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Bouvel Investment Partners, LLC Historic Quarter Change: USA ETF, New

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Bouvel Investment Partners, LLC historic quarter change: USA ETF, New

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, Bouvel Investment Partners, LLC opened 29 positions, added to 64, reduced 78 and sold out of 18.

  • Q2 2026: Stock CGDV; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock EVTR; Country of operation —; Class EATO VANC BD ETF; Shares before 0.
  • Q2 2026: Stock VTIP; Country of operation —; Class STRM INFPROIDX; Shares before 0.
  • Q2 2026: Stock IFRA; Country of operation —; Class US INFRASTRUC; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1839122), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREAT UNIT0292,611+292,611$0$14,419,870+$14,419,8702026-07-17
Q2 2026EVTR
MORGAN STANLEY ETF TRUST		EATO VANC BD ETF0280,957+280,957$0$14,247,329+$14,247,3292026-07-17
Q2 2026VTIP
VANGUARD MALVERN FDS		STRM INFPROIDX0169,981+169,981$0$8,538,146+$8,538,1462026-07-17
Q2 2026IFRA
ISHARES TR		US INFRASTRUC0105,486+105,486$0$6,649,837+$6,649,8372026-07-17
Q2 2026EFV
ISHARES TR		EAFE VALUE ETF040,481+40,481$0$3,098,821+$3,098,8212026-07-17
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY026,801+26,801$0$2,698,057+$2,698,0572026-07-17
Q2 2026DVYE
ISHARES INC		EM MKTS DIV ETF053,449+53,449$0$1,722,661+$1,722,6612026-07-17
Q2 2026IXUS
ISHARES TR		CORE MSCI TOTAL07,326+7,326$0$699,193+$699,1932026-07-17
Q2 2026VYMI
VANGUARD WHITEHALL FDS		INTL HIGH ETF02,076+2,076$0$203,863+$203,8632026-07-17
Q1 2026PULS
PGIM ETF TR		PGIM ULTRA SH BD087,683+87,683$0$4,340,309+$4,340,3092026-04-10
Q1 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF05,508+5,508$0$1,664,793+$1,664,7932026-04-10
Q4 2025IEMG
ISHARES INC		CORE MSCI EMKT04,525+4,525$0$304,171+$304,1712026-01-23
Q4 2025IEFA
ISHARES TR		CORE MSCI EAFE02,437+2,437$0$218,014+$218,0142026-01-23
Q3 2025IWF
ISHARES TR		RUS 1000 GRW ETF010,188+10,188$0$4,772,161+$4,772,1612025-10-22
Q3 2025IMCG
ISHARES TR		MRGSTR MD CP GRW030,668+30,668$0$2,537,164+$2,537,1642025-10-22
Q2 2025CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREATION UNI0269,954+269,954$0$10,660,483+$10,660,4832025-07-11
Q2 2025IWY
ISHARES TR		RUS TP200 GR ETF023,446+23,446$0$5,779,673+$5,779,6732025-07-11
Q2 2025MINT
PIMCO ETF TR		ENHAN SHRT MA AC032,436+32,436$0$3,260,953+$3,260,9532025-07-11
Q2 2025JPIB
J P MORGAN EXCHANGE TRADED F		INTL BD OPP ETF043,523+43,523$0$2,116,088+$2,116,0882025-07-11
Q2 2025SHY
ISHARES TR		1 3 YR TREAS BD025,481+25,481$0$2,111,356+$2,111,3562025-07-11
Q2 2025TBF
PROSHARES TR		SHRT 20+YR TRE080,967+80,967$0$1,956,972+$1,956,9722025-07-11
Q1 2025PRF
INVESCO EXCHANGE TRADED FD T		RAFI US 1000 ETF0141,048+141,048$0$5,730,760+$5,730,7602025-04-17
Q1 2025EDV
VANGUARD WORLD FD		EXTENDED DUR044,119+44,119$0$3,515,402+$3,515,4022025-04-17
Q1 2025BLV
VANGUARD BD INDEX FDS		LONG TERM BOND038,625+38,625$0$2,903,441+$2,903,4412025-04-17
Q4 2024IMCG
ISHARES TR		MRGSTR MD CP GRW061,080+61,080$0$4,613,372+$4,613,3722025-01-15
Q4 2024MINT
PIMCO ETF TR		ENHAN SHRT MA AC028,260+28,260$0$2,835,608+$2,835,6082025-01-15
Q2 2024EVTR
MORGAN STANLEY ETF TRUST		EATON VANCE TOTA0237,453+237,453$0$11,789,541+$11,789,5412024-07-12
Q2 2024JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM032,787+32,787$0$1,819,679+$1,819,6792024-07-12
Q1 2024QUS
SPDR SER TR		MSCI USA STRTGIC036,649+36,649$0$5,337,194+$5,337,1942024-04-16

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