Proactive Wealth Strategies LLC Purchases in Q2 2025

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
559
+ 7.98%
$64.62 - $74.0 $36.1K - $41.4K
7.56K $542K
BAC
Bank Of America Corp

Financial Services
668
+ 10.49%
$34.39 - $47.46 $23K - $31.7K
7.04K $333K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43
+ 0.31%
$51.16 - $62.02 $2.2K - $2.67K
13.7K $849K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
378
+ 2.74%
$25.48 - $31.98 $9.63K - $12.1K
14.1K $452K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
44
+ 0.35%
$26.53 - $32.81 $1.17K - $1.44K
12.6K $409K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4
+ 0.04%
$21.8 - $27.71 $87.2 - $111
11K $302K
FEX
First Tr Large Cap Core Alphde

ETFs
10
+ 0.24%
$90.17 - $109.96 $902 - $1.1K
4.12K $453K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.12%
$224.16 - $285.86 $224 - $286
844 $241K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
14
+ 0.33%
$65.41 - $79.66 $916 - $1.12K
4.26K $339K
FTCS
First Trust Capital Strength E

ETFs
79
+ 0.84%
$81.6 - $92.39 $6.45K - $7.3K
9.45K $859K
FIW
First Trust Water ETF

ETFs
5
+ 0.23%
$90.26 - $108.05 $451 - $540
2.16K $233K
FTA
First Tr Large Cap Value

ETFs
22
+ 0.4%
$67.12 - $78.63 $1.48K - $1.73K
5.55K $436K
ILCV
Ishares Morningstar Value ETF

ETFs
21
+ 0.48%
$72.16 - $83.39 $1.52K - $1.75K
4.39K $366K
HYLS
First Tr Tactical High Yield L

ETFs
77
+ 0.89%
$39.8 - $41.84 $3.06K - $3.22K
8.7K $364K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.45%
$166.82 - $194.23 $1K - $1.17K
1.34K $259K
LDSF
First Tr ETF Viii Low Duration

ETFs
51
+ 0.13%
$18.64 - $19.01 $951 - $970
39.7K $755K
FTSL
First Trust Senior Ln Fund

ETFs
116
+ 1.7%
$44.58 - $46.07 $5.17K - $5.34K
6.94K $319K
FPE
First Tr Pfd Secs & Income ETF

ETFs
221
+ 1.4%
$16.93 - $17.81 $3.74K - $3.94K
16K $284K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
58
+ 0.68%
$32.97 - $35.53 $1.91K - $2.06K
8.53K $303K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
43
+ 1.11%
$51.68 - $52.76 $2.22K - $2.27K
3.9K $206K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
63
+ 1.1%
$45.2 - $46.6 $2.85K - $2.94K
5.81K $269K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
47
+ 1.02%
$48.5 - $49.35 $2.28K - $2.32K
4.65K $229K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
15
+ 1.2%
$167.22 - $212.42 $2.51K - $3.19K
1.26K $250K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
19
+ 0.16%
$30.24 - $35.31 $575 - $671
11.7K $405K
LLY
Eli Lilly & CO

Healthcare
74
+ 5.59%
$713.71 - $898.95 $52.8K - $66.5K
1.4K $1.09M
ODFL
Old Dominion Freight Line, Inc.

Industrials
3
+ 0.23%
$146.74 - $176.07 $440 - $528
1.28K $208K
NEE
Nextera Energy Inc

Utilities
61
+ 0.75%
$64.11 - $75.0 $3.91K - $4.58K
8.18K $568K
RVNU
Xtrackers Municipal Infrastruc

ETFs
344
+ 0.69%
$23.4 - $24.92 $8.05K - $8.57K
50.4K $1.21M
CVX
Chevron Corp

Energy
171
+ 6.83%
$133.73 - $168.51 $22.9K - $28.8K
2.67K $383K
FDL
First Tr Morningstar Dividend

ETFs
563
+ 0.73%
$38.19 - $43.19 $21.5K - $24.3K
77.7K $3.26M
AMGN
Amgen Inc

Healthcare
4
+ 0.11%
$262.28 - $309.85 $1.05K - $1.24K
3.49K $975K
BMY
Bristol Myers Squibb CO

Healthcare
1.72K
+ 4.52%
$44.12 - $59.6 $75.8K - $102K
39.7K $1.84M
Activity Summary
Buys All Purchases 83 New Holdings 11 Increased Positions 72 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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