Grantvest Financial Group LLC Purchases and Sells in Q3 2025

Grantvest Financial Group LLC

$145 Billion
Q3 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	7.47K + 1.49%	N/A	508K $27B
ISHARES TR	19.5K + 106.08%	N/A	37.8K $1.06B
JEPI	9.5K + 28.59%	$55.61 - $57.37 $528K - $545K	42.7K $2.44B
CSHI	7.23K + 4.46%	N/A	170K $8.43B
IWF	669 + 119.04%	$420.11 - $472.68 $281K - $316K	1.23K $577M
SMH	71 + 1.3%	$275.84 - $326.36 $19.6K - $23.2K	5.55K $1.81B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALAMOS ETF TR	78.7K New	N/A	78.7K $2.09B
CALAMOS ETF TR	64K New	N/A	64K $1.7B
CALAMOS ETF TR	31.3K New	N/A	31.3K $859M
FIRST TR EXCHNG TRADED FD VI	32.8K New	N/A	32.8K $703M
AIM ETF PRODUCTS TRUST	25.6K New	N/A	25.6K $688M
FIRST TR EXCHNG TRADED FD VI	25.8K New	N/A	25.8K $599M

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-19.1K - 37.58%	$100.37 - $100.74 $1.92M - $1.93M	31.8K $3.2B
ISHARES TR	-35.8K - 35.65%	N/A	64.6K $1.71B
ISHARES TR	-28.3K - 70.84%	N/A	11.7K $305M
DMAY	-7.33K - 23.86%	$42.84 - $44.34 $314K - $325K	23.4K $1.04B
DJAN	-6.68K - 42.62%	$40.28 - $42.14 $269K - $282K	9K $379M
ISHARES TR	-10.1K - 15.4%	N/A	55.3K $1.48B

Activity Summary All Purchases 62 New Holdings 19 Increased Positions 43 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

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