Team Financial Group, LLC Purchases and Sells in Q4 2025

Team Financial Group, LLC

$220 Billion
Q4 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGIM SHORT DURATION MULTI-SECTOR BOND ETF	16.5K + 9.46%	N/A	190K $9.8B
DGRW	6.03K + 1.58%	$87.0 - $90.6 $525K - $546K	388K $34.7B
PTRB	14.4K + 4.73%	$42.07 - $42.69 $605K - $614K	318K $13.4B
SCHG	5.86K + 1.23%	$31.41 - $33.69 $184K - $197K	482K $15.7B
AVANTIS U.S. MID CAP VALUE ETF	3.49K + 4.05%	N/A	89.6K $6.38B
AVLV	4.39K + 33.52%	$70.14 - $73.74 $308K - $324K	17.5K $1.33B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIA	500 New	$454.87 - $482.76 $227K - $241K	500 $240M
VOO	111 New	$600.51 - $631.95 $66.7K - $70.1K	111 $69.6M
XPH	1K New	$47.32 - $51.05 $47.3K - $51.1K	1K $56M
PPLT	175 New	N/A	175 $32.6M
GLOBAL X DEFENSE TECH ETF	136 New	N/A	136 $8.81M
AVDE	103 New	$77.65 - $81.2 $8K - $8.36K	103 $8.49M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-22.6K - 4.75%	$50.24 - $50.4 $1.14M - $1.14M	454K $22.9B
GLDM	-11K - 12.81%	$76.32 - $86.69 $841K - $955K	75K $6.4B
GDE	-2.72K - 52.33%	$56.35 - $64.61 $153K - $175K	2.47K $152M
PULS	-1.83K - 12.44%	$49.64 - $49.83 $90.6K - $91K	12.9K $638M
WFHY	-1.08K - 10.01%	N/A	9.7K $450M
DGRS	-621 - 5.31%	$48.06 - $50.58 $29.8K - $31.4K	11.1K $550M

Activity Summary All Purchases 129 New Holdings 19 Increased Positions 110 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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