Wealth Advisors of Iowa Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$19.7M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$13.6M |
| 3 |
American Century US Quality Growth ETF
QGRO
|
+$13M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$12.7M |
| 5 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$1.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$15.5M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$13.7M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$11.9M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$2.58M |
| 5 |
Chevron
CVX
|
+$259K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.19% |
| 2 | Financials | 2.35% |
| 3 | Consumer Discretionary | 1.76% |
| 4 | Communication Services | 1.26% |
| 5 | Consumer Staples | 1.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bristol-Myers Squibb
BMY
$130B
| – | – |
-3,547
| Closed | -$216K |
|
|
BSCP
77
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-11,174
| Closed | -$231K |
|
|
78
Chevron
CVX
$386B
| – | – |
-1,547
| Closed | -$259K |
|
|
79
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| – | – |
-271,552
| Closed | -$15.5M |
|
80
Johnson & Johnson
JNJ
$626B
| – | – |
-1,216
| Closed | -$202K |
|
81
Merck
MRK
$322B
| – | – |
-2,413
| Closed | -$217K |
|
82
Constellation Brands
STZ
$22.9B
| – | – |
-1,121
| Closed | -$206K |
|
|
83
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
| – | – |
-17,694
| Closed | -$2.58M |
|
Similar funds
Wealth Advisors of Iowa's Q2 2025 Portfolio in Review
As of Q2 2025, Wealth Advisors of Iowa held 83 positions worth $268M, up 15% from $233M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Wealth Advisors of Iowa deployed $21.7M of net new capital in Q2 2025, opening 9 new positions and adding to 33 existing holdings. Its largest new stake was State Street SPDR Bloomberg 3-12 Month T-Bill ETF: 9,811 shares worth $976K.
By sector, the portfolio is most concentrated in Technology at 4.2% of assets, up from 3.7% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $13.7M trimmed.
- Wealth Advisors of Iowa's largest Q2 2025 buy was State Street SPDR Bloomberg 3-12 Month T-Bill ETF: 9,811 shares worth $976K.
- Wealth Advisors of Iowa added most to JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025, an estimated $19.7M increase.
- Wealth Advisors of Iowa's biggest Q2 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $13.7M.
- Wealth Advisors of Iowa fully exited JPMorgan Equity Premium Income ETF in Q2 2025, selling an estimated $15.5M.
- Wealth Advisors of Iowa's ten largest holdings make up 74% of its $268M portfolio in Q2 2025.
- Wealth Advisors of Iowa opened 9 new positions and closed 8 in Q2 2025.
- Wealth Advisors of Iowa's portfolio value rose 15% quarter-over-quarter to $268M.
Based on Wealth Advisors of Iowa's 13F filing for Q2 2025, filed 12 Aug 2025.