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
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-2.26K
- 19.25%
$29.46 - $31.08 $66.7K - $70.3K
9.49K $294K
HUM
Humana Inc

Healthcare
-335
- 15.39%
$220.41 - $312.0 $73.8K - $105K
1.84K $479K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-604
- 16.85%
$108.47 - $114.7 $65.5K - $69.3K
2.98K $341K
IHF
Ishares Tr

ETFs
-1.18K
- 13.31%
$40.81 - $49.43 $48.3K - $58.5K
7.71K $380K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-6.6K
- 8.3%
$9.87 - $10.65 $65.1K - $70.2K
72.9K $771K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-3.6K
- 7.1%
$11.68 - $12.1 $42K - $43.6K
47.1K $553K
IHDG
Wisdomtree Tr

ETFs
-3.33K
- 3.4%
$43.81 - $46.31 $146K - $154K
94.7K $4.36M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.82K
- 14.13%
$44.76 - $47.49 $81.5K - $86.5K
11.1K $525K
CSR
Centerspace

Real Estate
-528
- 3.39%
$53.18 - $61.09 $28.1K - $32.3K
15.1K $886K
PATH
Ui Path, Inc.

Technology
-4.53K
- 28.34%
$10.44 - $13.38 $47.3K - $60.6K
11.4K $153K
XPO
Xpo Logistics, Inc.

Industrials
-648
- 5.74%
$118.79 - $138.31 $77K - $89.6K
10.6K $1.38M
CQP
Cheniere Energy Partners, L.P.

Energy
-533
- 5.72%
$51.57 - $57.73 $27.5K - $30.8K
8.78K $472K
DOLE
Dole PLC

Consumer Defensive
-3.55K
- 95.61%
$13.15 - $14.95 $46.7K - $53.1K
163 $2K
KAPR
Innovator U.S. Small Cap Power

ETFs
-2.29K
- 13.77%
$32.42 - $34.27 $74.2K - $78.4K
14.3K $489K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-794
- 2.0%
$59.5 - $62.99 $47.2K - $50K
39K $2.44M
REET
Ishares Global Reit ETF

ETFs
-3.43K
- 7.38%
$24.45 - $25.91 $83.7K - $88.7K
43K $1.1M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
-16.1K
- 99.75%
$3.0 - $4.42 $48.3K - $71.2K
41 $0
RWK
Invesco Exchange Traded Fd Tr

ETFs
-1.14K
- 9.54%
$116.93 - $128.98 $133K - $147K
10.8K $1.35M
NGG
National Grid PLC

Utilities
-409
- 4.35%
$67.98 - $74.38 $27.8K - $30.4K
8.99K $653K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.02K
- 6.48%
$46.67 - $49.54 $47.4K - $50.3K
14.6K $712K
VKTX
Viking Therapeutics, Inc.

Healthcare
-1.15K
- 6.46%
$23.09 - $42.09 $26.5K - $48.3K
16.6K $424K
CRNT
Ceragon Networks LTD

Technology
-16.7K
- 36.24%
$1.84 - $2.62 $30.7K - $43.7K
29.4K $68K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-2.66K
- 5.58%
$22.9 - $24.1 $60.9K - $64.1K
45K $1.07M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.78K
- 7.72%
$46.61 - $49.24 $129K - $137K
33.2K $1.63M
JHI
John Hancock Investors Trust

Financial Services
-3.53K
- 9.13%
$13.83 - $14.44 $48.9K - $51K
35.2K $490K
VRIG
Invesco Actively Managed ETF F

ETFs
-1.83K
- 6.7%
$25.04 - $25.16 $45.8K - $46K
25.5K $639K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-610
- 33.19%
$100.4 - $119.58 $61.2K - $72.9K
1.23K $136K
DISV
Dimensional ETF Tr Dimensional

ETFs
-25.9K
- 8.18%
$32.78 - $35.79 $850K - $928K
291K $10.4M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-4.27K
- 98.5%
$9.61 - $10.31 $41K - $44K
65 $0
SND
Smart Sand, Inc.

Energy
-22.3K
- 89.94%
$1.84 - $2.17 $41.1K - $48.5K
2.5K $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-37K
- 43.99%
$10.78 - $19.82 $399K - $733K
47.1K $919K
IIGD
Invesco Exch Trd Self Indexed

ETFs
-1.98K
- 3.89%
$24.56 - $24.99 $48.6K - $49.5K
48.9K $1.21M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.57K
- 7.97%
$53.62 - $55.95 $84.1K - $87.7K
18.1K $1.01M
MCK
Mckesson Corp

Healthcare
-835
- 5.52%
$659.01 - $772.54 $550K - $645K
14.3K $11M
MGF
Mfs Government Markets Income Trust

Financial Services
-12.7K
- 8.25%
$3.04 - $3.12 $38.5K - $39.5K
141K $435K
MUST
Columbia ETF Tr I Multi Sector

ETFs
-2.63K
- 8.72%
$19.87 - $20.65 $52.2K - $54.2K
27.5K $564K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-1.81K
- 12.09%
$25.57 - $27.37 $46.3K - $49.6K
13.2K $344K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.41K
- 11.62%
$51.7 - $54.73 $72.8K - $77.1K
10.7K $586K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-943
- 24.19%
$38.13 - $39.74 $36K - $37.5K
2.96K $115K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-349
- 20.06%
$232.86 - $268.01 $81.3K - $93.5K
1.39K $361K
JPUS
Jpmorgan Diversified Return Us

ETFs
-628
- 9.15%
$117.71 - $125.02 $73.9K - $78.5K
6.23K $772K
LX
Lexin Fintech Holdings Ltd.

Financial Services
-201
- 1.02%
$5.33 - $7.55 $1.07K - $1.52K
19.4K $103K
LUV
Southwest Airlines CO

Industrials
-1.09K
- 21.38%
$29.06 - $37.7 $31.8K - $41.2K
4.02K $128K
TALO
Talos Energy Inc.

Energy
-5.83K
- 33.3%
$7.79 - $10.24 $45.4K - $59.7K
11.7K $111K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-50
- 1.73%
$185.65 - $214.38 $9.28K - $10.7K
2.84K $568K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-263
- 5.25%
$95.32 - $123.91 $25.1K - $32.6K
4.74K $480K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-628
- 80.51%
$56.42 - $62.19 $35.4K - $39.1K
152 $9K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.62K
- 13.02%
$22.9 - $23.58 $37.1K - $38.2K
10.8K $253K
MAGA
ETF Ser Solutions

ETFs
-1K
- 12.86%
$50.59 - $52.8 $50.6K - $52.8K
6.78K $355K
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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