Lineweaver Wealth Advisors, LLC quarter change: USA ETF, Sold out
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, Lineweaver Wealth Advisors, LLC opened 25 positions, added to 24, reduced 16, sold out of 14 and left 14 unchanged. The largest increase in value was USMV (+$31,927,972); the largest decrease was USMV (-$29,414,820).
- USMV: Country of operation —; Class MSCI USA MIN VOL; Shares 2026-03-31 317,175; Shares 2026-06-30 0.
- BINC: Country of operation —; Class ISHARES FLEXIBLE; Shares 2026-03-31 517,003; Shares 2026-06-30 0.
- BAI: Country of operation —; Class ISHARES A I INNO; Shares 2026-03-31 199,750; Shares 2026-06-30 0.
- STOT: Country of operation —; Class STATE STREET DOU; Shares 2026-03-31 57,901; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1797873): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-09). 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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