Bigelow Investment Advisors, 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 10 quarters from 2023-12-31 to 2026-06-30, Bigelow Investment Advisors, LLC opened 26 positions, added to 254, reduced 322 and sold out of 23.
- Q2 2026: Stock BUFR; Country of operation —; Class FT VEST LADDERED; Shares before 143,986.
- Q2 2026: Stock CWB; Country of operation —; Class STATE STREET SPD; Shares before 6,676.
- Q2 2026: Stock DSI; Country of operation —; Class ESG MSCI KLD 400; Shares before 4,626.
- Q2 2026: Stock SUB; Country of operation —; Class SHRT NAT MUN ETF; Shares before 1,931.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1729516), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 2017-12-31.
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