Altura Wealth Advisors Inc. Historic Quarter Change: USA ETF, Sold Out

Altura Wealth Advisors Inc. 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, Altura Wealth Advisors Inc. opened 59 positions, added to 171, reduced 64 and sold out of 24.

Q2 2026: Stock JNK; Country of operation —; Class STATE STREET SPD; Shares before 111,333.
Q2 2026: Stock XLRE; Country of operation —; Class STATE STREET REA; Shares before 79,533.
Q2 2026: Stock VBK; Country of operation —; Class SML CP GRW ETF; Shares before 8,710.
Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 18,203.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1931465), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). 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 2022-03-31.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q2 2026	JNK SPDR SERIES TRUST	STATE STREET SPD	111,333	-111,333	$10,656,831	$0	-$10,656,831	2026-07-22
Q2 2026	XLRE SELECT SECTOR SPDR TR	STATE STREET REA	79,533	-79,533	$3,247,329	$0	-$3,247,329	2026-07-22
Q2 2026	VBK VANGUARD INDEX FDS	SML CP GRW ETF	8,710	-8,710	$2,632,538	$0	-$2,632,538	2026-07-22
Q2 2026	XLK SELECT SECTOR SPDR TR	STATE STREET TEC	18,203	-18,203	$2,419,168	$0	-$2,419,168	2026-07-22
Q2 2026	EFG ISHARES TR	EAFE GRWTH ETF	21,545	-21,545	$2,399,467	$0	-$2,399,467	2026-07-22
Q2 2026	SGOV ISHARES TR	0-3 MNTH TREASRY	23,447	-23,447	$2,360,198	$0	-$2,360,198	2026-07-22
Q2 2026	XLU SELECT SECTOR SPDR TR	STATE STREET UTI	35,832	-35,832	$1,644,351	$0	-$1,644,351	2026-07-22
Q2 2026	EDIV SPDR INDEX SHS FDS	STATE STREET SPD	34,635	-34,635	$1,367,403	$0	-$1,367,403	2026-07-22
Q2 2026	XLV SELECT SECTOR SPDR TR	STATE STREET HEA	5,680	-5,680	$832,677	$0	-$832,677	2026-07-22
Q2 2026	AOA ISHARES TR	CORE 80/20 AGGRE	3,996	-3,996	$353,630	$0	-$353,630	2026-07-22
Q2 2026	AOR ISHARES TR	CORE 60/40 BALAN	4,771	-4,771	$307,019	$0	-$307,019	2026-07-22
Q2 2026	SLYG SPDR SERIES TRUST	STATE STREET SPD	2,292	-2,292	$221,450	$0	-$221,450	2026-07-22
Q2 2026	DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	5,622	-5,622	$218,471	$0	-$218,471	2026-07-22
Q1 2026	EDIV SPDR INDEX SHS FDS	S&P EM MKT DIV	59,332	-59,332	$2,322,840	$0	-$2,322,840	2026-05-12
Q4 2025	JNK SPDR SERIES TRUST	BLOOMBERG HIGH Y	98,516	-98,516	$9,653,576	$0	-$9,653,576	2026-02-04
Q4 2025	XLRE SELECT SECTOR SPDR TR	RL EST SEL SEC	92,275	-92,275	$3,887,564	$0	-$3,887,564	2026-02-04
Q4 2025	XLK SELECT SECTOR SPDR TR	TECHNOLOGY	8,174	-8,174	$2,304,051	$0	-$2,304,051	2026-02-04
Q4 2025	XLU SELECT SECTOR SPDR TR	SBI INT-UTILS	25,498	-25,498	$2,223,706	$0	-$2,223,706	2026-02-04
Q4 2025	XLV SELECT SECTOR SPDR TR	SBI HEALTHCARE	5,548	-5,548	$772,150	$0	-$772,150	2026-02-04
Q4 2025	SLYG SPDR SERIES TRUST	S&P 600 SMCP GRW	2,438	-2,438	$229,934	$0	-$229,934	2026-02-04
Q2 2025	VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	890	-890	$457,380	$0	-$457,380	2025-08-13
Q2 2025	TLT ISHARES TR	20 YR TR BD ETF	3,254	-3,254	$296,212	$0	-$296,212	2025-08-13
Q2 2025	SPY SPDR S&P 500 ETF TR	TR UNIT	487	-487	$272,252	$0	-$272,252	2025-08-13
Q3 2024	IVV ISHARES TR	CORE S&P500 ETF	389	-389	$212,872	$0	-$212,872	2024-11-08

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