Alpha Omega Group, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 5 quarters from 2023-12-31 to 2025-03-31, Alpha Omega Group, Inc. opened 4 positions, added to 30, reduced 23 and sold out of 20.
- Q4 2024: Stock SCHG; Country of operation —; Class US LCAP GR ETF; Shares before 3,047.
- Q4 2024: Stock JAAA; Country of operation —; Class HENDRSON AAA CL; Shares before 204,076.
- Q4 2024: Stock BIZD; Country of operation —; Class BDC INCOME ETF; Shares before 170,704.
- Q4 2024: Stock MOAT; Country of operation —; Class MRNGSTR WDE MOAT; Shares before 157,303.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802876), 5 quarters: Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 3,047 | 407,393 | +404,346 | $317,436 | $11,354,043 | +$11,036,607 | 2025-02-07 |
|---|
| Q4 2024 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 204,076 | 222,027 | +17,951 | $10,383,389 | $11,258,967 | +$875,578 | 2025-02-07 |
|---|
| Q4 2024 | BIZD
VANECK ETF TRUST | | BDC INCOME ETF | 170,704 | 219,974 | +49,270 | $2,826,858 | $3,658,162 | +$831,304 | 2025-02-07 |
|---|
| Q4 2024 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 157,303 | 159,617 | +2,314 | $15,250,559 | $14,800,471 | -$450,088 | 2025-02-07 |
|---|
| Q4 2024 | KNG
FIRST TR EXCHANGE-TRADED FD | | FT VEST S&P 500 | 165,406 | 173,159 | +7,753 | $9,011,339 | $8,694,312 | -$317,027 | 2025-02-07 |
|---|
| Q4 2024 | LEGR
FIRST TR EXCHANGE-TRADED FD | | INDXX INOVTV ETF | 92,580 | 95,069 | +2,489 | $4,356,807 | $4,410,990 | +$54,183 | 2025-02-07 |
|---|
| Q4 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 87,155 | 269,389 | +182,234 | $7,367,231 | $7,359,697 | -$7,534 | 2025-02-07 |
|---|
| Q3 2024 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 176,777 | 204,076 | +27,299 | $8,994,436 | $10,383,389 | +$1,388,953 | 2024-11-12 |
|---|
| Q3 2024 | KNG
FIRST TR EXCHANGE-TRADED FD | | FT VEST S&P 500 | 162,112 | 165,406 | +3,294 | $8,189,904 | $9,011,339 | +$821,435 | 2024-11-12 |
|---|
| Q3 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 903 | 3,672 | +2,769 | $241,591 | $1,039,851 | +$798,260 | 2024-11-12 |
|---|
| Q3 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 84,639 | 87,155 | +2,516 | $6,581,561 | $7,367,231 | +$785,670 | 2024-11-12 |
|---|
| Q3 2024 | BIZD
VANECK ETF TRUST | | BDC INCOME ETF | 140,294 | 170,704 | +30,410 | $2,400,430 | $2,826,858 | +$426,428 | 2024-11-12 |
|---|
| Q3 2024 | LEGR
FIRST TR EXCHANGE-TRADED FD | | INDXX INOVTV ETF | 92,257 | 92,580 | +323 | $4,006,703 | $4,356,807 | +$350,104 | 2024-11-12 |
|---|
| Q3 2024 | FDL
FIRST TR MORNINGSTAR DIVID L | | SHS | 5,339 | 5,600 | +261 | $202,508 | $234,920 | +$32,412 | 2024-11-12 |
|---|
| Q3 2024 | FPX
FIRST TR EXCHANGE-TRADED FD | | US EQTY OPPT ETF | 2,950 | 2,953 | +3 | $293,037 | $325,391 | +$32,354 | 2024-11-12 |
|---|
| Q3 2024 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 7,973 | 8,013 | +40 | $475,191 | $479,738 | +$4,547 | 2024-11-12 |
|---|
| Q2 2024 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 70,552 | 115,904 | +45,352 | $6,541,561 | $11,687,759 | +$5,146,198 | 2024-08-05 |
|---|
| Q2 2024 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 129,177 | 170,114 | +40,937 | $11,613,049 | $14,733,603 | +$3,120,554 | 2024-08-05 |
|---|
| Q2 2024 | BIZD
VANECK ETF TRUST | | BDC INCOME ETF | 103,579 | 140,294 | +36,715 | $1,750,485 | $2,400,430 | +$649,945 | 2024-08-05 |
|---|
| Q2 2024 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 169,015 | 176,777 | +7,762 | $8,575,821 | $8,994,436 | +$418,615 | 2024-08-05 |
|---|
| Q2 2024 | FPX
FIRST TR EXCHANGE-TRADED FD | | US EQTY OPPT ETF | 2,942 | 2,950 | +8 | $311,262 | $293,037 | -$18,225 | 2024-08-05 |
|---|
| Q2 2024 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT INC | 4,913 | 5,233 | +320 | $247,861 | $264,110 | +$16,249 | 2024-08-05 |
|---|
| Q2 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 902 | 903 | +1 | $234,458 | $241,591 | +$7,133 | 2024-08-05 |
|---|
| Q2 2024 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | 7,955 | 7,973 | +18 | $474,277 | $475,191 | +$914 | 2024-08-05 |
|---|
| Q1 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 81,584 | 88,128 | +6,544 | $6,210,986 | $7,105,733 | +$894,747 | 2024-05-09 |
|---|
| Q1 2024 | EMLP
FIRST TR EXCHANGE-TRADED FD | | NO AMER ENERGY | 320,906 | 330,701 | +9,795 | $8,885,887 | $9,765,586 | +$879,699 | 2024-05-09 |
|---|
| Q1 2024 | LEGR
FIRST TR EXCHANGE-TRADED FD | | INDXX INOVTV ETF | 85,007 | 93,864 | +8,857 | $3,477,636 | $4,031,469 | +$553,833 | 2024-05-09 |
|---|
| Q1 2024 | BIZD
VANECK ETF TRUST | | BDC INCOME ETF | 97,165 | 103,579 | +6,414 | $1,558,527 | $1,750,485 | +$191,958 | 2024-05-09 |
|---|
| Q1 2024 | FPX
FIRST TR EXCHANGE-TRADED FD | | US EQTY OPPT ETF | 2,889 | 2,942 | +53 | $277,026 | $311,262 | +$34,236 | 2024-05-09 |
|---|
| Q1 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 897 | 902 | +5 | $212,777 | $234,458 | +$21,681 | 2024-05-09 |
|---|
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