Cook Wealth, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 7 quarters from 2023-12-31 to 2025-12-31, Cook Wealth, LLC opened 5 positions, added to 68, reduced 57 and sold out of 31.
- Q1 2025: Stock AVEM; Country of operation —; Class AVANTIS EMGMKT; Shares before 0.
- Q1 2025: Stock DRIV; Country of operation —; Class AUTONMOUS EV ETF; Shares before 0.
- Q4 2024: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 0.
- Q1 2024: Stock HYDB; Country of operation —; Class HIGH YLD SYSTM B; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1910185), 7 quarters: Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2021-12-31.
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