Stolper CO Incresed Positions in Q2 2025

Stolper CO

  • $304 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
172
+ 0.7%
$99.83 - $140.86 $17.2K - $24.2K
24.8K $3.49M
DLR
Digital Realty Trust, Inc.

Real Estate
21
+ 0.17%
$136.11 - $177.69 $2.86K - $3.73K
12.7K $2.22M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
2.74K
+ 2.85%
$17.11 - $21.71 $46.8K - $59.4K
98.8K $2.15M
ADM
Archer Daniels Midland CO

Consumer Defensive
752
+ 2.23%
$41.79 - $54.16 $31.4K - $40.7K
34.4K $1.82M
TY
Tri Continental Corp

Financial Services
3.02K
+ 5.46%
$27.37 - $31.84 $82.7K - $96.2K
58.4K $1.85M
USB
Us Bancorp \De\

Financial Services
17
+ 0.04%
$36.4 - $45.76 $619 - $778
48.1K $2.17M
IDV
Ishares Tr

ETFs
38
+ 0.1%
$27.79 - $34.84 $1.06K - $1.32K
36.7K $1.27M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
23.1K
+ 10.71%
$4.83 - $5.39 $112K - $124K
239K $1.29M
BST
Black Rock Science & Technology Trust

Financial Services
839
+ 4.78%
$29.62 - $38.3 $24.9K - $32.1K
18.4K $702K
AVK
Advent Convertible & Income Fund

Financial Services
5.41K
+ 9.72%
$10.01 - $12.11 $54.1K - $65.5K
61K $739K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.17K
+ 3.82%
$19.51 - $23.9 $22.9K - $28.1K
31.9K $763K
IEFA
Ishares Tr

ETFs
541
+ 11.67%
$67.83 - $84.09 $36.7K - $45.5K
5.18K $432K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
3.61K
+ 3.81%
$7.42 - $8.86 $26.8K - $32K
98.5K $873K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
4.94K
+ 6.54%
$9.86 - $10.92 $48.7K - $54K
80.5K $879K
RVT
Royce Value Trust, Inc.

Financial Services
1.7K
+ 3.48%
$12.5 - $15.21 $21.2K - $25.8K
50.5K $760K
IGR
Cbre Global Real Estate Income Fund

Financial Services
8.14K
+ 8.33%
$4.33 - $5.29 $35.3K - $43.1K
106K $560K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
2.06K
+ 3.38%
$9.66 - $11.35 $19.9K - $23.4K
63K $715K
TGT
Target Corp

Consumer Defensive
1.26K
+ 9.42%
$88.76 - $105.77 $112K - $133K
14.7K $1.45M
XLU
Utilities Sector Spdr

ETFs
165
+ 1.84%
$73.09 - $82.77 $12.1K - $13.7K
9.14K $746K
PFE
Pfizer Inc

Healthcare
3.89K
+ 7.54%
$21.59 - $24.84 $83.9K - $96.6K
55.5K $1.35M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
2.9K
+ 4.36%
$8.0 - $9.55 $23.2K - $27.7K
69.3K $655K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.78K
+ 2.87%
$7.6 - $8.89 $13.5K - $15.8K
63.7K $566K
BGB
Blackstone Strategic Credit Fund

Financial Services
2.54K
+ 4.48%
$10.85 - $12.12 $27.6K - $30.8K
59.3K $719K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.1K
+ 7.12%
$29.0 - $30.68 $32K - $33.9K
16.6K $509K
CVS
Cvs Health Corp

Healthcare
24
+ 0.1%
$60.04 - $70.18 $1.44K - $1.68K
24.8K $1.71M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
2.59K
+ 7.86%
$12.76 - $14.51 $33K - $37.6K
35.5K $509K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.58K
+ 3.88%
$7.05 - $8.02 $18.2K - $20.7K
69.2K $555K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
1.8K
+ 4.84%
$12.41 - $14.27 $22.4K - $25.7K
39K $553K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
1.29K
+ 3.17%
$11.4 - $13.51 $14.7K - $17.4K
41.9K $562K
STAG
Stag Industrial, Inc.

Real Estate
160
+ 0.31%
$30.08 - $37.02 $4.81K - $5.92K
52.6K $1.91M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
132
+ 1.63%
$82.21 - $83.12 $10.9K - $11K
8.25K $684K
MET
Metlife Inc

Financial Services
24
+ 0.09%
$68.42 - $82.49 $1.64K - $1.98K
27.7K $2.23M
PEY
Invesco Exchange Traded Fd Tr

ETFs
927
+ 3.21%
$18.68 - $21.54 $17.3K - $20K
29.8K $608K
PLD
Prologis, Inc.

Real Estate
593
+ 3.84%
$89.76 - $112.34 $53.2K - $66.6K
16K $1.68M
MO
Altria Group, Inc.

Consumer Defensive
27
+ 0.07%
$55.56 - $60.91 $1.5K - $1.64K
39.4K $2.31M
XLE
Energy Sector Spdr

ETFs
303
+ 3.28%
$76.44 - $94.13 $23.2K - $28.5K
9.53K $808K
TTE
Total Energies Se

Energy
44
+ 0.15%
N/A
28.7K $1.77M
VZ
Verizon Communications Inc

Communication Services
177
+ 0.36%
$41.67 - $45.62 $7.38K - $8.07K
49.7K $2.15M
MRK
Merck & Co., Inc.

Healthcare
2.11K
+ 8.0%
$73.47 - $87.12 $155K - $184K
28.5K $2.25M
PPL
Ppl Corp

Utilities
51
+ 0.09%
$33.45 - $36.5 $1.71K - $1.86K
54.2K $1.84M
XOM
Exxon Mobil Corp

Energy
329
+ 1.37%
$99.93 - $119.04 $32.9K - $39.2K
24.4K $2.63M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
19
+ 0.1%
$99.37 - $134.05 $1.89K - $2.55K
19.5K $2.21M
CVX
Chevron Corp

Energy
274
+ 0.52%
$133.73 - $168.51 $36.6K - $46.2K
52.6K $7.53M
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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