Wela Strategies, Inc. Purchases and Sells in Q3 2025

Wela Strategies, Inc.

$306 Million
Q3 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ANGL	1.43M + 728.61%	$28.95 - $29.73 $41.3M - $42.5M	1.62M $48.3M
VWO	18.9K + 8.76%	$49.43 - $54.52 $932K - $1.03M	234K $12.7M
LQD	7.18K + 3.26%	$107.66 - $112.36 $773K - $807K	228K $25.4M
XLV	5.69K + 13.69%	$129.01 - $139.72 $734K - $795K	47.3K $6.58M
BND	10.9K + 6.11%	$72.57 - $74.72 $790K - $813K	189K $14.1M
VNQ	7.19K + 6.04%	$88.47 - $93.24 $636K - $670K	126K $11.5M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	2.97K New	$184.85 - $231.54 $549K - $688K	2.97K $687K
DIAX	33.9K New	$14.12 - $14.91 $479K - $505K	33.9K $504K
DHF	191K New	$2.55 - $2.63 $488K - $503K	191K $493K
NVDA	1.21K New	$153.3 - $186.58 $186K - $226K	1.21K $226K
MCK	269 New	$659.01 - $772.54 $177K - $208K	269 $207K
FLAHERTY & CRUMRINE DYNAMIC	23.9K New	N/A	23.9K $0

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-34.8K - 11.56%	$81.7 - $87.53 $2.84M - $3.05M	266K $23.2M
HD	-618 - 36.35%	$357.4 - $423.42 $221K - $262K	1.08K $438K
AYI	-512 - 30.12%	$287.07 - $344.52 $147K - $176K	1.19K $409K
SO	-869 - 27.48%	$90.83 - $96.0 $78.9K - $83.4K	2.29K $217K
HON	-21 - 0.7%	$207.7 - $240.4 $4.36K - $5.05K	3K $630K
XLI	-2.2K - 5.05%	$147.94 - $154.99 $325K - $340K	41.3K $6.36M

Activity Summary All Purchases 26 New Holdings 6 Increased Positions 20 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wela Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wela Strategies, Inc. with notifications on news.