Opulen Financial Group LLC Purchases and Sells in Q3 2025

Opulen Financial Group LLC

$132 Billion
Q3 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	8.65K + 1.72%	$26.38 - $27.95 $228K - $242K	512K $14B
BSCV	25.6K + 18.79%	$16.39 - $16.83 $419K - $430K	162K $2.7B
BSCU	25.2K + 17.42%	$16.67 - $17.03 $420K - $429K	170K $2.87B
BSCW	18.6K + 19.44%	N/A	114K $2.38B
VOO	210 + 3.48%	$567.77 - $614.76 $119K - $129K	6.24K $3.82B
INVESCO EXCH TRD SLF IDX FD	16.6K + 31.63%	N/A	69.2K $1.49B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	17.1K New	$30.76 - $33.01 $525K - $564K	17.1K $560M
DFEM	9.08K New	$29.55 - $32.52 $268K - $295K	9.08K $291M
GOOG	1.11K New	$175.16 - $255.24 $195K - $284K	1.11K $271M
DFAX	7.72K New	$29.25 - $31.56 $226K - $244K	7.72K $242M
ISCG	4.01K New	$49.84 - $55.14 $200K - $221K	4.01K $218M
SMMD	2.79K New	$67.91 - $74.71 $190K - $209K	2.79K $206M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-774 - 62.93%	$459.11 - $506.91 $355K - $392K	456 $229M
AMZN	-508 - 2.07%	$211.65 - $238.24 $108K - $121K	24K $5.28B
IMCB	-997 - 12.23%	$79.58 - $83.45 $79.3K - $83.2K	7.15K $594M
SRLN	-679 - 2.46%	$41.28 - $41.65 $28K - $28.3K	27K $1.12B
XITK	-126 - 4.18%	$175.49 - $196.6 $22.1K - $24.8K	2.89K $550M
FLRN	-637 - 6.02%	$30.71 - $30.86 $19.6K - $19.7K	9.95K $307M

Activity Summary All Purchases 76 New Holdings 8 Increased Positions 68 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Opulen Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opulen Financial Group LLC with notifications on news.