Financial Partners Group, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Financial Partners Group, LLC opened 10 positions, added to 9, reduced 3, sold out of 2 and left 4 unchanged. The largest increase in value was BSV (+$5,713,227); the largest decrease was XLU (-$2,515,431).
- NOBL: Country of operation —; Class S&P 500 DV ARIST; Shares 2025-03-31 59,723; Shares 2025-06-30 93,466.
- XLG: Country of operation —; Class S&P 500 TOP 50; Shares 2025-03-31 34,628; Shares 2025-06-30 83,827.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2025-03-31 3,642; Shares 2025-06-30 4,023.
- MOAT: Country of operation —; Class MRNGSTR WDE MOAT; Shares 2025-03-31 37,064; Shares 2025-06-30 39,615.
Two Form 13F-HR filings compared (SEC CIK 1965246): 2025-03-31 (filed 2025-04-18) and 2025-06-30 (filed 2025-07-17). 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; share change is the position change.
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