Retirement Financial Solutions, LLC Sells in Q2 2025

Retirement Financial Solutions, LLC

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-19.9K
- 10.46%
$41.9 - $50.31 $832K - $999K
170K $8.18B
VBR
Vanguard Small Cap Value ETF

ETFs
-7.48K
- 8.85%
$162.76 - $195.77 $1.22M - $1.46M
77K $15B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.88K
- 5.39%
$44.37 - $50.04 $305K - $344K
121K $5.75B
IEF
Ishares Barclays

ETFs
-7.33K
- 4.99%
$93.15 - $96.56 $683K - $707K
139K $13.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.85K
- 4.3%
$83.97 - $92.85 $323K - $357K
85.6K $7.55B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-30K
- 7.96%
$35.35 - $42.68 $1.06M - $1.28M
346K $14.8B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.68K
- 5.57%
$51.14 - $57.0 $342K - $381K
113K $6.44B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-11.6K
- 5.57%
$40.82 - $43.14 $474K - $501K
197K $8.51B
VO
Vanguard Mid Cap ETF

ETFs
-6.05K
- 9.55%
$228.54 - $279.83 $1.38M - $1.69M
57.3K $16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-262
- 18.99%
$483.48 - $539.8 $127K - $141K
1.12K $543M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.12K
- 12.49%
$79.79 - $91.42 $89.7K - $103K
7.88K $701M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-1.61K
- 5.34%
$26.88 - $28.57 $43.2K - $45.9K
28.5K $765M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.08K
- 12.89%
$45.07 - $52.57 $48.6K - $56.7K
7.28K $356M
EEM
Ishares Msci Emerging Markets

ETFs
-25.8K
- 9.83%
$38.52 - $48.28 $995K - $1.25M
237K $11.4B
XOM
Exxon Mobil Corp

Energy
-102
- 2.96%
$99.93 - $119.04 $10.2K - $12.1K
3.35K $361M
SRLN
Ssga Active Trust

ETFs
-1.2K
- 12.96%
$39.47 - $41.59 $47.4K - $50K
8.07K $336M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.54K
- 11.48%
$14.97 - $16.79 $38.1K - $42.7K
19.6K $328M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-550
- 1.13%
$82.21 - $83.12 $45.2K - $45.7K
48.1K $3.98B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.76K
- 12.35%
$24.61 - $25.89 $43.2K - $45.5K
12.5K $321M
GLD
Spdr Gold Trust

ETFs
-250
- 6.07%
$273.71 - $316.29 $68.4K - $79.1K
3.87K $1.18B
Peakstone Realty Trust
-983
- 8.1%
N/A
11.2K $147M
ETN
Eaton Corp PLC

Industrials
-125
- 11.41%
$246.52 - $356.99 $30.8K - $44.6K
971 $347M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-263
- 1.64%
$55.54 - $69.09 $14.6K - $18.2K
15.7K $1.09B
NVDA
Nvidia Corp

Technology
-161
- 4.26%
$94.31 - $157.99 $15.2K - $25.4K
3.62K $572M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-6.21K
- 9.84%
$171.4 - $227.1 $1.06M - $1.41M
56.9K $12.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-14.7K
- 5.51%
$58.41 - $72.69 $856K - $1.07M
252K $18.3B
Activity Summary
Buys All Purchases 6 New Holdings 0 Increased Positions 6 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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