Proactive Wealth Strategies LLC Sells in Q3 2025

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTGS
First Tr Exchange Traded Fd Gr
-387
- 0.64%
N/A
59.9K $0
ILCG
Ishares Morningstar Growth ETF
-32
- 0.33%
N/A
9.63K $0
HISF
First Tr Exc Traded Fd Iv High

ETFs
-3.43K
- 27.98%
$44.31 - $45.51 $152K - $156K
8.83K $398K
FEX
First Tr Large Cap Core Alphde

ETFs
-941
- 22.86%
$110.0 - $117.08 $104K - $110K
3.18K $371K
MAR
Marriott International Inc

Consumer Cyclical
-34
- 1.43%
$255.35 - $282.87 $8.68K - $9.62K
2.35K $611K
TDIV
First Trust Nasdaq Technology

ETFs
-590
- 14.52%
$89.27 - $100.33 $52.7K - $59.2K
3.47K $342K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-576
- 1.71%
$48.72 - $50.73 $28.1K - $29.2K
33K $1.63M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-388
- 6.68%
$45.72 - $47.27 $17.7K - $18.3K
5.42K $254K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-93
- 0.39%
$96.91 - $101.22 $9.01K - $9.41K
23.9K $2.36M
OMC
Omnicom Group Inc.

Communication Services
-420
- 13.25%
$70.41 - $81.53 $29.6K - $34.2K
2.75K $224K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-181
- 0.56%
$70.85 - $76.96 $12.8K - $13.9K
32K $2.43M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2
- 0.04%
$49.05 - $49.99 $98.1 - $100
4.64K $231K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-3
- 0.04%
$35.47 - $36.31 $106 - $109
8.52K $307K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-1.19K
- 2.37%
$23.46 - $24.74 $28K - $29.5K
49.2K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-63
- 3.34%
$108.46 - $120.63 $6.83K - $7.6K
1.82K $216K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-200
- 3.61%
$47.99 - $54.16 $9.6K - $10.8K
5.33K $282K
SKYY
First Trust Cloud Computing Et

ETFs
-1.48K
- 8.5%
$118.24 - $138.53 $175K - $204K
15.9K $2.14M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-131
- 1.16%
$128.17 - $135.14 $16.8K - $17.7K
11.1K $1.48M
ILCV
Ishares Morningstar Value ETF

ETFs
-9
- 0.2%
$82.86 - $90.02 $746 - $810
4.38K $394K
NEE
Nextera Energy Inc

Utilities
-36
- 0.44%
$69.77 - $77.54 $2.51K - $2.79K
8.14K $614K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-155
- 1.1%
$32.02 - $36.34 $4.96K - $5.63K
14K $500K
FXR
First Trust Industrials/Produc

ETFs
-1.81K
- 3.29%
$75.64 - $80.06 $137K - $145K
53.1K $4.15M
IVW
Ishares S&P 500 Growth ETF

ETFs
-22
- 0.25%
$108.97 - $121.65 $2.4K - $2.68K
8.73K $1.05M
AMD
Advanced Micro Devices Inc

Technology
-51
- 1.03%
$134.8 - $184.42 $6.87K - $9.41K
4.91K $794K
OMFS
Invesco Exchange Traded Self I

ETFs
-483
- 1.46%
$39.64 - $44.73 $19.1K - $21.6K
32.6K $1.43M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-143
- 1.17%
$115.08 - $126.88 $16.5K - $18.1K
12.1K $1.52M
FDN
First Tr Fd Dow Jones

ETFs
-50
- 0.38%
$264.06 - $287.34 $13.2K - $14.4K
13K $3.65M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-184
- 0.45%
$55.81 - $60.32 $10.3K - $11.1K
40.6K $2.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-32
- 1.0%
$420.11 - $472.68 $13.4K - $15.1K
3.17K $1.48M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-844
- 1.5%
$41.97 - $45.5 $35.4K - $38.4K
55.4K $2.52M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-113
- 0.2%
$35.42 - $38.65 $4K - $4.37K
56.9K $2.16M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-25
- 0.15%
$155.79 - $172.55 $3.89K - $4.31K
16.2K $2.72M
FYT
First Trust Small Cap

ETFs
-3.64K
- 5.24%
$50.45 - $57.45 $183K - $209K
65.7K $3.67M
MDT
Medtronic PLC

Healthcare
-228
- 0.84%
$87.67 - $95.74 $20K - $21.8K
26.9K $2.57M
PLTR
Palantir Technologies Inc.

Technology
-20
- 0.46%
$130.68 - $186.97 $2.61K - $3.74K
4.36K $794K
VMC
Vulcan Materials CO

Basic Materials
-396
- 3.32%
$260.62 - $307.62 $103K - $122K
11.5K $3.55M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-137
- 0.38%
$82.22 - $96.68 $11.3K - $13.2K
35.7K $3.45M
PHYS
Sprott Physical Gold Trust

Financial Services
-912
- 0.67%
$25.02 - $29.62 $22.8K - $27K
135K $3.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-143
- 2.37%
$293.94 - $444.72 $42K - $63.6K
5.88K $2.62M
FV
First Trust Dorsey Wright Focu

ETFs
-1.32K
- 0.42%
$59.23 - $62.14 $78.4K - $82.3K
313K $19.4M
Activity Summary
Buys All Purchases 93 New Holdings 10 Increased Positions 83 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email