Planned Solutions, Inc. Purchases and Sells in Q2 2025

Planned Solutions, Inc.

$237 Million
Q2 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	91.6K + 632.34%	$82.96 - $110.1 $7.6M - $10.1M	106K $11.7M
ITOT	11.9K + 7.82%	$108.12 - $135.04 $1.28M - $1.6M	164K $22.1M
AAPL	6.54K + 53.38%	$172.42 - $223.89 $1.13M - $1.46M	18.8K $3.85M
IEFA	3.04K + 3.36%	$67.83 - $84.09 $206K - $255K	93.2K $7.78M
MSFT	172 + 3.58%	$354.56 - $497.45 $61K - $85.6K	4.98K $2.47M
NFLX	110 + 16.25%	$855.86 - $1339.13 $94.1K - $147K	787 $1.05M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STLG	226K New	N/A	226K $11.4M
VUG	1.63K New	$329.49 - $438.4 $535K - $712K	1.63K $712K
QQQM	2.86K New	$171.4 - $227.1 $491K - $650K	2.86K $650K
QCOM	2.11K New	$124.66 - $159.48 $263K - $336K	2.11K $335K
AMZN	1.38K New	$167.32 - $223.3 $230K - $307K	1.38K $302K
AMAT	1.59K New	$126.95 - $183.52 $202K - $292K	1.59K $291K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPGP	-87K - 87.84%	$86.05 - $107.7 $7.48M - $9.37M	12K $1.3M
MINT	-52.6K - 44.42%	$100.04 - $100.54 $5.26M - $5.29M	65.8K $6.62M
SGOV	-36.8K - 62.93%	$100.35 - $100.71 $3.69M - $3.7M	21.7K $2.18M
JVAL	-94.6K - 38.27%	$36.14 - $44.23 $3.42M - $4.19M	153K $6.75M
QQQ	-9.89K - 30.77%	$416.06 - $551.64 $4.12M - $5.46M	22.3K $12.3M
AVUV	-34.5K - 33.46%	$75.17 - $91.21 $2.59M - $3.14M	68.5K $6.24M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITW	-3K - 23.08%	$218.41 - $252.43 $655K - $757K	10K $2.47M

Activity Summary All Purchases 54 New Holdings 19 Increased Positions 35 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 1

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