Van Weelden Wealth Management, LLC Purchases and Sells in Q3 2025

Van Weelden Wealth Management, LLC

6 operations

Stock	Shares change	Price Range	Shares Held
SHV	10.7K + 19.87%	$110.06 - $110.49 $1.18M - $1.19M	64.7K $7.15B
SGOV	11K + 18.05%	$100.37 - $100.74 $1.1M - $1.1M	71.7K $7.22B
MSFT	1 + 0.06%	$491.09 - $535.64 $491 - $536	1.65K $855M
AAPL	550 + 40.92%	$202.38 - $256.87 $111K - $141K	1.89K $482M
TBIL	1.45K + 0.52%	N/A	280K $14B
KO	24 + 0.6%	$65.67 - $71.67 $1.58K - $1.72K	4.01K $266M

5 operations

Stock	Shares change	Price Range	Shares Held
INNOVATOR ETFS TRUST	528K New	N/A	528K $14B
GBIL	138K New	$99.82 - $100.23 $13.7M - $13.8M	138K $13.8B
INNOVATOR ETFS TRUST	510K New	N/A	510K $13.5B
CALAMOS ETF TR	506K New	N/A	506K $13.5B
TSLA	469 New	$293.94 - $444.72 $138K - $209K	469 $209M

5 operations

Stock	Shares change	Price Range	Shares Held
PG	-1.61K - 13.11%	$150.47 - $161.22 $242K - $259K	10.6K $1.64B
BIL	-2.62K - 1.58%	$91.44 - $91.77 $240K - $241K	163K $15B
GNL	-3.32K - 9.41%	$6.85 - $8.33 $22.7K - $27.6K	31.9K $259M
PHYS	-270 - 0.52%	$25.02 - $29.62 $6.76K - $8K	51.8K $1.53B
CALAMOS ETF TR	-3.18K - 0.48%	N/A	660K $17.2B

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