BUTENSKY & COHEN FINANCIAL SECURITY, INC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, BUTENSKY & COHEN FINANCIAL SECURITY, INC opened 26 positions, added to 314, reduced 172 and sold out of 18.
- Q2 2026: Stock XLK; Country of operation —; Class ETF; Shares before 32,460.
- Q2 2026: Stock XLE; Country of operation —; Class ETF; Shares before 40,034.
- Q2 2026: Stock SPDW; Country of operation —; Class ETF; Shares before 80,731.
- Q2 2026: Stock SPYM; Country of operation United States; Class ETF; Shares before 31,376.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1632802), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-11); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-05); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-21); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-25); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-19); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-26); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-22); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-15). 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).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MUHLENKAMP & CO INC | United States | $0.380B | 29 |
| Marks Wealth, LLC | United States | $0.380B | 12 |
| Attestor Capital Ltd | Cayman Islands | $0.380B | 9 |
| Empirical Asset Management, LLC | United States | $0.379B | 396 |
| Rooted Wealth Advisors, Inc. | United States | $0.379B | 144 |
| Cardinal Strategic Wealth Guidance | United States | $0.379B | 63 |
| Aquire Wealth Advisors, LLC | United States | $0.381B | 49 |
| BWM Planning, LLC | United States | $0.379B | 118 |
| Neo Ivy Capital Management | United States | $0.379B | 315 |
| ETF Portfolio Partners, Inc. | United States | $0.381B | 68 |