Sovereign Financial Group, Inc. New Holdings in Q3 2025

Sovereign Financial Group, Inc.

  • $514 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.4K
New
$110.74 - $122.12 $1.27M - $1.4M
11.4K $1.39M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
10.6K
New
$108.47 - $114.7 $1.15M - $1.21M
10.6K $1.21M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
31.4K
New
$25.78 - $26.62 $810K - $837K
31.4K $829K
ITA
Ishares Tr

ETFs
2.81K
New
$184.73 - $209.26 $520K - $589K
2.81K $588K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
10.2K
New
$50.85 - $51.35 $521K - $526K
10.2K $524K
VONE
Vanguard Russell 1000 ETF

ETFs
1.72K
New
$280.68 - $303.97 $482K - $523K
1.72K $519K
XLF
Financial Sector Spdr

ETFs
6.38K
New
$51.37 - $54.25 $328K - $346K
6.38K $343K
GLW
Corning Inc

Technology
4.15K
New
$51.6 - $82.03 $214K - $341K
4.15K $340K
IDCC
Inter Digital, Inc.

Communication Services
933
New
$221.35 - $349.23 $207K - $326K
933 $322K
DUK
Duke Energy Corp

Utilities
2.59K
New
$116.31 - $125.93 $301K - $326K
2.59K $320K
BE
Bloom Energy Corp

Industrials
3.2K
New
$22.13 - $86.27 $70.8K - $276K
3.2K $270K
SUB
Ishares Short Term National Mu

ETFs
2.5K
New
$106.17 - $107.3 $266K - $268K
2.5K $267K
XLC
Select Sector Spdr Tr Communic

ETFs
2.17K
New
$105.99 - $119.41 $230K - $260K
2.17K $257K
C
Citigroup Inc

Financial Services
2.5K
New
$85.57 - $103.49 $214K - $259K
2.5K $253K
WMB
Williams Companies, Inc.

Energy
3.97K
New
$56.52 - $64.01 $225K - $254K
3.97K $251K
STX
Seagate Technology Holdings PLC

Technology
1.03K
New
$142.01 - $236.06 $146K - $243K
1.03K $243K
WDC
Western Digital Corp

Technology
1.92K
New
$63.84 - $120.06 $122K - $230K
1.92K $229K
PSX
Phillips 66

Energy
1.67K
New
$118.37 - $139.46 $197K - $232K
1.67K $226K
MUB
Ishares National Muni Bond ETF

ETFs
2.06K
New
$103.24 - $106.68 $213K - $220K
2.06K $219K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
759
New
$224.68 - $282.71 $171K - $215K
759 $211K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.79K
New
$72.01 - $74.44 $201K - $208K
2.79K $205K
CMS
Cms Energy Corp

Utilities
2.73K
New
$69.37 - $74.67 $189K - $204K
2.73K $200K
HWM
Howmet Aerospace Inc.

Industrials
1.02K
New
$171.0 - $196.23 $175K - $201K
1.02K $200K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
17.3K
New
$9.82 - $10.43 $170K - $181K
17.3K $179K
OVID
Ovid Therapeutics Inc.

Healthcare
10K
New
$0.32 - $1.73 $3.2K - $17.3K
10K $12K
Direxion Shs ETF Tr
2.46K
New
N/A
2.46K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
25.1K
New
N/A
25.1K $0
Blackrock ETF Trust
29.3K
New
N/A
29.3K $0
Richtech Robotics Inc
10K
New
N/A
10K $0
Blackrock ETF Trust
25.9K
New
N/A
25.9K $0
SGDM
Sprott ETF Tr Gold Miners ETF
15K
New
N/A
15K $0
Activity Summary
Buys All Purchases 174 New Holdings 32 Increased Positions 142 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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