Valtinson Bruner Financial Planning LLC Sells in Q1 2025

Valtinson Bruner Financial Planning LLC

  • $239 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
POCT
Innovator U.S. Equity Power Bu

ETFs
-130K
- 90.12%
$38.53 - $40.49 $5.02M - $5.28M
14.3K $555K
EDV
Vanguard Extended Duration Tre

ETFs
-78K
- 22.42%
$65.05 - $73.43 $5.08M - $5.73M
270K $19.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-48.5K
- 23.16%
$64.88 - $72.1 $3.15M - $3.5M
161K $10.6M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-36.2K
- 59.68%
$41.97 - $46.03 $1.52M - $1.67M
24.5K $1.04M
QJUN
First Tr ETF
-57.8K
- 77.56%
$26.45 - $29.15 $1.53M - $1.69M
16.7K $442K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-15.6K
- 71.87%
$97.25 - $104.79 $1.52M - $1.64M
6.11K $634K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14.5K
- 20.4%
$85.29 - $92.57 $1.24M - $1.34M
56.5K $5.15M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-17.3K
- 23.75%
$65.49 - $74.67 $1.13M - $1.29M
55.6K $3.98M
VB
Vanguard Small Cap ETF

ETFs
-2.38K
- 16.86%
$217.89 - $252.64 $519K - $602K
11.7K $2.61M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-26.7K
- 68.36%
$26.45 - $28.62 $706K - $764K
12.4K $327K
NOCT
Innovator Growth 100 Power Buf

ETFs
-11.7K
- 33.16%
$49.54 - $52.84 $580K - $618K
23.6K $1.17M
AAPL
Apple Inc.

Technology
-177
- 1.15%
$209.68 - $247.1 $37.1K - $43.7K
15.2K $3.39M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-11.4K
- 57.67%
$37.4 - $39.42 $427K - $450K
8.37K $316K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-8.74K
- 34.11%
$35.21 - $37.69 $308K - $330K
16.9K $602K
GLDM
World Gold Trust

ETFs
-8.98K
- 37.4%
$52.19 - $61.89 $469K - $556K
15K $930K
MDT
Medtronic PLC

Healthcare
-5.55K
- 23.2%
$79.84 - $94.5 $443K - $525K
18.4K $1.65M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-2.4K
- 1.08%
$39.08 - $41.36 $93.9K - $99.4K
220K $8.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-145
- 2.65%
$190.26 - $242.06 $27.6K - $35.1K
5.32K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 0.58%
$468.34 - $539.52 $11.2K - $12.9K
4.09K $1.92M
KAPR
Innovator U.S. Small Cap Power

ETFs
-717
- 0.82%
$30.82 - $33.62 $22.1K - $24.1K
87.1K $2.69M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-2.26K
- 2.94%
$41.06 - $44.04 $92.6K - $99.4K
74.5K $3.09M
NVDA
Nvidia Corp

Technology
-470
- 11.71%
$106.98 - $149.43 $50.3K - $70.2K
3.54K $384K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-2.19K
- 1.37%
$40.29 - $42.24 $88.2K - $92.5K
158K $6.45M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-961
- 1.73%
$53.6 - $58.97 $51.5K - $56.7K
54.7K $3M
WFC
Wells Fargo & Company

Financial Services
-2.31K
- 11.49%
$66.78 - $81.42 $155K - $188K
17.8K $1.28M
GOOGL
Alphabet Inc.

Communication Services
-131
- 4.02%
$154.33 - $206.19 $20.2K - $27K
3.13K $483K
TGT
Target Corp

Consumer Defensive
-82
- 2.09%
$103.65 - $142.5 $8.5K - $11.7K
3.85K $401K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-77
- 0.11%
$49.36 - $53.08 $3.8K - $4.09K
68.3K $3.41M
HON
Honeywell International Inc

Industrials
-6
- 0.09%
$202.75 - $226.52 $1.22K - $1.36K
7.04K $1.49M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.64K
- 6.96%
$42.86 - $45.92 $70.2K - $75.2K
21.9K $949K
COST
Costco Wholesale Corp

Consumer Defensive
-109
- 17.19%
$890.62 - $1076.86 $97.1K - $117K
525 $496K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-174
- 0.22%
$44.99 - $47.69 $7.83K - $8.3K
78.5K $3.58M
SPYG
Spdr Portfolio

ETFs
-224
- 4.57%
$80.05 - $92.39 $17.9K - $20.7K
4.68K $376K
CBZ
Cbiz, Inc.

Industrials
-9
- 0.1%
$68.46 - $88.65 $616 - $798
8.91K $675K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-574
- 10.52%
$59.79 - $67.15 $34.3K - $38.5K
4.88K $296K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-50
- 0.1%
$31.97 - $34.34 $1.6K - $1.72K
50.3K $1.63M
HWKN
Hawkins Inc

Basic Materials
-59
- 2.74%
$101.28 - $122.97 $5.98K - $7.26K
2.1K $222K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-158
- 6.7%
$101.98 - $115.66 $16.1K - $18.3K
2.2K $225K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-464
- 2.98%
$35.54 - $37.44 $16.5K - $17.4K
15.1K $541K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-76
- 0.3%
$44.96 - $47.9 $3.42K - $3.64K
25.6K $1.16M
CAT
Caterpillar Inc

Industrials
-25
- 3.68%
$326.75 - $407.63 $8.17K - $10.2K
655 $216K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.3K
- 6.66%
$24.1 - $24.34 $31.4K - $31.7K
18.3K $444K
AUGZ
Listed Fds Tr Trueshares Struc

Technology
-200
- 1.64%
$36.95 - $40.02 $7.39K - $8K
12K $449K
BAC
Bank Of America Corp

Financial Services
-216
- 3.66%
$39.61 - $47.74 $8.56K - $10.3K
5.69K $237K
KJUL
Innovator U.S. Small Cap Power

Technology
-4
- 0.04%
$27.83 - $30.18 $111 - $121
11.3K $317K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.33K
- 7.23%
$25.21 - $26.38 $33.6K - $35.2K
17.1K $451K
JULZ
Listed Fds Tr Trueshares Struc

Technology
-286
- 0.48%
N/A
59.2K $2.3M
JPM
Jpmorgan Chase & CO

Financial Services
-66
- 4.46%
$225.19 - $279.95 $14.9K - $18.5K
1.41K $346K
EEM
Ishares Msci Emerging Markets

ETFs
-298
- 5.51%
$40.81 - $45.34 $12.2K - $13.5K
5.11K $223K
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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