Birchwood Financial Partners, Inc. quarter change: USA ETF, New
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, Birchwood Financial Partners, Inc. opened 7 positions, added to 111, reduced 12, sold out of 3 and left 39 unchanged. The largest increase in value was VOO (+$1,184,273); the largest decrease was IUSB (-$55,983).
- ADVISORSHARES RANGER EQUITY BEAR ETF: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 2,989.
- VT: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 139.
- RSP: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 10.
- IQLT: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 28.
Two Form 13F-HR filings compared (SEC CIK 2110062): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). 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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