Accredited Investor Services, LLC Purchases in Q3 2025

Accredited Investor Services, LLC

  • $145 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
11.7K
+ 2.47%
$101.2 - $109.16 $1.19M - $1.28M
486K $52.8B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.54K
+ 1.26%
$47.75 - $54.24 $265K - $301K
445K $23.9B
DFAX
Dimensional ETF Tr
15.8K
+ 1.9%
$29.25 - $31.56 $463K - $500K
849K $26.7B
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
71.5K
New
$8.8 - $9.5 $629K - $679K
71.5K $677M
AVUV
American Centy ETF Tr Avantis

ETFs
2.49K
+ 5.01%
$90.37 - $102.12 $225K - $254K
52.2K $5.19B
IRBO
Ishares Robotics & Artificial

ETFs
5.83K
New
N/A
5.83K $267M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
804
New
$232.86 - $268.01 $187K - $215K
804 $209M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.43K
New
$135.0 - $146.02 $193K - $209K
1.43K $208M
VBR
Vanguard Small Cap Value ETF

ETFs
982
New
$195.41 - $212.37 $192K - $209K
982 $205M
SLV
I Shares Silver Trust

ETFs
4.76K
New
$32.73 - $42.5 $156K - $202K
4.76K $201M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
10.7K
New
$9.32 - $10.2 $100K - $109K
10.7K $109M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.33K
+ 6.87%
$48.5 - $50.19 $64.4K - $66.7K
20.6K $1.03B
MUB
Ishares National Muni Bond ETF

ETFs
50
+ 0.31%
$103.24 - $106.68 $5.16K - $5.33K
16.1K $1.72B
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
2.01K
+ 14.05%
$14.0 - $14.68 $28.2K - $29.6K
16.3K $240M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
2.18K
+ 16.23%
$13.1 - $13.58 $28.6K - $29.6K
15.6K $209M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.44%
N/A
2.28K $491M
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.12%
$53.36 - $59.69 $374 - $418
5.81K $338M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
3.8K
+ 9.89%
$5.79 - $5.98 $22K - $22.7K
42.2K $245M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
2.24K
+ 21.73%
$4.97 - $5.68 $11.2K - $12.7K
12.6K $67.6M
TEI
Templeton Emerging Markets Income Fund

Financial Services
979
+ 9.02%
$5.85 - $6.44 $5.73K - $6.3K
11.8K $73.3M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
273
+ 3.14%
$24.11 - $24.94 $6.58K - $6.81K
8.96K $223M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
1.58K
+ 11.33%
$4.23 - $4.4 $6.7K - $6.97K
15.6K $67.7M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
205
+ 1.75%
$11.19 - $11.74 $2.29K - $2.41K
11.9K $138M
PIO
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.15%
$43.84 - $45.74 $438 - $457
6.81K $306M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
500
+ 2.9%
$3.81 - $4.04 $1.91K - $2.02K
17.8K $68.2M
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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