Lowe Wealth Advisors, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Lowe Wealth Advisors, LLC opened 160 positions, added to 361, reduced 275 and sold out of 92.
- Q3 2025: Stock GDX; Country of operation —; Class ETF; Shares before 49,141.
- Q3 2025: Stock INFL; Country of operation —; Class HORIZON KINETICS; Shares before 245,118.
- Q3 2025: Stock VYMI; Country of operation —; Class ETF; Shares before 16,339.
- Q3 2025: Stock GII; Country of operation —; Class ETF; Shares before 28,112.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1574010), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-19); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-12-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-12-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-12-07). 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 2015-09-30. 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 |
|---|
| Q3 2025 | GDX
Market Vectors Gold Miners ETF | | ETF | 49,141 | 49,221 | +80 | $2,558,295 | $3,760,506 | +$1,202,211 | 2025-10-16 |
|---|
| Q3 2025 | INFL
Horizon Kinetics Inflation Bnfcrs ETF | | HORIZON KINETICS | 245,118 | 250,770 | +5,652 | $10,336,609 | $11,208,169 | +$871,560 | 2025-10-16 |
|---|
| Q3 2025 | VYMI
Vanguard Intl Hi Div Yld Idx ETF | | ETF | 16,339 | 24,609 | +8,270 | $1,308,917 | $2,083,890 | +$774,973 | 2025-10-16 |
|---|
| Q3 2025 | GII
SPDR S&P Global Infrastructure ETF | | ETF | 28,112 | 38,266 | +10,154 | $1,892,837 | $2,662,931 | +$770,094 | 2025-10-16 |
|---|
| Q3 2025 | IGRO
iShares International Dividend Gr ETF | | ETF | 63,145 | 71,336 | +8,191 | $4,981,513 | $5,683,317 | +$701,804 | 2025-10-16 |
|---|
| Q3 2025 | SPTS
SPDR Portfolio Short Term Treasury ETF | | ETF | 426,638 | 443,942 | +17,304 | $12,496,236 | $13,016,367 | +$520,131 | 2025-10-16 |
|---|
| Q3 2025 | XLE
Energy Select Sector SPDRA | | COM | 7,995 | 13,394 | +5,399 | $678,014 | $1,196,575 | +$518,561 | 2025-10-16 |
|---|
| Q3 2025 | TCAL
T. Rowe Price Cap Apprec Prm Inc ETF | | CAPITAL APPRECIA | 35,553 | 56,823 | +21,270 | $878,159 | $1,385,913 | +$507,754 | 2025-10-16 |
|---|
| Q3 2025 | VCSH
Vanguard Short-Term Corporate Bond ETF | | ETF | 164,563 | 167,286 | +2,723 | $13,082,724 | $13,371,163 | +$288,439 | 2025-10-16 |
|---|
| Q3 2025 | VYM
Vanguard High Dividend Yield ETF | | ETF | 30,727 | 31,073 | +346 | $4,096,172 | $4,379,693 | +$283,521 | 2025-10-16 |
|---|
| Q3 2025 | JIRE
JPMorgan International Rsrch Enh Eq ETF | | ETF | 3,226 | 6,126 | +2,900 | $228,304 | $450,506 | +$222,202 | 2025-10-16 |
|---|
| Q3 2025 | COWZ
Pacer US Cash Cows 100 ETF | | ETF | 17,456 | 19,921 | +2,465 | $961,826 | $1,144,860 | +$183,034 | 2025-10-16 |
|---|
| Q3 2025 | PXH
Invesco FTSE RAFI Emerging Markets ETF | | ETF | 53,229 | 54,559 | +1,330 | $1,245,026 | $1,386,890 | +$141,864 | 2025-10-16 |
|---|
| Q3 2025 | NOBL
ProShares S&P 500 Dividend Aristocrats | | S&P 500 DV ARIST | 10,377 | 11,509 | +1,132 | $1,044,965 | $1,186,234 | +$141,269 | 2025-10-16 |
|---|
| Q3 2025 | MDY
SPDR S&P MidCap 400 | | ETF | 4,335 | 4,351 | +16 | $2,455,911 | $2,593,036 | +$137,125 | 2025-10-16 |
