Global Wealth Strategies & Associates quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Global Wealth Strategies & Associates opened 1 positions, added to 33, reduced 22, sold out of 173 and left 3 unchanged. The largest increase in value was VOO (+$22,416,473); the largest decrease was TLT (-$652,017).
- XNTK: Country of operation —; Class ETF; Shares 2026-03-31 1,900; Shares 2026-06-30 1,900.
- IWO: Country of operation —; Class ETF; Shares 2026-03-31 744; Shares 2026-06-30 744.
- BIZD: Country of operation —; Class ETF; Shares 2026-03-31 13,541; Shares 2026-06-30 13,541.
Two Form 13F-HR filings compared (SEC CIK 1912297): 2026-03-31 (filed 2026-04-03) and 2026-06-30 (filed 2026-07-01). 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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