Anderson Financial Strategies, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Anderson Financial Strategies, LLC opened 127 positions, added to 27, reduced 26 and sold out of 144.
- Q2 2026: Stock QGRO; Country of operation —; Class US QUALITY GROW; Shares before 157,237.
- Q2 2026: Stock XSMO; Country of operation —; Class S&P SMLCP MOMENT; Shares before 82,617.
- Q2 2026: Stock USVM; Country of operation —; Class USAA MSCI USA SM; Shares before 83,430.
- Q2 2026: Stock FWD; Country of operation —; Class DISRUPTORS ETF; Shares before 21,460.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2018166), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-24); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-28). 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 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | QGRO
AMERICAN CENTY ETF TR | | US QUALITY GROW | 157,237 | 3,167 | -154,070 | $17,722,182 | $375,670 | -$17,346,512 | 2026-08-20 |
|---|
| Q2 2026 | XSMO
INVESCO EXCHANGE TRADED FD T | | S&P SMLCP MOMENT | 82,617 | 77,279 | -5,338 | $7,297,560 | $6,742,593 | -$554,967 | 2026-08-20 |
|---|
| Q2 2026 | USVM
VICTORY PORTFOLIOS II | | USAA MSCI USA SM | 83,430 | 81,804 | -1,626 | $8,646,961 | $9,033,616 | +$386,655 | 2026-08-20 |
|---|
| Q2 2026 | FWD
AB ACTIVE ETFS INC | | DISRUPTORS ETF | 21,460 | 18,685 | -2,775 | $2,800,101 | $2,431,479 | -$368,622 | 2026-08-20 |
|---|
| Q2 2026 | MTUM
ISHARES TR | | MSCI USA MMENTM | 9,543 | 8,296 | -1,247 | $2,777,967 | $2,537,580 | -$240,387 | 2026-08-20 |
|---|
| Q2 2026 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 416 | 294 | -122 | $276,765 | $207,832 | -$68,933 | 2026-08-20 |
|---|
| Q2 2026 | FNY
FIRST TR EXCHANGE-TRADED ALP | | MID CP GR ALPH | 31,929 | 30,550 | -1,379 | $3,278,495 | $3,226,621 | -$51,874 | 2026-08-20 |
|---|
| Q1 2026 | WTV
WISDOMTREE TR | | WISDOMTREE US VA | 222,510 | 221,408 | -1,102 | $20,760,206 | $21,914,954 | +$1,154,748 | 2026-05-15 |
|---|
| Q1 2026 | XSMO
INVESCO EXCHANGE TRADED FD T | | S&P SMLCP MOMENT | 85,454 | 82,617 | -2,837 | $6,153,543 | $7,297,560 | +$1,144,017 | 2026-05-15 |
|---|
| Q1 2026 | CWB
SPDR SERIES TRUST | | STATE STREET SPD | 99,942 | 96,476 | -3,466 | $8,914,826 | $10,023,856 | +$1,109,030 | 2026-05-15 |
|---|
| Q1 2026 | SDVY
FIRST TR EXCHANGE TRADED FD | | SMID RISNG ETF | 75,302 | 44,703 | -30,599 | $2,885,573 | $1,891,831 | -$993,742 | 2026-05-15 |
|---|
| Q1 2026 | USVM
VICTORY PORTFOLIOS II | | USAA MSCI USA SM | 86,077 | 83,430 | -2,647 | $7,859,398 | $8,646,961 | +$787,563 | 2026-05-15 |
|---|
| Q1 2026 | FENI
FIDELITY COVINGTON TRUST | | ENHANCED INTL | 415,982 | 401,971 | -14,011 | $15,216,622 | $15,729,125 | +$512,503 | 2026-05-15 |
|---|
| Q1 2026 | DTCR
GLOBAL X FDS | | DATA CTR & DIGIT | 113,483 | 98,007 | -15,476 | $2,394,491 | $2,882,386 | +$487,895 | 2026-05-15 |
|---|
| Q1 2026 | FWD
AB ACTIVE ETFS INC | | DISRUPTORS ETF | 22,453 | 21,460 | -993 | $2,344,318 | $2,800,101 | +$455,783 | 2026-05-15 |
|---|
| Q2 2025 | LGOV
FIRST TR EXCHANGE-TRADED FD | | LNG DUR OPRTUN | 313,481 | 293,895 | -19,586 | $6,739,842 | $6,295,000 | -$444,842 | 2025-08-11 |
|---|
| Q2 2025 | MFM
MFS MUN INCOME TR | | SH BEN INT | 794,684 | 732,363 | -62,321 | $4,211,823 | $3,786,000 | -$425,823 | 2025-08-11 |
|---|
| Q2 2025 | USVM
VICTORY PORTFOLIOS II | | USAA MSCI USA SM | 86,785 | 85,865 | -920 | $6,833,451 | $7,205,000 | +$371,549 | 2025-08-11 |
|---|
| Q2 2025 | IAGG
ISHARES TR | | CORE INTL AGGR | 218,905 | 207,079 | -11,826 | $10,943,061 | $10,580,000 | -$363,061 | 2025-08-11 |
|---|
| Q2 2025 | SKOR
FLEXSHARES TR | | CR SCD US BD | 205,600 | 196,345 | -9,255 | $9,936,624 | $9,578,000 | -$358,624 | 2025-08-11 |
|---|
| Q2 2025 | XSMO
INVESCO EXCHANGE TRADED FD T | | S&P SMLCP MOMENT | 87,413 | 85,608 | -1,805 | $5,485,166 | $5,823,000 | +$337,834 | 2025-08-11 |
|---|
| Q2 2025 | CWB
SPDR SERIES TRUST | | BBG CONV SEC ETF | 102,681 | 98,775 | -3,906 | $7,867,418 | $8,165,000 | +$297,582 | 2025-08-11 |
|---|
| Q2 2025 | SDVY
FIRST TR EXCHANGE-TRADED FD | | SMID RISNG ETF | 91,539 | 90,145 | -1,394 | $3,066,557 | $3,180,000 | +$113,443 | 2025-08-11 |
|---|
| Q2 2025 | REZ
ISHARES TR | | RESIDENTIAL MULT | 18,160 | 18,021 | -139 | $1,569,387 | $1,484,000 | -$85,387 | 2025-08-11 |
|---|
| Q2 2025 | EMCB
WISDOMTREE TR | | WSDM EMKTBD FD | 53,212 | 52,437 | -775 | $3,480,597 | $3,458,000 | -$22,597 | 2025-08-11 |
|---|
| Q2 2025 | HYFI
AB ACTIVE ETFS INC | | HIGH YIELD ETF | 215,516 | 211,541 | -3,975 | $7,939,609 | $7,927,000 | -$12,609 | 2025-08-11 |
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