|---|
| Q3 2025 | TCAF
T. Rowe Price Capital Apprec Eq ETF | | CAP APPRECIATION | 25,774 | 26,988 | +1,214 | $909,307 | $1,017,448 | +$108,141 | 2025-10-16 |
|---|
| Q3 2025 | IVV
iShares Core S&P 500 | | ETF | 309 | 428 | +119 | $191,858 | $286,460 | +$94,602 | 2025-10-16 |
|---|
| Q3 2025 | ILF
iShares Latin America 40 | | ETF | 2,341 | 5,178 | +2,837 | $61,358 | $149,592 | +$88,234 | 2025-10-16 |
|---|
| Q3 2025 | VNQI
Vanguard Global ex-US Real Estate ETF | | ETF | 3,004 | 4,708 | +1,704 | $138,635 | $224,760 | +$86,125 | 2025-10-16 |
|---|
| Q3 2025 | OIH
VanEck Vectors Oil Services ETF | | ETF | 133 | 399 | +266 | $30,629 | $103,704 | +$73,075 | 2025-10-16 |
|---|
| Q3 2025 | VOO
Vanguard S&P 500 ETF | | ETF | 2 | 77 | +75 | $1,136 | $47,153 | +$46,017 | 2025-10-16 |
|---|
| Q3 2025 | DVYE
iShares Emerging Markets Dividend ETF | | ETF | 22,725 | 23,235 | +510 | $651,071 | $689,847 | +$38,776 | 2025-10-16 |
|---|
| Q3 2025 | ESGU
iShares ESG MSCI USA ETF | | ETF | 1,075 | 1,243 | +168 | $145,448 | $180,981 | +$35,533 | 2025-10-16 |
|---|
| Q3 2025 | VNQ
Vanguard REIT ETF | | ETF | 5,004 | 5,237 | +233 | $445,656 | $478,767 | +$33,111 | 2025-10-16 |
|---|
| Q3 2025 | JSCP
JPMorgan Short Duration Core Plus ETF | | ETF | 23,716 | 24,291 | +575 | $1,125,087 | $1,156,495 | +$31,408 | 2025-10-16 |
|---|
| Q3 2025 | EPI
WisdomTree India Earnings ETF | | ETF | 23,092 | 24,112 | +1,020 | $1,096,177 | $1,065,750 | -$30,427 | 2025-10-16 |
|---|
| Q3 2025 | IEFA
iShares Core MSCI EAFE | | ETF | 4,397 | 4,413 | +16 | $367,067 | $385,304 | +$18,237 | 2025-10-16 |
|---|
| Q3 2025 | SCHF
Schwab International Equity ETF | | ETF | 12,553 | 12,631 | +78 | $277,421 | $294,050 | +$16,629 | 2025-10-16 |
|---|
| Q3 2025 | VWO
Vanguard Emerging Markets Stock Idx ETF | | ETF | 2,892 | 2,905 | +13 | $143,038 | $157,393 | +$14,355 | 2025-10-16 |
|---|
| Q3 2025 | SCHX
Schwab US Large-Cap ETF | | ETF | 4,373 | 4,595 | +222 | $106,876 | $121,032 | +$14,156 | 2025-10-16 |
|---|
| Q3 2025 | IEI
iShares 3-7 Year Treasury Bond ETF | | ETF | 3,114 | 3,190 | +76 | $370,846 | $381,237 | +$10,391 | 2025-10-16 |
|---|
| Q3 2025 | VTV
Vanguard Value ETF | | ETF | 789 | 796 | +7 | $139,448 | $148,446 | +$8,998 | 2025-10-16 |
|---|
| Q3 2025 | ESGD
iShares ESG Aware MSCI EAFE ETF | | ETF | 350 | 419 | +69 | $31,227 | $38,959 | +$7,732 | 2025-10-16 |
|---|
| Q3 2025 | CLOI
VanEck CLO ETF | | ETF | 10,411 | 10,486 | +75 | $551,262 | $556,807 | +$5,545 | 2025-10-16 |
|---|
| Q3 2025 | SCHA
Schwab US Small-Cap ETF | | ETF | 1,339 | 1,409 | +70 | $33,877 | $39,311 | +$5,434 | 2025-10-16 |
|---|
| Q3 2025 | AGG
iShares Core US Aggregate Bond | | ETF | 159 | 196 | +37 | $15,723 | $19,599 | +$3,876 | 2025-10-16 |
|---|
| Q3 2025 | EFG
iShares MSCI EAFE Growth ETF | | ETF | 27 | 47 | +20 | $3,024 | $5,352 | +$2,328 | 2025-10-16 |
|---|
| Q3 2025 | EBND
SPDR Blmbg Barclays Em Mkts Lcl Bd ETF | | ETF | 1,040 | 1,124 | +84 | $22,256 | $24,009 | +$1,753 | 2025-10-16 |
|---|
| Q3 2025 | IWP
Ishares Russell MidCap Growth ETF | | ETF | 150 | 158 | +8 | $20,802 | $22,501 | +$1,699 | 2025-10-16 |
|---|