Wealthspire Advisors, LLC New Holdings in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RKT
Rocket Companies, Inc.

Financial Services
878K
New
$13.31 - $21.16 $11.7M - $18.6M
878K $17M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
26.6K
New
$47.02 - $47.71 $1.25M - $1.27M
26.6K $1.27M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
17.6K
New
$42.88 - $49.1 $753K - $862K
17.6K $847K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.1K
New
$45.26 - $46.63 $595K - $613K
13.1K $607K
AES
Aes Corp

Utilities
38.3K
New
$10.77 - $13.94 $413K - $534K
38.3K $504K
IWC
Russell Micro Cap ETF

ETFs
3.28K
New
$127.86 - $151.39 $419K - $497K
3.28K $489K
RWK
Invesco Exchange Traded Fd Tr

ETFs
3.88K
New
$116.93 - $128.98 $453K - $500K
3.88K $484K
PBRA
Petroleo Bras Ads (Ea Reptg 2
35K
New
N/A
35K $459K
LIT
Global X Fds Global X Lithium

ETFs
7.6K
New
$38.41 - $56.85 $292K - $432K
7.6K $431K
IAI
Ishares Tr Us Broker Dealers &

ETFs
2.39K
New
$168.93 - $178.7 $404K - $427K
2.39K $423K
RELY
Remitly Global, Inc.

Technology
20K
New
$15.79 - $20.25 $316K - $405K
20K $326K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.61K
New
$29.8 - $32.29 $286K - $310K
9.61K $308K
IONQ
Ion Q, Inc.

Technology
5.01K
New
$36.79 - $75.14 $184K - $376K
5.01K $307K
TOST
Toast, Inc.

Technology
7.92K
New
$36.51 - $49.3 $289K - $391K
7.92K $289K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
24.2K
New
$11.74 - $12.67 $284K - $307K
24.2K $285K
FSTR
Foster L B CO

Industrials
9.94K
New
$22.08 - $27.99 $219K - $278K
9.94K $263K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
4.74K
New
$46.93 - $58.5 $222K - $277K
4.74K $261K
SQ
Block, Inc.

Technology
4.56K
New
N/A
4.56K $260K
EWC
Ishares Msci Canada ETF

ETFs
4.94K
New
$45.86 - $50.88 $226K - $251K
4.94K $249K
RBLX
Roblox Corp

Communication Services
1.8K
New
$100.65 - $141.56 $181K - $255K
1.8K $249K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.3K
New
$42.26 - $47.16 $224K - $250K
5.3K $245K
A
Agilent Technologies, Inc.

Healthcare
1.88K
New
$112.04 - $128.75 $211K - $242K
1.88K $241K
VFH
Vanguard Financial ETF

ETFs
1.78K
New
$125.23 - $132.78 $223K - $237K
1.78K $234K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.33K
New
$39.37 - $44.24 $210K - $236K
5.33K $233K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10K
New
$22.45 - $23.2 $225K - $233K
10K $231K
GH
Guardant Health, Inc.

Healthcare
3.65K
New
$40.98 - $67.42 $150K - $246K
3.65K $228K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.5K
New
$43.07 - $91.37 $108K - $229K
2.5K $228K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.33K
New
$39.42 - $42.19 $210K - $225K
5.33K $223K
DX
Dynex Capital Inc

Real Estate
18K
New
$11.85 - $12.93 $213K - $233K
18K $221K
TDIV
First Trust Nasdaq Technology

ETFs
2.21K
New
$89.27 - $100.33 $197K - $222K
2.21K $217K
EQIX
Equinix Inc

Real Estate
277
New
$756.7 - $811.13 $210K - $225K
277 $216K
VALE
Vale S.A.

Basic Materials
19.2K
New
$9.53 - $10.95 $183K - $210K
19.2K $208K
PDN
Invesco Fd Tr

ETFs
5.02K
New
$38.58 - $41.85 $194K - $210K
5.02K $206K
IDU
Ishares Tr U S Utils ETF

ETFs
1.85K
New
$103.7 - $111.17 $192K - $205K
1.85K $204K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.13K
New
$159.87 - $247.68 $181K - $281K
1.13K $201K
ARCC
Ares Capital Corp

Financial Services
9.85K
New
$20.41 - $23.25 $201K - $229K
9.85K $200K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.82K
New
$25.37 - $25.79 $198K - $202K
7.82K $200K
IBMP
Ishares Tr Ibonds December 202

ETFs
7.81K
New
$25.3 - $25.56 $198K - $200K
7.81K $199K
IOO
Ishares Tr Global 100 ETF

ETFs
1.65K
New
$107.55 - $120.01 $177K - $198K
1.65K $197K
IBMO
Ishares Tr Ibonds December 202

ETFs
7.7K
New
$25.58 - $25.72 $197K - $198K
7.7K $197K
BITO
Proshares Tr Bitcoin Strategy

ETFs
10K
New
$18.74 - $23.05 $188K - $231K
10K $197K
DINO
Hf Sinclair Corp

Energy
3.76K
New
$42.11 - $54.01 $158K - $203K
3.76K $196K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10K
New
$14.73 - $19.31 $147K - $193K
10K $192K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
8.02K
New
$23.48 - $24.44 $188K - $196K
8.02K $191K
SMTI
Sanara Med Tech Inc.

Healthcare
6.11K
New
$24.16 - $35.75 $148K - $218K
6.11K $190K
AKBA
Akebia Therapeutics, Inc.

Healthcare
70K
New
$2.7 - $4.01 $189K - $281K
70K $189K
IXC
Ishares Tr Global Energy ETF

ETFs
4.42K
New
$39.45 - $42.95 $174K - $190K
4.42K $184K
LUV
Southwest Airlines CO

Industrials
5.77K
New
$29.06 - $37.7 $168K - $217K
5.77K $183K
SONY
Sony Group Corp

Technology
6.34K
New
$23.92 - $30.07 $152K - $191K
6.34K $182K
Activity Summary
Buys All Purchases 2467 New Holdings 2233 Increased Positions 234 Sells All Sells 506 Reductions 506 Sold out 0 Options Calls 0 Puts 0
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