Greenwich 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 23 quarters from 2013-06-30 to 2026-06-30, Greenwich Wealth Management LLC opened 139 positions, added to 498, reduced 429 and sold out of 61.
- Q2 2026: Stock USFR; Country of operation —; Class TREA; Shares before 111,278.
- Q2 2026: Stock UTES; Country of operation —; Class VIRTUS REAVES UT; Shares before 2,531.
- Q2 2026: Stock PDBC; Country of operation —; Class OPTIMUM YIELD; Shares before 10,488.
- Q1 2026: Stock COPX; Country of operation —; Class GLOBAL X COPPER; Shares before 72,863.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1439805), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-05); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-29); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-10); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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 2008-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | USFR
WISDOMTREE TR FLOATNG RAT | | TREA | 111,278 | 0 | -111,278 | $5,602 | $0 | -$5,602 | 2026-08-12 |
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| Q2 2026 | UTES
ETFIS SER TR I | | VIRTUS REAVES UT | 2,531 | 0 | -2,531 | $202 | $0 | -$202 | 2026-08-12 |
|---|
| Q2 2026 | PDBC
INVESCO ACTVELY MNGD ETC FD | | OPTIMUM YIELD | 10,488 | 0 | -10,488 | $182 | $0 | -$182 | 2026-08-12 |
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| Q1 2026 | COPX
GLOBAL X FDS | | GLOBAL X COPPER | 72,863 | 0 | -72,863 | $5,231 | $0 | -$5,231 | 2026-05-12 |
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| Q1 2026 | VSDM
VANGUARD MUN BD FDS | | SHORT TAX EXEMPT | 35,993 | 0 | -35,993 | $2,752 | $0 | -$2,752 | 2026-05-12 |
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| Q1 2026 | BITB
BITWISE BITCOIN ETF TR | United States | SHS BEN INT | 6,530 | 0 | -6,530 | $311 | $0 | -$311 | 2026-05-12 |
|---|
| Q4 2025 | MBB
ISHARES TR | | MBS ETF | 10,908 | 0 | -10,908 | $1,038 | $0 | -$1,038 | 2026-02-10 |
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| Q4 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 6,567 | 0 | -6,567 | $587 | $0 | -$587 | 2026-02-10 |
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| Q4 2025 | PFF
ISHARES TR U.S. PFD STK | | ETF | 8,276 | 0 | -8,276 | $262 | $0 | -$262 | 2026-02-10 |
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| Q4 2025 | IYE
ISHARES TR U.S. ENERGY | | ETF | 4,662 | 0 | -4,662 | $222 | $0 | -$222 | 2026-02-10 |
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| Q2 2025 | JGRO
J P MORGAN EXCHANGE TRADED F | | ACTIVE GROWTH | 6,525 | 0 | -6,525 | $481 | $0 | -$481 | 2025-08-13 |
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| Q2 2025 | EMXC
ISHARES INC MSCI EMRG | | CHN | 4,702 | 0 | -4,702 | $259 | $0 | -$259 | 2025-08-13 |
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| Q1 2025 | VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 11,680 | 0 | -11,680 | $793 | $0 | -$793 | 2025-05-12 |
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| Q1 2025 | JCPB
J P MORGAN EXCHANGE TRADED F | | CORE PLUS BD ETF | 16,421 | 0 | -16,421 | $757 | $0 | -$757 | 2025-05-12 |
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| Q1 2025 | JAVA
J P MORGAN EXCHANGE TRADED | | ACTIVE VALUE ETF | 8,408 | 0 | -8,408 | $532 | $0 | -$532 | 2025-05-12 |
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| Q1 2025 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 3,937 | 0 | -3,937 | $392 | $0 | -$392 | 2025-05-12 |
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| Q1 2025 | BBIN
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS I | 5,772 | 0 | -5,772 | $330 | $0 | -$330 | 2025-05-12 |
