FUTURE YOU WEALTH 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 2025-03-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 8 positions, added to 14, reduced 9, sold out of 2 and left 7 unchanged. The largest increase in value was IVV (+$5,308,091); the largest decrease was PABU (-$690,278).
- CGIC: Country of operation —; Class SHS; Shares 2025-03-31 0; Shares 2025-06-30 42,561.
- GCC: Country of operation —; Class ENHNCD CMMDTY ST; Shares 2025-03-31 0; Shares 2025-06-30 49,468.
- USFR: Country of operation —; Class FLOATNG RAT TREA; Shares 2025-03-31 0; Shares 2025-06-30 16,327.
- PABU: Country of operation —; Class PARIS ALIGNED CL; Shares 2025-03-31 0; Shares 2025-06-30 11,270.
Two Form 13F-HR filings compared (SEC CIK 2055142): 2025-03-31 (filed 2025-05-02) and 2025-06-30 (filed 2025-07-31). 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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