Rfg Advisory, LLC Sells in Q3 2025

Rfg Advisory, LLC

  • $2.69 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
-108
- 0.94%
$129.95 - $152.16 $14K - $16.4K
11.4K $1.49M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-1K
- 11.6%
$77.99 - $84.32 $78.1K - $84.4K
7.63K $636K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-178
- 4.06%
$48.34 - $67.22 $8.6K - $12K
4.21K $206K
BALT
Innovator Etfs Tr
-3.88K
- 3.52%
$32.11 - $32.82 $124K - $127K
106K $3.48M
VO
Vanguard Mid Cap ETF

ETFs
-885
- 5.74%
$279.83 - $293.74 $248K - $260K
14.5K $4.27M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-1.86K
- 12.12%
$23.27 - $23.51 $43.2K - $43.6K
13.4K $314K
GPN
Global Payments Inc

Industrials
-608
- 16.76%
$77.61 - $90.01 $47.2K - $54.7K
3.02K $250K
VNLA
Janus Henderson Short Duration

ETFs
-827
- 12.34%
$48.99 - $49.29 $40.5K - $40.8K
5.88K $289K
SYK
Stryker Corp

Healthcare
-18
- 1.4%
$368.57 - $403.53 $6.63K - $7.26K
1.27K $469K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.7K
- 8.11%
$23.03 - $23.12 $39.1K - $39.3K
19.2K $443K
XLP
Consumer Staples Sector Spdr

ETFs
-486
- 3.77%
N/A
12.4K $943K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.77K
- 12.58%
$20.66 - $20.74 $36.7K - $36.8K
12.3K $255K
GIS
General Mills Inc

Consumer Defensive
-527
- 8.9%
$48.44 - $53.83 $25.5K - $28.4K
5.39K $271K
PULS
Pgim ETF Tr

ETFs
-703
- 10.34%
$49.58 - $49.83 $34.9K - $35K
6.1K $303K
WPC
W. P. Carey Inc.

Real Estate
-1.08K
- 14.33%
$61.29 - $68.7 $66.1K - $74.1K
6.44K $435K
SCHW
Schwab Charles Corp

Financial Services
-992
- 6.94%
$91.03 - $98.69 $90.3K - $97.9K
13.3K $1.27M
MCO
Moodys Corp

Financial Services
-17
- 1.72%
$472.69 - $521.32 $8.04K - $8.86K
969 $461K
XOM
Exxon Mobil Corp

Energy
-3.51K
- 4.77%
$105.83 - $117.22 $371K - $411K
70K $7.9M
FV
First Trust Dorsey Wright Focu

ETFs
-1.37K
- 6.76%
$59.23 - $62.14 $81.3K - $85.3K
18.9K $1.17M
DG
Dollar General Corp

Consumer Defensive
-35
- 1.44%
$101.86 - $116.32 $3.57K - $4.07K
2.4K $247K
ZTS
Zoetis Inc.

Healthcare
-93
- 5.4%
$141.13 - $159.19 $13.1K - $14.8K
1.63K $238K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-35
- 2.55%
$196.15 - $217.83 $6.87K - $7.62K
1.34K $270K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-774
- 8.77%
$208.95 - $229.72 $162K - $178K
8.05K $1.85M
CHW
Calamos Global Dynamic Income Fund

Financial Services
-5.71K
- 16.72%
$7.06 - $7.63 $40.3K - $43.5K
28.4K $214K
NRZ
New Residential Investment Corp.

Real Estate
-3.48K
- 24.93%
N/A
10.5K $75K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-408
- 6.02%
$72.01 - $74.44 $29.4K - $30.4K
6.37K $467K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-1.37K
- 5.5%
$23.6 - $24.47 $32.3K - $33.5K
23.5K $575K
SCHO
Schwab Short Term Us Treasury

ETFs
-862
- 7.98%
$24.23 - $24.42 $20.9K - $21.1K
9.94K $242K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.58K
- 7.43%
$53.69 - $57.31 $84.8K - $90.5K
19.7K $1.13M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
-2.3K
- 9.17%
$12.22 - $12.91 $28.1K - $29.7K
22.8K $294K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-987
- 4.27%
$19.01 - $19.39 $18.8K - $19.1K
22.1K $426K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-506
- 6.45%
$33.26 - $34.01 $16.8K - $17.2K
7.34K $248K
CSX
Csx Corp

Industrials
-1.22K
- 12.35%
$32.05 - $36.52 $39.1K - $44.6K
8.66K $307K
CCL
Carnival Corp

Consumer Cyclical
-763
- 7.2%
$28.37 - $32.49 $21.6K - $24.8K
9.84K $284K
AVAV
Aero Vironment Inc

Industrials
-131
- 14.7%
$226.08 - $314.89 $29.6K - $41.3K
760 $239K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-368
- 6.55%
$50.9 - $52.37 $18.7K - $19.3K
5.25K $274K
VOT
Vanguard Mid Cap Growth Index

ETFs
-92
- 5.83%
$282.75 - $294.19 $26K - $27.1K
1.49K $436K
BIGZ
Black Rock Innovation & Growth Trust
-1.7K
- 5.86%
N/A
27.3K $180K
EBND
Spdr Bloomberg Emerging Market

ETFs
-439
- 1.8%
$20.95 - $21.57 $9.2K - $9.47K
23.9K $510K
ADI
Analog Devices Inc

Technology
-112
- 5.04%
$220.68 - $255.63 $24.7K - $28.6K
2.11K $518K
F
Ford Motor CO

Consumer Cyclical
-3.33K
- 12.51%
$10.82 - $12.09 $36K - $40.2K
23.3K $278K
FTC
First Tr Lge Cap Growth

ETFs
-153
- 10.03%
$149.47 - $162.84 $22.9K - $24.9K
1.37K $220K
MBCC
Northern Lts Fd Tr Iv Monarch
-312
- 4.41%
$36.1 - $37.34 $11.3K - $11.7K
6.77K $249K
LTC
Ltc Properties Inc

Real Estate
-694
- 8.86%
$34.04 - $36.86 $23.6K - $25.6K
7.14K $263K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-261
- 3.31%
$67.48 - $71.55 $17.6K - $18.7K
7.63K $540K
PECO
Phillips Edison & Company, Inc.

Real Estate
-23
- 0.33%
$33.04 - $36.15 $760 - $831
6.86K $235K
EPR
Epr Properties

Real Estate
-33
- 0.3%
$52.58 - $61.21 $1.74K - $2.02K
11K $639K
IWR
Ishares Russell Mid Cap ETF

ETFs
-262
- 6.15%
$92.26 - $97.51 $24.2K - $25.5K
4K $386K
AEE
Ameren Corp

Utilities
-383
- 9.21%
$95.0 - $104.38 $36.4K - $40K
3.78K $394K
Activity Summary
Buys All Purchases 520 New Holdings 114 Increased Positions 406 Sells All Sells 401 Reductions 401 Sold out 0 Options Calls 0 Puts 0
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