Bowman & Co S.C. 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 2025-09-30 to 2025-12-31, Bowman & Co S.C. opened 7 positions, added to 25, reduced 17, sold out of 1 and left 1 unchanged. The largest increase in value was VOO (+$1,247,316); the largest decrease was AGG (-$1,136,469).
- XLY: Country of operation —; Class STATE STREET CON; Shares 2025-09-30 0; Shares 2025-12-31 3,498.
- XLV: Country of operation —; Class STATE STREET HEA; Shares 2025-09-30 0; Shares 2025-12-31 2,354.
- XLC: Country of operation —; Class STATE STREET COM; Shares 2025-09-30 0; Shares 2025-12-31 2,917.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2025-09-30 0; Shares 2025-12-31 2,021.
Two Form 13F-HR filings compared (SEC CIK 1906275): 2025-09-30 (filed 2025-10-10) and 2025-12-31 (filed 2026-01-23). 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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