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Ergawealth Advisors, Inc. Historic Quarter Change: USA ETF, New

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Ergawealth Advisors, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Ergawealth Advisors, Inc. opened 62 positions, added to 154, reduced 160 and sold out of 55.

  • Q2 2026: Stock CGGR; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock CGDV; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock CGMM; Country of operation —; Class US SM MI CA ETF; Shares before 0.
  • Q2 2026: Stock CGGO; Country of operation —; Class SHS CREAT UNIT; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1973209), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT0796,941+796,941$0$37,615,612+$37,615,6122026-08-07
Q2 2026CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREAT UNIT0640,634+640,634$0$31,570,454+$31,570,4542026-08-07
Q2 2026CGMM
CAPITAL GROUP EQUITY ETF TR		US SM MI CA ETF0815,624+815,624$0$26,891,130+$26,891,1302026-08-07
Q2 2026CGGO
CAPITAL GROUP GBL GROWTH EQT		SHS CREAT UNIT0495,244+495,244$0$20,963,674+$20,963,6742026-08-07
Q2 2026CGUS
CAPITAL GROUP CORE EQUITY ET		SHS CREAT UNIT0431,464+431,464$0$19,191,519+$19,191,5192026-08-07
Q2 2026BUFR
FIRST TR EXCHNG TRADED FD VI		FT LADD BUFF ETF0143,415+143,415$0$5,238,950+$5,238,9502026-08-07
Q2 2026BUFQ
FIRST TR EXCHNG TRADED FD VI		FT VEST NASD ETF076,640+76,640$0$3,009,653+$3,009,6532026-08-07
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF012,277+12,277$0$1,184,223+$1,184,2232026-08-07
Q2 2026BUFD
FIRST TR EXCHNG TRADED FD VI		FT VEST DEEP ETF029,171+29,171$0$866,962+$866,9622026-08-07
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF05,900+5,900$0$267,491+$267,4912026-08-07
Q1 2026JMBS
JANUS DETROIT STR TR		HENDERSON MTG035,503+35,503$0$1,604,039+$1,604,0392026-04-27
Q1 2026PYLD
PIMCO ETF TR		MULTISECTOR BD058,932+58,932$0$1,544,007+$1,544,0072026-04-27
Q1 2026HECA
ETF OPPORTUNITIES TRUST		HEDGEYE CAPITAL011,459+11,459$0$330,821+$330,8212026-04-27
Q1 2026XLU
SELECT SECTOR SPDR TR		STATE STREET UTI05,903+5,903$0$270,879+$270,8792026-04-27
Q1 2026ZROZ
PIMCO ETF TR		25YR+ ZERO U S03,681+3,681$0$235,621+$235,6212026-04-27
Q3 2025BUXX
EA SERIES TRUST		STRIVE ENHANCED038,086+38,086$0$772,381+$772,3812025-10-20
Q3 2025SPYI
NEOS ETF TRUST		NEOS S&P 500 HI06,900+6,900$0$360,853+$360,8532025-10-20
Q3 2025GJUL
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT07,369+7,369$0$298,887+$298,8872025-10-20
Q3 2025AGG
ISHARES TR		CORE US AGGBD ET02,940+2,940$0$294,735+$294,7352025-10-20
Q3 2025JULM
FIRST TR EXCHNG TRADED FD VI		VEST US MAX BUFF08,858+8,858$0$294,107+$294,1072025-10-20
Q3 2025TFLO
ISHARES TR		TRS FLT RT BD04,754+4,754$0$240,505+$240,5052025-10-20
Q3 2025STIP
ISHARES TR		0-5 YR TIPS ETF02,163+2,163$0$223,568+$223,5682025-10-20
Q3 2025SHY
ISHARES TR		1 3 YR TREAS BD02,611+2,611$0$216,609+$216,6092025-10-20
Q2 2025FTHI
FIRST TR EXCHANGE TRADED FD		BUYWRIT INCM ETF0369,549+369,549$0$8,444,197+$8,444,1972025-07-22
Q2 2025CGMM
CAPITAL GROUP EQUITY ETF TR		US SMALL AND MID096,732+96,732$0$2,600,156+$2,600,1562025-07-22
Q2 2025CGUS
CAPITAL GROUP CORE EQUITY ET		SHS CREATION UNI034,142+34,142$0$1,260,857+$1,260,8572025-07-22
Q2 2025CIBR
FIRST TR EXCHANGE TRADED FD		NASDAQ CYB ETF08,749+8,749$0$661,227+$661,2272025-07-22
Q2 2025FXU
FIRST TR EXCHANGE TRADED FD		UTILITIES ALPH013,336+13,336$0$565,180+$565,1802025-07-22
