Valtinson Bruner Financial Planning LLC Sells in Q3 2025

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-96.7K
- 12.6%
$50.52 - $50.75 $4.89M - $4.91M
671K $34.1M
GLDM
World Gold Trust

ETFs
-8.6K
- 38.58%
$64.73 - $76.45 $557K - $657K
13.7K $1.05M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-14.2K
- 42.62%
$25.39 - $26.21 $361K - $373K
19.1K $498K
MSFT
Microsoft Corp

Technology
-1.1K
- 10.79%
$491.09 - $535.64 $538K - $587K
9.06K $4.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-246
- 38.02%
$620.67 - $670.08 $153K - $165K
401 $268K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-2.26K
- 4.55%
$62.57 - $69.12 $142K - $156K
47.5K $3.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.57K
- 35.61%
$23.82 - $25.84 $109K - $118K
8.27K $212K
VEA
Vanguard Ftse Developed Market

ETFs
-1.74K
- 15.97%
$56.02 - $60.3 $97.4K - $105K
9.14K $547K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.31K
- 16.66%
$24.46 - $26.5 $105K - $114K
21.6K $568K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.25K
- 2.47%
$85.01 - $90.35 $106K - $113K
49.4K $4.41M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-246
- 4.7%
$98.52 - $103.93 $24.2K - $25.6K
4.98K $513K
XLE
Energy Sector Spdr

ETFs
-336
- 12.13%
$84.25 - $91.99 $28.3K - $30.9K
2.43K $217K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-166
- 4.48%
$91.44 - $91.77 $15.2K - $15.2K
3.54K $324K
SCHO
Schwab Short Term Us Treasury

ETFs
-393
- 2.46%
$24.23 - $24.42 $9.52K - $9.6K
15.6K $380K
YYY
Amplify ETF Tr High Income ETF

ETFs
-592
- 4.2%
$11.61 - $11.92 $6.87K - $7.06K
13.5K $159K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-176
- 0.68%
$48.72 - $50.73 $8.57K - $8.93K
25.9K $1.27M
VUSB
Vanguard Bd Index Fds
-13.1K
- 3.29%
N/A
384K $0
Rbb Fd Inc
-116
- 0.82%
N/A
14K $0
Innovator Etfs Trust
-56
- 0.1%
N/A
55.1K $0
KOCT
Innovator Laddered Fund Of U.S
-680
- 0.57%
N/A
119K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-320
- 0.83%
N/A
38.3K $0
Innovator Etfs Trust
-165
- 1.54%
N/A
10.5K $0
KAPR
Innovator U.S. Small Cap Power

ETFs
-700
- 4.22%
$32.42 - $34.27 $22.7K - $24K
15.9K $542K
SPMD
Spdr Portfolio

ETFs
-71
- 0.96%
$54.43 - $58.29 $3.86K - $4.14K
7.31K $418K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-54
- 0.15%
$23.57 - $24.16 $1.27K - $1.3K
36.4K $878K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-110
- 1.23%
$36.93 - $40.55 $4.06K - $4.46K
8.85K $355K
EEM
Ishares Msci Emerging Markets

ETFs
-12
- 0.25%
$48.07 - $53.4 $577 - $641
4.88K $260K
ECL
Ecolab Inc.

Basic Materials
-14
- 0.19%
$259.39 - $285.47 $3.63K - $4K
7.18K $1.96M
SPYG
Spdr Portfolio

ETFs
-96
- 1.63%
$94.33 - $105.31 $9.06K - $10.1K
5.81K $607K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-63
- 0.25%
$49.0 - $51.91 $3.09K - $3.27K
25K $1.3M
HWKN
Hawkins Inc

Basic Materials
-28
- 1.36%
$144.17 - $184.75 $4.04K - $5.17K
2.03K $371K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-890
- 1.62%
$55.15 - $58.11 $49.1K - $51.7K
54.1K $3.11M
GOOG
Alphabet Inc.

Communication Services
-6
- 0.49%
$175.16 - $255.24 $1.05K - $1.53K
1.22K $296K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-70
- 0.14%
$34.55 - $36.37 $2.42K - $2.55K
50.2K $1.83M
MDT
Medtronic PLC

Healthcare
-334
- 1.84%
$87.67 - $95.74 $29.3K - $32K
17.8K $1.7M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3
- -0.0%
$53.62 - $55.95 $161 - $168
67K $3.75M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.01K
- 1.34%
$44.76 - $47.49 $45.2K - $47.9K
74.1K $3.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6
- 0.16%
$567.77 - $614.76 $3.41K - $3.69K
3.68K $2.25M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-555
- 0.35%
$42.16 - $43.5 $23.4K - $24.1K
156K $6.79M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-3.62K
- 1.69%
$42.18 - $43.86 $153K - $159K
211K $9.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.02%
$546.99 - $602.2 $547 - $602
4.1K $2.46M
XEL
Xcel Energy Inc

Utilities
-167
- 0.82%
$67.56 - $80.65 $11.3K - $13.5K
20.1K $1.62M
Activity Summary
Buys All Purchases 68 New Holdings 13 Increased Positions 55 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 2 Puts 0
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