Prosperity Financial Group, Inc. Purchases in Q2 2025

Prosperity Financial Group, Inc.

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchange Traded Fd
167K
New
N/A
167K $3.39B
ZS
Zscaler, Inc.

Technology
6.49K
New
$174.67 - $315.32 $1.13M - $2.05M
6.49K $2.04B
First Tr Exchng Traded Fd Vi
55K
New
N/A
55K $1.37B
AVGO
Broadcom Inc.

Technology
49
+ 0.43%
$146.29 - $275.65 $7.17K - $13.5K
11.4K $3.14B
Pgim ETF Tr
796
+ 1.6%
N/A
50.7K $5.27B
Pgim ETF Tr
20.2K
New
N/A
20.2K $1.02B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
32.1K
+ 82.27%
$24.57 - $29.72 $788K - $953K
71K $2.09B
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
3.13K
+ 2.52%
$30.94 - $41.09 $97K - $129K
127K $5.23B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 0.92%
$60.61 - $87.72 $24.2K - $35.1K
43.9K $3.72B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
9.78K
+ 4.61%
$25.96 - $30.99 $254K - $303K
222K $6.88B
AGOX
Starboard Invt Tr

ETFs
12.1K
+ 12.31%
$23.19 - $29.58 $281K - $358K
110K $3.27B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.54K
+ 5.34%
$61.92 - $81.5 $157K - $207K
50K $4.07B
PVAL
Putnam ETF Tr Putnam Focused L
12.4K
+ 8.24%
$33.6 - $40.23 $415K - $497K
163K $6.54B
Sandisk Corp
17K
New
N/A
17K $769M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
32
+ 0.46%
$177.93 - $313.14 $5.69K - $10K
6.94K $2.17B
META
Meta Platforms, Inc.

Communication Services
207
+ 5.73%
$484.66 - $738.09 $100K - $153K
3.82K $2.82B
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 18.29%
$221.86 - $362.89 $255K - $417K
7.44K $2.36B
Zacks Trust
5.53K
+ 4.79%
N/A
121K $3.2B
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.07%
$167.32 - $223.3 $2.34K - $3.13K
21.1K $4.63B
TDIV
First Trust Nasdaq Technology

ETFs
738
+ 2.35%
$64.41 - $90.17 $47.5K - $66.5K
32.2K $2.9B
Mfs Active Exchange Traded F
1.35K
+ 1.01%
N/A
135K $3.59B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
565
+ 1.95%
$83.67 - $109.12 $47.3K - $61.7K
29.6K $3.23B
JPM
Jpmorgan Chase & CO

Financial Services
627
+ 9.41%
$210.28 - $289.91 $132K - $182K
7.29K $2.11B
RECS
Columbia ETF Tr I

ETFs
9.69K
+ 32.34%
$29.4 - $36.79 $285K - $356K
39.7K $1.46B
PAVE
Global X Fds Us Infrastructure

ETFs
3.28K
+ 6.62%
$33.78 - $43.68 $111K - $143K
52.9K $2.3B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10.8K
+ 8.27%
N/A
141K $3.48B
V
Visa Inc.

Financial Services
997
+ 18.26%
$308.27 - $373.31 $307K - $372K
6.46K $2.29B
Goldman Sachs ETF Tr
4.15K
+ 9.21%
N/A
49.2K $2.45B
ETN
Eaton Corp PLC

Industrials
384
+ 16.05%
$246.52 - $356.99 $94.7K - $137K
2.78K $991M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.46K
+ 6.77%
$45.88 - $54.4 $159K - $188K
54.6K $2.97B
Global X Fds
64
+ 0.28%
N/A
23.1K $1.39B
FDG
American Centy ETF Tr Focused

ETFs
935
+ 8.15%
$81.22 - $109.26 $75.9K - $102K
12.4K $1.36B
SKYY
First Trust Cloud Computing Et

ETFs
606
+ 4.91%
$89.46 - $121.64 $54.2K - $73.7K
13K $1.58B
RSG
Republic Services, Inc.

Industrials
1.17K
+ 31.29%
$227.2 - $258.07 $266K - $302K
4.91K $1.21B
PWR
Quanta Services, Inc.

Industrials
122
+ 6.01%
$239.47 - $381.26 $29.2K - $46.5K
2.15K $814M
AJG
Arthur J. Gallagher & Co.

Financial Services
912
New
$310.86 - $348.77 $284K - $318K
912 $292M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.42K
New
$116.93 - $119.39 $283K - $289K
2.42K $289M
AVLV
American Centy ETF Tr Avantis
1.62K
+ 2.78%
$56.85 - $68.21 $91.9K - $110K
59.8K $4.08B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.62K
New
$157.93 - $175.89 $256K - $285K
1.62K $283M
ESGB
Indexiq Active ETF Tr Iq Macka
13.2K
+ 82.03%
N/A
29.3K $625M
BR
Broadridge Financial Solutions, Inc.

Technology
1.15K
New
$217.22 - $246.25 $251K - $284K
1.15K $280M
ESGY
American Centy ETF Tr Sustaina

ETFs
929
+ 3.7%
$56.24 - $59.4 $52.2K - $55.2K
26K $1.56B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.38K
+ 23.92%
$60.34 - $74.89 $143K - $178K
12.3K $922M
Proshares Tr
4.73K
+ 4.16%
N/A
118K $5.03B
KLAC
Kla Corp

Technology
8
+ 0.75%
$576.53 - $902.94 $4.61K - $7.22K
1.08K $964M
GS
Goldman Sachs Group Inc

Financial Services
324
New
$462.22 - $707.75 $150K - $229K
324 $229M
PULS
Pgim ETF Tr

ETFs
4.61K
New
$49.39 - $49.76 $227K - $229K
4.61K $229M
LVHI
Franklin International Low Vol

ETFs
6.93K
New
$28.91 - $33.28 $200K - $230K
6.93K $225M
BWX
Spdr Bloomberg International T

ETFs
9.51K
New
$21.87 - $23.49 $208K - $223K
9.51K $223M
Activity Summary
Buys All Purchases 105 New Holdings 18 Increased Positions 87 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 1 Puts 0
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