Ulland Investment Advisors, LLC Purchases and Sells in Q2 2025

Ulland Investment Advisors, LLC

  • $131 Million
  • Q2 2025

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
Wells Fargo Capital 7.50
3.81K
+ 112.12%
N/A
7.21K $8.47M
15.1K
+ 19.78%
$45.88 - $54.4 $692K - $821K
91.4K $4.97M
15.9K
+ 20.43%
$51.14 - $57.0 $813K - $906K
93.7K $5.33M
Goldman Sachs S&P 500 Core Premium Income ETF
10.7K
+ 464.35%
N/A
13K $647K
27.2K
+ 59.96%
$14.97 - $16.79 $407K - $456K
72.5K $1.21M
19.9K
+ 220.57%
$16.36 - $18.82 $325K - $374K
28.9K $485K
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
14K
New
$13.37 - $15.25 $187K - $214K
14K $209K
36
New
$576.53 - $902.94 $20.8K - $32.5K
36 $32K
Grayscale Funds Trust Grayscale ETF
701
New
N/A
701 $25K
636
New
N/A
636 $15K
5
New
$2459.69 - $2911.09 $12.3K - $14.6K
5 $14K
Yieldmax MSTR Option Income Strategy ETF
354
New
N/A
354 $8K
View all

Top Sells

Reduced Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
-1.92K
- 20.47%
$274.35 - $599.47 $525K - $1.15M
7.44K $2.32M
-126
- 0.27%
$60.33 - $94.94 $7.6K - $12K
46.5K $2.91M
-1.73K
- 35.7%
$496.48 - $617.85 $859K - $1.07M
3.12K $1.93M
-1.93K
- 20.51%
$308.27 - $373.31 $595K - $720K
7.48K $2.66M
-949
- 9.46%
$210.83 - $235.28 $200K - $223K
9.08K $2.01M
-2.54K
- 19.23%
$416.06 - $551.64 $1.06M - $1.4M
10.7K $5.88M
View all
Activity Summary
Buys All Purchases 34 New Holdings 11 Increased Positions 23 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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