Greenline Wealth Management LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Greenline Wealth Management LLC opened 17 positions, added to 42, reduced 19 and sold out of 83.
- Q2 2026: Stock CGDV; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
- Q2 2026: Stock QQQM; Country of operation —; Class NASDAQ 100 ETF; Shares before 0.
- Q2 2026: Stock VCRB; Country of operation —; Class CORE BD ETF; Shares before 0.
- Q2 2026: Stock QQQJ; Country of operation —; Class NASDAQNXTGEN100; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111541), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Absoluto Partners Gestao de Recursos Ltda | Brazil | $0.087B | 3 |
| October Effect Ltd | United States | $0.087B | 64 |
| Vertex Investment Solutions Co., Ltd. | Japan | $0.087B | 25 |
| Benefit Street Partners LLC | United States | $0.086B | 19 |
| Integrated Wealth Management | United States | $0.087B | 95 |
| WEDGEWOOD INVESTORS INC /PA/ | United States | $0.087B | 99 |
| August Group Capital Ltd | Canada | $0.086B | 93 |
| MSD CAPITAL, L.P. | United States | $0.087B | 3 |
| Immersion Capital LLP | United Kingdom | $0.087B | 11 |
| 22C Capital LLC | United States | $0.086B | 1 |