Financial Strategies Group, Inc. historic quarter change: USA ETF, Reduced
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, Financial Strategies Group, Inc. opened 49 positions, added to 228, reduced 158 and sold out of 47.
- Q2 2026: Stock VWO; Country of operation —; Class FTSE EMR MKT ETF; Shares before 72,808.
- Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 8,383.
- Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 55,450.
- Q2 2026: Stock SCHV; Country of operation —; Class US LCAP VA ETF; Shares before 70,756.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1774343), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2019-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Estuary Capital Management LP | United States | $0.598B | 22 |
| ORRSTOWN FINANCIAL SERVICES INC | United States | $0.597B | 123 |
| Stanley Capital Management, LLC | United States | $0.598B | 40 |
| Te Ahumairangi Investment Management Ltd | New Zealand | $0.597B | 86 |
| Encompass More Asset Management | United States | $0.597B | 251 |
| GSK plc | United Kingdom | $0.599B | 13 |
| Balboa Wealth Partners | United States | $0.596B | 455 |
| Warberg Asset Management LLC | United States | $0.600B | 192 |
| Matthew Goff Investment Advisor, LLC | United States | $0.600B | 107 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | United States | $0.595B | 360 |