Pensionmark Financial Group, LLC Sells in Q1 2025

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROMO
Strategy Shs Newfound/Resolve

ETFs
-359
- 2.68%
$30.1 - $32.88 $10.8K - $11.8K
13K $397K
WMB
Williams Companies, Inc.

Energy
-2.56K
- 11.34%
$54.02 - $61.09 $138K - $157K
20K $1.2M
CUBE
Cube Smart

Real Estate
-529
- 2.15%
$40.23 - $43.23 $21.3K - $22.9K
24.1K $1.03M
MLN
Vaneck Long Muni ETF

ETFs
-1.11K
- 8.44%
$17.22 - $18.0 $19K - $19.9K
12K $208K
VDC
Vanguard Consumer Staples ETF

ETFs
-150
- 12.21%
$206.54 - $226.16 $31K - $33.9K
1.08K $236K
EEMV
Ishares Msci Emerging Markets

ETFs
-784
- 1.09%
$57.07 - $59.29 $44.7K - $46.5K
71.4K $4.17M
FSK
Fs Kkr Capital Corp

Financial Services
-250
- 1.22%
$20.47 - $24.06 $5.12K - $6.02K
20.3K $424K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-155
- 1.49%
$90.0 - $96.32 $14K - $14.9K
10.3K $948K
CGCP
Capital Group Core Plus Income

ETFs
-1.28K
- 2.97%
$21.94 - $22.64 $28.1K - $29K
41.8K $938K
XT
Ishares Tr Exponential Technol

ETFs
-37
- 0.53%
$57.56 - $64.0 $2.13K - $2.37K
6.92K $398K
QDEF
Flexshares Quality Div Defensi

ETFs
-198
- 4.23%
$68.8 - $72.94 $13.6K - $14.4K
4.49K $313K
XLP
Consumer Staples Sector Spdr

ETFs
-216
- 1.82%
N/A
11.7K $887K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-274
- 0.86%
$28.04 - $28.63 $7.68K - $7.84K
31.7K $891K
USFR
Wisdomtree Floating Rate Treas

ETFs
-294
- 6.41%
$50.29 - $50.5 $14.8K - $14.8K
4.3K $216K
PEAK
Healthpeak Properties, Inc.

Real Estate
-764
- 4.93%
N/A
14.7K $279K
FLJP
Franklin Templeton ETF Tr

ETFs
-790
- 5.58%
$27.82 - $30.67 $22K - $24.2K
13.4K $393K
RLMD
Relmada Therapeutics, Inc.

Healthcare
-8.04K
- 27.09%
$0.26 - $0.47 $2.09K - $3.78K
21.6K $5K
GD
General Dynamics Corp

Industrials
-520
- 3.56%
$241.94 - $272.58 $126K - $142K
14.1K $3.84M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-88
- 0.99%
$50.17 - $51.45 $4.41K - $4.53K
8.83K $445K
FSIG
First Tr ETF Iv LTD Duration I
-518
- 2.32%
$18.74 - $19.04 $9.71K - $9.86K
21.8K $412K
LUV
Southwest Airlines CO

Industrials
-226
- 1.1%
$28.18 - $34.84 $6.37K - $7.87K
20.3K $680K
OXLC
Oxford Lane Capital Corp.

Financial Services
-4
- 0.02%
$4.3 - $5.17 $17.2 - $20.7
26.5K $125K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-718
- 0.49%
$23.13 - $23.41 $16.6K - $16.8K
147K $3.41M
EMB
Ishares Tr

ETFs
-437
- 2.09%
$88.64 - $92.03 $38.7K - $40.2K
20.4K $1.85M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-342
- 1.42%
$19.8 - $19.97 $6.77K - $6.83K
23.7K $470K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-100
- 1.92%
$39.51 - $41.0 $3.95K - $4.1K
5.1K $203K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-341
- 2.54%
$9.47 - $11.46 $3.23K - $3.91K
13.1K $140K
VNLA
Janus Henderson Short Duration

ETFs
-99
- 0.65%
$48.89 - $49.21 $4.84K - $4.87K
15.2K $748K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-68
- 0.49%
$20.07 - $20.16 $1.36K - $1.37K
13.9K $280K
STXK
Ea Ser Tr Strive 2000 ETF
-4.87K
- 26.13%
N/A
13.8K $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
-53.9K
- 40.43%
N/A
79.4K $0
Ea Series Trust
-13.1K
- 35.84%
N/A
23.5K $0
STRV
Ea Ser Tr Strive 500 ETF
-7.22K
- 9.15%
N/A
71.7K $0
Trust For Professional Manag
-116
- 0.34%
N/A
33.6K $0
QTUM
ETF Ser Solutions Defiance Qua
-156
- 0.91%
N/A
17.1K $0
Trust For Professional Manag
-349
- 0.57%
N/A
60.5K $0
Trust For Professional Manag
-240
- 0.38%
N/A
63K $0
BAUG
Innovator U.S. Equity Buffer E
-247
- 0.93%
N/A
26.4K $0
PNOV
Innovator U.S. Equity Power Bu
-300
- 5.27%
N/A
5.39K $0
Innovator Etfs Trust
-7.1K
- 22.38%
N/A
24.6K $0
JGRO
J P Morgan Exchange Traded Fd
-40
- 0.97%
N/A
4.11K $0
Innovator Etfs Trust
-81
- 0.73%
N/A
11K $0
Lam Research Corp
-513
- 8.85%
N/A
5.29K $0
Innovator Etfs Trust
-8.68K
- 8.66%
N/A
91.5K $0
Ge Vernova Inc
-965
- 31.17%
N/A
2.13K $0
Innovator Etfs Trust
-8.23K
- 11.81%
N/A
61.5K $0
Managed Portfolio Series
-581
- 6.0%
N/A
9.11K $0
Innovator Etfs Trust
-3.07K
- 2.67%
N/A
112K $0
Pacer Fds Tr
-98.7K
- 38.79%
N/A
156K $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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email