16.7K - $20.4K
389 $23K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.27K
- 11.98%
$52.84 - $65.52 $67.2K - $83.3K
9.34K $611K
DAL
Delta Air Lines, Inc.

Industrials
-299
- 92.28%
$35.88 - $52.99 $10.7K - $15.8K
25 $1K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-147
- 6.44%
$107.61 - $119.09 $15.8K - $17.5K
2.13K $253K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-962
- 2.55%
$20.12 - $21.0 $19.4K - $20.2K
36.8K $770K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-64
- 8.78%
$152.93 - $181.74 $9.79K - $11.6K
665 $120K
AMT
American Tower Corp

Real Estate
-32
- 17.58%
$203.96 - $228.19 $6.53K - $7.3K
150 $33K
KMI
Kinder Morgan, Inc.

Energy
-230
- 26.26%
$25.21 - $29.4 $5.8K - $6.76K
646 $18K
SPGI
S&P Global Inc.

Financial Services
-14
- 5.19%
$438.31 - $527.29 $6.14K - $7.38K
256 $134K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-152
- 22.49%
$48.48 - $67.3 $7.37K - $10.2K
524 $35K
DIS
Walt Disney CO

Communication Services
-17
- 8.95%
$81.72 - $124.01 $1.39K - $2.11K
173 $21K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-1
- 0.02%
$39.69 - $51.24 $39.7 - $51.2
5.31K $271K
IVE
Ishares S&P 500 Value ETF

ETFs
-37
- 0.29%
$168.34 - $195.42 $6.23K - $7.23K
12.6K $2.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 1.09%
$221.86 - $362.89 $2.66K - $4.35K
1.09K $346K
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.02K
- 10.15%
$82.51 - $109.2 $250K - $330K
26.8K $2.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.63K
- 2.78%
$90.56 - $109.49 $238K - $288K
91.9K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 0.56%
$167.32 - $223.3 $8.03K - $10.7K
8.54K $1.87M
IVW
Ishares S&P 500 Growth ETF

ETFs
-66
- 0.3%
$82.96 - $110.1 $5.48K - $7.27K
21.8K $2.4M
MSFT
Microsoft Corp

Technology
-133
- 1.56%
$354.56 - $497.45 $47.2K - $66.2K
8.41K $4.18M
VOT
Vanguard Mid Cap Growth Index

ETFs
-300
- 0.76%
$216.28 - $284.39 $64.9K - $85.3K
39K $11.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-394
- 0.11%
$114.78 - $133.31 $45.2K - $52.5K
353K $47M
Activity Summary
Buys All Purchases 131 New Holdings 39 Increased Positions 92 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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