Ethos Financial Group, LLC Sells in Q4 2025

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
-230K
- 84.24%
$47.78 - $48.21 $11M - $11.1M
43K $2.06M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-81.9K
- 48.43%
$117.68 - $124.18 $9.63M - $10.2M
87.2K $10.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-66.9K
- 93.44%
$118.29 - $126.28 $7.91M - $8.44M
4.69K $567K
GLD
Spdr Gold Trust

ETFs
-12.5K
- 25.98%
$354.79 - $403.15 $4.44M - $5.05M
35.7K $13.4M
RDVY
First Trust Rising Dividend Ac

ETFs
-53.6K
- 42.89%
$65.02 - $68.31 $3.49M - $3.66M
71.4K $4.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-36.9K
- 69.35%
$73.78 - $98.43 $2.72M - $3.63M
16.3K $1.2M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-126K
- 89.85%
$26.88 - $29.21 $3.39M - $3.68M
14.2K $388K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-27.4K
- 49.22%
$100.37 - $100.72 $2.75M - $2.76M
28.3K $2.84M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-116K
- 5.58%
$25.2 - $26.46 $2.91M - $3.06M
1.96M $50.5M
LPRO
Open Lending Corp

Financial Services
-565
- 0.02%
$1.45 - $2.1 $819 - $1.19K
3.46M $5.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.68K
- 20.36%
$589.5 - $635.77 $1.58M - $1.7M
10.5K $6.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-20.3K
- 11.66%
$76.84 - $80.86 $1.56M - $1.64M
153K $12.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.49K
- 9.53%
$401.99 - $468.37 $597K - $696K
14.1K $5.76M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-13.5K
- 6.09%
N/A
208K $17.8M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-15.9K
- 13.46%
$62.92 - $67.84 $1M - $1.08M
102K $6.49M
MLPA
Global X Mlp ETF

ETFs
-22.9K
- 30.95%
$46.39 - $48.6 $1.06M - $1.11M
51K $2.48M
VTV
Vanguard Value ETF

ETFs
-4.68K
- 58.59%
$182.87 - $189.72 $856K - $888K
3.31K $618K
ORCL
Oracle Corp

Technology
-1.69K
- 22.2%
$217.57 - $313.0 $368K - $530K
5.93K $1.3M
FNDA
Schwab Fundamental U S Small C

ETFs
-24.7K
- 45.94%
$29.85 - $31.55 $737K - $779K
29.1K $883K
VO
Vanguard Mid Cap ETF

ETFs
-1.67K
- 5.0%
$286.27 - $296.23 $479K - $496K
31.8K $9.12M
MELI
Mercadolibre Inc

Consumer Cyclical
-76
- 4.02%
$2024.98 - $2360.76 $154K - $179K
1.81K $3.72M
KLAC
Kla Corp

Technology
-612
- 47.52%
$982.75 - $1235.28 $601K - $756K
676 $766K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-27.9K
- 3.09%
$31.41 - $33.69 $876K - $940K
874K $28.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
-24.8K
- 18.19%
$25.02 - $27.16 $621K - $674K
112K $2.98M
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
-47.7K
- 16.29%
$11.44 - $11.83 $546K - $565K
245K $2.89M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-45.6K
- 6.58%
$7.77 - $8.15 $354K - $371K
646K $5.11M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-40.7K
- 16.51%
$11.12 - $11.44 $452K - $465K
206K $2.29M
HD
Home Depot, Inc.

Consumer Cyclical
-699
- 12.59%
$358.03 - $397.02 $250K - $278K
4.85K $1.74M
BGT
Blackrock Floating Rate Income Trust

Financial Services
-19.4K
- 6.13%
$11.44 - $12.21 $222K - $237K
297K $3.4M
T
At&T Inc.

Communication Services
-5.74K
- 5.55%
$24.44 - $27.55 $140K - $158K
97.7K $2.49M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-29.1K
- 12.83%
$11.39 - $11.82 $332K - $344K
198K $2.25M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-25.6K
- 15.44%
$11.73 - $12.93 $300K - $331K
140K $1.67M
URA
Global X Uranium ETF

ETFs
-2.74K
- 3.04%
$44.75 - $58.11 $123K - $159K
87.5K $3.91M
NRG
Nrg Energy, Inc.

Utilities
-2.34K
- 45.14%
$160.42 - $178.5 $376K - $418K
2.85K $470K
IYF
Ishares Tr

ETFs
-2.07K
- 5.52%
$120.85 - $126.31 $250K - $261K
35.4K $4.38M
HON
Honeywell International Inc

Industrials
-1.58K
- 48.89%
$194.07 - $220.67 $307K - $350K
1.66K $324K
AINV
Apollo Investment Corp

Financial Services
-29.6K
- 6.99%
N/A
394K $4.38M
SCM
Stellus Capital Investment Corp

Financial Services
-7.38K
- 3.6%
$11.64 - $13.1 $85.9K - $96.6K
198K $2.38M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-16.8K
- 5.92%
$7.1 - $7.67 $119K - $128K
266K $1.89M
QCOM
Qualcomm Inc

Technology
-1.79K
- 35.74%
$153.59 - $187.68 $274K - $335K
3.21K $535K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-6K
- 56.05%
$44.68 - $47.47 $268K - $285K
4.71K $220K
MO
Altria Group, Inc.

Consumer Defensive
-1.69K
- 7.7%
$56.38 - $66.65 $95.3K - $113K
20.3K $1.18M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.31K
- 6.12%
$191.01 - $199.18 $251K - $262K
20.2K $3.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.91K
- 8.5%
$67.07 - $73.01 $664K - $723K
107K $7.65M
ARCC
Ares Capital Corp

Financial Services
-10.1K
- 34.48%
$18.9 - $20.61 $190K - $207K
19.1K $386K
HUM
Humana Inc

Healthcare
-675
- 37.86%
$236.74 - $298.04 $160K - $201K
1.11K $262K
LOW
Lowes Companies Inc

Consumer Cyclical
-420
- 10.71%
$225.0 - $247.99 $94.5K - $104K
3.5K $787K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-12.6K
- 9.47%
$13.76 - $14.11 $173K - $177K
120K $1.66M
PSX
Phillips 66

Energy
-1.48K
- 48.12%
$126.76 - $142.32 $188K - $211K
1.6K $227K
Activity Summary
Buys All Purchases 247 New Holdings 77 Increased Positions 170 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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