Valtinson Bruner Financial Planning LLC Reduced Holdings in Q2 2025

Valtinson Bruner Financial Planning LLC

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-128K
- 41.88%
$32.66 - $40.75 $4.18M - $5.21M
177K $7.18M
KAPR
Innovator U.S. Small Cap Power

ETFs
-70.6K
- 80.98%
$28.5 - $32.39 $2.01M - $2.29M
16.6K $536K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.92K
- 10.47%
$83.97 - $92.85 $497K - $549K
50.6K $4.47M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-5.88K
- 10.58%
$62.08 - $73.58 $365K - $433K
49.7K $3.34M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-26.1K
- 12.62%
$34.72 - $42.74 $907K - $1.12M
181K $7.73M
UNH
Unitedhealth Group Inc

Healthcare
-5
- 0.29%
$274.35 - $599.47 $1.37K - $3K
1.75K $545K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-98
- 3.32%
$483.48 - $539.8 $47.4K - $52.9K
2.85K $1.39M
XEL
Xcel Energy Inc

Utilities
-809
- 3.84%
$65.65 - $72.39 $53.1K - $58.6K
20.3K $1.38M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-885
- 14.47%
$97.29 - $105.63 $86.1K - $93.5K
5.23K $531K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.43K
- 20.05%
$25.57 - $26.34 $87.7K - $90.3K
13.7K $356K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-568
- 2.14%
$45.3 - $50.64 $25.7K - $28.8K
26K $1.28M
TGT
Target Corp

Consumer Defensive
-382
- 9.92%
$88.76 - $105.77 $33.9K - $40.4K
3.47K $342K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.28K
- 12.47%
$24.19 - $24.45 $55.1K - $55.6K
16K $389K
CBZ
Cbiz, Inc.

Industrials
-42
- 0.47%
$66.19 - $79.64 $2.78K - $3.34K
8.87K $635K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.28K
- 11.32%
$25.96 - $29.2 $33.3K - $37.5K
10.1K $293K
JULZ
Listed Fds Tr Trueshares Struc

Technology
-589
- 1.0%
N/A
58.6K $2.28M
VV
Vanguard Large Cap ETF

ETFs
-186
- 16.7%
$228.25 - $285.3 $42.5K - $53.1K
928 $264K
IEFA
Ishares Tr

ETFs
-451
- 15.36%
$67.83 - $84.09 $30.6K - $37.9K
2.49K $207K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-865
- 10.33%
$35.3 - $40.46 $30.5K - $35K
7.51K $303K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-696
- 7.94%
$33.11 - $37.79 $23K - $26.3K
8.07K $304K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-897
- 5.93%
$33.46 - $38.01 $30K - $34.1K
14.2K $540K
Innovator Etfs Trust
-1.44K
- 11.87%
N/A
10.7K $0
Rbb Fd Inc
-792
- 5.32%
N/A
14.1K $0
USXF
Ishares Esg Advanced Msci Usa

Technology
-753
- 13.31%
$41.54 - $53.93 $31.3K - $40.6K
4.9K $264K
Innovator Etfs Trust
-179
- 3.82%
N/A
4.51K $0
Innovator Etfs Trust
-104
- 0.19%
N/A
55.2K $0
NOVZ
Listed Fds Tr Trueshares Struc
-382
- 0.53%
N/A
72K $0
PDEC
Innovator U.S. Equity Power Bu
-100
- 1.13%
N/A
8.75K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.25K
- 3.13%
N/A
38.6K $0
KOCT
Innovator Laddered Fund Of U.S
-1.97K
- 1.63%
N/A
119K $0
PNOV
Innovator U.S. Equity Power Bu
-833
- 13.23%
N/A
5.46K $0
Innovator Etfs Trust
-1.69K
- 13.73%
N/A
10.6K $0
Listed Fds Tr
-911
- 1.69%
N/A
52.9K $0
SPMD
Spdr Portfolio

ETFs
-380
- 4.9%
$44.89 - $54.38 $17.1K - $20.7K
7.38K $401K
VEA
Vanguard Ftse Developed Market

ETFs
-1.2K
- 9.9%
$45.65 - $57.01 $54.6K - $68.1K
10.9K $620K
EEM
Ishares Msci Emerging Markets

ETFs
-220
- 4.3%
$38.52 - $48.28 $8.47K - $10.6K
4.89K $235K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.09K
- 4.46%
$38.86 - $45.19 $42.4K - $49.3K
23.4K $1.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-135
- 3.97%
$108.12 - $135.04 $14.6K - $18.2K
3.27K $441K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-120
- 1.2%
$42.85 - $50.11 $5.14K - $6.01K
9.88K $495K
CAT
Caterpillar Inc

Industrials
-20
- 3.05%
$273.94 - $388.21 $5.48K - $7.76K
635 $246K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-390
- 4.17%
$28.98 - $37.18 $11.3K - $14.5K
8.96K $333K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-303
- 1.48%
$38.7 - $44.05 $11.7K - $13.3K
20.1K $886K
QJUN
First Tr ETF
-369
- 2.21%
$24.35 - $29.57 $8.99K - $10.9K
16.4K $483K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-285
- 1.09%
$19.6 - $24.44 $5.59K - $6.97K
25.9K $632K
META
Meta Platforms, Inc.

Communication Services
-8
- 1.99%
$484.66 - $738.09 $3.88K - $5.9K
394 $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
-169
- 5.87%
$496.48 - $617.85 $83.9K - $104K
2.71K $1.67M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-465
- 1.82%
$41.76 - $49.03 $19.4K - $22.8K
25.1K $1.23M
HWKN
Hawkins Inc

Basic Materials
-36
- 1.72%
$103.32 - $143.95 $3.72K - $5.18K
2.06K $292K
NOCT
Innovator Growth 100 Power Buf

ETFs
-624
- 2.65%
$46.13 - $54.5 $28.8K - $34K
23K $1.25M
Activity Summary
Buys All Purchases 82 New Holdings 16 Increased Positions 66 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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