Conquis Financial LLC Purchases and Sells in Q3 2025

Conquis Financial LLC

$106 Billion
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	31K + 6.0%	$29.25 - $31.56 $905K - $977K	547K $17.2B
VIG	2.72K + 5.39%	N/A	53.3K $11.5B
VTEB	18.6K + 85.56%	$48.5 - $50.19 $901K - $932K	40.3K $2.02B
CMF	10.5K + 38.96%	$55.16 - $57.13 $582K - $602K	37.6K $2.15B
SCHF	573 + 0.14%	$21.69 - $23.34 $12.4K - $13.4K	423K $9.85B
IJR	91 + 0.26%	$108.46 - $120.63 $9.87K - $11K	35K $4.16B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD CORE BOND ETF	23.7K New	N/A	23.7K $1.86B
ISHARES LONG-TERM NATIONAL MUNI BOND ETF	34.3K New	N/A	34.3K $1.71B
KKR	4.78K New	$129.95 - $152.16 $621K - $727K	4.78K $621M
IVV	123 New	$620.67 - $670.08 $76.3K - $82.4K	123 $82.3M
IEFA	566 New	$81.7 - $87.53 $46.2K - $49.5K	566 $49.4M
UNP	28 New	$214.91 - $237.16 $6.02K - $6.64K	28 $6.62M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	-88.7K - 52.05%	$76.16 - $78.59 $6.75M - $6.97M	81.7K $6.38B
BND	-21.4K - 99.65%	$72.57 - $74.72 $1.55M - $1.6M	76 $5.65M
NYF	-11.9K - 47.1%	$51.6 - $53.44 $616K - $638K	13.4K $715M
META	-14 - 14.0%	$695.21 - $791.73 $9.73K - $11.1K	86 $63.2M
SHYG	-141 - 3.12%	$42.75 - $43.37 $6.03K - $6.12K	4.38K $189M
INTC	-381 - 47.63%	$19.31 - $35.5 $7.36K - $13.5K	419 $14.1M

Activity Summary All Purchases 13 New Holdings 7 Increased Positions 6 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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