Alliance Private Wealth, 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 2 quarters from 2025-12-31 to 2026-06-30, Alliance Private Wealth, LLC opened 9 positions, added to 21, reduced 21 and sold out of 8.
- Q2 2026: Stock CGMU; Country of operation —; Class MUNICIPAL INCOME; Shares before 355,990.
- Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 51,414.
- Q2 2026: Stock CGDV; Country of operation —; Class SHS CREATION UNI; Shares before 137,529.
- Q2 2026: Stock XLC; Country of operation —; Class STATE STREET COM; Shares before 48,730.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109849), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13). 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 2025-12-31.
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