Wealth Care Investment Partners, LLC Reduced Holdings in Q2 2025

Wealth Care Investment Partners, LLC

  • $259 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLJH
Franklin Templeton ETF Tr

ETFs
-31.7K
- 26.64%
$27.03 - $32.5 $856K - $1.03M
87.2K $2.81M
XLE
Energy Sector Spdr

ETFs
-960
- 1.68%
$76.44 - $94.13 $73.4K - $90.4K
56K $4.75M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-12.2K
- 29.38%
$57.46 - $65.66 $699K - $799K
29.3K $1.9M
XLV
Select Sector Spdr Fund Health

ETFs
-1.57K
- 5.64%
$128.77 - $144.3 $202K - $226K
26.2K $3.53M
FNDX
Schwab Fundamental U S Large C

ETFs
-23.2K
- 17.94%
$20.84 - $24.54 $483K - $569K
106K $2.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.6K
- 4.88%
$24.32 - $27.87 $185K - $212K
148K $3.93M
IYK
Ishares U.S. Consumer Staples

ETFs
-5.07K
- 10.22%
$67.29 - $72.42 $341K - $367K
44.6K $3.14M
XCEM
Columbia ETF Tr Ii

ETFs
-24K
- 26.63%
$26.68 - $34.18 $641K - $821K
66.2K $2.26M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-6.65K
- 10.53%
$23.32 - $24.45 $155K - $163K
56.5K $1.38M
PAVE
Global X Fds Us Infrastructure

ETFs
-10.8K
- 18.11%
$33.78 - $43.68 $366K - $473K
49K $2.14M
USO
United States Oil Fund, LP

ETFs
-572
- 7.33%
$62.37 - $83.12 $35.7K - $47.5K
7.23K $528K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-2.1K
- 19.53%
N/A
8.65K $220K
IEFA
Ishares Tr

ETFs
-2.46K
- 12.4%
$67.83 - $84.09 $167K - $207K
17.4K $1.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-878
- 9.17%
$50.52 - $50.92 $44.4K - $44.7K
8.7K $442K
SOXX
Ishares Semiconductor ETF

ETFs
-1.21K
- 24.87%
$154.86 - $239.07 $188K - $290K
3.66K $873K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-813
- 8.56%
$47.46 - $55.3 $38.6K - $45K
8.69K $478K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-605
- 5.71%
$45.9 - $48.26 $27.8K - $29.2K
9.99K $466K
MTB
M&T Bank Corp

Financial Services
-347
- 17.17%
$156.58 - $193.99 $54.3K - $67.3K
1.67K $324K
FTGC
First Trust Global Tactical CO

ETFs
-489
- 1.92%
$23.09 - $25.91 $11.3K - $12.7K
24.9K $615K
EMLP
First Tr Exchange Traded Iv

ETFs
-852
- 1.97%
$33.62 - $37.89 $28.6K - $32.3K
42.5K $1.59M
XOM
Exxon Mobil Corp

Energy
-71
- 3.6%
$99.93 - $119.04 $7.1K - $8.45K
1.9K $204K
FTSL
First Trust Senior Ln Fund

ETFs
-720
- 4.68%
$44.58 - $46.07 $32.1K - $33.2K
14.7K $673K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-74
- 1.51%
$61.03 - $67.59 $4.52K - $5K
4.83K $309K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-951
- 0.54%
$44.68 - $45.96 $42.5K - $43.7K
174K $7.97M
FIW
First Trust Water ETF

ETFs
-396
- 16.56%
$90.26 - $108.05 $35.7K - $42.8K
2K $215K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-426
- 4.79%
$50.36 - $50.68 $21.5K - $21.6K
8.47K $429K
IEF
Ishares Barclays

ETFs
-231
- 2.23%
$93.15 - $96.56 $21.5K - $22.3K
10.1K $968K
FBT
First Trust Nyse Arca Biotechn

ETFs
-1
- 0.07%
$145.67 - $165.99 $146 - $166
1.48K $238K
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
-1.5K
- 19.76%
$30.94 - $41.09 $46.4K - $61.6K
6.09K $250K
VIG
Vanguard Dividend Appreciation

ETFs
-45
- 0.81%
N/A
5.53K $1.01M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-124
- 1.15%
$24.98 - $25.66 $3.1K - $3.18K
10.6K $272K
V
Visa Inc.

Financial Services
-14
- 2.12%
$308.27 - $373.31 $4.32K - $5.23K
645 $229K
CGCP
Capital Group Core Plus Income

ETFs
-86
- 0.37%
$21.92 - $22.56 $1.89K - $1.94K
23K $516K
CGMS
Capital Grp Core Plus Income E
-579
- 2.77%
N/A
20.3K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-408
- 0.89%
N/A
45.2K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-88
- 0.16%
N/A
56.6K $0
Capital Group Dividend Growe
-7.93K
- 5.4%
N/A
139K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-8
- 0.16%
$49.57 - $50.27 $397 - $402
4.99K $250K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.18K
- 9.18%
$25.48 - $31.98 $55.5K - $69.7K
21.6K $689K
FTCS
First Trust Capital Strength E

ETFs
-31
- 1.23%
$81.6 - $92.39 $2.53K - $2.86K
2.5K $227K
GD
General Dynamics Corp

Industrials
-44
- 5.89%
$247.68 - $291.66 $10.9K - $12.8K
703 $205K
LEGR
First Tr ETF Indxx Innovation

ETFs
-888
- 8.35%
$42.95 - $53.81 $38.1K - $47.8K
9.74K $524K
VO
Vanguard Mid Cap ETF

ETFs
-36
- 3.43%
$228.54 - $279.83 $8.23K - $10.1K
1.01K $283K
PVAL
Putnam ETF Tr Putnam Focused L
-1.76K
- 4.33%
$33.6 - $40.23 $59.2K - $70.8K
38.9K $1.57M
GOOG
Alphabet Inc.

Communication Services
-53
- 3.35%
$146.58 - $180.01 $7.77K - $9.54K
1.53K $271K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-279
- 9.71%
$113.67 - $150.4 $31.7K - $42K
2.59K $390K
JETS
ETF Ser Solutions U S Global J

ETFs
-413
- 2.42%
$17.37 - $23.44 $7.17K - $9.68K
16.7K $382K
JPM
Jpmorgan Chase & CO

Financial Services
-19
- 2.07%
$210.28 - $289.91 $4K - $5.51K
897 $260K
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.84%
$498.8 - $620.9 $3.49K - $4.35K
823 $511K
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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