Annex Advisory Services, LLC Sells in Q4 2025

Annex Advisory Services, LLC

  • $4.03 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-3.1K
- 15.49%
$50.55 - $50.74 $157K - $157K
16.9K $857K
DCO
Ducommun Inc

Industrials
-404
- 1.6%
$89.15 - $100.7 $36K - $40.7K
24.8K $2.27M
DHI
Horton D R Inc

Consumer Cyclical
-224
- 4.96%
$142.43 - $174.95 $31.9K - $39.2K
4.29K $611K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.85K
- 34.6%
$54.27 - $56.85 $155K - $162K
5.39K $302K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.87K
- 2.62%
$44.53 - $47.25 $83.1K - $88.2K
69.5K $3.17M
ADBE
Adobe Inc.

Technology
-335
- 31.43%
$325.07 - $359.91 $109K - $121K
731 $237K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.31K
- 22.16%
$88.13 - $92.69 $115K - $121K
4.59K $411K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.01K
- 24.16%
$100.68 - $106.15 $102K - $107K
3.17K $319K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.06K
- 23.87%
$102.37 - $105.36 $109K - $112K
3.38K $347K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-208
- 0.6%
$114.27 - $121.15 $23.8K - $25.2K
34.4K $4.02M
FDN
First Tr Fd Dow Jones

ETFs
-256
- 19.36%
$269.33 - $285.7 $68.9K - $73.1K
1.07K $287K
TCBX
Third Coast Bancshares, Inc.

Financial Services
-724
- 1.53%
$36.46 - $39.74 $26.4K - $28.8K
46.6K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-105
- 0.84%
$653.02 - $687.39 $68.6K - $72.2K
12.4K $8.25M
MRK
Merck & Co., Inc.

Healthcare
-1.45K
- 21.61%
$82.49 - $92.93 $119K - $135K
5.25K $487K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.31K
- 23.62%
$50.85 - $51.0 $66.6K - $66.8K
4.24K $215K
OLED
Universal Display Corp Pa

Technology
-44
- 1.96%
$116.83 - $151.38 $5.14K - $6.66K
2.2K $257K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-653
- 12.86%
$88.67 - $92.06 $57.9K - $60.1K
4.42K $393K
IDV
Ishares Tr

ETFs
-1.94K
- 11.57%
$35.91 - $38.56 $69.8K - $74.9K
14.9K $567K
FCFS
First Cash Holdings, Inc.

Financial Services
-472
- 2.6%
$148.07 - $162.52 $69.9K - $76.7K
17.7K $2.83M
FISV
Fiserv Inc

Technology
-337
- 2.53%
N/A
13K $1.62M
BMI
Badger Meter Inc

Technology
-39
- 0.3%
$172.92 - $187.87 $6.74K - $7.33K
12.8K $2.25M
VPG
Vishay Precision Group, Inc.

Technology
-1.1K
- 2.15%
$30.75 - $38.33 $33.9K - $42.2K
50.2K $1.6M
ALL
Allstate Corp

Financial Services
-174
- 4.89%
$190.0 - $214.3 $33.1K - $37.3K
3.39K $725K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.06K
- 11.41%
$42.26 - $44.28 $44.7K - $46.8K
8.21K $359K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-430
- 14.68%
$87.33 - $94.14 $37.6K - $40.5K
2.5K $225K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.4K
- 5.68%
$25.2 - $26.46 $35.4K - $37.1K
23.3K $601K
PSX
Phillips 66

Energy
-437
- 9.47%
$126.76 - $142.32 $55.4K - $62.2K
4.18K $594K
IWS
Ishares Russell Midcap Value E

ETFs
-136
- 3.2%
$135.66 - $140.93 $18.4K - $19.2K
4.11K $566K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
-700
- 7.47%
$29.65 - $32.15 $20.8K - $22.5K
8.68K $267K
ROK
Rockwell Automation, Inc

Industrials
-177
- 11.59%
$333.75 - $394.54 $59.1K - $69.8K
1.35K $509K
DGRO
Ishares Core Dividend Growth E

ETFs
-371
- 7.31%
$66.93 - $69.17 $24.8K - $25.7K
4.7K $321K
VICI
Vici Properties Inc.

Real Estate
-8
- 0.09%
$29.52 - $32.91 $236 - $263
8.79K $266K
HYG
Ishares Tr

ETFs
-141
- 3.1%
$79.95 - $81.28 $11.3K - $11.5K
4.41K $353K
BAC
Bank Of America Corp

Financial Services
-168
- 0.25%
$48.65 - $54.11 $8.17K - $9.09K
66.9K $3.44M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-116
- 1.99%
$100.8 - $103.83 $11.7K - $12K
5.71K $587K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-436
- 3.11%
$43.84 - $45.35 $19.1K - $19.8K
13.6K $608K
SHOP
Shopify Inc.

Technology
-16
- 0.59%
$146.04 - $179.01 $2.34K - $2.86K
2.7K $394K
LNT
Alliant Energy Corp

Utilities
-104
- 0.99%
$66.31 - $68.97 $6.9K - $7.17K
10.4K $701K
VUG
Vanguard Growth ETF

ETFs
-37
- 1.32%
$470.44 - $504.26 $17.4K - $18.7K
2.77K $1.34M
ASB
Associated Banc Corp

Financial Services
-25
- 0.22%
$24.11 - $26.6 $603 - $665
11.5K $289K
BMY
Bristol Myers Squibb CO

Healthcare
-225
- 4.96%
$42.6 - $49.08 $9.59K - $11K
4.31K $201K
VV
Vanguard Large Cap ETF

ETFs
-50
- 0.99%
$301.9 - $317.98 $15.1K - $15.9K
4.99K $1.55M
Victory Portfolios Ii
-1.42M
- 50.49%
N/A
1.39M $0
Tko Group Holdings Inc
-413
- 0.1%
N/A
399K $0
Janus Detroit Str Tr
-687
- 11.24%
N/A
5.42K $0
Linde PLC
-79K
- 91.67%
N/A
7.18K $0
Annaly Capital Management In
-670
- 5.86%
N/A
10.8K $0
Victory Portfolios Ii
-100K
- 4.4%
N/A
2.18M $0
Victory Portfolios Ii
-2.18M
- 44.84%
N/A
2.68M $0
Activity Summary
Buys All Purchases 218 New Holdings 64 Increased Positions 154 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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