Bouvel Investment Partners, 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, Bouvel Investment Partners, LLC opened 29 positions, added to 64, reduced 78 and sold out of 18.
- Q2 2026: Stock EVTR; Country of operation —; Class EATON VANCE TOTA; Shares before 261,072.
- Q2 2026: Stock CGDV; Country of operation —; Class SHS CREATION UNI; Shares before 274,502.
- Q2 2026: Stock JEPI; Country of operation —; Class EQUITY PREMIUM; Shares before 147,035.
- Q2 2026: Stock SHY; Country of operation —; Class 1 3 YR TREAS BD; Shares before 76,128.
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.
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