LifeGoal Investments, LLC quarter change: USA ETF, New
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, LifeGoal Investments, LLC opened 18 positions, added to 24, reduced 17, sold out of 7 and left 3 unchanged. The largest increase in value was CGGO (+$22,728,649); the largest decrease was CGGO (-$16,097,991).
- CGGO: Country of operation —; Class SHS CREAT UNIT; Shares 2026-03-31 0; Shares 2026-06-30 536,940.
- XLRE: Country of operation —; Class ST STR REAL ETF; Shares 2026-03-31 0; Shares 2026-06-30 51,006.
- ALLW: Country of operation —; Class SST BRIDGEWATER; Shares 2026-03-31 0; Shares 2026-06-30 40,275.
- CGMU: Country of operation —; Class MUN INM ETF; Shares 2026-03-31 0; Shares 2026-06-30 32,807.
Two Form 13F-HR filings compared (SEC CIK 2054684): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-08). 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.
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