Instrumental Wealth, LLC Purchases and Sells in Q3 2025

Instrumental Wealth, LLC

$143 Billion
Q3 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	197 + 0.13%	$108.97 - $121.65 $21.5K - $24K	147K $18.3B
IJH	17.3K + 5.78%	$62.09 - $66.51 $1.07M - $1.15M	316K $20.4B
IVE	3.54K + 5.64%	$194.44 - $206.51 $688K - $730K	66.3K $13.8B
IVV	401 + 2.8%	$620.67 - $670.08 $249K - $269K	14.7K $10.1B
IEFA	5.15K + 4.85%	$81.7 - $87.53 $420K - $450K	111K $9.83B
RSP	4.3K + 11.83%	$181.56 - $190.33 $781K - $819K	40.7K $7.63B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES TR	80.8K New	N/A	80.8K $2.11B
UNH	1.18K New	$237.77 - $353.61 $280K - $416K	1.18K $406M
ISHARES BITCOIN TRUST ETF	4.94K New	N/A	4.94K $298M
FIDELITY ETHEREUM FD	8.11K New	N/A	8.11K $298M
CWB	3.08K New	$82.29 - $90.77 $254K - $280K	3.08K $285M
PLTR	1.42K New	$130.68 - $186.97 $186K - $266K	1.42K $277M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-20.7K - 14.48%	$55.15 - $58.11 $1.14M - $1.2M	122K $7.03B
TIDAL TRUST II	-84 - 0.12%	N/A	71K $728M
AMPLIFY ETF TR	-1.75K - 15.31%	N/A	9.66K $832M
ICOW	-3.75K - 36.95%	$33.78 - $36.74 $127K - $138K	6.41K $243M
WHEELS UP EXPERIENCE INC	-5.32K - 4.42%	N/A	115K $151M
KO	-5 - 0.1%	$65.67 - $71.67 $328 - $358	5.12K $353M

Activity Summary All Purchases 61 New Holdings 15 Increased Positions 46 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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