Retirement Planning Group Sells in Q2 2025

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-117K
- 32.76%
$47.46 - $55.3 $5.54M - $6.45M
239K $13.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-78.3K
- 26.66%
$86.05 - $107.7 $6.74M - $8.43M
215K $23.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-66.1K
- 20.49%
$97.68 - $121.38 $6.45M - $8.02M
256K $31.1M
VIG
Vanguard Dividend Appreciation

ETFs
-20.7K
- 11.34%
N/A
162K $29.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-121K
- 16.88%
$35.9 - $43.76 $4.33M - $5.28M
594K $25.7M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-66K
- 53.48%
$24.48 - $24.9 $1.62M - $1.64M
57.4K $1.43M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-54.9K
- 18.04%
$28.21 - $28.85 $1.55M - $1.58M
249K $7.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-241K
- 13.55%
$19.1 - $23.83 $4.6M - $5.74M
1.54M $36.6M
VGSH
Vanguard

ETFs
-18.5K
- 17.56%
$58.32 - $58.95 $1.08M - $1.09M
86.9K $5.11M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.3K
- 33.08%
$48.13 - $49.85 $735K - $762K
30.9K $1.52M
XLK
Technology Sector Spdr

ETFs
-6.08K
- 34.49%
$179.73 - $253.23 $1.09M - $1.54M
11.5K $2.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.7K
- 6.33%
$72.02 - $73.82 $698K - $716K
144K $10.6M
XLE
Energy Sector Spdr

ETFs
-5.54K
- 28.01%
$76.44 - $94.13 $424K - $522K
14.2K $1.21M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-20.4K
- 52.83%
$24.53 - $29.78 $501K - $608K
18.2K $543K
PULS
Pgim ETF Tr

ETFs
-9.9K
- 23.33%
$49.39 - $49.76 $489K - $493K
32.5K $1.62M
XLV
Select Sector Spdr Fund Health

ETFs
-2.19K
- 16.48%
$128.77 - $144.3 $283K - $317K
11.1K $1.5M
BOTZ
Global X Fds

ETFs
-17.1K
- 36.15%
$24.51 - $32.65 $419K - $558K
30.2K $984K
XLP
Consumer Staples Sector Spdr

ETFs
-4.72K
- 12.87%
N/A
31.9K $2.43M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-4.83K
- 38.39%
$66.5 - $71.25 $321K - $344K
7.75K $539K
BOND
Pimco Active Bond Exchange Tra

ETFs
-3.6K
- 10.21%
$89.87 - $92.93 $324K - $335K
31.7K $2.92M
XOM
Exxon Mobil Corp

Energy
-561
- 2.89%
$99.93 - $119.04 $56.1K - $66.8K
18.8K $2.03M
SPMD
Spdr Portfolio

ETFs
-8.57K
- 13.37%
$44.89 - $54.38 $385K - $466K
55.5K $3.02M
IYF
Ishares Tr

ETFs
-2.4K
- 45.16%
$99.23 - $120.99 $238K - $290K
2.91K $351K
VZ
Verizon Communications Inc

Communication Services
-4.01K
- 13.92%
$41.67 - $45.62 $167K - $183K
24.8K $1.07M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.27K
- 21.44%
$100.35 - $100.71 $228K - $229K
8.32K $837K
OKE
Oneok Inc

Energy
-165
- 1.46%
$78.71 - $100.37 $13K - $16.6K
11.1K $906K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.19K
- 23.48%
$219.76 - $276.94 $262K - $330K
3.89K $1.08M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-5.85K
- 28.86%
$36.09 - $42.2 $211K - $247K
14.4K $608K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-5.54K
- 21.76%
$36.14 - $44.23 $200K - $245K
19.9K $881K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.76K
- 40.34%
$86.93 - $109.64 $153K - $193K
2.6K $285K
GLD
Spdr Gold Trust

ETFs
-1.26K
- 8.47%
$273.71 - $316.29 $346K - $399K
13.7K $4.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.74K
- 8.34%
$77.74 - $78.78 $135K - $137K
19.1K $1.51M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.02K
- 2.46%
$79.79 - $91.42 $81.1K - $93K
40.2K $3.58M
JNJ
Johnson & Johnson

Healthcare
-203
- 3.35%
$146.36 - $159.82 $29.7K - $32.4K
5.86K $894K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.27K
- 6.29%
$45.9 - $47.2 $104K - $107K
33.8K $1.59M
LLY
Eli Lilly & CO

Healthcare
-96
- 20.65%
$713.71 - $898.95 $68.5K - $86.3K
369 $287K
IYE
Ishares Tr

ETFs
-1.28K
- 14.73%
$40.36 - $49.67 $51.8K - $63.7K
7.43K $335K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.06K
- 24.73%
$82.21 - $83.12 $87.5K - $88.4K
3.24K $268K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.17K
- 4.14%
$22.68 - $23.28 $94.7K - $97.2K
96.8K $2.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.53K
- 12.12%
$108.12 - $135.04 $382K - $477K
25.6K $3.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.19K
- 10.66%
$72.96 - $90.39 $233K - $289K
26.8K $2.39M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.18K
- 16.77%
$35.3 - $40.46 $112K - $129K
15.8K $638K
GTO
Invesco Actively Managed ETF T

ETFs
-1.58K
- 4.58%
$45.73 - $47.2 $72.4K - $74.8K
33K $1.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.07K
- 6.9%
$90.56 - $109.49 $187K - $227K
27.9K $3.05M
DVY
Ishares Tr

ETFs
-509
- 7.73%
$118.37 - $134.86 $60.3K - $68.6K
6.08K $807K
PG
Procter & Gamble CO

Consumer Defensive
-48
- 1.08%
$157.66 - $172.39 $7.57K - $8.27K
4.38K $697K
AON
Aon PLC

Financial Services
-45
- 4.82%
$335.85 - $398.81 $15.1K - $17.9K
889 $317K
IYR
Ishares Tr

ETFs
-586
- 17.47%
$84.48 - $96.25 $49.5K - $56.4K
2.77K $262K
VIS
Vanguard Industrial ETF

ETFs
-369
- 24.93%
$220.04 - $280.07 $81.2K - $103K
1.11K $311K
Activity Summary
Buys All Purchases 139 New Holdings 24 Increased Positions 115 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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