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| Q1 2025 | BBHY
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS USD | 6,826 | 0 | -6,826 | $315 | $0 | -$315 | 2025-05-12 |
|---|
| Q1 2025 | UTES
ETFIS SER TR I | | VIRTUS REAVES UT | 3,267 | 0 | -3,267 | $208 | $0 | -$208 | 2025-05-12 |
|---|
| Q1 2025 | JEMA
J P MORGAN EXCHANGE TRADED F | | ACTIVEBLDRS EMER | 5,437 | 0 | -5,437 | $203 | $0 | -$203 | 2025-05-12 |
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| Q4 2024 | TAN
INVESCO EXCHNG TRADED FD TR SOLAR | | ETF | 28,344 | 0 | -28,344 | $1,222 | $0 | -$1,222 | 2025-02-10 |
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| Q4 2024 | CGW
INVESCO EXCH TRADED FD TR II S&P GBL | | WATER | 12,772 | 0 | -12,772 | $782 | $0 | -$782 | 2025-02-10 |
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| Q4 2024 | VEA
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT | | ETF | 4,131 | 0 | -4,131 | $218 | $0 | -$218 | 2025-02-10 |
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| Q3 2024 | MCH
MATTHEWS ASIA FDS | | CHINA ACTIVE ETF | 29,367 | 0 | -29,367 | $564 | $0 | -$564 | 2024-10-29 |
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| Q1 2024 | VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP | | BD | 8,340 | 0 | -8,340 | $645 | $0 | -$645 | 2024-05-13 |
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| Q1 2024 | GUNR
FLEXSHARES TR MORNSTAR | | UPSTR | 8,140 | 0 | -8,140 | $333 | $0 | -$333 | 2024-05-13 |
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| Q1 2024 | ITA
ISHARES TR US AER DEF | | ETF | 1,600 | 0 | -1,600 | $203 | $0 | -$203 | 2024-05-13 |
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| Q1 2024 | OMFL
INVESCO EXCH TRD SLF IDX FD | | RUSL 1000 DYNM | 3,927 | 0 | -3,927 | $202 | $0 | -$202 | 2024-05-13 |
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| Q3 2016 | SJNK
SPDR SER TR | | SHT TRM HGH YLD | 19,450 | 0 | -19,450 | $525,000 | $0 | -$525,000 | 2016-11-14 |
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| Q3 2016 | IJH
ISHARES TR | | CORE S&P MCP ETF | 2,313 | 0 | -2,313 | $346,000 | $0 | -$346,000 | 2016-11-14 |
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| Q3 2016 | DIV
GLOBAL X FDS | | GLOBX SUPDV US | 10,200 | 0 | -10,200 | $260,000 | $0 | -$260,000 | 2016-11-14 |
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| Q2 2016 | VPU
VANGUARD WORLD FDS | | UTILITIES ETF | 8,022 | 0 | -8,022 | $863,000 | $0 | -$863,000 | 2016-08-12 |
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| Q1 2016 | RYDEX ETF TRUST
CUSIP 78355W106 | | GUG S&P500 EQ WT | 4,116 | 0 | -4,116 | $315,000 | $0 | -$315,000 | 2016-05-11 |
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| Q1 2016 | ISHARES TR
CUSIP 46429B705 | | MSCI RUSSIA CAP | 22,893 | 0 | -22,893 | $255,000 | $0 | -$255,000 | 2016-05-11 |
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| Q4 2015 | DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 18,186 | 0 | -18,186 | $885,000 | $0 | -$885,000 | 2016-02-16 |
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| Q4 2015 | WISDOMTREE TR
CUSIP 97717W166 | | INDIAN RUP ETF | 14,669 | 0 | -14,669 | $306,000 | $0 | -$306,000 | 2016-02-16 |
|---|
| Q3 2015 | IWS
ISHARES | | RUS MDCP VAL ETF | 6,396 | 0 | -6,396 | $472,000 | $0 | -$472,000 | 2015-11-05 |
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| Q3 2015 | IWD
ISHARES | | RUS 1000 VAL ETF | 4,542 | 0 | -4,542 | $469,000 | $0 | -$469,000 | 2015-11-05 |
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| Q3 2015 | SPDR SERIES TRUST
CUSIP 78464A730 | | S&P OILGAS EXP | 5,337 | 0 | -5,337 | $249,000 | $0 | -$249,000 | 2015-11-05 |
