Center for Wealth Management Advisory historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Center for Wealth Management Advisory opened 2 positions, added to 6, reduced 5 and sold out of 3.
- Q2 2026: Stock PWB; Country of operation —; Class LARG CAP GRO ETF; Shares before 0.
- Q1 2026: Stock IYK; Country of operation —; Class US CONSM STAPLES; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2121390), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24). 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 2025-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Argyle Capital Partners, LLC | United States | $0.139B | 187 |
| GraniteShares Advisors LLC | United States | $0.139B | 90 |
| Bluegrass Capital Partners LP | United States | $0.139B | 10 |
| Kennondale Capital Management LLC | United States | $0.139B | 78 |
| Parvin Asset Management, LLC | United States | $0.139B | 310 |
| DKM Wealth Management, Inc. | United States | $0.139B | 77 |
| CHESAPEAKE CAPITAL CORP /IL/ | United States | $0.139B | 156 |
| Marathon Strategic Advisors, LLC | United States | $0.139B | 52 |
| Seelaus Asset Management LLC | United States | $0.139B | 204 |
| Welch Financial Planning, LLC | United States | $0.139B | 67 |