Q2 2025CGNG
CAPITAL GROUP NEW GEOGRAPHY		SHS014,442+14,442$0$416,074+$416,0742025-07-22
Q2 2025UCON
FIRST TR EXCHNG TRADED FD VI		SMITH UNCONSTRAI012,731+12,731$0$316,882+$316,8822025-07-22
Q2 2025FV
FIRST TR EXCHANGE TRADED FD		DORSEY WRT 5 ETF03,759+3,759$0$222,758+$222,7582025-07-22
Q2 2025IVV
ISHARES TR		CORE S&P500 ETF0358+358$0$222,234+$222,2342025-07-22
Q2 2025PPA
INVESCO EXCHANGE TRADED FD T		AEROSPACE DEFN01,566+1,566$0$221,887+$221,8872025-07-22
Q2 2025FDN
FIRST TR EXCHANGE-TRADED FD		DJ INTERNT IDX0811+811$0$218,516+$218,5162025-07-22
Q2 2025PAVE
GLOBAL X FDS		US INFR DEV ETF04,898+4,898$0$213,455+$213,4552025-07-22
Q2 2025AIRR
FIRST TR EXCHANGE TRADED FD		RBA INDL ETF02,511+2,511$0$204,395+$204,3952025-07-22
Q2 2025FSCO
FS CREDIT OPPORTUNITIES CORP		COMMON STOCK017,818+17,818$0$129,359+$129,3592025-07-22
Q1 2025RISR
TIDAL ETF TR		FOLIOBEYOND ALTE017,339+17,339$0$629,938+$629,9382025-04-22
Q4 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS01,015+1,015$0$546,892+$546,8922025-02-05
Q4 2024FSCO
FS CREDIT OPPORTUNITIES CORP		COMMON STOCK067,909+67,909$0$463,139+$463,1392025-02-05
Q4 2024AMLP
ALPS ETF TR		ALERIAN MLP08,009+8,009$0$385,710+$385,7102025-02-05
Q4 2024VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT05,198+5,198$0$248,568+$248,5682025-02-05
Q3 2024JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF083,003+83,003$0$4,211,564+$4,211,5642024-10-23
Q3 2024NFTY
FIRST TR EXCH TRD ALPHDX FD		INDIA NFTY50 EQW09,437+9,437$0$611,895+$611,8952024-10-23
Q3 2024FV
FIRST TR EXCHANGE-TRADED FD		DORSEY WRT 5 ETF03,609+3,609$0$210,296+$210,2962024-10-23
Q2 2024BUFR
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED0191,952+191,952$0$5,551,252+$5,551,2522024-07-22
Q2 2024BUFQ
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED0142,803+142,803$0$4,221,257+$4,221,2572024-07-22
Q2 2024JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM048,505+48,505$0$2,692,004+$2,692,0042024-07-22
Q2 2024PAMC
PACER FDS TR		LUNT MDCAP MLT012,923+12,923$0$568,338+$568,3382024-07-22
Q2 2024FTGS
FIRST TR EXCHANGE TRADED FD		GROWTH STRENGTH017,783+17,783$0$542,559+$542,5592024-07-22
Q2 2024BUFD
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED017,930+17,930$0$436,058+$436,0582024-07-22
Q2 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF03,397+3,397$0$218,234+$218,2342024-07-22
Q1 2024KNG
FIRST TR EXCHANGE-TRADED FD		FT VEST S&P 5000249,858+249,858$0$13,419,871+$13,419,8712024-04-29
Q1 2024RDVI
FIRST TR EXCHANGE-TRADED FD		FT VEST RIS0328,273+328,273$0$8,036,132+$8,036,1322024-04-29
Q1 2024BUFR
FIRST TR EXCHNG TRADED FD VI		FT VEST FD OF BU028,532+28,532$0$797,755+$797,7552024-04-29
Q1 2024BUFQ
FIRST TR EXCHNG TRADED FD VI		FT VEST FD OF NS025,173+25,173$0$713,151+$713,1512024-04-29
Q1 2024BUFZ
FIRST TR EXCHNG TRADED FD VI		FT VEST LAD028,566+28,566$0$635,594+$635,5942024-04-29
Q1 2024QARP
DBX ETF TR		XTRCKR RUSL 1000012,298+12,298$0$600,304+$600,3042024-04-29
Q1 2024SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF05,202+5,202$0$482,329+$482,3292024-04-29
Q1 2024SDVD
FIRST TR EXCH TRADED FD III		FT VEST SMID014,406+14,406$0$317,087+$317,0872024-04-29
Q1 2024DAPR
FIRST TR EXCHNG TRADED FD VI		FT VEST U.S.07,001+7,001$0$232,993+$232,9932024-04-29
Q1 2024DJUN
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT05,746+5,746$0$229,981+$229,9812024-04-29

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