Greenhouse Wealth Management, LLC historic quarter change: USA ETF, Sold out
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, Greenhouse Wealth Management, LLC opened 13 positions, added to 153, reduced 108 and sold out of 12.
- Q2 2026: Stock VOT; Country of operation —; Class MCAP GR IDXVIP; Shares before 3,902.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 6,510.
- Q1 2026: Stock IVW; Country of operation —; Class S&P 500 GRWT ETF; Shares before 1,626.
- Q4 2025: Stock SDY; Country of operation —; Class S&P DIVID ETF; Shares before 6,472.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843566), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). 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 2020-12-31.
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