Stratos Wealth Partners, Ltd. Purchases in Q2 2025

Stratos Wealth Partners, Ltd.

  • $7.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
1.65K
+ 4.23%
$24.51 - $32.65 $40.5K - $53.9K
40.7K $1.33M
CRF
Cornerstone Total Return Fund Inc

Financial Services
28.1K
New
$6.44 - $7.75 $181K - $218K
28.1K $217K
BWXT
Bwx Technologies, Inc.

Industrials
1.51K
New
$89.24 - $144.06 $134K - $217K
1.51K $217K
PHYS
Sprott Physical Gold Trust

Financial Services
428
+ 0.27%
$22.82 - $26.29 $9.77K - $11.3K
160K $4.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.91K
+ 3.27%
$32.62 - $33.58 $160K - $165K
155K $5.2M
EQIX
Equinix Inc

Real Estate
383
+ 8.49%
$740.07 - $914.43 $283K - $350K
4.9K $3.89M
CYBR
Cyber Ark Software Ltd.

Technology
525
New
$305.98 - $406.88 $161K - $214K
525 $213K
JFR
Nuveen Floating Rate Income Fund

Financial Services
25.1K
New
$7.51 - $8.49 $188K - $213K
25.1K $212K
EPR
Epr Properties

Real Estate
3.66K
New
$43.53 - $59.11 $159K - $216K
3.66K $212K
BIT
Black Rock Multi Sector Income Trust

Financial Services
14.4K
New
$13.11 - $14.6 $189K - $210K
14.4K $210K
LIT
Global X Fds Global X Lithium

ETFs
5.47K
New
$31.82 - $39.24 $174K - $215K
5.47K $210K
WTRG
Essential Utilities, Inc.

Utilities
5.64K
New
$36.92 - $41.39 $208K - $234K
5.64K $209K
XJR
Ishares Tresg Screened S&P Sma

ETFs
5.26K
New
$32.75 - $39.55 $172K - $208K
5.26K $208K
NTR
Nutrien Ltd.

Basic Materials
3.53K
New
$46.88 - $62.89 $165K - $222K
3.53K $205K
DOCS
Doximity, Inc.

Healthcare
3.33K
New
$50.71 - $61.34 $169K - $204K
3.33K $204K
QDF
Flexshares Quality Dividend In

ETFs
2.8K
New
$59.99 - $73.18 $168K - $205K
2.8K $204K
IGM
Ishares Expanded Tech Sector E

ETFs
300
+ 3.83%
$79.8 - $112.34 $23.9K - $33.7K
8.13K $912K
RBLX
Roblox Corp

Communication Services
1.94K
New
$51.22 - $105.59 $99.2K - $205K
1.94K $203K
VOX
Vanguard Communication Service

ETFs
5
+ 0.06%
$133.12 - $171.03 $666 - $855
8.88K $1.52M
HE
Hawaiian Electric Industries Inc

Utilities
18.9K
New
$9.36 - $10.96 $177K - $208K
18.9K $201K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
New
$137.62 - $174.44 $170K - $215K
1.23K $201K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.41K
New
$49.07 - $59.23 $167K - $202K
3.41K $201K
ROKU
Roku, Inc

Communication Services
1.4K
+ 32.22%
$55.1 - $87.89 $77.2K - $123K
5.75K $505K
CHY
Calamos Convertible & High Income Fund

Financial Services
13.8K
+ 26.26%
$9.18 - $10.99 $127K - $152K
66.6K $731K
FDUS
Fidus Investment Corp

Financial Services
10K
+ 61.73%
$17.32 - $20.65 $173K - $207K
26.2K $529K
VNLA
Janus Henderson Short Duration

ETFs
4K
+ 53.65%
$48.74 - $49.2 $195K - $197K
11.4K $562K
DFAI
Dimensional ETF Tr

ETFs
2.73K
+ 9.2%
$28.02 - $34.71 $76.6K - $94.8K
32.4K $1.12M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
352
+ 40.23%
$299.15 - $396.54 $105K - $140K
1.23K $486K
BLDR
Builders First Source, Inc.

Industrials
4.47K
+ 11.13%
$105.63 - $131.12 $472K - $586K
44.6K $5.21M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
13.7K
New
$11.53 - $13.87 $158K - $190K
13.7K $190K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
3.85K
+ 31.25%
$45.89 - $47.6 $177K - $183K
16.2K $769K
CI
Cigna Corp

Healthcare
543
+ 10.71%
$301.89 - $340.04 $164K - $185K
5.62K $1.86M
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
27.3K
New
N/A
27.3K $187K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
124
+ 1.14%
$106.81 - $136.49 $13.2K - $16.9K
11K $1.5M
VLO
Valero Energy Corp

Energy
1.06K
+ 5.69%
$104.69 - $141.77 $111K - $150K
19.7K $2.65M
MCK
Mckesson Corp

Healthcare
85
+ 4.21%
$652.83 - $732.78 $55.5K - $62.3K
2.11K $1.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.08K
+ 5.07%
$63.54 - $68.5 $196K - $211K
63.9K $4.31M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.26K
+ 16.89%
$55.32 - $65.02 $180K - $212K
22.6K $1.41M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.85K
+ 17.47%
$45.07 - $52.57 $263K - $307K
39.3K $1.92M
FHN
First Horizon Corp

Financial Services
7.45K
+ 70.02%
$16.21 - $21.2 $121K - $158K
18.1K $383K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.31K
+ 46.03%
$50.09 - $51.09 $166K - $169K
10.5K $536K
MO
Altria Group, Inc.

Consumer Defensive
4.43K
+ 7.53%
$55.56 - $60.91 $246K - $270K
63.3K $3.71M
OKTA
Okta, Inc.

Technology
1.97K
+ 46.46%
$91.24 - $127.3 $180K - $251K
6.22K $622K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.26K
+ 6.49%
$44.64 - $47.48 $145K - $155K
53.4K $2.54M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.6K
+ 3.58%
$40.64 - $47.27 $146K - $170K
104K $4.85M
AGNC
Agnc Investment Corp.

Real Estate
19.1K
+ 101.42%
$8.12 - $9.49 $155K - $182K
38K $349K
CRM
Salesforce, Inc.

Technology
84
+ 0.26%
$236.26 - $291.15 $19.8K - $24.5K
32.4K $8.83M
ADSK
Autodesk, Inc.

Technology
650
New
N/A
650 $159K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
3.7K
+ 52.86%
$41.2 - $42.29 $153K - $157K
10.7K $451K
Activity Summary
Buys All Purchases 799 New Holdings 139 Increased Positions 660 Sells All Sells 576 Reductions 576 Sold out 0 Options Calls 0 Puts 0
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