Proactive Wealth Strategies LLC Sells in Q2 2025

Proactive Wealth Strategies LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-26.3K
- 50.36%
$48.43 - $57.78 $1.27M - $1.52M
25.9K $1.5M
GLD
Spdr Gold Trust

ETFs
-3.61K
- 78.85%
$273.71 - $316.29 $988K - $1.14M
968 $295K
AAPL
Apple Inc.

Technology
-110
- 0.53%
$172.42 - $223.89 $19K - $24.6K
20.6K $4.23M
MDT
Medtronic PLC

Healthcare
-1.21K
- 4.25%
$80.68 - $88.86 $97.2K - $107K
27.2K $2.37M
CTAS
Cintas Corp

Industrials
-915
- 25.61%
$190.11 - $227.66 $174K - $208K
2.66K $592K
LOW
Lowes Companies Inc

Consumer Cyclical
-510
- 26.56%
$210.83 - $235.28 $108K - $120K
1.41K $313K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-72
- 9.16%
$390.26 - $489.06 $28.1K - $35.2K
714 $290K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-1.42K
- 6.69%
$65.75 - $71.57 $93.4K - $102K
19.8K $1.41M
FYT
First Trust Small Cap

ETFs
-2.35K
- 3.28%
$42.78 - $50.73 $101K - $119K
69.4K $3.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-240
- 0.71%
$45.3 - $50.64 $10.9K - $12.2K
33.6K $1.65M
OMC
Omnicom Group Inc.

Communication Services
-262
- 7.63%
$69.22 - $79.77 $18.1K - $20.9K
3.17K $228K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-107
- 5.08%
$99.37 - $134.05 $10.6K - $14.3K
2K $227K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-1.54K
- 19.27%
$74.67 - $97.29 $115K - $150K
6.44K $626K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-678
- 5.98%
$22.66 - $26.12 $15.4K - $17.7K
10.7K $261K
IFRA
Ishares Tr

ETFs
-1.48K
- 23.26%
$40.97 - $49.19 $60.7K - $72.9K
4.89K $240K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-2.04K
- 9.45%
$24.61 - $25.89 $50.2K - $52.8K
19.5K $503K
FSK
Fs Kkr Capital Corp

Financial Services
-406
- 0.64%
$17.95 - $21.5 $7.29K - $8.73K
63.4K $1.32M
FXG
First Tr Exchange Traded First

ETFs
-3
- 0.03%
$61.21 - $66.04 $184 - $198
8.66K $548K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.03K
- 20.25%
$101.69 - $139.02 $105K - $143K
4.05K $563K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-132
- 2.99%
$47.42 - $51.67 $6.26K - $6.82K
4.29K $218K
VTV
Vanguard Value ETF

ETFs
-83
- 5.03%
$153.67 - $176.74 $12.8K - $14.7K
1.57K $277K
HISF
First Tr Exc Traded Fd Iv High

ETFs
-221
- 1.77%
$43.4 - $44.71 $9.59K - $9.88K
12.3K $548K
FCEF
First Tr Exchange Traded Fd Vi
-604
- 2.06%
N/A
28.7K $644K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-38
- 0.61%
$34.78 - $43.42 $1.32K - $1.65K
6.23K $270K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-607
- 9.89%
$35.38 - $48.3 $21.5K - $29.3K
5.53K $267K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-61
- 0.54%
$114.16 - $129.6 $6.96K - $7.91K
11.3K $1.45M
KEY
Keycorp

Financial Services
-312
- 1.72%
$13.23 - $17.42 $4.13K - $5.44K
17.8K $310K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-1.2K
- 2.09%
$37.86 - $43.29 $45.5K - $52.1K
56.3K $2.38M
OMFS
Invesco Exchange Traded Self I

ETFs
-824
- 2.43%
$33.88 - $40.17 $27.9K - $33.1K
33K $1.32M
MAR
Marriott International Inc

Consumer Cyclical
-171
- 6.7%
$211.12 - $274.14 $36.1K - $46.9K
2.38K $650K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 1.73%
$498.8 - $620.9 $9.48K - $11.8K
1.08K $672K
IVW
Ishares S&P 500 Growth ETF

ETFs
-590
- 6.31%
$82.96 - $110.1 $48.9K - $65K
8.75K $964K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-107
- 0.19%
$29.52 - $35.31 $3.16K - $3.78K
57K $2.01M
ILCG
Ishares Morningstar Growth ETF
-40
- 0.41%
N/A
9.66K $936K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.01K
- 3.04%
$51.6 - $62.74 $103K - $126K
64K $4.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-122
- 3.68%
$320.42 - $424.58 $39.1K - $51.8K
3.2K $1.36M
FTC
First Tr Lge Cap Growth

ETFs
-33
- 0.33%
$116.97 - $150.97 $3.86K - $4.98K
10.1K $1.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
-65
- 0.66%
$104.34 - $138.68 $6.78K - $9.01K
9.71K $1.35M
FXR
First Trust Industrials/Produc

ETFs
-270
- 0.49%
$60.85 - $74.22 $16.4K - $20K
54.9K $4.08M
DIS
Walt Disney CO

Communication Services
-1.5K
- 8.74%
$81.72 - $124.01 $122K - $186K
15.6K $1.94M
META
Meta Platforms, Inc.

Communication Services
-49
- 2.64%
$484.66 - $738.09 $23.7K - $36.2K
1.81K $1.34M
TSLA
Tesla, Inc.

Consumer Cyclical
-147
- 2.38%
$221.86 - $362.89 $32.6K - $53.3K
6.03K $1.92M
SKYY
First Trust Cloud Computing Et

ETFs
-43
- 0.25%
$89.46 - $121.64 $3.85K - $5.23K
17.4K $2.11M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-123
- 0.38%
$57.46 - $75.58 $7.07K - $9.3K
32.1K $2.43M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-20
- 0.12%
$115.28 - $157.36 $2.31K - $3.15K
16.2K $2.56M
FPX
First Trust Us Equity Opportun

ETFs
-1.5K
- 6.92%
$99.2 - $144.91 $149K - $218K
20.2K $2.93M
FDN
First Tr Fd Dow Jones

ETFs
-435
- 3.22%
$200.29 - $269.33 $87.1K - $117K
13.1K $3.52M
MSFT
Microsoft Corp

Technology
-46
- 0.5%
$354.56 - $497.45 $16.3K - $22.9K
9.09K $4.52M
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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