Hopwood Financial Services, Inc. quarter change: USA ETF, Reduced
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, Hopwood Financial Services, Inc. opened 19 positions, added to 13, reduced 12, sold out of 17 and left 5 unchanged. The largest increase in value was CGXU (+$21,557,713); the largest decrease was CGXU (-$17,099,857).
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 22,878; Shares 2026-06-30 22,788.
- MDY: Country of operation —; Class UTSER1 S&PDCRP; Shares 2026-03-31 10,138; Shares 2026-06-30 10,032.
- GSLC: Country of operation —; Class ACTIVEBETA US LG; Shares 2026-03-31 17,609; Shares 2026-06-30 13,609.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 4,549; Shares 2026-06-30 4,537.
Two Form 13F-HR filings compared (SEC CIK 2023166): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-22). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | United States | $0.148B | 32 |
| Clark & Stuart, Inc | United States | $0.148B | 49 |
| Bank & Trust Co | United States | $0.148B | 304 |
| Gallagher Capital Advisors, LLC | United States | $0.148B | 65 |
| Randall & Associates Wealth Management | United States | $0.148B | 56 |
| Pinnacle Wealth Management, LLC | United States | $0.148B | 25 |
| McAlvany Wealth Management LLC | United States | $0.148B | 41 |
| JDH Wealth Management, LLC | United States | $0.148B | 54 |
| COREPATH WEALTH PARTNERS LLC | United States | $0.148B | 41 |
| Flavin Financial Services, Inc. | United States | $0.149B | 72 |