Beta Wealth Group, Inc. Purchases and Sells in Q3 2025

Beta Wealth Group, Inc.

$187 Million
Q3 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.88K + 95.68%	$617.65 - $666.84 $3.01M - $3.25M	9.97K $6.64M
VYMI	29.9K + 61.51%	$79.76 - $85.78 $2.38M - $2.56M	78.4K $6.64M
LQD	16.1K + 21.59%	$107.66 - $112.36 $1.73M - $1.81M	90.5K $10.1M
SRLN	37.9K + 31.02%	$41.28 - $41.65 $1.57M - $1.58M	160K $6.66M
AVUV	2.6K + 2.61%	$90.37 - $102.12 $235K - $266K	102K $10.2M
AVDV	3.11K + 3.77%	$79.24 - $89.03 $246K - $277K	85.4K $7.6M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DVYE	321K New	$28.5 - $30.64 $9.16M - $9.85M	321K $9.54M
QYLD	534K New	$16.46 - $17.1 $8.79M - $9.13M	534K $9.08M
HGER	188K New	$24.26 - $25.91 $4.57M - $4.88M	188K $4.86M
DIA	7.02K New	$435.72 - $463.74 $3.06M - $3.26M	7.02K $3.26M
JPIB	61.3K New	$48.32 - $49.13 $2.96M - $3.01M	61.3K $3.01M
EMB	28.2K New	$91.52 - $95.59 $2.59M - $2.7M	28.2K $2.69M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-247K - 96.88%	$55.61 - $57.37 $13.7M - $14.2M	7.96K $454K
CGDV	-168K - 74.63%	$39.59 - $42.21 $6.66M - $7.1M	57.1K $2.4M
JMUB	-75.7K - 71.73%	$49.09 - $50.58 $3.72M - $3.83M	29.8K $1.51M
BX	-26K - 74.77%	$152.77 - $188.68 $3.98M - $4.91M	8.79K $1.5M
MSFT	-5.68K - 53.92%	$491.09 - $535.64 $2.79M - $3.04M	4.86K $2.51M
AMZN	-11.2K - 67.05%	$211.65 - $238.24 $2.37M - $2.67M	5.5K $1.21M

Activity Summary All Purchases 64 New Holdings 27 Increased Positions 37 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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