AMJ Financial Wealth Management historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, AMJ Financial Wealth Management opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1801585), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 2019-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MCDONALD PARTNERS LLC | United States | $0.424B | 208 |
| Dunhill Financial, LLC | United Kingdom | $0.424B | 1,857 |
| OnyxPoint Global Management LP | United States | $0.424B | 29 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | United States | $0.424B | 32 |
| SECTOR GAMMA AS | Norway | $0.423B | 42 |
| Midwest Professional Planners, LTD. | United States | $0.425B | 137 |
| Atlas Private Wealth Advisors | United States | $0.425B | 132 |
| Dalal Street, LLC | United States | $0.423B | 3 |
| All Terrain Financial Advisors, LLC | United States | $0.425B | 150 |
| Retirement Solution LLC | United States | $0.423B | 57 |