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Birchwood Financial Partners, Inc. Historic Quarter Change: USA ETF, New

Birchwood Financial Partners, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Birchwood Financial Partners, Inc. opened 19 positions, added to 169, reduced 41 and sold out of 9.

  • Q2 2026: Stock ADVISORSHARES RANGER EQUITY BEAR ETF; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock VT; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock RSP; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock IQLT; Country of operation —; Class ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2110062), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ADVISORSHARES RANGER EQUITY BEAR ETF
CUSIP 00768Y883
ETF02,989+2,989$0$49,290+$49,2902026-08-06
Q2 2026VT
VANGUARD TOTAL WORLD STOCK ETF
ETF0139+139$0$21,738+$21,7382026-08-06
Q2 2026RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
ETF010+10$0$2,128+$2,1282026-08-06
Q2 2026IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
ETF028+28$0$1,387+$1,3872026-08-06
Q2 2026AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
ETF015+15$0$1,368+$1,3682026-08-06
Q2 2026FENI
FIDELITY ENHANCED INTERNATIONAL ETF
ETF023+23$0$923+$9232026-08-06
Q2 2026DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
ETF015+15$0$810+$8102026-08-06
Q1 2026CGSM
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF
ETF012,269+12,269$0$322,439+$322,4392026-05-05
Q1 2026JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ETF02,940+2,940$0$149,881+$149,8812026-05-05
Q1 2026HGER
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
ETF01,589+1,589$0$49,275+$49,2752026-05-05
Q1 2026NUSC
NUVEEN ESG SMALL-CAP ETF
ETF0933+933$0$42,041+$42,0412026-05-05
Q1 2026FEOE
FIRST EAGLE OVERSEAS EQUITY ETF
United StatesETF0785+785$0$39,611+$39,6112026-05-05
Q1 2026AVSE
AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF
ETF0478+478$0$31,844+$31,8442026-05-05
Q1 2026AGIX
KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ETF0632+632$0$20,711+$20,7112026-05-05
Q1 2026VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
ETF0135+135$0$19,994+$19,9942026-05-05
Q1 2026FEGE
FIRST EAGLE GLOBAL EQUITY ETF
ETF0307+307$0$14,429+$14,4292026-05-05
Q1 2026SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
ETF0115+115$0$8,427+$8,4272026-05-05
Q1 2026OAKG
OAKMARK GLOBAL LARGE CAP ETF
ETF0325+325$0$7,884+$7,8842026-05-05
Q1 2026JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
ETF07+7$0$399+$3992026-05-05

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