Lowe Wealth Advisors, LLC Historic Quarter Change: USA Everything Else, Added

Lowe Wealth Advisors, LLC historic quarter change: USA Everything Else, Added

In partnership units, exchange-traded notes and anything else (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Lowe Wealth Advisors, LLC opened 1 positions, added to 4, reduced 0 and sold out of 2.

Q1 2016: Stock JPMorgan Alerian MLP ETN; Country of operation —; Class ETN; Shares before 335.
Q3 2015: Stock JPMorgan Alerian MLP ETN; Country of operation —; Class ETN; Shares before 115.
Q2 2015: Stock Barclays S&P 500 Dynamic VEQTOR ETN; Country of operation —; Class ETN; Shares before 41,875.
Q1 2015: Stock Barclays S&P 500 Dynamic VEQTOR ETN; Country of operation —; Class ETN; Shares before 41,732.

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	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2016	JPMorgan Alerian MLP ETN CUSIP 46625H365	ETN	335	535	+200	$10,000	$14,000	+$4,000	2016-04-11
Q3 2015	JPMorgan Alerian MLP ETN CUSIP 46625H365	ETN	115	335	+220	$5,000	$10,000	+$5,000	2015-12-04
Q2 2015	Barclays S&P 500 Dynamic VEQTOR ETN CUSIP 06740C337	ETN	41,875	42,443	+568	$6,222,000	$6,093,000	-$129,000	2015-12-04
Q1 2015	Barclays S&P 500 Dynamic VEQTOR ETN CUSIP 06740C337	ETN	41,732	41,875	+143	$6,415,000	$6,222,000	-$193,000	2015-12-07

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