Pensionmark Financial Group, LLC Incresed Positions in Q2 2025

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Sharkninja Inc
98
+ 3.05%
N/A
3.31K $0
Innovator Etfs Trust
8.15K
+ 18.65%
N/A
51.9K $0
Innovator Etfs Trust
6.95K
+ 16.48%
N/A
49.1K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
838
+ 5.12%
N/A
17.2K $0
Ishares Bitcoin Trust ETF
9.89K
+ 30.69%
N/A
42.1K $0
Innovator Etfs Trust
10.2K
+ 8.38%
N/A
132K $0
Grayscale Ethereum Trust ETF
2.49K
+ 22.42%
N/A
13.6K $0
Global X Fds
18.2K
+ 78.98%
N/A
41.2K $0
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21
+ 0.13%
$22.81 - $22.97 $479 - $482
15.6K $357K
Managed Portfolio Series
797
+ 8.75%
N/A
9.9K $0
Northern Lts Fd Tr Iv
135
+ 4.9%
N/A
2.89K $0
Bitwise Bitcoin ETF Tr
30
+ 0.56%
N/A
5.4K $0
Lam Research Corp
6.66K
+ 125.98%
N/A
11.9K $0
Morgan Stanley ETF Trust
81.3K
+ 48.5%
N/A
249K $0
Ge Vernova Inc
8.67K
+ 406.9%
N/A
10.8K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
13.6K
+ 159.11%
N/A
22.1K $0
Rbb Fd Inc
10.2K
+ 162.71%
N/A
16.4K $0
T Rowe Price ETF Inc
23.6K
+ 11.36%
N/A
231K $0
FSK
Fs Kkr Capital Corp

Financial Services
97
+ 0.48%
$17.95 - $21.5 $1.74K - $2.09K
20.4K $422K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
10
+ 0.04%
$38.92 - $46.4 $389 - $464
26.6K $1.17M
AES
Aes Corp

Utilities
2.67K
+ 17.24%
$9.63 - $12.55 $25.7K - $33.5K
18.1K $190K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
515
+ 6.55%
$61.03 - $67.59 $31.4K - $34.8K
8.38K $535K
FMB
First Tr Exchange Traded Fd Ii

ETFs
85
+ 0.96%
$49.12 - $50.93 $4.18K - $4.33K
8.91K $443K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
71
+ 0.2%
$50.34 - $51.86 $3.57K - $3.68K
36.4K $1.87M
TLRY
Tilray Brands, Inc.

Healthcare
516
+ 1.85%
$0.36 - $0.65 $186 - $335
28.4K $11K
O
Realty Income Corp

Real Estate
764
+ 0.59%
$52.27 - $58.52 $39.9K - $44.7K
131K $7.53M
FXG
First Tr Exchange Traded First

ETFs
3
+ 0.07%
$61.21 - $66.04 $184 - $198
4.2K $265K
BRKL
Brookline Bancorp Inc

Financial Services
4
+ 0.01%
$9.53 - $11.11 $38.1 - $44.4
27.4K $289K
LCID
Lucid Group, Inc.

Consumer Cyclical
6.41K
+ 8.19%
$2.1 - $2.96 $13.5K - $19K
84.7K $178K
AVY
Avery Dennison Corp

Industrials
4
+ 0.07%
$159.58 - $183.97 $638 - $736
5.45K $955K
SLB
Schlumberger Limited

Energy
974
+ 16.95%
$31.95 - $42.2 $31.1K - $41.1K
6.72K $227K
FBT
First Trust Nyse Arca Biotechn

ETFs
323
+ 4.14%
$145.67 - $165.99 $47.1K - $53.6K
8.13K $1.31M
MCI
Barings Corporate Investors

Financial Services
476
+ 2.32%
$18.92 - $22.71 $9.01K - $10.8K
21K $455K
NWL
Newell Brands Inc.

Consumer Defensive
1.14K
+ 2.6%
$4.48 - $6.27 $5.13K - $7.17K
45.1K $243K
MSI
Motorola Solutions, Inc.

Technology
1.64K
+ 3.96%
$394.72 - $440.39 $647K - $721K
43K $18.1M
EOG
Eog Resources Inc

Energy
318
+ 3.95%
$104.61 - $129.97 $33.3K - $41.3K
8.36K $1M
AON
Aon PLC

Financial Services
276
+ 8.97%
$335.85 - $398.81 $92.7K - $110K
3.35K $1.2M
BIIB
Biogen Inc.

Healthcare
184
+ 2.92%
$113.38 - $135.49 $20.9K - $24.9K
6.48K $813K
BP
Bp PLC

Energy
338
+ 2.11%
$26.11 - $33.81 $8.83K - $11.4K
16.3K $489K
MO
Altria Group, Inc.

Consumer Defensive
193
+ 0.42%
$55.56 - $60.91 $10.7K - $11.8K
45.8K $2.68M
RC
Ready Capital Corp

Real Estate
892
+ 1.13%
$4.13 - $5.15 $3.68K - $4.59K
79.7K $348K
IP
International Paper CO

Consumer Cyclical
118
+ 0.99%
$43.89 - $54.46 $5.18K - $6.43K
12K $561K
ROP
Roper Technologies Inc

Industrials
107
+ 1.5%
$519.19 - $590.78 $55.6K - $63.2K
7.26K $4.11M
MUB
Ishares National Muni Bond ETF

ETFs
453
+ 0.27%
$102.31 - $105.8 $46.3K - $47.9K
170K $17.7M
SNY
Sanofi

Healthcare
6.28K
+ 10.63%
$47.62 - $55.44 $299K - $348K
65.4K $3.16M
EPD
Enterprise Products Partners L.P.

Energy
766
+ 1.5%
$28.95 - $34.22 $22.2K - $26.2K
51.7K $1.6M
FANG
Diamondback Energy, Inc.

Energy
3.08K
+ 12.31%
$119.25 - $161.49 $367K - $497K
28.1K $3.86M
DVN
Devon Energy Corp

Energy
136
+ 0.5%
$26.8 - $37.92 $3.64K - $5.16K
27.3K $866K
MDT
Medtronic PLC

Healthcare
2.87K
+ 1.87%
$80.68 - $88.86 $231K - $255K
156K $13.6M
Activity Summary
Buys All Purchases 662 New Holdings 151 Increased Positions 511 Sells All Sells 407 Reductions 407 Sold out 0 Options Calls 5 Puts 5
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