Endowment Wealth Management, Inc. Incresed Positions in Q3 2025

Endowment Wealth Management, Inc.

  • $189 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.89K
+ 5.04%
$45.07 - $47.56 $85K - $89.7K
39.3K $1.81M
PCEF
Invesco Cef Income Composite E

ETFs
5.07K
+ 23.15%
$19.5 - $20.24 $98.8K - $103K
27K $538K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.83K
+ 25.2%
$55.61 - $57.37 $102K - $105K
9.11K $520K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.23K
+ 27.42%
$70.85 - $76.96 $86.9K - $94.4K
5.7K $433K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
2.76K
+ 33.16%
$32.53 - $36.88 $89.6K - $102K
11.1K $389K
PICK
Ishares Inc Msci Global Select

ETFs
28
+ 0.25%
$37.92 - $44.52 $1.06K - $1.25K
11.4K $508K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.1K
+ 24.17%
$24.39 - $24.93 $75.6K - $77.3K
15.9K $393K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
771
+ 22.41%
$91.44 - $91.77 $70.5K - $70.8K
4.21K $386K
CVX
Chevron Corp

Energy
325
+ 19.83%
$145.57 - $161.83 $47.3K - $52.6K
1.96K $304K
VTV
Vanguard Value ETF

ETFs
33
+ 0.53%
$175.51 - $186.57 $5.79K - $6.16K
6.3K $1.17M
BND
Vanguard Bd Index Fd Inc Total

ETFs
674
+ 3.45%
$72.57 - $74.72 $48.9K - $50.4K
20.2K $1.5M
RWO
Spdr Dow Jones Global Real Est

ETFs
1.12K
+ 23.98%
$43.53 - $46.27 $48.6K - $51.7K
5.78K $264K
VNQ
Vanguard Specialized Funds Van

ETFs
317
+ 2.69%
$88.47 - $93.24 $28K - $29.6K
12.1K $1.11M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.06K
+ 24.04%
$14.94 - $16.82 $90.5K - $102K
31.3K $467K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
2.36K
+ 24.65%
$21.64 - $23.57 $51K - $55.6K
11.9K $261K
IEO
Ishares Tr

ETFs
270
+ 3.68%
$86.38 - $95.74 $23.3K - $25.8K
7.6K $703K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
2.56K
+ 24.15%
$19.7 - $20.2 $50.5K - $51.7K
13.2K $263K
WTMF
Wisdomtree Tr Managed Futures

ETFs
187
+ 1.17%
$35.27 - $37.96 $6.6K - $7.1K
16.2K $614K
PAVE
Global X Fds Us Infrastructure

ETFs
384
+ 8.29%
$44.02 - $47.63 $16.9K - $18.3K
5.02K $239K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.15%
$195.29 - $223.85 $391 - $448
1.34K $298K
EMB
Ishares Tr

ETFs
146
+ 2.03%
$91.52 - $95.59 $13.4K - $14K
7.34K $698K
VTWO
Vanguard Russell 2000 ETF

ETFs
10
+ 0.36%
$86.92 - $99.32 $869 - $993
2.77K $270K
GHYG
Ishares Incus & Intl High Yiel

ETFs
464
+ 2.29%
$45.82 - $46.7 $21.3K - $21.7K
20.7K $963K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
918
+ 3.05%
$12.9 - $13.59 $11.8K - $12.5K
31K $416K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19
+ 0.49%
$68.24 - $73.73 $1.3K - $1.4K
3.91K $287K
NFRA
Flexshares Stoxx Global Broad

ETFs
101
+ 1.06%
$60.61 - $63.45 $6.12K - $6.41K
9.65K $607K
WFC
Wells Fargo & Company

Financial Services
39
+ 1.07%
$77.05 - $85.16 $3K - $3.32K
3.68K $308K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
407
+ 1.35%
$22.9 - $23.58 $9.32K - $9.6K
30.6K $717K
BNDX
Vanguard Total International B

ETFs
313
+ 1.69%
$49.0 - $49.51 $15.3K - $15.5K
18.8K $929K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
551
+ 3.24%
$10.08 - $11.67 $5.55K - $6.43K
17.6K $190K
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 0.95%
$211.65 - $238.24 $6.14K - $6.91K
3.08K $676K
EMLP
First Tr Exchange Traded Iv

ETFs
31
+ 0.56%
$36.99 - $38.38 $1.15K - $1.19K
5.57K $213K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
692
+ 5.08%
$46.51 - $50.07 $32.2K - $34.6K
14.3K $671K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
45
+ 0.51%
$39.58 - $40.74 $1.78K - $1.83K
8.83K $358K
ERIC
Ericsson Lm Telephone CO

Technology
769
+ 7.1%
$7.2 - $8.55 $5.54K - $6.57K
11.6K $95K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8
+ 0.28%
$97.75 - $100.75 $782 - $806
2.88K $288K
SRLN
Ssga Active Trust

ETFs
109
+ 2.01%
$41.28 - $41.65 $4.5K - $4.54K
5.52K $229K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
72
+ 0.67%
$19.78 - $20.26 $1.42K - $1.46K
10.8K $216K
SJNK
Spdr Bloomberg Short Term High

ETFs
62
+ 0.74%
$25.28 - $25.63 $1.57K - $1.59K
8.46K $216K
MLPX
Global X Mlp & Energy Infrastr

ETFs
36
+ 1.06%
$59.5 - $62.99 $2.14K - $2.27K
3.45K $216K
CSCO
Cisco Systems, Inc.

Technology
66
+ 2.01%
$66.2 - $71.79 $4.37K - $4.74K
3.35K $229K
TFLO
Ishares Treasury Floating Rate

ETFs
23
+ 0.52%
$50.45 - $50.65 $1.16K - $1.16K
4.45K $225K
WOOD
Ishares Global Timber & Forest
199
+ 2.92%
N/A
7.01K $0
Invesco Exchange Traded Fd T
3.76K
+ 1.99%
N/A
193K $0
Blackrock ETF Trust Ii
1.01K
+ 18.38%
N/A
6.53K $0
Circle Internet Group Inc
14
+ 0.01%
N/A
100K $0
Amplify ETF Tr
2.08K
+ 24.02%
N/A
10.7K $0
FSCO
Fs Cr Opportunities Corp Com
296
+ 2.87%
N/A
10.6K $0
Tidal Trust Ii
1.35K
+ 17.84%
N/A
8.92K $0
Activity Summary
Buys All Purchases 115 New Holdings 7 Increased Positions 108 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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