Sovereign Financial Group, Inc. Sells in Q4 2025

Sovereign Financial Group, Inc.

  • $536 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.74K
- 51.42%
$191.01 - $199.18 $1.1M - $1.14M
5.43K $1.05M
AAPL
Apple Inc.

Technology
-5K
- 8.68%
$245.27 - $275.25 $1.23M - $1.38M
52.6K $14.1M
MSFT
Microsoft Corp

Technology
-743
- 4.74%
$496.82 - $542.07 $369K - $403K
14.9K $7.58M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.99K
- 13.9%
$46.57 - $47.16 $372K - $377K
49.5K $2.31M
MP
Mp Materials Corp.

Basic Materials
-3.68K
- 26.42%
$51.95 - $98.65 $191K - $363K
10.2K $601K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-6.21K
- 15.47%
$50.2 - $50.36 $312K - $313K
34K $1.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.78K
- 10.2%
$50.57 - $50.77 $191K - $192K
33.3K $1.68M
IWM
Ishares Russell 2000 ETF

ETFs
-666
- 13.85%
$236.79 - $250.33 $158K - $167K
4.14K $983K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.76K
- 19.89%
$99.87 - $101.27 $176K - $178K
7.09K $709K
T
At&T Inc.

Communication Services
-2.71K
- 6.93%
$24.44 - $27.55 $66.3K - $74.7K
36.4K $928K
VLO
Valero Energy Corp

Energy
-1.04K
- 35.48%
$156.39 - $181.76 $162K - $189K
1.89K $343K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.05K
- 24.19%
$142.82 - $150.36 $150K - $158K
3.29K $483K
IONQ
Ion Q, Inc.

Technology
-661
- 8.22%
$45.4 - $82.09 $30K - $54.3K
7.38K $348K
XLF
Financial Sector Spdr

ETFs
-2.57K
- 40.22%
$51.76 - $53.77 $133K - $138K
3.81K $200K
V
Visa Inc.

Financial Services
-147
- 2.52%
$325.75 - $352.42 $47.9K - $51.8K
5.68K $1.85M
RGTI
Rigetti Computing, Inc.

Technology
-2.14K
- 15.4%
$25.2 - $56.12 $54K - $120K
11.8K $300K
VSMV
Victoryshares Us Multifactor M

ETFs
-2.18K
- 10.93%
$52.79 - $54.72 $115K - $119K
17.7K $955K
IEFA
Ishares Tr

ETFs
-1.57K
- 8.29%
$86.09 - $89.88 $136K - $141K
17.4K $1.55M
HRL
Hormel Foods Corp

Consumer Defensive
-2.93K
- 18.56%
$21.29 - $24.8 $62.4K - $72.7K
12.9K $291K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-513
- 8.79%
$76.92 - $92.53 $39.5K - $47.5K
5.33K $409K
SHV
Ishares Tr

ETFs
-817
- 11.1%
$110.15 - $110.49 $90K - $90.3K
6.54K $721K
VNQ
Vanguard Specialized Funds Van

ETFs
-828
- 15.58%
$88.13 - $92.69 $73K - $76.7K
4.49K $401K
SPYG
Spdr Portfolio

ETFs
-778
- 7.17%
$102.4 - $109.39 $79.7K - $85.1K
10.1K $1.06M
QCOM
Qualcomm Inc

Technology
-481
- 9.98%
$153.59 - $187.68 $73.9K - $90.3K
4.34K $723K
IWY
Ishares Tr Russell 200 Growth

ETFs
-331
- 4.09%
$268.43 - $288.26 $88.9K - $95.4K
7.76K $2.14M
QS
Quantum Scape Corp

Consumer Cyclical
-7.3K
- 28.62%
$13.43 - $18.44 $98K - $135K
18.2K $244K
YINN
Direxion Shs ETF Tr

ETFs
-613
- 9.86%
$43.42 - $56.62 $26.6K - $34.7K
5.6K $272K
NEAR
Blackrock Short Maturity Bond

ETFs
-969
- 1.61%
$51.08 - $51.37 $49.5K - $49.8K
59.3K $3.03M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-217
- 4.19%
$394.96 - $425.89 $85.7K - $92.4K
4.97K $2.03M
VO
Vanguard Mid Cap ETF

ETFs
-118
- 3.72%
$286.27 - $296.23 $33.8K - $35K
3.06K $876K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-919
- 2.56%
$52.76 - $53.18 $48.5K - $48.9K
35K $1.85M
MBB
Ishares Tr

ETFs
-554
- 7.33%
$94.9 - $96.23 $52.6K - $53.3K
7K $665K
QBTS
D Wave Quantum Inc.

Technology
-1.75K
- 16.26%
$23.39 - $43.06 $40.9K - $75.4K
9.01K $212K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-605
- 4.78%
$79.55 - $80.13 $48.1K - $48.5K
12.1K $960K
ETN
Eaton Corp PLC

Industrials
-81
- 7.77%
$352.39 - $387.75 $28.5K - $31.4K
962 $338K
WPC
W. P. Carey Inc.

Real Estate
-764
- 19.2%
$65.26 - $69.2 $49.9K - $52.9K
3.22K $217K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-329
- 7.48%
$110.02 - $115.23 $36.2K - $37.9K
4.07K $449K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-644
- 7.77%
$76.84 - $80.86 $49.5K - $52.1K
7.64K $604K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.31K
- 2.95%
$57.9 - $61.26 $75.6K - $80K
43K $2.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-46
- 2.77%
$577.77 - $604.78 $26.6K - $27.8K
1.61K $944K
NVDA
Nvidia Corp

Technology
-244
- 0.67%
$179.83 - $207.04 $43.9K - $50.5K
36.3K $6.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
-399
- 1.95%
$118.29 - $126.28 $47.2K - $50.4K
20.1K $2.43M
PSA
Public Storage

Real Estate
-94
- 8.72%
$272.78 - $311.8 $25.6K - $29.3K
984 $269K
DIS
Walt Disney CO

Communication Services
-11
- 0.24%
$105.69 - $116.65 $1.16K - $1.28K
4.56K $482K
PM
Philip Morris International Inc.

Consumer Defensive
-62
- 2.01%
$144.33 - $160.86 $8.95K - $9.97K
3.02K $461K
IVV
Ishares Core S&P 500 ETF

ETFs
-282
- 1.1%
$656.2 - $690.71 $185K - $195K
25.4K $17.2M
IRM
Iron Mountain Inc

Real Estate
-19
- 0.59%
$91.37 - $106.46 $1.74K - $2.02K
3.2K $292K
OEF
Ishares S&P 100 ETF

ETFs
-134
- 1.56%
N/A
8.45K $2.25M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.12K
- 6.29%
$28.46 - $29.45 $32K - $33.1K
16.7K $485K
Activity Summary
Buys All Purchases 190 New Holdings 28 Increased Positions 162 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 2 Puts 2
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