GREENBERG FINANCIAL GROUP historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-03-31 to 2025-12-31, GREENBERG FINANCIAL GROUP opened 25 positions, added to 28, reduced 30 and sold out of 26.
- Q4 2025: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 34,419.
- Q4 2025: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 37,677.
- Q4 2025: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 142,120.
- Q4 2025: Stock DIA; Country of operation —; Class UT SER 1; Shares before 21,687.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 946626), 2 quarters: Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-01-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-07-15). 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 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q4 2025 | QQQ INVESCO QQQ TR | UNIT SER 1 | 34,419 | 35,342 | +923 | $25,345,925 | $21,711,168 | -$3,634,757 | 2026-01-22 | |
| Q4 2025 | IWM ISHARES TR | RUSSELL 2000 ETF | 37,677 | 40,023 | +2,346 | $11,320,172 | $9,852,126 | -$1,468,046 | 2026-01-22 | |
| Q4 2025 | IJH ISHARES TR | CORE S&P MCP ETF | 142,120 | 147,594 | +5,474 | $10,958,861 | $9,741,196 | -$1,217,665 | 2026-01-22 | |
| Q4 2025 | DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 21,687 | 21,732 | +45 | $11,328,918 | $10,443,592 | -$885,326 | 2026-01-22 | |
| Q4 2025 | SOXX ISHARES TR | ISHARES SEMICDTR | 2,688 | 2,798 | +110 | $1,722,363 | $842,618 | -$879,745 | 2026-01-22 | |
| Q4 2025 | CHY CALAMOS CONV & HIGH INCOME F | COM SHS | 103,676 | 201,222 | +97,546 | $1,412,071 | $2,275,816 | +$863,745 | 2026-01-22 | |
| Q4 2025 | TLT ISHARES TR | 20 YR TR BD ETF | 69,024 | 75,971 | +6,947 | $5,965,035 | $6,621,639 | +$656,604 | 2026-01-22 | |
| Q4 2025 | VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 54,387 | 55,329 | +942 | $8,594,804 | $7,940,810 | -$653,994 | 2026-01-22 | |
| Q4 2025 | SVOL SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 37,884 | 56,080 | +18,196 | $607,659 | $984,765 | +$377,106 | 2026-01-22 | |
| Q4 2025 | SSO PROSHARES TR | PSHS ULT S&P 500 | 3,296 | 6,291 | +2,995 | $222,085 | $364,352 | +$142,267 | 2026-01-22 | |
| Q4 2025 | CBTJ CALAMOS ETF TR | CALAMOS BIT 80 S | 14,396 | 16,388 | +1,992 | $248,535 | $358,569 | +$110,034 | 2026-01-22 | |
| Q4 2025 | EFT EATON VANCE FLTING RATE INC | COM | 12,455 | 20,955 | +8,500 | $134,514 | $236,582 | +$102,068 | 2026-01-22 | |
| Q4 2025 | QLD PROSHARES TR | PSHS ULTRA QQQ | 4,800 | 5,200 | +400 | $464,448 | $366,132 | -$98,316 | 2026-01-22 | |
| Q4 2025 | SPHD INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 34,983 | 35,468 | +485 | $1,778,536 | $1,702,464 | -$76,072 | 2026-01-22 | |
| Q4 2025 | PGHY INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | 33,325 | 36,125 | +2,800 | $656,503 | $718,707 | +$62,204 | 2026-01-22 | |
| Q4 2025 | QYLD GLOBAL X FDS | NASDAQ 100 COVER | 11,487 | 14,548 | +3,061 | $211,703 | $257,055 | +$45,352 | 2026-01-22 | |
| Q4 2025 | EDV VANGUARD WORLD FD | EXTENDED DUR | 20,296 | 20,557 | +261 | $1,320,864 | $1,336,411 | +$15,547 | 2026-01-22 | |
| Q4 2025 | VTI VANGUARD INDEX FDS | TOTAL STK MKT | 6,381 | 7,016 | +635 | $2,361,225 | $2,352,254 | -$8,971 | 2026-01-22 | |
| Q2 2025 | SPY STATE STR SPDR S&P 500 ETF T | TR UNIT | 53,476 | 53,837 | +361 | $34,777,333 | $40,203,511 | +$5,426,178 | 2026-07-15 | |
| Q2 2025 | RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 72,142 | 72,370 | +228 | $13,845,497 | $15,398,257 | +$1,552,760 | 2026-07-15 | |
| Q2 2025 | QDPL PACER FDS TR | METAURUS CAP 400 | 35,733 | 38,293 | +2,560 | $1,434,280 | $1,725,866 | +$291,586 | 2026-07-15 | |
| Q2 2025 | TDVI FIRST TR EXCHANGE-TRADED FD | FT VEST TEC | 13,565 | 18,820 | +5,255 | $360,286 | $597,723 | +$237,437 | 2026-07-15 | |
| Q2 2025 | VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 1,127 | 1,292 | +165 | $673,365 | $887,403 | +$214,038 | 2026-07-15 | |
| Q2 2025 | ISTB ISHARES TR | CORE 1 5 YR USD | 46,848 | 49,069 | +2,221 | $2,270,254 | $2,367,579 | +$97,325 | 2026-07-15 | |
| Q2 2025 | VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 28,881 | 30,103 | +1,222 | $2,289,397 | $2,379,040 | +$89,643 | 2026-07-15 | |
| Q2 2025 | JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 30,631 | 31,372 | +741 | $1,550,235 | $1,586,482 | +$36,247 | 2026-07-15 | |
| Q2 2025 | TLT ISHARES TR | 20 YR TR BD ETF | 68,528 | 69,024 | +496 | $5,940,652 | $5,965,035 | +$24,383 | 2026-07-15 | |
| Q2 2025 | QYLD GLOBAL X FDS | NASDAQ 100 COVER | 11,416 | 11,487 | +71 | $195,780 | $211,703 | +$15,923 | 2026-07-15 |
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