Advertisement
Screener

Global Wealth Management Investment Advisory, Inc. Historic Quarter Change: USA ETF, Added

Add as a preferred source on Google

Global Wealth Management Investment Advisory, Inc. historic quarter change: USA ETF, Added

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, Global Wealth Management Investment Advisory, Inc. opened 62 positions, added to 234, reduced 191 and sold out of 130.

  • Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 169,622.
  • Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Shares before 209,741.
  • Q2 2026: Stock VCIT; Country of operation —; Class INT-TERM CORP; Shares before 279,071.
  • Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 63,955.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1767855), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IJH
ISHARES TR		CORE S&P MCP ETF169,622182,244+12,622$11,454,596$14,052,868+$2,598,2722026-07-29
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE209,741218,529+8,788$18,987,844$21,105,485+$2,117,6412026-07-29
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP279,071304,388+25,317$23,093,092$25,157,703+$2,064,6112026-07-29
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF63,95567,523+3,568$7,950,253$10,014,394+$2,064,1412026-07-29
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM386,821423,919+37,098$21,925,037$23,942,929+$2,017,8922026-07-29
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT92,54597,096+4,551$6,454,990$8,043,448+$1,588,4582026-07-29
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD93,00895,900+2,892$13,774,478$15,155,112+$1,380,6342026-07-29
Q2 2026HYG
ISHARES TR		IBOXX HI YD ETF188,273201,473+13,200$14,979,029$16,111,806+$1,132,7772026-07-29
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS371,676389,732+18,056$21,757,937$22,682,375+$924,4382026-07-29
Q2 2026SLQD
ISHARES TR		0-5YR INVT GR CP264,985275,433+10,448$13,379,108$13,873,581+$494,4732026-07-29
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF6,09736,459+30,362$2,663,312$3,140,563+$477,2512026-07-29
Q2 2026IWX
ISHARES TR		RUS TP200 VL ETF21,70622,030+324$2,011,483$2,316,676+$305,1932026-07-29
Q2 2026DGRO
ISHARES TR		CORE DIV GRWTH30,49831,743+1,245$2,140,377$2,405,775+$265,3982026-07-29
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM20,52721,238+711$1,139,668$1,305,274+$165,6062026-07-29
Q2 2026JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF7,99711,066+3,069$399,770$560,548+$160,7782026-07-29
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,3051,312+7$848,480$979,546+$131,0662026-07-29
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD6,5388,977+2,439$326,181$454,057+$127,8762026-07-29
Q2 2026JMHI
J P MORGAN EXCHANGE TRADED F		HIGH YIELD MUNI4,8206,675+1,855$240,181$337,977+$97,7962026-07-29
Q2 2026SUB
ISHARES TR		SHRT NAT MUN ETF2,2853,156+871$243,353$336,019+$92,6662026-07-29
Q2 2026DCRE
DOUBLELINE ETF TRUST		COMMERCIAL REAL113,563115,634+2,071$5,900,740$5,990,443+$89,7032026-07-29
Q2 2026IWP
ISHARES TR		RUS MD CP GR ETF2,3402,596+256$299,825$380,035+$80,2102026-07-29
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF1,2363,709+2,473$527,129$460,540-$66,5892026-07-29
Q2 2026DMBS
DOUBLELINE ETF TRUST		MORTGAGE ETF84,86386,194+1,331$4,190,528$4,231,235+$40,7072026-07-29
Q2 2026WTMF
WISDOMTREE TR		FUTRE STRAT FD23,12023,225+105$917,528$948,754+$31,2262026-07-29
Q2 2026BLV
VANGUARD BD INDEX FDS		LONG TERM BOND12,65912,714+55$870,707$876,370+$5,6632026-07-29
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS		INTER TERM TREAS74,63075,445+815$4,444,187$4,449,754+$5,5672026-07-29
Q2 2026BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF12,39712,402+5$595,684$600,629+$4,9452026-07-29

Similar Firms

Firm NameCountry13F ValueHoldings
St. James Investment Company, LLCUnited States$0.638B22
BEARING POINT CAPITAL, LLCUnited States$0.638B166
PenderFund Capital Management Ltd.Canada$0.639B253
WILSEY ASSET MANAGEMENT INCUnited States$0.638B25
Bell Investment Advisors, IncUnited States$0.639B1,860
Kultura Capital Management LPUnited States$0.638B53
ADVOCATE GROUP LLCUnited States$0.639B126
Stamos Capital Partners, L.P.United States$0.640B142
SevenBridge Financial Group, LLCUnited States$0.640B202
FARMERS TRUST COUnited States$0.637B203
Advertisement