Bigelow Investment Advisors, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bigelow Investment Advisors, LLC opened 5 positions, added to 20, reduced 33, sold out of 4 and left 8 unchanged. The largest increase in value was BUFR (+$4,736,407); the largest decrease was BUFR (-$4,862,407).
- BUFR: Country of operation —; Class FT VEST LADDERED; Shares 2026-03-31 143,986; Shares 2026-06-30 0.
- CWB: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 6,676; Shares 2026-06-30 0.
- DSI: Country of operation —; Class ESG MSCI KLD 400; Shares 2026-03-31 4,626; Shares 2026-06-30 0.
- SUB: Country of operation —; Class SHRT NAT MUN ETF; Shares 2026-03-31 1,931; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1729516): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-30). 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; share change is the position change.
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