Lowe Wealth Advisors, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Lowe Wealth Advisors, LLC opened 34 positions, added to 39, reduced 27, sold out of 4 and left 90 unchanged. The largest increase in value was SPY (+$4,710,486); the largest decrease was JPST (-$226,618).
- GDX: Country of operation —; Class ETF; Shares 2025-06-30 49,141; Shares 2025-09-30 49,221.
- INFL: Country of operation —; Class HORIZON KINETICS; Shares 2025-06-30 245,118; Shares 2025-09-30 250,770.
- VYMI: Country of operation —; Class ETF; Shares 2025-06-30 16,339; Shares 2025-09-30 24,609.
- GII: Country of operation —; Class ETF; Shares 2025-06-30 28,112; Shares 2025-09-30 38,266.
Two Form 13F-HR filings compared (SEC CIK 1574010): 2025-06-30 (filed 2025-07-08) and 2025-09-30 (filed 2025-10-16). 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.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
GDX
Market Vectors Gold Miners ETF | | ETF | 49,141 | 49,221 | +80 | $2,558,295 | $3,760,506 | +$1,202,211 |
|---|
INFL
Horizon Kinetics Inflation Bnfcrs ETF | | HORIZON KINETICS | 245,118 | 250,770 | +5,652 | $10,336,609 | $11,208,169 | +$871,560 |
|---|
VYMI
Vanguard Intl Hi Div Yld Idx ETF | | ETF | 16,339 | 24,609 | +8,270 | $1,308,917 | $2,083,890 | +$774,973 |
|---|
GII
SPDR S&P Global Infrastructure ETF | | ETF | 28,112 | 38,266 | +10,154 | $1,892,837 | $2,662,931 | +$770,094 |
|---|
IGRO
iShares International Dividend Gr ETF | | ETF | 63,145 | 71,336 | +8,191 | $4,981,513 | $5,683,317 | +$701,804 |
|---|
SPTS
SPDR Portfolio Short Term Treasury ETF | | ETF | 426,638 | 443,942 | +17,304 | $12,496,236 | $13,016,367 | +$520,131 |
|---|
XLE
Energy Select Sector SPDRA | | COM | 7,995 | 13,394 | +5,399 | $678,014 | $1,196,575 | +$518,561 |
|---|
TCAL
T. Rowe Price Cap Apprec Prm Inc ETF | | CAPITAL APPRECIA | 35,553 | 56,823 | +21,270 | $878,159 | $1,385,913 | +$507,754 |
|---|
VCSH
Vanguard Short-Term Corporate Bond ETF | | ETF | 164,563 | 167,286 | +2,723 | $13,082,724 | $13,371,163 | +$288,439 |
|---|
VYM
Vanguard High Dividend Yield ETF | | ETF | 30,727 | 31,073 | +346 | $4,096,172 | $4,379,693 | +$283,521 |
|---|
JIRE
JPMorgan International Rsrch Enh Eq ETF | | ETF | 3,226 | 6,126 | +2,900 | $228,304 | $450,506 | +$222,202 |
|---|
COWZ
Pacer US Cash Cows 100 ETF | | ETF | 17,456 | 19,921 | +2,465 | $961,826 | $1,144,860 | +$183,034 |
|---|
PXH
Invesco FTSE RAFI Emerging Markets ETF | | ETF | 53,229 | 54,559 | +1,330 | $1,245,026 | $1,386,890 | +$141,864 |
|---|
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 |
|---|
MDY
SPDR S&P MidCap 400 | | ETF | 4,335 | 4,351 | +16 | $2,455,911 | $2,593,036 | +$137,125 |
|---|
TCAF
T. Rowe Price Capital Apprec Eq ETF | | CAP APPRECIATION | 25,774 | 26,988 | +1,214 | $909,307 | $1,017,448 | +$108,141 |
|---|
IVV
iShares Core S&P 500 | | ETF | 309 | 428 | +119 | $191,858 | $286,460 | +$94,602 |
|---|
ILF
iShares Latin America 40 | | ETF | 2,341 | 5,178 | +2,837 | $61,358 | $149,592 | +$88,234 |
|---|
VNQI
Vanguard Global ex-US Real Estate ETF | | ETF | 3,004 | 4,708 | +1,704 | $138,635 | $224,760 | +$86,125 |
|---|
OIH
VanEck Vectors Oil Services ETF | | ETF | 133 | 399 | +266 | $30,629 | $103,704 | +$73,075 |
|---|
VOO
Vanguard S&P 500 ETF | | ETF | 2 | 77 | +75 | $1,136 | $47,153 | +$46,017 |
|---|
DVYE
iShares Emerging Markets Dividend ETF | | ETF | 22,725 | 23,235 | +510 | $651,071 | $689,847 | +$38,776 |
|---|
ESGU
iShares ESG MSCI USA ETF | | ETF | 1,075 | 1,243 | +168 | $145,448 | $180,981 | +$35,533 |
|---|
VNQ
Vanguard REIT ETF | | ETF | 5,004 | 5,237 | +233 | $445,656 | $478,767 | +$33,111 |
|---|
JSCP
JPMorgan Short Duration Core Plus ETF | | ETF | 23,716 | 24,291 | +575 | $1,125,087 | $1,156,495 | +$31,408 |
|---|
EPI
WisdomTree India Earnings ETF | | ETF | 23,092 | 24,112 | +1,020 | $1,096,177 | $1,065,750 | -$30,427 |
|---|
IEFA
iShares Core MSCI EAFE | | ETF | 4,397 | 4,413 | +16 | $367,067 | $385,304 | +$18,237 |
|---|
SCHF
Schwab International Equity ETF | | ETF | 12,553 | 12,631 | +78 | $277,421 | $294,050 | +$16,629 |
|---|
VWO
Vanguard Emerging Markets Stock Idx ETF | | ETF | 2,892 | 2,905 | +13 | $143,038 | $157,393 | +$14,355 |
|---|
SCHX
Schwab US Large-Cap ETF | | ETF | 4,373 | 4,595 | +222 | $106,876 | $121,032 | +$14,156 |
|---|
IEI
iShares 3-7 Year Treasury Bond ETF | | ETF | 3,114 | 3,190 | +76 | $370,846 | $381,237 | +$10,391 |
|---|
VTV
Vanguard Value ETF | | ETF | 789 | 796 | +7 | $139,448 | $148,446 | +$8,998 |
|---|
ESGD
iShares ESG Aware MSCI EAFE ETF | | ETF | 350 | 419 | +69 | $31,227 | $38,959 | +$7,732 |
|---|
CLOI
VanEck CLO ETF | | ETF | 10,411 | 10,486 | +75 | $551,262 | $556,807 | +$5,545 |
|---|
SCHA
Schwab US Small-Cap ETF | | ETF | 1,339 | 1,409 | +70 | $33,877 | $39,311 | +$5,434 |
|---|
AGG
iShares Core US Aggregate Bond | | ETF | 159 | 196 | +37 | $15,723 | $19,599 | +$3,876 |
|---|
EFG
iShares MSCI EAFE Growth ETF | | ETF | 27 | 47 | +20 | $3,024 | $5,352 | +$2,328 |
|---|
EBND
SPDR Blmbg Barclays Em Mkts Lcl Bd ETF | | ETF | 1,040 | 1,124 | +84 | $22,256 | $24,009 | +$1,753 |
|---|
IWP
Ishares Russell MidCap Growth ETF | | ETF | 150 | 158 | +8 | $20,802 | $22,501 | +$1,699 |
|---|
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