Soa Wealth Advisors, Llc. Purchases in Q2 2025

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
18
+ 3.38%
$75.75 - $80.65 $1.36K - $1.45K
551 $44K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31
New
$58.41 - $72.69 $1.81K - $2.25K
31 $2K
LCID
Lucid Group, Inc.

Consumer Cyclical
1K
+ 476.19%
$2.1 - $2.96 $2.1K - $2.96K
1.21K $2K
SHV
Ishares Tr

ETFs
12
+ 4.44%
$110.06 - $110.46 $1.32K - $1.33K
282 $31K
BNDX
Vanguard Total International B

ETFs
20
+ 1.36%
$48.77 - $49.55 $975 - $991
1.5K $74K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
16
+ 2.32%
$16.43 - $18.82 $263 - $301
706 $13K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5
+ 0.67%
$43.28 - $50.37 $216 - $252
754 $37K
QUBT
Quantum Computing Inc.

Technology
50
+ 106.38%
$5.87 - $21.22 $294 - $1.06K
97 $1K
D
Dominion Energy, Inc

Utilities
10
+ 0.9%
$49.66 - $58.0 $497 - $580
1.12K $63K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
314
+ 200.0%
$37.36 - $43.85 $11.7K - $13.8K
471 $20K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 10.0%
$150.43 - $192.71 $150 - $193
11 $2K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
16
+ 1.74%
$14.37 - $16.29 $230 - $261
934 $15K
KFY
Korn Ferry

Industrials
2
+ 0.62%
$59.48 - $74.54 $119 - $149
326 $23K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
11
+ 1.26%
$9.22 - $12.79 $101 - $141
884 $11K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.81%
$73.09 - $82.77 $73.1 - $82.8
124 $10K
KHC
Kraft Heinz CO

Consumer Defensive
40
+ 75.47%
$25.61 - $30.81 $1.02K - $1.23K
93 $2K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
2
+ 0.54%
$34.29 - $43.33 $68.6 - $86.7
373 $15K
SJNK
Spdr Bloomberg Short Term High

ETFs
13
+ 1.93%
$24.12 - $25.48 $314 - $331
688 $17K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 2.33%
$45.12 - $46.23 $45.1 - $46.2
44 $2K
CSQ
Calamos Strategic Total Return Fund

Financial Services
3
+ 1.76%
$13.86 - $18.24 $41.6 - $54.7
173 $3K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
20
+ 1.68%
$18.96 - $20.43 $379 - $409
1.21K $24K
TIP
Ishares Tr Tips Bd ETF

ETFs
24
+ 1.34%
$107.93 - $110.97 $2.59K - $2.66K
1.82K $199K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
25
+ 2.11%
$12.76 - $14.51 $319 - $363
1.21K $17K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
16
+ 2.44%
$10.6 - $12.44 $170 - $199
672 $8K
BKU
Bank United, Inc.

Financial Services
1
+ 0.88%
$29.48 - $36.33 $29.5 - $36.3
115 $4K
VTWO
Vanguard Russell 2000 ETF

ETFs
21
New
$70.56 - $87.22 $1.48K - $1.83K
21 $1K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26
+ 1.95%
$20.12 - $21.0 $523 - $546
1.36K $28K
FAST
Fastenal CO

Industrials
178
+ 100.0%
$40.65 - $83.16 $7.24K - $14.8K
356 $14K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5
+ 0.25%
$50.36 - $50.68 $252 - $253
2.01K $102K
Ishares High Yield Muni Active ETF
16K
New
N/A
16K $0
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
18
+ 1.93%
$10.51 - $11.34 $189 - $204
951 $10K
RGI
Invesco S&P 500 Equal Weight I

ETFs
6
+ 0.21%
N/A
2.86K $0
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
1
+ 1.54%
$24.6 - $29.86 $24.6 - $29.9
66 $1K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1
+ 2.38%
$32.45 - $40.68 $32.5 - $40.7
43 $1K
FAN
First Tr Exchange Traded Fd Ii
7
+ 0.57%
N/A
1.23K $0
Arista Networks Inc Com Shs
953
+ 907.62%
N/A
1.06K $0
FXP
Proshares Tr Ultrashort Ftse C

ETFs
2
+ 3.03%
$10.2 - $17.35 $20.4 - $34.7
68 $0
Coreweave Inc Com Cl A
275
+ 275.0%
N/A
375 $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
5
+ 1.81%
$23.54 - $27.53 $118 - $138
282 $7K
Newsmax Inc Com Shs Class B
2.1K
New
N/A
2.1K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
9
+ 0.2%
N/A
4.56K $0
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
5
+ 2.35%
$41.09 - $50.61 $205 - $253
218 $10K
FREL
Fidelity Covington Tr Msci Rea

ETFs
8
+ 19.05%
$24.18 - $27.61 $193 - $221
50 $1K
Gsk PLC Sponsored Adr
605
+ 252.08%
N/A
845 $0
Barrick Mng Corp Com Shs
80
New
N/A
80 $0
Circle Internet Group Inc Com Cl A
75
New
N/A
75 $0
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1
+ 2.27%
$23.44 - $28.85 $23.4 - $28.9
45 $1K
Ralliant Corp Com
2
New
N/A
2 $0
Abrdn Emerging Markets Dividend Active ETF
2
+ 0.56%
N/A
356 $0
Activity Summary
Buys All Purchases 326 New Holdings 64 Increased Positions 262 Sells All Sells 241 Reductions 240 Sold out 1 Options Calls 0 Puts 0
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