FSA Wealth Management LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, FSA Wealth Management LLC opened 10 positions, added to 42, reduced 29, sold out of 8 and left 93 unchanged. The largest increase in value was IWF (+$5,257,913); the largest decrease was SPXL (-$53,794).
- VBK: Country of operation —; Class Equity; Shares 2025-06-30 0; Shares 2025-09-30 236.
- VOOV: Country of operation —; Class Equity; Shares 2025-06-30 0; Shares 2025-09-30 326.
- BKCG: Country of operation —; Class Equity; Shares 2025-06-30 0; Shares 2025-09-30 733.
- ALPS ALERIAN MLP ETF: Country of operation —; Class Equity; Shares 2025-06-30 0; Shares 2025-09-30 260.
Two Form 13F-HR filings compared (SEC CIK 1804256): 2025-06-30 (filed 2025-08-11) and 2025-09-30 (filed 2025-11-17). 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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