AAFMAA Wealth Management & Trust LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, AAFMAA Wealth Management & Trust LLC opened 34 positions, added to 148, reduced 53 and sold out of 11.
- Q1 2026: Stock PAVE; Country of operation —; Class US INFR DEV ETF; Shares before 43,219.
- Q1 2026: Stock FINX; Country of operation —; Class FINTECH ETF; Shares before 40,442.
- Q1 2026: Stock XLB; Country of operation —; Class SBI MATERIALS; Shares before 13,568.
- Q1 2026: Stock IEI; Country of operation —; Class 3 7 YR TREAS BD; Shares before 3,948.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1846160), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-08); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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