Sovereign Investment Advisors, LLC Purchases in Q2 2025

Sovereign Investment Advisors, LLC

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
193K
+ 60.1%
$85.42 - $94.39 $16.5M - $18.2M
515K $48.3M
IVV
Ishares Core S&P 500 ETF

ETFs
10.7K
+ 14.95%
$498.8 - $620.9 $5.33M - $6.63M
82.1K $51M
IEFA
Ishares Tr

ETFs
50.6K
+ 21.81%
$67.83 - $84.09 $3.43M - $4.25M
283K $23.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.63K
New
$496.48 - $617.85 $4.28M - $5.33M
8.63K $5.33M
SUN
Sunoco LP

Energy
43.5K
New
$50.38 - $59.13 $2.19M - $2.57M
43.5K $2.33M
VTI
Vanguard Total Stock Market Et

ETFs
384
+ 1.26%
$243.75 - $303.93 $93.6K - $117K
30.9K $9.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.77K
+ 2.94%
$55.54 - $69.09 $98.2K - $122K
61.9K $4.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.66K
+ 3.78%
$72.02 - $73.82 $480K - $492K
183K $13.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.76K
+ 8.66%
$91.23 - $97.27 $343K - $366K
47.2K $4.59M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.86K
New
$52.31 - $63.72 $359K - $437K
6.86K $437K
QQQ
Invesco Qqq Trust, Series 1

ETFs
715
New
$416.06 - $551.64 $297K - $394K
715 $394K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.93K
+ 4.11%
$75.05 - $77.34 $295K - $304K
99.6K $7.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.1K
+ 4.8%
$96.84 - $99.46 $300K - $308K
67.6K $6.71M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.79K
+ 6.07%
$91.43 - $91.74 $255K - $256K
48.7K $4.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
New
$152.93 - $181.74 $175K - $208K
1.14K $207K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.5K
+ 18.45%
$77.94 - $79.5 $195K - $198K
16K $1.27M
IEMG
Ishares Inc

ETFs
3.05K
+ 4.05%
N/A
78.5K $4.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
939
+ 3.47%
$39.89 - $49.46 $37.5K - $46.4K
28K $1.38M
VNLA
Janus Henderson Short Duration

ETFs
2.4K
+ 0.35%
$48.74 - $49.2 $117K - $118K
681K $33.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
153
+ 1.34%
$108.87 - $133.04 $16.7K - $20.4K
11.6K $1.54M
LVHD
Franklin U.S. Low Volatility H

ETFs
6.82K
+ 4.78%
$37.37 - $40.85 $255K - $279K
149K $5.96M
HYG
Ishares Tr

ETFs
359
+ 3.84%
$75.75 - $80.65 $27.2K - $29K
9.71K $783K
Bny Mellon ETF Trust
378K
+ 150.59%
N/A
628K $0
Alps ETF Tr
327K
+ 560.41%
N/A
386K $0
South Bow Corp
11K
New
N/A
11K $0
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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