Lowe Wealth Advisors, 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 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).
- VTEB: Country of operation —; Class ETF; Shares 2025-06-30 0; Shares 2025-09-30 571.
- EAGG: Country of operation —; Class ETF; Shares 2025-06-30 0; Shares 2025-09-30 378.
- FNDX: Country of operation —; Class ETF; Shares 2025-06-30 0; Shares 2025-09-30 231.
- BND: Country of operation —; Class ETF; Shares 2025-06-30 0; Shares 2025-09-30 78.
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 |
|---|
VTEB
Vanguard Tax-Exempt Bond ETF | | ETF | 0 | 571 | +571 | $0 | $28,590 | +$28,590 |
|---|
EAGG
iShares ESG Aware US Aggregate Bond ETF | | ETF | 0 | 378 | +378 | $0 | $18,155 | +$18,155 |
|---|
FNDX
Schwab Fundamental US Large Company ETF | | ETF | 0 | 231 | +231 | $0 | $6,075 | +$6,075 |
|---|
BND
Vanguard Total Bond Market ETF | | ETF | 0 | 78 | +78 | $0 | $5,801 | +$5,801 |
|---|
ESGE
iShares ESG Aware MSCI EM ETF | | ETF | 0 | 88 | +88 | $0 | $3,821 | +$3,821 |
|---|
BKLN
Invesco Senior Loan ETF | | ETF | 0 | 174 | +174 | $0 | $3,642 | +$3,642 |
|---|
FNDA
Schwab Fundamental US Small Company ETF | | ETF | 0 | 114 | +114 | $0 | $3,552 | +$3,552 |
|---|
IVE
iShares S&P 500 Value ETF | | ETF | 0 | 16 | +16 | $0 | $3,304 | +$3,304 |
|---|
FNDF
Schwab Fundamental Intl Lg Co ETF | | ETF | 0 | 74 | +74 | $0 | $3,179 | +$3,179 |
|---|
BNDX
Vanguard Total International Bond ETF | | ETF | 0 | 63 | +63 | $0 | $3,116 | +$3,116 |
|---|
USHY
iShares Broad USD High Yield Corp Bd ETF | | ETF | 0 | 74 | +74 | $0 | $2,796 | +$2,796 |
|---|
EFV
iShares MSCI EAFE Value ETF | | ETF | 0 | 37 | +37 | $0 | $2,510 | +$2,510 |
|---|
NUSC
Nuveen ESG Small-Cap ETF | | COM | 0 | 54 | +54 | $0 | $2,381 | +$2,381 |
|---|
DYNF
iShares U.S. Equity Factor Rotation Active ETF | | ETF | 0 | 40 | +40 | $0 | $2,368 | +$2,368 |
|---|
SPIP
SPDR Portfolio TIPS ETF | | ETF | 0 | 86 | +86 | $0 | $2,263 | +$2,263 |
|---|
IUSB
iShares Core Total USD Bond Market ETF | | ETF | 0 | 43 | +43 | $0 | $2,009 | +$2,009 |
|---|
SCHP
Schwab US TIPS ETF | | ETF | 0 | 66 | +66 | $0 | $1,779 | +$1,779 |
|---|
SCHH
Schwab US REIT ETF | | ETF | 0 | 80 | +80 | $0 | $1,726 | +$1,726 |
|---|
IWD
iShares Russell 1000 Value | | ETF | 0 | 8 | +8 | $0 | $1,629 | +$1,629 |
|---|
FNDE
Schwab Fundamental Emerg Mkts Lg Co ETF | | ETF | 0 | 43 | +43 | $0 | $1,555 | +$1,555 |
|---|
VB
Vanguard Index Funds Vanguard Small-Cap Etf | | ETF | 0 | 6 | +6 | $0 | $1,526 | +$1,526 |
|---|
FNDC
Schwab Fundamental Intl Sm Co ETF | | ETF | 0 | 32 | +32 | $0 | $1,424 | +$1,424 |
|---|
MLPA
Global X MLP ETF | | ETF | 0 | 29 | +29 | $0 | $1,404 | +$1,404 |
|---|
IYW
Ishares U S Technology Etf | | ETF | 0 | 6 | +6 | $0 | $1,175 | +$1,175 |
|---|
ESML
iShares ESG Aware MSCI USA Small-Cap ETF | | ETF | 0 | 26 | +26 | $0 | $1,172 | +$1,172 |
|---|
SCHC
Schwab International Small-Cap Eq ETF | | ETF | 0 | 24 | +24 | $0 | $1,092 | +$1,092 |
|---|
SPHY
SPDR Portfolio High Yield Bond ETF | | ETF | 0 | 44 | +44 | $0 | $1,053 | +$1,053 |
|---|
SCHE
Schwab Emerging Markets Equity ETF | | ETF | 0 | 28 | +28 | $0 | $934 | +$934 |
|---|
THRO
iShares U.S. Thematic Rotation ActiveETF | | ETF | 0 | 24 | +24 | $0 | $909 | +$909 |
|---|
IWS
iShares Russell Mid-Cap Value | | ETF | 0 | 6 | +6 | $0 | $838 | +$838 |
|---|
HYLB
Xtrackers USD High Yield Corp Bd ETF | | XTRACK USD HIGH | 0 | 22 | +22 | $0 | $816 | +$816 |
|---|
EMXC
iShares MSCI Emerging Mkts ex China ETF | | ETF | 0 | 10 | +10 | $0 | $675 | +$675 |
|---|
HEFA
iShares Currency Hedged MSCI EAFE ETF | | ETF | 0 | 11 | +11 | $0 | $436 | +$436 |
|---|
EMLC
VanEck Vectors JP Morgan EM LC Bd ETF | | ETF | 0 | 15 | +15 | $0 | $383 | +$383 |
|---|
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