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| Q3 2015 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 3,238 | 0 | -3,238 | $241,000 | $0 | -$241,000 | 2015-11-05 |
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| Q2 2015 | WISDOMTREE TRUST
CUSIP 97717W224 | | JAPANESE YEN F | 9,819 | 0 | -9,819 | $541,000 | $0 | -$541,000 | 2015-08-10 |
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| Q2 2015 | POWERSHARES INDIA ETF TR
CUSIP 73935L100 | | INDIA PORT | 9,228 | 0 | -9,228 | $208,000 | $0 | -$208,000 | 2015-08-10 |
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| Q2 2015 | VYM
VANGUARD WHITEHALL FDS INC | | HIGH DIV YLD | 2,935 | 0 | -2,935 | $200,000 | $0 | -$200,000 | 2015-08-10 |
|---|
| Q1 2015 | DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 14,618 | 0 | -14,618 | $720,000 | $0 | -$720,000 | 2015-05-14 |
|---|
| Q4 2014 | WISDOMTREE TRUST
CUSIP 97717W224 | | JAPANESE YEN F | 14,618 | 0 | -14,618 | $765,000 | $0 | -$765,000 | 2015-02-13 |
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| Q4 2014 | HEDJ
WISDOMTREE TR | | EUROPE HEDGED EQ | 6,364 | 0 | -6,364 | $368,000 | $0 | -$368,000 | 2015-02-13 |
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| Q4 2014 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 7,500 | 0 | -7,500 | $357,000 | $0 | -$357,000 | 2015-02-13 |
|---|
| Q4 2014 | POWERSHARES INDIA ETF TR
CUSIP 73935L100 | | INDIA PORT | 9,778 | 0 | -9,778 | $212,000 | $0 | -$212,000 | 2015-02-13 |
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| Q4 2014 | DEM
WISDOMTREE TRUST | | EMERG MKTS ETF | 4,334 | 0 | -4,334 | $207,000 | $0 | -$207,000 | 2015-02-13 |
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| Q3 2014 | SRLN
SSGA ACTIVE ETF TR | | BLKSTN GSOSRLN | 36,322 | 0 | -36,322 | $1,816,000 | $0 | -$1,816,000 | 2014-11-13 |
|---|
| Q1 2014 | EFA
ISHARES TR | | MSCI EAFE IDX | 6,650 | 0 | -6,650 | $446,000 | $0 | -$446,000 | 2014-04-10 |
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| Q1 2014 | IWF
ISHARES TR | | RUSSELL1000GRW | 5,045 | 0 | -5,045 | $434,000 | $0 | -$434,000 | 2014-04-10 |
|---|
| Q1 2014 | WISDOMTREE TRUST
CUSIP 97717W224 | | JAPANESE YEN F | 5,567 | 0 | -5,567 | $283,000 | $0 | -$283,000 | 2014-04-10 |
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| Q1 2014 | EEM
ISHARES TR | | MSCI EMERG MKT | 6,717 | 0 | -6,717 | $281,000 | $0 | -$281,000 | 2014-04-10 |
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| Q1 2014 | VDC
VANGUARD WORLD FDS | | CONSUM STP ETF | 2,523 | 0 | -2,523 | $278,000 | $0 | -$278,000 | 2014-04-10 |
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| Q1 2014 | PDI
PIMCO DYNAMIC INCOME FD | | SHS | 9,800 | 0 | -9,800 | $220,000 | $0 | -$220,000 | 2014-04-10 |
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| Q1 2014 | ISHARES INC
CUSIP 464286855 | | MSCI ITALY | 11,177 | 0 | -11,177 | $174,000 | $0 | -$174,000 | 2014-04-10 |
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| Q4 2013 | POWERSHARES ETF TRUST II
CUSIP 73936Q769 | | SENIOR LN PORT | 24,277 | 0 | -24,277 | $599,000 | $0 | -$599,000 | 2014-02-07 |
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| Q4 2013 | VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 4,675 | 0 | -4,675 | $260,000 | $0 | -$260,000 | 2014-02-07 |
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| Q3 2013 | PDI
PIMCO DYNAMIC INCOME FD | | SHS | 16,415 | 0 | -16,415 | $376,000 | $0 | -$376,000 | 2013-11-12 |
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| Q3 2013 | EPI
WISDOMTREE TRUST | | INDIA ERNGS FD | 15,078 | 0 | -15,078 | $244,000 | $0 | -$244,000 | 2013-11-12 |
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