Pax Financial Group, LLC Purchases and Sells in Q2 2025

Pax Financial Group, LLC

$476 Million
Q2 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	83.8K + 39.62%	$52.4 - $64.65 $4.39M - $5.42M	295K $18.7M
IEMG	104K + 101.3%	N/A	207K $11.1M
IAGG	74.3K + 157.06%	$50.09 - $51.09 $3.72M - $3.8M	122K $6.22M
IVE	10.2K + 15.12%	$168.34 - $195.42 $1.71M - $1.99M	77.4K $15.1M
OEF	7.21K + 43.02%	N/A	24K $6.37M
QUAL	3.53K + 3.31%	$152.42 - $182.82 $538K - $645K	110K $20.1M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STIP	11.3K New	$102.02 - $103.5 $1.15M - $1.17M	11.3K $1.16M
ASTS	17.6K New	$20.07 - $51.83 $353K - $912K	17.6K $821K
NRG	2.77K New	$83.61 - $162.67 $232K - $450K	2.77K $444K
IDT	5.68K New	$46.41 - $68.62 $264K - $390K	5.68K $388K
UGI	7.61K New	$30.18 - $36.59 $230K - $278K	7.61K $277K
NFG	3.19K New	$73.0 - $86.01 $233K - $274K	3.19K $269K

Top Sells

Reduced Positions

169 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-37.6K - 49.89%	$498.8 - $620.9 $18.7M - $23.3M	37.7K $23.4M
IUSB	-89.1K - 14.7%	$45.12 - $46.23 $4.02M - $4.12M	517K $23.9M
AAPL	-15.5K - 43.79%	$172.42 - $223.89 $2.67M - $3.46M	19.8K $4.07M
BOND	-32.8K - 20.19%	$89.87 - $92.93 $2.95M - $3.05M	130K $12M
CORP	-25.5K - 39.83%	$94.14 - $97.31 $2.4M - $2.48M	38.6K $3.75M
HEFA	-61.3K - 72.93%	$32.11 - $38.21 $1.97M - $2.34M	22.8K $863K

Activity Summary All Purchases 64 New Holdings 27 Increased Positions 37 All Sells 169 Reductions 169 Sold out 0 Calls 0 Puts 0

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