Modern Wealth Management, LLC Sells in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDN
First Tr Fd Dow Jones

ETFs
-199
- 3.05%
$264.06 - $287.34 $52.5K - $57.2K
6.33K $1.77B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-4.2K
- 10.05%
$49.32 - $50.93 $207K - $214K
37.6K $1.91B
PDN
Invesco Fd Tr

ETFs
-253
- 0.54%
$38.58 - $41.85 $9.76K - $10.6K
46.7K $1.92B
IXC
Ishares Tr Global Energy ETF

ETFs
-86.6K
- 64.99%
$39.45 - $42.95 $3.42M - $3.72M
46.7K $1.95B
ETN
Eaton Corp PLC

Industrials
-1.78K
- 24.62%
$342.99 - $392.76 $609K - $698K
5.44K $2.04B
APH
Amphenol Corp

Technology
-694
- 3.76%
$97.39 - $125.4 $67.6K - $87K
17.8K $2.2B
FYLD
Cambria Foreign Shareholder Yi

ETFs
-4.6K
- 5.55%
$29.19 - $31.97 $134K - $147K
78.3K $2.44B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-42.3K
- 28.83%
$23.54 - $23.97 $995K - $1.01M
104K $2.5B
FAS
Direxion Daily Financial Bull

ETFs
-83
- 0.59%
$156.89 - $180.73 $13K - $15K
14.1K $2.51B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-16.9K
- 59.82%
$195.29 - $223.85 $3.3M - $3.78M
11.3K $2.52B
ESI
Element Solutions Inc

Basic Materials
-50K
- 33.03%
$23.13 - $26.99 $1.16M - $1.35M
101K $2.55B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-766
- 12.62%
$404.94 - $499.99 $310K - $383K
5.3K $2.57B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.2K
- 45.05%
$85.01 - $90.35 $2.06M - $2.19M
29.5K $2.64B
XLC
Select Sector Spdr Tr Communic

ETFs
-8.58K
- 27.55%
$105.99 - $119.41 $910K - $1.02M
22.6K $2.67B
T
At&T Inc.

Communication Services
-5.07K
- 5.08%
$26.94 - $29.62 $137K - $150K
94.8K $2.68B
AVUS
American Centy ETF Tr Avantis

ETFs
-1.94K
- 7.24%
$101.2 - $109.16 $196K - $212K
24.8K $2.7B
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.31K
- 4.27%
$85.66 - $92.67 $113K - $122K
29.5K $2.72B
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-844
- 1.2%
N/A
69.4K $2.76B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-216K
- 78.17%
$42.26 - $47.16 $9.13M - $10.2M
60.3K $2.79B
C
Citigroup Inc

Financial Services
-2.62K
- 8.53%
$85.57 - $103.49 $224K - $271K
28.1K $2.85B
KO
Coca Cola CO

Consumer Defensive
-1.12K
- 2.5%
$65.67 - $71.67 $73.4K - $80.1K
43.5K $2.89B
Aim ETF Products Trust
-3.39K
- 3.71%
N/A
87.8K $2.91B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-83
- 1.31%
$420.11 - $472.68 $34.9K - $39.2K
6.24K $2.92B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.24K
- 3.65%
$50.81 - $51.07 $114K - $114K
59.2K $3.02B
Amplify ETF Tr
-2.23K
- 4.32%
N/A
49.4K $3.15B
MU
Micron Technology Inc

Technology
-283
- 1.46%
$104.88 - $168.89 $29.7K - $47.8K
19.1K $3.19B
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.36K
- 12.71%
$109.11 - $111.88 $476K - $488K
30K $3.33B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4K
- 5.67%
$48.5 - $50.19 $194K - $201K
66.6K $3.33B
PRF
Invesco Exchange Traded Fd Tr

ETFs
-244
- 0.33%
$42.04 - $45.23 $10.3K - $11K
73.9K $3.34B
American Healthcare Reit Inc
-5.72K
- 6.65%
N/A
80.4K $3.38B
RODM
Hartford Multifactor Developed

ETFs
-1.77K
- 1.82%
$33.53 - $35.95 $59.3K - $63.6K
95.3K $3.39B
VO
Vanguard Mid Cap ETF

ETFs
-592
- 4.79%
$279.83 - $293.74 $166K - $174K
11.8K $3.46B
BAC
Bank Of America Corp

Financial Services
-379
- 0.56%
$44.92 - $52.42 $17K - $19.9K
67.2K $3.47B
SPG
Simon Property Group Inc

Real Estate
-12K
- 38.02%
$159.93 - $187.67 $1.92M - $2.26M
19.6K $3.68B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-28.8K
- 14.73%
$22.27 - $22.51 $641K - $648K
167K $3.75B
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.83K
- 4.16%
$33.04 - $36.15 $160K - $175K
111K $3.82B
IYR
Ishares Tr

ETFs
-14.7K
- 26.84%
$94.16 - $98.46 $1.39M - $1.45M
40.2K $3.9B
FNDC
Schwab Fundamental Intl Small

ETFs
-1.4K
- 1.56%
$41.81 - $45.21 $58.6K - $63.3K
88.4K $3.93B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.36K
- 5.92%
$55.61 - $57.37 $243K - $250K
69.3K $3.96B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-4
- 0.01%
$126.64 - $135.65 $507 - $543
30K $4.07B
USRT
Ishares Core U.S. Reit ETF

ETFs
-10.3K
- 12.7%
$55.64 - $59.37 $570K - $609K
70.5K $4.14B
VB
Vanguard Small Cap ETF

ETFs
-839
- 4.72%
$237.58 - $259.17 $199K - $217K
16.9K $4.3B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.02K
- 2.01%
$86.07 - $90.74 $88K - $92.8K
49.8K $4.46B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.4K
- 17.02%
$72.57 - $74.72 $902K - $928K
60.6K $4.5B
MEAR
Blackrock Short Maturity Munic

ETFs
-1.39K
- 1.5%
$50.17 - $50.56 $69.8K - $70.3K
91.2K $4.61B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.49K
- 6.33%
N/A
51.6K $5.11B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-569
- 0.99%
$87.05 - $93.19 $49.5K - $53K
56.7K $5.27B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-62K
- 52.8%
$94.17 - $99.95 $5.84M - $6.19M
55.4K $5.54B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.62K
- 10.79%
$181.56 - $190.33 $658K - $690K
30K $5.68B
Activity Summary
Buys All Purchases 444 New Holdings 75 Increased Positions 369 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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