Advisory Services Network, LLC Purchases in Q3 2025

Advisory Services Network, LLC

  • $6.41 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
4.27K
New
$33.77 - $42.38 $144K - $181K
4.27K $174K
EQIX
Equinix Inc

Real Estate
221
New
$756.7 - $811.13 $167K - $179K
221 $173K
YLD
Principal Exchange Traded Fds

ETFs
8.88K
New
$19.14 - $19.46 $170K - $173K
8.88K $172K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.91K
New
$82.29 - $90.77 $157K - $173K
1.91K $172K
SYM
Symbotic Inc.

Financial Services
3.19K
New
$39.68 - $63.21 $127K - $202K
3.19K $172K
AIZ
Assurant, Inc.

Financial Services
792
New
$184.56 - $218.69 $146K - $173K
792 $171K
DFAS
Dimensional ETF Tr U S Small C

ETFs
77
+ 0.22%
$63.41 - $69.69 $4.88K - $5.37K
34.9K $2.39M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
2.7K
New
$57.58 - $64.29 $155K - $173K
2.7K $171K
ROAD
Construction Partners, Inc.

Industrials
468
+ 8.84%
$93.43 - $136.74 $43.7K - $64K
5.76K $732K
FTA
First Tr Large Cap Value

ETFs
2.04K
New
$78.13 - $83.78 $159K - $171K
2.04K $169K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.84K
New
$82.81 - $93.09 $153K - $172K
1.84K $169K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.62K
+ 6.67%
$37.2 - $39.61 $97.5K - $104K
41.9K $1.66M
EEMV
Ishares Msci Emerging Markets

ETFs
2.65K
New
$61.94 - $64.63 $164K - $171K
2.65K $169K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
850
+ 4.0%
$99.08 - $103.57 $84.2K - $88K
22.1K $2.28M
RGEN
Repligen Corp

Healthcare
1.27K
New
$111.43 - $134.0 $141K - $170K
1.27K $169K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
4.21K
+ 13.03%
$31.78 - $32.8 $134K - $138K
36.5K $1.2M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.43K
New
$107.15 - $118.05 $153K - $168K
1.43K $168K
FIVA
Fidelity Covington Tr

ETFs
5.35K
New
$29.03 - $31.44 $155K - $168K
5.35K $167K
VPN
Global X Fds Data Ctr Reits &

ETFs
10.5K
New
N/A
10.5K $167K
IYY
Ishares Tr

ETFs
705
+ 15.55%
$150.75 - $162.82 $106K - $115K
5.24K $851K
EWY
Ishares Inc Msci South Korea E

ETFs
2.09K
New
$70.07 - $81.56 $147K - $171K
2.09K $167K
MAIN
Main Street Capital Corp

Financial Services
3
+ 0.01%
$59.28 - $67.54 $178 - $203
37K $2.35M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.07K
+ 3.44%
$23.82 - $25.84 $49.2K - $53.4K
62.1K $1.6M
THO
Thor Industries Inc

Consumer Cyclical
1.6K
New
$88.76 - $112.33 $142K - $180K
1.6K $166K
SGOL
Abrdn Gold ETF Trust

ETFs
4.49K
New
$31.18 - $36.81 $140K - $165K
4.49K $165K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
567
+ 1.88%
$72.04 - $77.35 $40.8K - $43.9K
30.7K $2.35M
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.46K
New
$56.05 - $67.13 $138K - $165K
2.46K $164K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.41K
New
$108.03 - $117.04 $152K - $165K
1.41K $164K
PTC
Ptc Inc.

Technology
131
+ 2.93%
$173.07 - $216.53 $22.7K - $28.4K
4.6K $934K
ZION
Zions Bancorporation, National Association

Financial Services
1.29K
+ 6.56%
$51.2 - $59.15 $65.9K - $76.2K
20.9K $1.18M
FLEX
Flex Ltd.

Technology
2.82K
New
$48.49 - $59.33 $137K - $167K
2.82K $163K
ITT
Itt Inc.

Industrials
917
New
$155.93 - $182.88 $143K - $168K
917 $163K
SA
Seabridge Gold Inc

Basic Materials
6.78K
New
$14.71 - $24.15 $99.7K - $164K
6.78K $163K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
2.98K
New
$53.89 - $68.51 $161K - $204K
2.98K $162K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.2K
New
$13.29 - $16.05 $135K - $164K
10.2K $162K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
4.37K
New
$34.97 - $37.43 $153K - $164K
4.37K $162K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.14K
+ 7.84%
$84.55 - $89.54 $96K - $102K
15.6K $1.4M
LEU
Centrus Energy Corp

Energy
521
New
$166.58 - $315.62 $86.8K - $164K
521 $161K
IDEV
Ishares Core Msci Intl Develop

ETFs
738
+ 3.0%
$74.68 - $80.26 $55.1K - $59.2K
25.4K $2.03M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.07K
New
$50.73 - $52.47 $156K - $161K
3.07K $160K
IWC
Russell Micro Cap ETF

ETFs
1.07K
New
$127.86 - $151.39 $137K - $163K
1.07K $160K
TRUP
Trupanion, Inc.

Financial Services
3.7K
New
$42.41 - $54.1 $157K - $200K
3.7K $160K
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.24K
New
$35.76 - $37.93 $151K - $161K
4.24K $159K
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.2K
New
$49.57 - $52.57 $159K - $168K
3.2K $159K
HESM
Hess Midstream LP

Energy
4.63K
New
$34.55 - $43.53 $160K - $201K
4.63K $159K
IWS
Ishares Russell Midcap Value E

ETFs
229
+ 1.36%
$132.83 - $140.61 $30.4K - $32.2K
17.1K $2.39M
TPG
Tpg Inc.

Financial Services
2.78K
New
$52.84 - $64.4 $147K - $179K
2.78K $159K
UTMD
Utah Medical Products Inc

Healthcare
2.53K
New
$54.95 - $63.44 $139K - $160K
2.53K $159K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
337
+ 6.25%
$40.33 - $66.97 $13.6K - $22.6K
5.73K $377K
Activity Summary
Buys All Purchases 3685 New Holdings 2789 Increased Positions 896 Sells All Sells 692 Reductions 692 Sold out 0 Options Calls 0 Puts 0
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