Visionary Wealth Advisors Reduced Holdings in Q2 2025

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-414
- 3.8%
$9.85 - $11.67 $4.08K - $4.83K
10.5K $117K
WM
Waste Management Inc

Industrials
-16
- 1.2%
$216.47 - $242.1 $3.46K - $3.87K
1.32K $302K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-19
- 0.44%
$63.54 - $68.5 $1.21K - $1.3K
4.3K $289K
EMLP
First Tr Exchange Traded Iv

ETFs
-92
- 0.46%
$33.62 - $37.89 $3.09K - $3.49K
19.8K $741K
PSEP
Innovator U.S. Equity Power Bu
-12K
- 20.17%
N/A
47.5K $0
Innovator Etfs Trust
-620
- 6.48%
N/A
8.95K $0
Ea Series Trust
-502
- 2.03%
N/A
24.3K $0
Innovator Etfs Trust
-756
- 10.69%
N/A
6.32K $0
Arista Networks Inc
-315
- 6.57%
N/A
4.48K $0
Innovator Etfs Trust
-1.13K
- 9.56%
N/A
10.7K $0
Blackrock Inc
-16
- 5.32%
N/A
285 $0
Grayscale Ethereum Trust ETF
-317
- 2.77%
N/A
11.1K $0
Innovator Etfs Trust
-5.47K
- 37.71%
N/A
9.03K $0
Bitwise Bitcoin ETF Tr
-2.02K
- 1.96%
N/A
101K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-260
- 3.3%
N/A
7.63K $0
J P Morgan Exchange Traded F
-2.15K
- 2.84%
N/A
73.7K $0
JGRO
J P Morgan Exchange Traded Fd
-8.4K
- 13.46%
N/A
54K $0
Innovator Etfs Trust
-1.2K
- 11.14%
N/A
9.57K $0
Tidal Tr Ii
-1.45K
- 0.98%
N/A
146K $0
Amplify ETF Tr
-2.93K
- 15.47%
N/A
16K $0
DRLL
Ea Ser Tr Strive U S Energy Et
-38.4K
- 47.08%
N/A
43.2K $0
BAUG
Innovator U.S. Equity Buffer E
-66
- 0.56%
N/A
11.7K $0
Innovator Etfs Trust
-19.2K
- 56.37%
N/A
14.9K $0
Goldman Sachs ETF Tr
-430
- 3.57%
N/A
11.6K $0
Global X Fds
-4.23K
- 31.94%
N/A
9.01K $0
FSCO
Fs Cr Opportunities Corp Com
-72.3K
- 35.85%
N/A
129K $0
PDEC
Innovator U.S. Equity Power Bu
-614
- 2.38%
N/A
25.2K $0
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.86K
- 1.21%
$24.12 - $25.48 $44.8K - $47.3K
152K $3.87M
MMM
3 M CO

Industrials
-12
- 0.74%
$126.09 - $154.15 $1.51K - $1.85K
1.61K $245K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-3.5K
- 13.16%
$6.41 - $11.19 $22.4K - $39.2K
23.1K $206K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-19
- 3.18%
$468.22 - $566.51 $8.9K - $10.8K
578 $327K
USB
Us Bancorp \De\

Financial Services
-862
- 5.35%
$36.4 - $45.76 $31.4K - $39.4K
15.2K $689K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-713
- 15.69%
$105.2 - $141.69 $75K - $101K
3.83K $542K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-175
- 1.94%
$37.18 - $42.23 $6.51K - $7.39K
8.85K $373K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-61
- 0.67%
$33.22 - $37.29 $2.03K - $2.27K
9.1K $339K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-340
- 5.35%
$152.42 - $182.82 $51.8K - $62.2K
6.02K $1.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.47K
- 10.3%
$29.15 - $44.46 $42.9K - $65.5K
12.8K $555K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-9
- 0.14%
$34.48 - $39.76 $310 - $358
6.24K $248K
F
Ford Motor CO

Consumer Cyclical
-393
- 1.39%
$8.69 - $10.85 $3.42K - $4.26K
27.9K $302K
PAVE
Global X Fds Us Infrastructure

ETFs
-990
- 9.07%
$33.78 - $43.68 $33.4K - $43.2K
9.93K $432K
HYG
Ishares Tr

ETFs
-35
- 0.19%
$75.75 - $80.65 $2.65K - $2.82K
18.6K $1.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-651
- 12.54%
$82.32 - $112.47 $53.6K - $73.2K
4.54K $510K
NJUL
Innovator Growth 100 Power Buf

Technology
-591
- 6.54%
$56.05 - $68.06 $33.1K - $40.2K
8.44K $574K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-42
- 0.55%
$33.7 - $43.1 $1.42K - $1.81K
7.6K $327K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-22
- 0.97%
$376.48 - $440.65 $8.28K - $9.69K
2.25K $989K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-37
- 0.41%
$48.22 - $60.41 $1.78K - $2.24K
8.93K $533K
DLR
Digital Realty Trust, Inc.

Real Estate
-6
- 0.39%
$136.11 - $177.69 $817 - $1.07K
1.54K $268K
FEMB
First Tr ETF Emerging Markets

ETFs
-2
- 0.01%
$26.01 - $28.88 $52 - $57.8
23.4K $676K
XLC
Select Sector Spdr Tr Communic

ETFs
-231
- 3.83%
$86.13 - $108.53 $19.9K - $25.1K
5.81K $630K
Activity Summary
Buys All Purchases 346 New Holdings 64 Increased Positions 282 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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