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Aspire Wealth Management Corp Historic Quarter Change: USA ETF, Added

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Aspire Wealth Management Corp historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Aspire Wealth Management Corp opened 39 positions, added to 161, reduced 163 and sold out of 31.

  • Q3 2024: Stock FNDX; Country of operation —; Class FUNDAMENTAL US L; Shares before 127,229.
  • Q3 2024: Stock COWZ; Country of operation —; Class US CASH COWS 100; Shares before 164,353.
  • Q3 2024: Stock FNDF; Country of operation —; Class FUNDAMENTAL INTL; Shares before 279,224.
  • Q3 2024: Stock XMMO; Country of operation —; Class S&P MDCP MOMNTUM; Shares before 104,205.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1916412), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L127,229142,682+15,453$8,521,767$10,238,865+$1,717,0982024-10-31
Q3 2024COWZ
PACER FDS TR		US CASH COWS 100164,353177,977+13,624$8,955,586$10,292,416+$1,336,8302024-10-31
Q3 2024FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL279,224290,875+11,651$9,781,212$10,869,994+$1,088,7822024-10-31
Q3 2024XMMO
INVESCO EXCHANGE TRADED FD T		S&P MDCP MOMNTUM104,205105,435+1,230$11,878,293$12,687,040+$808,7472024-10-31
Q3 2024EFV
ISHARES TR		EAFE VALUE ETF9,77122,669+12,898$518,258$1,304,152+$785,8942024-10-31
Q3 2024VBR
VANGUARD INDEX FDS		SM CP VAL ETF27,07727,398+321$4,942,013$5,500,896+$558,8832024-10-31
Q3 2024RECS
COLUMBIA ETF TR I		RESH ENHNC COR17,00231,281+14,279$548,655$1,060,739+$512,0842024-10-31
Q3 2024IWY
ISHARES TR		RUS TP200 GR ETF50,09450,736+642$10,746,165$11,164,457+$418,2922024-10-31
Q3 2024XSVM
INVESCO EXCHANGE TRADED FD T		S&P SMCP VLU MNT124,973125,454+481$6,546,105$6,898,696+$352,5912024-10-31
Q3 2024DFIS
DIMENSIONAL ETF TRUST		INTL SMALL CAP E36,57845,803+9,225$900,927$1,228,894+$327,9672024-10-31
Q3 2024IUSB
ISHARES TR		CORE TOTAL USD16,23722,166+5,929$734,215$1,044,454+$310,2392024-10-31
Q3 2024SPHQ
INVESCO EXCHANGE TRADED FD T		S&P500 QUALITY1,8025,848+4,046$114,499$393,395+$278,8962024-10-31
Q3 2024XSMO
INVESCO EXCHANGE TRADED FD T		S&P SMLCP MOMENT34,16135,094+933$2,051,361$2,322,904+$271,5432024-10-31
Q3 2024ILCG
ISHARES TR		MORNINGSTAR GRWT98,64598,778+133$8,030,707$8,301,267+$270,5602024-10-31
Q3 2024QUAL
ISHARES TR		MSCI USA QLT FCT9,1719,845+674$1,566,100$1,765,152+$199,0522024-10-31
Q3 2024EMXC
ISHARES INC		MSCI EMRG CHN7,46910,343+2,874$442,176$632,073+$189,8972024-10-31
Q3 2024UITB
VICTORY PORTFOLIOS II		CORE INTERMEDIAT34,33436,349+2,015$1,579,707$1,742,208+$162,5012024-10-31
Q3 2024XMHQ
INVESCO EXCHANGE TRADED FD T		S&P MDCP QUALITY3,7924,790+998$367,938$491,358+$123,4202024-10-31
Q3 2024BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF24,97726,181+1,204$1,215,646$1,316,396+$100,7502024-10-31
