Burt Wealth Advisors Last Quarter Change: USA ETF, New

Burt Wealth Advisors 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 2025-06-30 to 2025-09-30, Burt Wealth Advisors opened 3 positions, added to 15, reduced 22, sold out of 2 and left 18 unchanged. The largest increase in value was ICSH (+$4,156,551); the largest decrease was IDLV (-$21,254,014).

IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2025-06-30 0; Shares 2025-09-30 1,778.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2025-06-30 0; Shares 2025-09-30 315.
MOAT: Country of operation —; Class MRNGSTR WDE MOAT; Shares 2025-06-30 0; Shares 2025-09-30 2,023.

Two Form 13F-HR filings compared (SEC CIK 1612041): 2025-06-30 (filed 2025-07-09) and 2025-09-30 (filed 2025-11-05). 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.

Stock	Class	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
IJR ISHARES TR	CORE S&P SCP ETF	1,778	+1,778	$0	$211,280	+$211,280
IVV ISHARES TR	CORE S&P500 ETF	315	+315	$0	$210,830	+$210,830
MOAT VANECK ETF TRUST	MRNGSTR WDE MOAT	2,023	+2,023	$0	$200,500	+$200,500

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