Unique Wealth, LLC Purchases and Sells in Q4 2025

Unique Wealth, LLC

$716 Billion
Q4 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	56.4K + 63.18%	$656.2 - $690.71 $37M - $39M	146K $99.8B
SCHG	203K + 26.95%	$31.41 - $33.69 $6.37M - $6.83M	955K $31.2B
JAVA	44.6K + 18.59%	$67.15 - $70.77 $3M - $3.16M	285K $20.4B
IYF	24.1K + 92.66%	$120.85 - $126.31 $2.92M - $3.05M	50.2K $6.47B
AGG	29K + 9.55%	$99.87 - $101.27 $2.89M - $2.93M	332K $33.2B
ITA	10.8K + 757.85%	$205.04 - $218.9 $2.21M - $2.36M	12.2K $2.62B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	378K New	N/A	378K $12.6B
BLACKROCK ETF TRUST II	191K New	N/A	191K $9.68B
IYG	59.8K New	$86.19 - $90.17 $5.16M - $5.39M	59.8K $5.52B
INMU	172K New	$23.85 - $24.16 $4.11M - $4.17M	172K $4.15B
TIDAL TRUST II	23.4K New	N/A	23.4K $1.38B
JMUB	20.3K New	$50.33 - $50.81 $1.02M - $1.03M	20.3K $1.02B

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-49.9K - 66.75%	$653.02 - $687.39 $32.6M - $34.3M	24.9K $16.9B
QUAL	-35.9K - 95.52%	$191.01 - $199.18 $6.86M - $7.15M	1.68K $334M
EFG	-45.3K - 83.55%	$112.91 - $117.61 $5.11M - $5.33M	8.92K $1.02B
EUSA	-46.4K - 87.4%	$100.57 - $104.36 $4.66M - $4.84M	6.68K $691M
EFV	-44.5K - 26.48%	$66.73 - $70.99 $2.97M - $3.16M	123K $8.82B
DFRA	-82.5K - 52.95%	N/A	73.3K $2.13B

Activity Summary All Purchases 87 New Holdings 15 Increased Positions 72 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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