Q3 2024VUG
VANGUARD INDEX FDS		GROWTH ETF3,7433,847+104$1,399,919$1,477,097+$77,1782024-10-31
Q3 2024FNDA
SCHWAB STRATEGIC TR		FUNDAMENTAL US S13,27513,484+209$729,050$803,227+$74,1772024-10-31
Q3 2024IQLT
ISHARES TR		MSCI INTL QUALTY18,44818,904+456$720,394$784,326+$63,9322024-10-31
Q3 2024USTB
VICTORY PORTFOLIOS II		SHORT TRM BD ETF7,8608,757+897$391,428$444,943+$53,5152024-10-31
Q3 2024VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF10,21310,269+56$446,913$491,364+$44,4512024-10-31
Q3 2024VIGI
VANGUARD WHITEHALL FDS		INTL DVD ETF4,7624,837+75$387,055$427,010+$39,9552024-10-31
Q3 2024VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD3,7653,791+26$446,583$485,943+$39,3602024-10-31
Q3 2024PFM
INVESCO EXCHANGE TRADED FD T		DIVID ACHIEVEV8,5508,562+12$364,837$398,549+$33,7122024-10-31
Q3 2024FLQM
FRANKLIN TEMPLETON ETF TR		US MID CP MLTFCT8281,320+492$42,456$73,520+$31,0642024-10-31
Q3 2024DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP VAL7,3647,526+162$211,936$231,801+$19,8652024-10-31
Q3 2024SMLF
ISHARES TR		US SML CAP EQT1,8892,027+138$115,644$134,494+$18,8502024-10-31
Q3 2024XSLV
INVESCO EXCH TRADED FD TR II		S&P SMLCP LOW3,6753,693+18$160,457$177,720+$17,2632024-10-31
Q3 2024DUHP
DIMENSIONAL ETF TRUST		US HIGH PROFITAB6,8656,932+67$219,611$236,173+$16,5622024-10-31
Q3 2024IMCG
ISHARES TR		MRGSTR MD CP GRW2,1032,136+33$142,478$155,883+$13,4052024-10-31
Q3 2024SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF3,0333,053+20$143,916$157,210+$13,2942024-10-31
Q3 2024MGK
VANGUARD WORLD FD		MEGA GRWTH IND201227+26$63,303$73,060+$9,7572024-10-31
Q3 2024MBB
ISHARES TR		MBS ETF1,7631,781+18$161,823$170,653+$8,8302024-10-31
Q3 2024VTI
VANGUARD INDEX FDS		TOTAL STK MKT528529+1$141,150$149,903+$8,7532024-10-31
Q3 2024XMVM
INVESCO EXCHANGE TRADED FD T		S&P MDCP VLU MNT1,8771,894+17$96,928$104,956+$8,0282024-10-31
Q3 2024ESGU
ISHARES TR		ESG AWR MSCI USA460495+35$54,854$62,508+$7,6542024-10-31
Q3 2024DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO2,4112,552+141$64,446$71,839+$7,3932024-10-31
Q3 2024LRGF
ISHARES TR		U S EQUITY FACTR2,0362,038+2$113,397$119,785+$6,3882024-10-31
Q3 2024EQWL
INVESCO EXCHANGE TRADED FD T		S&P 100 EQL WIGH404405+1$38,135$41,488+$3,3532024-10-31
Q3 2024FLHY
FRANKLIN TEMPLETON ETF TR		HIGH YIELD CORP2,6752,717+42$63,413$66,423+$3,0102024-10-31
Q3 2024IWL
ISHARES TR		RUS TOP 200 ETF408409+1$54,679$57,478+$2,7992024-10-31
Q3 2024VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF105106+1$8,803$10,365+$1,5622024-10-31
Q3 2024IWR
ISHARES TR		RUS MID CAP ETF198199+1$16,056$17,529+$1,4732024-10-31
Q3 2024IHF
ISHARES TR		US HLTHCR PR ETF110111+1$5,790$6,327+$5372024-10-31

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