Burt Wealth Advisors Historic Quarter Change: USA Everything Else, Added

Burt Wealth Advisors historic quarter change: USA Everything Else, Added

In partnership units, exchange-traded notes and anything else (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Burt Wealth Advisors opened 76 positions, added to 11, reduced 14 and sold out of 47.

Q3 2016: Stock POWERSHARES S&P; Country of operation —; Class UIE; Shares before 3,273.
Q3 2016: Stock ADVISORSHARES NEWFLET; Country of operation —; Class UIE; Shares before 8,877.
Q3 2016: Stock LIBERTY GLOBAL INC F; Country of operation —; Class FGO; Shares before 3.
Q2 2016: Stock POWERSHS SP 500 DWNSDE; Country of operation —; Class UIE; Shares before 5,459.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612041), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-08-04). 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 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	POWERSHARES S&P CUSIP 73937B688	UIE	3,273	4,654	+1,381	$97,000	$142,000	+$45,000	2016-10-26
Q3 2016	ADVISORSHARES NEWFLET CUSIP 00768Y727	UIE	8,877	8,883	+6	$432,000	$434,000	+$2,000	2016-10-26
Q3 2016	LIBERTY GLOBAL INC F CUSIP G5480U153	FGO	3	11	+8	$1,000	$1,000	$0	2016-10-26
Q2 2016	POWERSHS SP 500 DWNSDE CUSIP 73935B805	UIE	5,459	7,390	+1,931	$137,000	$174,000	+$37,000	2016-07-22
Q2 2016	POWERSHARES S&P CUSIP 73937B688	UIE	2,670	3,273	+603	$80,000	$97,000	+$17,000	2016-07-22
Q2 2016	GUGGENHEIM S&P 500 EQUAL CUSIP 78355W825	UIE	35	50	+15	$3,000	$2,000	-$1,000	2016-07-22
Q2 2016	POWERSHARES EMRG MKTS CUSIP 73936T573	UIE	95	145	+50	$3,000	$4,000	+$1,000	2016-07-22
Q1 2016	ENDURANCE SPECALTY F CUSIP G30397106	FGO	98	103	+5	$6,000	$7,000	+$1,000	2016-05-13
Q4 2015	POWERSHARES RSSLL 1000 CUSIP 73937B571	UIE	346	348	+2	$7,000	$8,000	+$1,000	2016-01-29
Q4 2015	POWERSHARES EMRG MKTS CUSIP 73936T573	UIE	235	239	+4	$6,000	$6,000	$0	2016-01-29
Q3 2015	POWERSHARES EMRG MKTS CUSIP 73936T573	UIE	232	235	+3	$6,000	$6,000	$0	2015-10-21

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