Arete Wealth Advisors, LLC Sells in Q3 2025

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-149
- 3.03%
$472.69 - $521.32 $70.4K - $77.7K
4.78K $2.28M
OKE
Oneok Inc

Energy
-148
- 0.73%
$71.36 - $83.47 $10.6K - $12.4K
20K $1.46M
TXN
Texas Instruments Inc

Technology
-89
- 1.34%
N/A
6.57K $1.21M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.7K
- 9.82%
$109.11 - $111.88 $185K - $190K
15.6K $1.73M
XLU
Utilities Sector Spdr

ETFs
-3.03K
- 17.28%
$81.14 - $87.32 $246K - $264K
14.5K $1.26M
HTAB
Hartford Fds Exchange Traded

ETFs
-9.16K
- 35.33%
$18.37 - $19.19 $168K - $176K
16.8K $321K
IAU
Ishares Gold Trust

ETFs
-5.26K
- 24.09%
$61.62 - $72.77 $324K - $383K
16.6K $1.21M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-8
- 0.32%
$108.8 - $169.61 $870 - $1.36K
2.53K $274K
UNH
Unitedhealth Group Inc

Healthcare
-1.06K
- 15.66%
$237.77 - $353.61 $251K - $374K
5.69K $1.97M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-4.15K
- 34.83%
$34.26 - $35.77 $142K - $149K
7.77K $278K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-3.74K
- 15.96%
$37.58 - $39.01 $140K - $146K
19.7K $767K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 35.6%
$98.53 - $107.1 $127K - $138K
2.33K $245K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
-11.6K
- 35.15%
$8.41 - $8.94 $97.6K - $104K
21.4K $187K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.1K
- 8.08%
$79.89 - $83.25 $168K - $175K
23.9K $1.98M
Managed Portfolio Series
-5.35K
- 4.71%
N/A
108K $2.76M
VIS
Vanguard Industrial ETF

ETFs
-491
- 19.35%
$281.0 - $296.29 $138K - $145K
2.05K $606K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-644
- 31.63%
$205.52 - $234.96 $132K - $151K
1.39K $327K
UNOV
Earth Science Tech, Inc.

ETFs
-3.19K
- 18.26%
$36.04 - $37.48 $115K - $120K
14.3K $535K
Advisors Inner Circle Fd Ii
-4.09K
- 7.96%
N/A
47.2K $1.21M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.69K
- 10.36%
$28.95 - $29.73 $107K - $110K
31.9K $948K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-46
- 3.25%
$366.54 - $479.53 $16.9K - $22.1K
1.37K $537K
CRWD
Crowd Strike Holdings, Inc.

Technology
-38
- 0.98%
$412.46 - $514.1 $15.7K - $19.5K
3.84K $1.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.72K
- 19.33%
$50.47 - $50.74 $86.9K - $87.4K
7.19K $365K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-1.14K
- 10.06%
$44.3 - $49.24 $50.5K - $56.1K
10.2K $457K
GILD
Gilead Sciences, Inc.

Healthcare
-755
- 6.3%
$108.22 - $120.47 $81.7K - $91K
11.2K $1.25M
Elevation Series Trust
-2.78K
- 7.84%
N/A
32.6K $987K
FDHY
Fidelity Covington Trust High

ETFs
-1.63K
- 20.73%
$48.66 - $49.64 $79.3K - $80.9K
6.23K $307K
CRS
Carpenter Technology Corp

Industrials
-5
- 0.22%
$232.4 - $287.42 $1.16K - $1.44K
2.22K $545K
BMY
Bristol Myers Squibb CO

Healthcare
-1.27K
- 12.87%
$43.31 - $48.98 $55K - $62.2K
8.59K $388K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.35K
- 2.58%
$50.53 - $50.82 $68.2K - $68.6K
50.9K $2.58M
SAP
Sap Se

Technology
-59
- 4.42%
$252.42 - $311.93 $14.9K - $18.4K
1.28K $341K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-2.7K
- 13.18%
$30.43 - $31.63 $82.1K - $85.4K
17.8K $562K
USEP
Innovator U.S. Equity Ultra Bu
-3.23K
- 9.02%
N/A
32.6K $1.26M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-4.06K
- 8.17%
$36.37 - $38.37 $148K - $156K
45.6K $1.75M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-622
- 11.2%
$92.18 - $95.14 $57.3K - $59.2K
4.93K $462K
BALT
Innovator Etfs Tr
-2.33K
- 10.1%
$32.11 - $32.82 $74.8K - $76.5K
20.8K $681K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.71K
- 22.1%
$36.83 - $38.43 $63K - $65.8K
6.03K $232K
KKR
Kkr & Co. Inc.

Financial Services
-251
- 3.84%
$129.95 - $152.16 $32.6K - $38.2K
6.28K $816K
AVPT
Ave Point, Inc.

Technology
-175
- 1.54%
$14.33 - $19.31 $2.51K - $3.38K
11.2K $168K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-712
- 20.8%
N/A
2.71K $270K
T
At&T Inc.

Communication Services
-30
- 0.05%
$26.94 - $29.62 $808 - $889
61.2K $1.72M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.07K
- 19.25%
$55.15 - $58.11 $58.9K - $62.1K
4.48K $257K
VOE
Vanguard Mid Cap Value Index F

ETFs
-395
- 17.97%
$164.63 - $174.58 $65K - $69K
1.8K $313K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.52K
- 23.77%
$44.02 - $47.63 $66.9K - $72.3K
4.87K $232K
JGRO
J P Morgan Exchange Traded Fd
-822
- 19.35%
N/A
3.43K $321K
SPOT
Spotify Technology S.A.

Communication Services
-16
- 3.29%
$620.01 - $738.53 $9.92K - $11.8K
470 $328K
EMR
Emerson Electric CO

Industrials
-256
- 5.16%
$128.6 - $149.63 $32.9K - $38.3K
4.7K $617K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.98K
- 10.06%
$30.67 - $32.13 $60.7K - $63.6K
17.7K $559K
KMB
Kimberly Clark Corp

Consumer Defensive
-174
- 3.81%
$121.72 - $136.77 $21.2K - $23.8K
4.39K $546K
Activity Summary
Buys All Purchases 460 New Holdings 110 Increased Positions 350 Sells All Sells 253 Reductions 253 Sold out 0 Options Calls 0 Puts 0
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