Sovereign Financial Group, Inc. Purchases in Q3 2024

Sovereign Financial Group, Inc.

  • $421 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
23.6K
+ 5.59%
$47.6 - $53.31 $1.12M - $1.26M
445K $23.5M
VTV
Vanguard Value ETF

ETFs
6.02K
+ 6.68%
$159.75 - $174.57 $962K - $1.05M
96.1K $16.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.2K
+ 11.56%
$41.9 - $48.26 $763K - $878K
176K $8.41M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
26.3K
New
$46.07 - $50.3 $1.21M - $1.32M
26.3K $1.32M
EFV
Msci Eafe Value ETF

ETFs
19.1K
+ 121.42%
$51.72 - $57.96 $987K - $1.11M
34.8K $2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.4K
+ 27.79%
$44.83 - $47.42 $869K - $919K
89.1K $4.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.29K
+ 3.88%
$434.77 - $502.96 $562K - $650K
34.6K $16.9M
VB
Vanguard Small Cap ETF

ETFs
1.95K
+ 8.04%
$214.77 - $237.72 $419K - $464K
26.3K $6.23M
TQQQ
Proshares Ultrapro Qqq

ETFs
12.5K
New
$53.19 - $84.93 $665K - $1.06M
12.5K $906K
RDVY
First Trust Rising Dividend Ac

ETFs
6.01K
+ 5.52%
$53.68 - $59.24 $322K - $356K
115K $6.8M
REZ
Ishares Tr Residential And Mul

ETFs
3.87K
+ 9.8%
$76.42 - $91.19 $296K - $353K
43.4K $3.85M
BNDX
Vanguard Total International B

ETFs
7.64K
+ 4.4%
$48.42 - $50.35 $370K - $385K
181K $9.12M
PJAN
Innovator U.S. Equity Power Bu

ETFs
16K
New
$39.31 - $41.32 $629K - $661K
16K $661K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.8K
+ 8.94%
$117.9 - $128.2 $330K - $359K
34.1K $4.37M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.84K
+ 9.87%
$44.9 - $47.55 $352K - $373K
87.3K $4.12M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.15K
+ 44.09%
$194.66 - $225.97 $419K - $487K
7.04K $1.55M
GLDM
World Gold Trust

ETFs
9.55K
New
$46.2 - $53.01 $441K - $506K
9.55K $498K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.77K
+ 28.93%
$96.3 - $106.49 $363K - $401K
16.8K $1.76M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.13K
+ 4.13%
$69.16 - $76.64 $147K - $163K
53.6K $4.03M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.63K
+ 4.36%
$48.06 - $49.39 $271K - $278K
135K $6.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.37K
+ 4.58%
$74.26 - $78.84 $176K - $187K
54.2K $4.25M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.97K
New
$109.16 - $155.35 $215K - $306K
1.97K $304K
META
Meta Platforms, Inc.

Communication Services
128
+ 3.93%
$453.41 - $572.44 $58K - $73.3K
3.38K $1.94M
ED
Consolidated Edison Inc

Utilities
16
+ 0.08%
$88.42 - $104.97 $1.41K - $1.68K
19.9K $2.08M
GS
Goldman Sachs Group Inc

Financial Services
523
+ 70.01%
$459.02 - $510.25 $240K - $267K
1.27K $628K
MA
Mastercard Inc

Financial Services
1
+ 0.02%
$429.6 - $500.99 $430 - $501
5.43K $2.68M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.33K
+ 40.16%
$56.04 - $62.99 $242K - $272K
15.1K $922K
MOD
Modine Manufacturing CO

Consumer Cyclical
2K
New
$94.6 - $133.72 $190K - $268K
2K $266K
IONQ
Ion Q, Inc.

Technology
30.4K
New
$6.57 - $9.71 $200K - $295K
30.4K $265K
AOK
Ishares Tr Core Conservative A

ETFs
6.26K
New
$36.8 - $38.71 $230K - $242K
6.26K $241K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 0.47%
$475.2 - $527.7 $17.6K - $19.5K
7.84K $4.14M
T
At&T Inc.

Communication Services
4.46K
+ 9.73%
$18.21 - $22.28 $81.1K - $99.3K
50.2K $1.11M
TFLO
Ishares Treasury Floating Rate

ETFs
4.31K
+ 20.99%
$50.42 - $50.66 $218K - $219K
24.9K $1.26M
GLD
Spdr Gold Trust

ETFs
114
+ 1.69%
$215.56 - $246.98 $24.6K - $28.2K
6.86K $1.67M
VPU
Vanguard Utilities ETF

ETFs
24
+ 0.3%
$146.64 - $174.54 $3.52K - $4.19K
8.12K $1.41M
UNP
Union Pacific Corp

Industrials
853
New
$221.78 - $256.09 $189K - $218K
853 $210K
KBE
Spdr S&P Bank ETF

ETFs
3.93K
New
$45.47 - $54.71 $179K - $215K
3.93K $208K
VFVA
Vanguard Wellington Fd U S Val

ETFs
986
+ 8.31%
$111.27 - $122.66 $110K - $121K
12.8K $1.55M
EMR
Emerson Electric CO

Industrials
1.87K
New
$98.19 - $118.87 $183K - $222K
1.87K $204K
K
Kellogg CO

Consumer Defensive
1
+ 0.01%
$56.19 - $80.81 $56.2 - $80.8
8.76K $707K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 12.51%
$54.98 - $59.51 $135K - $146K
22K $1.31M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.63K
New
$69.31 - $77.34 $182K - $203K
2.63K $201K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.4K
+ 11.67%
$49.9 - $50.37 $170K - $171K
32.5K $1.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.66%
$405.19 - $478.57 $7.7K - $9.09K
2.9K $1.34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
337
+ 2.87%
$162.64 - $179.3 $54.8K - $60.4K
12.1K $2.17M
XLU
Utilities Sector Spdr

ETFs
746
+ 11.35%
$67.67 - $80.78 $50.5K - $60.3K
7.32K $591K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
712
+ 1.76%
$44.24 - $49.47 $31.5K - $35.2K
41.3K $2.04M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.29K
+ 27.28%
$85.48 - $98.39 $110K - $127K
6K $579K
AINV
Apollo Investment Corp

Financial Services
12.1K
New
N/A
12.1K $134K
Activity Summary
Buys All Purchases 125 New Holdings 16 Increased Positions 109 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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