Uma Financial Services, Inc. New Holdings in Q2 2025

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2K
New
$68.13 - $74.77 $136K - $150K
2K $145K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.05K
New
$41.55 - $46.04 $85.1K - $94.2K
2.05K $94K
WDAY
Workday, Inc.

Technology
173
New
$210.47 - $274.71 $36.4K - $47.5K
173 $41K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1K
New
$22.98 - $23.27 $23K - $23.3K
1K $23K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
855
New
$21.27 - $26.73 $18.2K - $22.9K
855 $18K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
476
New
$35.3 - $37.51 $16.8K - $17.9K
476 $17K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
500
New
$28.35 - $31.3 $14.2K - $15.7K
500 $15K
AMCR
Amcor PLC

Consumer Cyclical
1.44K
New
$8.57 - $9.81 $12.3K - $14.1K
1.44K $13K
FTNT
Fortinet, Inc.

Technology
79
New
$84.71 - $108.69 $6.69K - $8.59K
79 $8K
EXC
Exelon Corp

Utilities
199
New
$42.2 - $47.37 $8.4K - $9.43K
199 $8K
CHRD
Oasis Petroleum Inc.

Energy
76
New
$82.03 - $113.54 $6.23K - $8.63K
76 $7K
HAL
Halliburton CO

Energy
378
New
$19.26 - $25.7 $7.28K - $9.71K
378 $7K
BTEGF
Baytex Energy Corp.

Energy
1.74K
New
N/A
1.74K $6K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
265
New
$23.32 - $24.45 $6.18K - $6.48K
265 $6K
DASH
Door Dash, Inc.

Communication Services
25
New
$163.16 - $246.51 $4.08K - $6.16K
25 $6K
ES
Eversource Energy

Utilities
100
New
$54.25 - $65.89 $5.43K - $6.59K
100 $6K
OXY
Occidental Petroleum Corp

Energy
158
New
$36.11 - $49.33 $5.71K - $7.79K
158 $6K
MOS
Mosaic CO

Basic Materials
170
New
$22.76 - $36.95 $3.87K - $6.28K
170 $6K
OSTK
Overstock.Com, Inc

Consumer Cyclical
244
New
N/A
244 $6K
FICO
Fair Isaac Corp

Technology
3
New
$1503.62 - $2206.01 $4.51K - $6.62K
3 $5K
PWR
Quanta Services, Inc.

Industrials
15
New
$239.47 - $381.26 $3.59K - $5.72K
15 $5K
MO
Altria Group, Inc.

Consumer Defensive
87
New
$55.56 - $60.91 $4.83K - $5.3K
87 $5K
A
Agilent Technologies, Inc.

Healthcare
40
New
$99.29 - $120.52 $3.97K - $4.82K
40 $4K
GPC
Genuine Parts CO

Consumer Cyclical
36
New
$105.54 - $129.09 $3.8K - $4.65K
36 $4K
AES
Aes Corp

Utilities
388
New
$9.63 - $12.55 $3.74K - $4.87K
388 $4K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
105
New
$38.81 - $44.28 $4.08K - $4.65K
105 $4K
MSBI
Midland States Bancorp, Inc.

Financial Services
237
New
$15.14 - $18.77 $3.59K - $4.45K
237 $4K
ASTS
Ast Space Mobile, Inc.

Communication Services
93
New
$20.07 - $51.83 $1.87K - $4.82K
93 $4K
SLG
Sl Green Realty Corp

Real Estate
66
New
$47.9 - $65.94 $3.16K - $4.35K
66 $4K
THC
Tenet Healthcare Corp

Healthcare
28
New
$110.41 - $176.0 $3.09K - $4.93K
28 $4K
PPBI
Pacific Premier Bancorp Inc

Financial Services
202
New
$18.35 - $22.87 $3.71K - $4.62K
202 $4K
TEX
Terex Corp

Industrials
103
New
$32.21 - $48.33 $3.32K - $4.98K
103 $4K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
300
New
$12.71 - $14.52 $3.81K - $4.36K
300 $4K
AIQ
Global X Funds Global X Artifi

ETFs
100
New
$31.5 - $43.69 $3.15K - $4.37K
100 $4K
HRI
Herc Holdings Inc

Industrials
36
New
$102.34 - $142.19 $3.68K - $5.12K
36 $4K
CNC
Centene Corp

Healthcare
72
New
$53.4 - $64.29 $3.84K - $4.63K
72 $3K
BASE
Couchbase, Inc.

Technology
127
New
$13.44 - $24.58 $1.71K - $3.12K
127 $3K
NFBK
Northfield Bancorp, Inc.

Financial Services
314
New
$9.54 - $12.21 $3K - $3.83K
314 $3K
CNO
Cno Financial Group, Inc.

Financial Services
94
New
$36.12 - $42.37 $3.4K - $3.98K
94 $3K
CWEN
Clearway Energy, Inc.

Utilities
98
New
$26.74 - $32.22 $2.62K - $3.16K
98 $3K
AXS
Axis Capital Holdings LTD

Financial Services
38
New
$87.23 - $106.93 $3.31K - $4.06K
38 $3K
NTGR
Netgear, Inc.

Technology
132
New
$19.97 - $31.25 $2.64K - $4.13K
132 $3K
MNST
Monster Beverage Corp

Consumer Defensive
62
New
$55.01 - $64.24 $3.41K - $3.98K
62 $3K
SSB
South State Corp

Financial Services
40
New
$80.59 - $94.67 $3.22K - $3.79K
40 $3K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
78
New
$27.82 - $46.45 $2.17K - $3.62K
78 $3K
CMCO
Columbus Mckinnon Corp

Industrials
209
New
$12.68 - $18.23 $2.65K - $3.81K
209 $3K
RNW
Re New Energy Global PLC

Utilities
522
New
$5.61 - $7.06 $2.93K - $3.69K
522 $3K
FIX
Comfort Systems Usa Inc

Industrials
7
New
$296.51 - $536.21 $2.08K - $3.75K
7 $3K
ITT
Itt Inc.

Industrials
24
New
$112.67 - $157.95 $2.7K - $3.79K
24 $3K
Activity Summary
Buys All Purchases 1180 New Holdings 586 Increased Positions 594 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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