Straight Path Wealth Management Purchases in Q3 2025

Straight Path Wealth Management

  • $373 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 8.5%
$617.65 - $666.84 $28.4K - $30.7K
587 $391K
HDV
Ishares Core High Dividend ETF

ETFs
69
+ 0.77%
$118.16 - $123.66 $8.15K - $8.53K
9.02K $1.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.38K
+ 10.71%
$22.19 - $22.44 $52.9K - $53.5K
24.6K $551K
KJUL
Innovator U.S. Small Cap Power

Technology
412
+ 1.8%
$29.2 - $31.07 $12K - $12.8K
23.4K $723K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.17K
+ 9.33%
$23.29 - $23.38 $50.6K - $50.8K
25.4K $594K
IJUL
Innovator Etfs Tr

ETFs
740
+ 2.23%
$31.5 - $32.72 $23.3K - $24.2K
34K $1.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
284
+ 0.97%
$72.57 - $74.72 $20.6K - $21.2K
29.4K $2.19M
PJAN
Innovator U.S. Equity Power Bu

ETFs
607
+ 8.75%
$43.95 - $45.8 $26.7K - $27.8K
7.54K $345K
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$250.97 - $282.66 $251 - $283
1.29K $364K
POCT
Innovator U.S. Equity Power Bu

ETFs
528
+ 10.12%
$41.27 - $43.1 $21.8K - $22.8K
5.75K $247K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.09%
$216.09 - $242.18 $216 - $242
1.12K $267K
IAPR
Innovator Etfs Tr Internationa

ETFs
390
+ 2.76%
$28.99 - $30.05 $11.3K - $11.7K
14.5K $436K
EAPR
Innovator Etfs Tr Emerging Mkt
211
+ 2.09%
$27.94 - $29.17 $5.9K - $6.15K
10.3K $299K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
553
+ 3.04%
$24.14 - $24.34 $13.3K - $13.5K
18.8K $456K
XLI
Industrial Sector Spdr

ETFs
4
+ 0.22%
$147.94 - $154.99 $592 - $620
1.81K $279K
XLE
Energy Sector Spdr

ETFs
14
+ 0.56%
$84.25 - $91.99 $1.18K - $1.29K
2.51K $223K
BNDX
Vanguard Total International B

ETFs
103
+ 0.65%
$49.0 - $49.51 $5.05K - $5.1K
16K $791K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9
+ 0.05%
$25.24 - $25.56 $227 - $230
18.7K $476K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
59
+ 0.34%
$23.03 - $23.12 $1.36K - $1.36K
17.2K $397K
Celestica Inc
18.2K
+ 772.34%
N/A
20.5K $0
Siriusxm Holdings Inc
1.99K
+ 19.84%
N/A
12K $0
Dimensional ETF Trust
19.5K
+ 4.97%
N/A
411K $0
Tidal Trust Ii
9.1K
+ 89.22%
N/A
19.3K $0
Tidal Trust Ii
3.27K
+ 9.38%
N/A
38.2K $0
Simplify Exchange Traded Fun
250
+ 2.81%
N/A
9.15K $0
TUA
Simpl Exch Traded Fds Sht Term
229
+ 0.77%
N/A
29.8K $0
Rubrik Inc.
4.17K
New
N/A
4.17K $0
Ea Series Trust
2.92K
+ 84.03%
N/A
6.38K $0
Ishares Tr
11.2K
New
N/A
11.2K $0
Ishares Tr
10.3K
+ 24.49%
N/A
52.4K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
17K
+ 45.52%
N/A
54.3K $0
Ishares Tr
12.8K
+ 24.78%
N/A
64.3K $0
BUCK
Simplify Exchange Traded Fds S
612
+ 2.28%
N/A
27.5K $0
IVOL
Kraneshares Tr Quadratic Int R

ETFs
2
+ 0.01%
$19.15 - $20.2 $38.3 - $40.4
13.4K $259K
Activity Summary
Buys All Purchases 85 New Holdings 16 Increased Positions 69 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 12 Puts 1
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