Alvarez & Marsal Private Wealth Partners, 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, Alvarez & Marsal Private Wealth Partners, LLC opened 13 positions, added to 17, reduced 5 and sold out of 8.
- Q2 2026: Stock QLTY; Country of operation —; Class GMO US QUALITY E; Shares before 1,725,553.
- Q2 2026: Stock BBEU; Country of operation —; Class BETABUILDERS EUR; Shares before 4,053.
- Q2 2026: Stock TSPA; Country of operation —; Class US EQUITY RESEAR; Shares before 6,089.
- Q1 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 100,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109121), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Defilade Capital Management, L.P. | United States | $0.712B | 31 |
| Asio Capital, LLC | United States | $0.712B | 110 |
| PERSONAL CFO SOLUTIONS, LLC | United States | $0.712B | 520 |
| Tri Locum Partners LP | United States | $0.713B | 17 |
| DIMENSION CAPITAL MANAGEMENT LLC | United States | $0.713B | 123 |
| Insight Wealth Partners, LLC | United States | $0.713B | 120 |
| Leelyn Smith, LLC | United States | $0.713B | 154 |
| Affinity Capital Advisors, LLC | United States | $0.713B | 181 |
| Sixth Street Partners Management Company, L.P. | United States | $0.711B | 9 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | Brazil | $0.714B | 16 |