Wealth Advisors Of Iowa, LLC Purchases and Sells in Q1 2025

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	29.3K + 12.09%	$56.17 - $59.71 $1.65M - $1.75M	272K $15.5B
USMV	4.45K + 2.32%	$87.68 - $94.52 $390K - $420K	196K $18.3B
PULS	26.7K + 75.13%	$49.56 - $49.78 $1.32M - $1.33M	62.2K $3.09B
XLU	8.97K + 5.78%	$74.7 - $80.27 $670K - $720K	164K $13B
SPYV	23.8K + 7.21%	$49.78 - $53.19 $1.18M - $1.26M	353K $18B
BOND	9.94K + 60.51%	$89.27 - $92.9 $887K - $923K	26.4K $2.44B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	531K New	$50.39 - $50.66 $26.7M - $26.9M	531K $26.9B
EFAV	147K New	$69.81 - $78.9 $10.2M - $11.6M	147K $11.4B
XLV	17.7K New	$137.61 - $149.68 $2.43M - $2.65M	17.7K $2.58B
JQUA	31.5K New	$55.41 - $60.74 $1.75M - $1.91M	31.5K $1.78B
BUCK	36.2K New	N/A	36.2K $893M
SYK	1.77K New	$355.18 - $399.9 $628K - $707K	1.77K $659M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	-279K - 79.61%	$33.84 - $37.77 $9.45M - $10.5M	71.6K $2.61B
JEPQ	-65.9K - 48.04%	$51.45 - $58.51 $3.39M - $3.85M	71.2K $3.69B
IVV	-3.41K - 28.02%	$554.06 - $615.85 $1.89M - $2.1M	8.76K $4.92B
SPYG	-15.3K - 28.58%	$80.05 - $92.39 $1.22M - $1.41M	38.2K $3.07B
SPLG	-7.81K - 2.32%	$64.88 - $72.1 $507K - $563K	329K $21.7B
AAPL	-286 - 1.61%	$209.68 - $247.1 $60K - $70.7K	17.5K $3.89B

Activity Summary All Purchases 43 New Holdings 13 Increased Positions 30 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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