Mbl Wealth, LLC Sells in Q4 2025

Mbl Wealth, LLC

  • $1.1 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-45.9K
- 43.28%
$43.05 - $44.51 $1.98M - $2.04M
60.1K $2.62M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-26.5K
- 46.23%
$43.59 - $44.34 $1.16M - $1.18M
30.8K $1.36M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-13.3K
- 10.27%
$56.33 - $59.22 $748K - $786K
116K $6.71M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-10.7K
- 18.72%
$47.78 - $48.21 $511K - $516K
46.4K $2.23M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.09K
- 7.99%
$88.13 - $92.69 $360K - $379K
47K $4.21M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-8.56K
- 22.45%
$40.28 - $40.85 $345K - $350K
29.6K $1.19M
HON
Honeywell International Inc

Industrials
-1.54K
- 47.12%
$194.07 - $220.67 $299K - $340K
1.73K $338K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.59K
- 50.46%
$50.57 - $50.77 $232K - $233K
4.5K $227K
VO
Vanguard Mid Cap ETF

ETFs
-74
- 0.33%
$286.27 - $296.23 $21.2K - $21.9K
22.5K $6.45M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.13K
- 1.05%
$99.91 - $100.24 $113K - $113K
106K $10.6M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-3.23K
- 26.62%
$36.08 - $39.41 $116K - $127K
8.9K $349K
VMC
Vulcan Materials CO

Basic Materials
-256
- 23.04%
$280.58 - $309.07 $71.8K - $79.1K
855 $239K
ARCC
Ares Capital Corp

Financial Services
-4K
- 26.12%
$18.9 - $20.61 $75.6K - $82.4K
11.3K $228K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.56K
- 1.63%
$54.06 - $55.46 $84.3K - $86.5K
94.1K $5.16M
MO
Altria Group, Inc.

Consumer Defensive
-124
- 1.58%
$56.38 - $66.65 $6.99K - $8.26K
7.72K $448K
NSC
Norfolk Southern Corp

Industrials
-45
- 1.36%
$279.53 - $300.15 $12.6K - $13.5K
3.27K $927K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.71K
- 7.81%
$43.84 - $45.35 $74.9K - $77.5K
20.2K $903K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.95K
- 1.48%
$38.95 - $39.72 $75.8K - $77.3K
129K $5.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-775
- 6.45%
$78.65 - $79.19 $61K - $61.4K
11.2K $884K
T
At&T Inc.

Communication Services
-1.17K
- 10.29%
$24.44 - $27.55 $28.6K - $32.3K
10.2K $259K
ABT
Abbott Laboratories

Healthcare
-406
- 17.49%
$123.62 - $134.59 $50.2K - $54.6K
1.92K $249K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.46K
- 0.96%
$45.22 - $46.04 $66.1K - $67.3K
152K $6.92M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.49K
- 19.6%
$38.23 - $38.65 $56.9K - $57.5K
6.1K $235K
PM
Philip Morris International Inc.

Consumer Defensive
-182
- 7.22%
$144.33 - $160.86 $26.3K - $29.3K
2.34K $357K
BALT
Innovator Etfs Tr
-1.45K
- 10.36%
$32.7 - $33.07 $47.3K - $47.8K
12.5K $412K
SO
Southern CO

Utilities
-133
- 1.95%
$90.58 - $99.72 $12K - $13.3K
6.69K $605K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-590
- 12.5%
$52.76 - $53.18 $31.1K - $31.4K
4.13K $218K
LMT
Lockheed Martin Corp

Industrials
-22
- 2.8%
$452.1 - $514.24 $9.95K - $11.3K
763 $359K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-94
- 1.52%
$57.84 - $62.5 $5.44K - $5.88K
6.11K $368K
EVER
Ever Quote, Inc.

Communication Services
-2.98K
- 9.02%
$19.35 - $26.45 $57.6K - $78.7K
30K $753K
VOT
Vanguard Mid Cap Growth Index

ETFs
-8
- 0.72%
$279.76 - $298.12 $2.24K - $2.38K
1.11K $309K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-500
- 1.66%
$38.72 - $39.43 $19.4K - $19.7K
29.7K $1.16M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-500
- 2.17%
$19.01 - $19.26 $9.51K - $9.63K
22.5K $429K
BOND
Pimco Active Bond Exchange Tra

ETFs
-69
- 1.62%
$93.0 - $94.55 $6.42K - $6.52K
4.18K $389K
IYW
Ishares Dj Us Tech ETF

ETFs
-42
- 3.16%
$192.8 - $211.27 $8.1K - $8.87K
1.29K $256K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-30
- 1.25%
$127.15 - $133.03 $3.81K - $3.99K
2.37K $308K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-85
- 1.27%
$45.42 - $46.3 $3.86K - $3.94K
6.6K $304K
Tidal Trust Ii
-21K
- 45.26%
N/A
25.4K $0
Calamos ETF Tr
-167K
- 51.44%
N/A
157K $0
Fortrea Hldgs Inc
-15.9K
- 50.14%
N/A
15.8K $0
AMZU
Direxion Shs ETF Tr Daily Amzn
-2.5K
- 20.0%
N/A
10K $0
Innovator Etfs Trust
-3.05K
- 2.47%
N/A
121K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-300
- 5.06%
N/A
5.63K $0
MKL
Markel Corp

Financial Services
-4
- 2.61%
$1826.32 - $2091.91 $7.31K - $8.37K
149 $307K
AMAT
Applied Materials Inc

Technology
-11
- 0.98%
$209.95 - $240.89 $2.31K - $2.65K
1.11K $253K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-150
- 1.13%
$36.51 - $41.12 $5.48K - $6.17K
13.2K $513K
VGT
Vanguard Information Technolog

ETFs
-7
- 0.22%
$736.33 - $801.52 $5.15K - $5.61K
3.23K $2.44M
IAU
Ishares Gold Trust

ETFs
-21
- 0.19%
$72.65 - $82.5 $1.53K - $1.73K
11.3K $869K
AMGN
Amgen Inc

Healthcare
-16
- 1.75%
$290.13 - $341.71 $4.64K - $5.47K
897 $306K
Activity Summary
Buys All Purchases 203 New Holdings 51 Increased Positions 152 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 2
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