Allworth Financial LP New Holdings in Q3 2025

Allworth Financial LP

  • $22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IREN
Iris Energy LTD

Financial Services
13.9K
New
$15.1 - $47.14 $209K - $654K
13.9K $635K
FNGS
Bank Of Montreal

ETFs
8.83K
New
$64.17 - $71.22 $567K - $629K
8.83K $617K
CMCL
Caledonia Mining Corp PLC

Basic Materials
11K
New
$19.3 - $36.6 $211K - $401K
11K $393K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
7K
New
$46.93 - $58.5 $329K - $410K
7K $386K
MDV
Modiv Inc.

Real Estate
17.3K
New
$14.31 - $15.56 $248K - $269K
17.3K $253K
FLMB
Franklin Muni Green Bd ETF

ETFs
6.89K
New
$22.6 - $23.68 $156K - $163K
6.89K $163K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.91K
New
$58.74 - $71.59 $112K - $137K
1.91K $134K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.85K
New
$28.69 - $30.59 $110K - $118K
3.85K $117K
JPIE
J P Morgan Exchange Traded Fd
2.44K
New
$46.01 - $46.55 $112K - $114K
2.44K $113K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
1.32K
New
$73.76 - $76.98 $97.3K - $102K
1.32K $100K
SYLD
Cambria Shareholder Yld ETF

ETFs
976
New
$63.93 - $70.45 $62.4K - $68.8K
976 $67K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.81K
New
$29.19 - $31.97 $52.8K - $57.9K
1.81K $56K
GAU
Galiano Gold Inc.

Basic Materials
23.5K
New
$1.29 - $2.62 $30.3K - $61.6K
23.5K $50K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
1.82K
New
$27.17 - $28.04 $49.4K - $51K
1.82K $50K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
569
New
$81.75 - $88.12 $46.5K - $50.1K
569 $49K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
1.4K
New
$33.4 - $34.78 $46.8K - $48.7K
1.4K $48K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
429
New
$108.77 - $115.6 $46.7K - $49.6K
429 $48K
IWL
Ishares Tr Russell 200 ETF

ETFs
281
New
$152.78 - $166.59 $42.9K - $46.8K
281 $46K
NBTB
Nbt Bancorp Inc

Financial Services
1.1K
New
$40.56 - $45.07 $44.7K - $49.6K
1.1K $45K
JHMD
John Hancock ETF Tr Multifacto

ETFs
981
New
$37.65 - $40.3 $36.9K - $39.5K
981 $39K
MOTG
Vaneck Morningstar Global Wide

ETFs
830
New
$42.34 - $45.39 $35.1K - $37.7K
830 $37K
DEUS
Xtrackers Russell Us Multifact

ETFs
600
New
$55.9 - $58.67 $33.5K - $35.2K
600 $34K
HYLS
First Tr Tactical High Yield L

ETFs
690
New
$41.62 - $42.32 $28.7K - $29.2K
690 $29K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
531
New
$48.35 - $53.13 $25.7K - $28.2K
531 $27K
LVHI
Franklin International Low Vol

ETFs
800
New
$32.69 - $35.19 $26.2K - $28.2K
800 $27K
IEDI
Ishares U S ETF Tr Ishares Evo

ETFs
444
New
$54.38 - $57.86 $24.1K - $25.7K
444 $24K
FLMI
Franklin Dynamic Municipal Bon

ETFs
1K
New
$23.96 - $24.81 $24K - $24.8K
1K $24K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
895
New
$23.08 - $27.63 $20.7K - $24.7K
895 $23K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
297
New
$64.75 - $69.05 $19.2K - $20.5K
297 $20K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.71K
New
$10.81 - $11.15 $18.5K - $19K
1.71K $18K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
406
New
$41.26 - $43.63 $16.8K - $17.7K
406 $17K
VERI
Veritone, Inc.

Technology
3.5K
New
$1.42 - $5.91 $4.97K - $20.7K
3.5K $16K
EURN
Euronav Nv

Energy
1.02K
New
N/A
1.02K $15K
EXI
Ishares Global Industrials ETF

ETFs
91
New
$164.53 - $172.75 $15K - $15.7K
91 $15K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
1.14K
New
$13.46 - $14.38 $15.4K - $16.5K
1.14K $15K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.31K
New
$10.94 - $11.76 $14.3K - $15.3K
1.31K $15K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
218
New
$62.57 - $69.12 $13.6K - $15.1K
218 $14K
ONDS
Ondas Holdings Inc.

Technology
1.56K
New
$1.75 - $7.88 $2.72K - $12.3K
1.56K $12K
ARLP
Alliance Resource Partners LP

Energy
448
New
$22.54 - $28.0 $10.1K - $12.5K
448 $11K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
212
New
$46.97 - $48.89 $9.96K - $10.4K
212 $10K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
248
New
$41.55 - $42.82 $10.3K - $10.6K
248 $10K
JHSC
John Hancock ETF Tr Multifacto

ETFs
261
New
$39.08 - $42.37 $10.2K - $11.1K
261 $10K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
2.32K
New
$3.65 - $5.43 $8.45K - $12.6K
2.32K $9K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
500
New
$17.97 - $19.23 $8.99K - $9.62K
500 $9K
NTGR
Netgear, Inc.

Technology
302
New
$22.5 - $32.39 $6.8K - $9.78K
302 $9K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
309
New
$28.32 - $30.69 $8.75K - $9.48K
309 $9K
PRDO
Perdoceo Education Corp

Consumer Defensive
254
New
$28.08 - $37.66 $7.13K - $9.57K
254 $9K
NESR
National Energy Services Reunited Corp.

Energy
798
New
$5.96 - $10.54 $4.76K - $8.41K
798 $8K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
245
New
$33.95 - $36.33 $8.32K - $8.9K
245 $8K
Activity Summary
Buys All Purchases 3120 New Holdings 498 Increased Positions 2622 Sells All Sells 991 Reductions 989 Sold out 2 Options Calls 38 Puts 7
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