Psi Advisors, LLC Purchases in Q3 2025

Psi Advisors, LLC

  • $381 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
79.4K
+ 12738.04%
$546.99 - $602.2 $43.4M - $47.8M
80K $48M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
469K
New
$53.81 - $57.52 $25.2M - $27M
469K $27M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
412K
New
$48.72 - $50.73 $20.1M - $20.9M
412K $20.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
537K
New
$31.79 - $33.42 $17.1M - $17.9M
537K $17.9M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
244K
New
$35.42 - $38.65 $8.62M - $9.41M
244K $9.26M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
312K
New
$26.71 - $26.81 $8.34M - $8.37M
312K $8.37M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
174K
New
$39.37 - $44.24 $6.86M - $7.71M
174K $7.63M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
261K
New
$23.29 - $23.38 $6.09M - $6.11M
261K $6.11M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
286K
New
$18.86 - $19.16 $5.39M - $5.48M
286K $5.47M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
51.2K
New
$98.53 - $107.1 $5.04M - $5.48M
51.2K $5.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.23K
+ 1.07%
$72.65 - $78.68 $453K - $490K
589K $46.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
21K
New
$128.6 - $136.01 $2.7M - $2.86M
21K $2.84M
IBMO
Ishares Tr Ibonds December 202

ETFs
103K
New
$25.58 - $25.72 $2.64M - $2.66M
103K $2.65M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
51.8K
New
$47.36 - $47.65 $2.45M - $2.47M
51.8K $2.45M
AAPL
Apple Inc.

Technology
1.85K
+ 5.54%
$202.38 - $256.87 $374K - $475K
35.2K $8.97M
DGRO
Ishares Core Dividend Growth E

ETFs
11K
+ 5.3%
$64.12 - $68.08 $704K - $748K
218K $14.9M
SPYG
Spdr Portfolio

ETFs
7.01K
+ 10.98%
$94.33 - $105.31 $662K - $739K
70.9K $7.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.14K
New
$225.11 - $247.9 $1.16M - $1.27M
5.14K $1.27M
TRMD
Torm PLC

Energy
56K
New
$16.71 - $23.4 $936K - $1.31M
56K $1.15M
XYLD
Global X Fds S&P 500 Covered C

ETFs
28.8K
New
$38.52 - $39.39 $1.11M - $1.13M
28.8K $1.13M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
48.7K
New
$22.84 - $22.95 $1.11M - $1.12M
48.7K $1.12M
PLTR
Palantir Technologies Inc.

Technology
4.63K
New
$130.68 - $186.97 $606K - $866K
4.63K $845K
PSC
Principal ETF U.S. Small Cap M

ETFs
5.26K
+ 3.81%
$51.93 - $57.81 $273K - $304K
143K $8.16M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
45.6K
New
$16.46 - $17.1 $750K - $779K
45.6K $775K
SPMD
Spdr Portfolio

ETFs
3.69K
+ 1.91%
$54.43 - $58.29 $201K - $215K
197K $11.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
27.7K
New
$22.36 - $22.52 $620K - $625K
27.7K $624K
TSLA
Tesla, Inc.

Consumer Cyclical
482
+ 15.45%
$293.94 - $444.72 $142K - $214K
3.6K $1.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.13K
New
$108.47 - $114.7 $557K - $589K
5.13K $588K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
17.7K
+ 5.59%
$28.38 - $29.05 $502K - $514K
334K $9.65M
QDPL
Pacer Fds Tr Metaurus Us Large
11.9K
New
$39.4 - $42.1 $468K - $500K
11.9K $497K
UBER
Uber Technologies, Inc

Technology
4.53K
New
$86.91 - $99.57 $394K - $451K
4.53K $443K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.19K
+ 129.72%
$97.75 - $100.75 $409K - $422K
7.41K $743K
USFR
Wisdomtree Floating Rate Treas

ETFs
7.85K
New
$50.23 - $50.48 $394K - $396K
7.85K $394K
UNH
Unitedhealth Group Inc

Healthcare
1.04K
New
$237.77 - $353.61 $248K - $369K
1.04K $360K
LLY
Eli Lilly & CO

Healthcare
556
+ 11.7%
$625.65 - $812.69 $348K - $452K
5.31K $4.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.03K
+ 4.66%
$85.01 - $90.35 $258K - $274K
68.1K $6.09M
AMZN
Amazon Com Inc

Consumer Cyclical
1.41K
+ 18.76%
$211.65 - $238.24 $298K - $336K
8.93K $1.96M
GIS
General Mills Inc

Consumer Defensive
5.85K
New
$48.44 - $53.83 $283K - $315K
5.85K $294K
DOW
Dow Inc.

Basic Materials
11.9K
New
$20.87 - $30.37 $249K - $362K
11.9K $273K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.94K
New
$43.1 - $44.6 $256K - $265K
5.94K $262K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.8K
+ 3.4%
$52.12 - $55.33 $93.7K - $99.5K
54.7K $3.03M
AVGO
Broadcom Inc.

Technology
693
New
$264.74 - $369.57 $183K - $256K
693 $228K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
690
New
$256.21 - $323.54 $177K - $223K
690 $220K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.5K
New
$24.14 - $24.34 $205K - $207K
8.5K $206K
CAT
Caterpillar Inc

Industrials
45
+ 2.72%
$390.92 - $477.15 $17.6K - $21.5K
1.7K $810K
ORCL
Oracle Corp

Technology
332
+ 36.09%
$218.96 - $328.33 $72.7K - $109K
1.25K $352K
GOOG
Alphabet Inc.

Communication Services
39
+ 2.37%
$175.16 - $255.24 $6.83K - $9.95K
1.68K $409K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.86K
+ 25.66%
N/A
23.8K $565K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
531
+ 5.06%
$87.69 - $96.0 $46.6K - $51K
11K $1.04M
Activity Summary
Buys All Purchases 79 New Holdings 33 Increased Positions 46 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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