Institutions / Ethos Financial Group, LLC / Activity
Activity — Ethos Financial Group, LLC
658 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 02072L565 Common stock | $-11.28M | -96K -30.16% | 222,040 1.75% of portfolio | medium |
| Q2 2026 as of | Add | 922908629 Common stock | $9.49M | +118K +370.21% | 149,533 0.81% of portfolio | medium |
| Q2 2026 as of | Add | 78463V107 Common stock | $9.26M | +25K +70.27% | 60,766 1.50% of portfolio | medium |
| Q2 2026 as of | Trim | 464287234 Common stock | $-9.06M | -146K -70.57% | 60,990 0.25% of portfolio | medium |
| Q2 2026 as of | Trim | 464287101 Common stock | $-8.96M | -24K -97.15% | 719 0.02% of portfolio | medium |
| Q2 2026 as of | Trim | 46137V233 Common stock | $-8.10M | -138K -81.31% | 31,754 0.12% of portfolio | medium |
| Q2 2026 as of | Add | 78464A409 Common stock | $7.98M | +71K +652.63% | 82,263 0.62% of portfolio | medium |
| Q2 2026 as of | New | 381430230 Common stock | $7.84M | +155K | 154,997 0.52% of portfolio | medium |
| Q2 2026 as of | New | 97717X669 Common stock | $7.74M | +81K | 81,316 0.52% of portfolio | medium |
| Q2 2026 as of | New | 69374H360 Common stock | $7.73M | +209K | 209,382 0.52% of portfolio | medium |
| Q2 2026 as of | Exit | 74255Y870 Common stock | $-7.66M | -112K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 46137V464 Common stock | $-7.56M | -55K -100.00% | 0 | medium |
| Q2 2026 as of | New | 921932505 Common stock | $7.20M | +93K | 92,740 0.48% of portfolio | medium |
| Q2 2026 as of | New | 53656F599 Common stock | $7.02M | +268K | 267,815 0.47% of portfolio | medium |
| Q2 2026 as of | New | 922040845 Common stock | $7.00M | +93K | 92,559 0.47% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $6.89M | +58K +150.07% | 96,128 0.77% of portfolio | medium |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-6.73M | -79K -92.54% | 6,402 0.04% of portfolio | medium |
| Q2 2026 as of | New | XOM ExxonMobil Common Stock | $6.69M | +43K | 42,684 0.45% of portfolio | medium |
| Q2 2026 as of | Add | 78462F103 Common stock | $6.13M | +8K +25.50% | 41,164 2.02% of portfolio | medium |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-5.83M | -43K -81.35% | 9,770 0.09% of portfolio | medium |
| Q2 2026 as of | New | 4812A0672 Common stock | $5.70M | +130K | 129,863 0.38% of portfolio | medium |
| Q2 2026 as of | Add | 53700T827 Common stock | $5.42M | +175K +127.32% | 311,885 0.65% of portfolio | medium |
| Q2 2026 as of | New | 33738R688 Common stock | $5.37M | +240K | 240,035 0.36% of portfolio | medium |
| Q2 2026 as of | Trim | 02072L102 Common stock | $-5.19M | -88K -30.17% | 203,329 0.80% of portfolio | medium |
| Q2 2026 as of | New | 921943304 Common stock | $5.03M | +100K | 99,838 0.34% of portfolio | medium |
| Q2 2026 as of | New | 90470L584 Common stock | $5.01M | +304K | 304,422 0.34% of portfolio | medium |
| Q2 2026 as of | Trim | 808524201 Common stock | $-4.96M | -172K -14.14% | 1,046,192 2.02% of portfolio | low |
| Q2 2026 as of | Trim | 09290C848 Common stock | $-4.81M | -166K -89.74% | 18,935 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 808524102 Common stock | $-4.54M | -161K -8.22% | 1,795,643 3.39% of portfolio | low |
| Q2 2026 as of | Trim | 78467V848 Common stock | $-4.42M | -114K -94.88% | 6,143 0.02% of portfolio | low |
| Q2 2026 as of | Add | 92189F643 Common stock | $4.22M | +39K +18.80% | 246,848 1.78% of portfolio | low |
| Q2 2026 as of | New | 314172560 Common stock | $4.06M | +551K | 551,453 0.27% of portfolio | low |
| Q2 2026 as of | New | 47103X492 Common stock | $4.02M | +492K | 492,019 0.27% of portfolio | low |
| Q2 2026 as of | Add | 78468R663 Common stock | $3.99M | +44K +132.99% | 76,340 0.47% of portfolio | low |
| Q2 2026 as of | Add | 00162Q346 Common stock | $3.90M | +152K +55.47% | 424,943 0.73% of portfolio | low |
| Q2 2026 as of | Exit | 936772300 Common stock | $-3.74M | -368K -100.00% | 0 | low |
| Q2 2026 as of | Add | 02072L813 Common stock | $3.69M | +85K +7.72% | 1,190,547 3.44% of portfolio | low |
| Q2 2026 as of | Trim | 922020748 Common stock | $-3.48M | -45K -46.84% | 51,200 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 02072L409 Common stock | $-3.45M | -48K -47.42% | 53,727 0.26% of portfolio | low |
| Q2 2026 as of | Trim | 78464A854 Common stock | $-3.45M | -39K -25.57% | 114,227 0.67% of portfolio | low |
| Q2 2026 as of | Exit | 33739H101 Common stock | $-3.43M | -148K -100.00% | 0 | low |
| Q2 2026 as of | Add | 47103U845 Common stock | $3.40M | +67K +114.70% | 125,612 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 02072L607 Common stock | $-3.33M | -54K -53.39% | 47,451 0.19% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $3.29M | +6K +62.25% | 16,863 0.57% of portfolio | low |
| Q2 2026 as of | Trim | 02072L870 Common stock | $-3.26M | -77K -77.95% | 21,764 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 808524300 Common stock | $-3.24M | -97K -11.15% | 776,885 1.73% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-3.20M | -19K -68.76% | 8,461 0.10% of portfolio | low |
| Q2 2026 as of | New | 92204A702 Common stock | $3.15M | +29K | 29,136 0.21% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $3.06M | +16K +28.33% | 72,445 0.93% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-2.85M | -8K -16.91% | 41,481 0.94% of portfolio | low |