Contango Wealth Management LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2025-12-31 to 2026-03-31, Contango Wealth Management LLC opened 16 positions, added to 10, reduced 17 and sold out of 3.
- Q1 2026: Stock BRTR; Country of operation —; Class ISHARES TOTAL RE; Shares before 63,073.
- Q1 2026: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 19,335.
- Q1 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 12,717.
- Q1 2026: Stock EPI; Country of operation —; Class INDIA ERNGS FD; Shares before 4,527.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2137383), 1 quarter: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-09). 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.
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