New Edge Advisors, LLC Sells in Q3 2025

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVPT
Ave Point, Inc.

Technology
-13
- 10.74%
$14.33 - $19.31 $186 - $251
108 $1K
BNS
Bank Of Nova Scotia

Financial Services
-31
- 60.78%
$54.5 - $64.93 $1.69K - $2.01K
20 $1K
BTEGF
Baytex Energy Corp.

Energy
-115
- 2.74%
N/A
4.08K $14K
CSGS
Csg Systems International Inc

Technology
-22
- 30.56%
$60.77 - $67.01 $1.34K - $1.47K
50 $3K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-346
- 1.23%
$47.18 - $48.17 $16.3K - $16.7K
27.8K $1.34M
GFS
Globalfoundries Inc.

Technology
-11
- 12.09%
$31.62 - $41.66 $348 - $458
80 $2K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
-6
- 0.88%
$19.02 - $28.4 $114 - $170
677 $16K
HUBG
Hub Group, Inc.

Industrials
-79
- 5.31%
$33.6 - $37.58 $2.65K - $2.97K
1.41K $48K
IEX
Idex Corp

Industrials
-4
- 16.0%
$157.53 - $185.69 $630 - $743
21 $3K
IMTX
Immatics N.V.

Healthcare
-104
- 50.98%
$5.09 - $8.52 $529 - $886
100 $0
DBB
Invesco Db Base Metals Fund

ETFs
-110
- 10.14%
$19.03 - $20.57 $2.09K - $2.26K
975 $20K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-38
- 35.85%
$20.73 - $24.46 $788 - $929
68 $1K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-28
- 2.04%
$43.84 - $45.74 $1.23K - $1.28K
1.35K $60K
INVH
Invitation Homes Inc.

Real Estate
-1
- 0.4%
$28.9 - $32.78 $28.9 - $32.8
251 $7K
LBRDK
Liberty Broadband Corp

Communication Services
-3
- 10.0%
$58.3 - $100.8 $175 - $302
27 $1K
LUMN
Lumen Technologies, Inc.

Communication Services
-627
- 36.18%
$3.7 - $6.22 $2.32K - $3.9K
1.11K $6K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-235
- 7.3%
$9.69 - $10.49 $2.28K - $2.47K
2.98K $30K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
-259
- 0.66%
$3.19 - $3.34 $826 - $865
38.8K $124K
NOV
Nov Inc.

Energy
-100
- 30.58%
$11.88 - $14.16 $1.19K - $1.42K
227 $3K
OGN
Organon & Co.

Healthcare
-263
- 19.61%
$8.4 - $10.85 $2.21K - $2.85K
1.08K $11K
PRGS
Progress Software Corp

Technology
-1
- 3.13%
$40.98 - $55.52 $41 - $55.5
31 $1K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-13
- 25.49%
$19.09 - $24.09 $248 - $313
38 $0
RNG
Ring Central, Inc.

Technology
-20
- 16.67%
$23.62 - $32.44 $472 - $649
100 $2K
SEDG
Solaredge Technologies, Inc.

Technology
-331
- 49.77%
$21.86 - $39.45 $7.24K - $13.1K
334 $12K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-16
- 0.58%
N/A
2.73K $157K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-25
- 15.63%
$231.32 - $272.35 $5.78K - $6.81K
135 $36K
SSYS
Stratasys Ltd.

Technology
-40
- 8.99%
$9.22 - $11.74 $369 - $470
405 $4K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-15
- 3.79%
$13.6 - $15.52 $204 - $233
381 $5K
TCBX
Third Coast Bancshares, Inc.

Financial Services
-59
- 20.85%
$33.06 - $41.0 $1.95K - $2.42K
224 $8K
CSB
Victory Portf Ii Shs Us Small

ETFs
-85
- 9.45%
$55.33 - $60.22 $4.7K - $5.12K
814 $48K
WHG
Westwood Holdings Group Inc

Financial Services
-107
- 33.44%
$15.37 - $18.76 $1.64K - $2.01K
213 $3K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1.18K
- 7.33%
$49.41 - $54.08 $58.3K - $63.8K
14.9K $804K
Roundhill ETF Trust
-4.11K
- 26.93%
N/A
11.1K $0
Priority Technology
-329
- 2.07%
N/A
15.6K $0
Calumet Inc
-175
- 2.61%
N/A
6.53K $0
Simplify Mbs
-8.09K
- 54.78%
N/A
6.68K $0
Fidelity Wise
-15.6K
- 22.28%
N/A
54.3K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-4.72K
- 34.95%
N/A
8.79K $0
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-34
- 32.69%
$35.24 - $44.04 $1.2K - $1.5K
70 $3K
RYU
Invesco S&P 500 Equal Weight U

ETFs
-16K
- 14.5%
N/A
94.1K $0
Pimco Pfd
-15.6K
- 41.16%
N/A
22.3K $0
2023 ETF Series Trust Ii
-442
- 6.84%
N/A
6.02K $0
A2 Z Cust2 Mate Solutions Corp
-3.91K
- 28.0%
N/A
10.1K $0
Advisor Managed Portfolios
-5.5K
- 43.74%
N/A
7.08K $0
Alerus Financial
-96
- 6.22%
N/A
1.45K $0
Amc Entertainment
-262
- 19.19%
N/A
1.1K $0
Amentum Holdings
-3
- 0.5%
N/A
601 $0
Amer Sports
-19.8K
- 99.94%
N/A
11 $0
Amplify Alternative
-29
- 12.55%
N/A
202 $0
Activity Summary
Buys All Purchases 2065 New Holdings 314 Increased Positions 1751 Sells All Sells 1225 Reductions 1225 Sold out 0 Options Calls 0 Puts 0
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