Pensionmark Financial Group, LLC Purchases in Q1 2025

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
91
+ 1.19%
$120.5 - $145.97 $11K - $13.3K
7.71K $1.02M
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.02%
$62.56 - $65.85 $62.6 - $65.9
4.2K $274K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
325
+ 2.56%
$196.12 - $229.48 $63.7K - $74.6K
13K $2.63M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
28
+ 0.59%
$47.59 - $48.35 $1.33K - $1.35K
4.8K $232K
TKR
Timken CO

Industrials
9
+ 0.17%
$69.85 - $83.79 $629 - $754
5.32K $382K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
70
+ 1.82%
$62.72 - $71.92 $4.39K - $5.03K
3.92K $247K
TFLO
Ishares Treasury Floating Rate

ETFs
41
+ 0.84%
$50.48 - $50.68 $2.07K - $2.08K
4.95K $250K
VOOV
Vanguard S&P 500 Value ETF

ETFs
25
+ 0.39%
$179.71 - $192.06 $4.49K - $4.8K
6.44K $1.19M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
13
+ 0.08%
$23.29 - $23.38 $303 - $304
16.7K $390K
VONE
Vanguard Russell 1000 ETF

ETFs
46
+ 5.61%
$250.16 - $278.79 $11.5K - $12.8K
866 $219K
CRH.L
Crh PLC

Basic Materials
1.45K
+ 56.57%
N/A
4.01K $0
Arista Networks Inc
7.01K
+ 102.29%
N/A
13.9K $0
FNY
First Trust Mid Cap Growth Alp
100
+ 1.28%
N/A
7.93K $0
HYGW
Ishares Tr High Yield Corporat
4.56K
+ 71.75%
N/A
10.9K $0
Celestica Inc
3.15K
New
N/A
3.15K $0
Ge Healthcare Technologies I
3.19K
+ 63.67%
N/A
8.2K $0
T Rowe Price ETF Inc
1.98K
+ 10.53%
N/A
20.8K $0
Ishares Bitcoin Trust ETF
5.33K
+ 19.81%
N/A
32.2K $0
TGT
Target Corp

Consumer Defensive
2.19K
+ 29.52%
$103.65 - $142.5 $227K - $312K
9.6K $1M
VUSB
Vanguard Bd Index Fds
51.3K
New
N/A
51.3K $0
Healthcare Rlty Tr
3.79K
+ 31.1%
N/A
16K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
25.1K
+ 11.58%
N/A
242K $0
American Healthcare Reit Inc
1
+ 0.0%
N/A
33.7K $0
Gsk PLC
5.09K
+ 52.38%
N/A
14.8K $0
Global X Fds
11.4K
+ 97.82%
N/A
23K $0
Alps ETF Tr
28.9K
+ 10.87%
N/A
295K $0
Ea Series Trust
7.22K
+ 24.21%
N/A
37K $0
Veralto Corp
94
+ 3.33%
N/A
2.92K $0
Elevation Series Trust
1.27K
+ 2.59%
N/A
50.3K $0
Fidelity Wise Origin Bitcoin
753
+ 22.38%
N/A
4.12K $0
Innovator Etfs Trust
16.2K
New
N/A
16.2K $0
Innovator Etfs Trust
7.4K
+ 20.38%
N/A
43.7K $0
Capital Group Conservative E
7.06K
+ 35.49%
N/A
26.9K $0
Tidal Tr Ii
60K
+ 51.24%
N/A
177K $0
Tidal Tr Ii
67.6K
+ 29.69%
N/A
295K $0
QTOC
Innovator Etfs Tr Growth Accel
500
+ 4.27%
N/A
12.2K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
1.08K
+ 7.06%
N/A
16.4K $0
Invesco Actively Managed Exc
10.6K
New
N/A
10.6K $0
Innovator Etfs Trust
13.7K
New
N/A
13.7K $0
SFLR
Innovator Etfs Tr Equity Manag
3
+ 0.01%
N/A
23.9K $0
Innovator Etfs Trust
1.53K
+ 5.09%
N/A
31.5K $0
Innovator Etfs Trust
1.5K
+ 11.54%
N/A
14.5K $0
Innovator Etfs Trust
30.8K
+ 269.26%
N/A
42.2K $0
Tidal Tr Ii
46.9K
+ 57.8%
N/A
128K $0
Capital Group Core Balanced
42.2K
+ 66.67%
N/A
105K $0
Rbb Fd Inc
6.25K
New
N/A
6.25K $0
Blackrock ETF Trust
12.2K
New
N/A
12.2K $0
Maplebear Inc
6.29K
New
N/A
6.29K $0
Northern Lts Fd Tr Iv
485
+ 21.36%
N/A
2.76K $0
Activity Summary
Buys All Purchases 686 New Holdings 119 Increased Positions 567 Sells All Sells 304 Reductions 304 Sold out 0 Options Calls 2 Puts 2
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