Lowe Wealth Advisors, LLC quarter change: USA ETF, Reduced
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).
- SPY: Country of operation —; Class ETF; Shares 2025-06-30 127,304; Shares 2025-09-30 125,140.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2025-06-30 44,516; Shares 2025-09-30 44,139.
- COPX: Country of operation —; Class ETF; Shares 2025-06-30 57,406; Shares 2025-09-30 57,079.
- JPST: Country of operation —; Class ETF; Shares 2025-06-30 200,946; Shares 2025-09-30 196,281.
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 |
|---|
SPY
SPDR S&P 500 ETF | | ETF | 127,304 | 125,140 | -2,164 | $78,655,015 | $83,365,501 | +$4,710,486 |
|---|
QQQ
Invesco QQQ Trust | | UNIT SER 1 | 44,516 | 44,139 | -377 | $24,556,556 | $26,499,557 | +$1,943,001 |
|---|
COPX
Global X Copper Miners ETF | | ETF | 57,406 | 57,079 | -327 | $2,583,274 | $3,413,921 | +$830,647 |
|---|
JPST
JPMorgan Ultra-Short Income ETF | | ETF | 200,946 | 196,281 | -4,665 | $10,183,956 | $9,957,338 | -$226,618 |
|---|
IYY
iShares DJ US Total Market Index | | ETF | 33,909 | 32,670 | -1,239 | $5,115,951 | $5,308,133 | +$192,182 |
|---|
MINT
PIMCO Enhanced Short Maturity ETF | | ETF | 83,177 | 82,210 | -967 | $8,362,242 | $8,277,685 | -$84,557 |
|---|
JEPI
JPMorgan Equity Premium Income ETF | | ETF | 115,741 | 114,096 | -1,645 | $6,579,892 | $6,514,865 | -$65,027 |
|---|
PXF
Invesco FTSE RAFI Dev Mkts ex-US ETF | | ETF | 19,174 | 18,951 | -223 | $1,100,991 | $1,159,308 | +$58,317 |
|---|
IBTL
iShares iBonds Dec 2031 Term Tr ETF | | ETF | 4,250 | 2,000 | -2,250 | $87,125 | $41,140 | -$45,985 |
|---|
VV
Vanguard Large-Cap ETF | | ETF | 200 | 114 | -86 | $57,060 | $35,096 | -$21,964 |
|---|
YEAR
AB Ultra Short Income ETF | | ULTRA SHORT INCM | 27,611 | 27,174 | -437 | $1,398,773 | $1,377,043 | -$21,730 |
|---|
USMV
iShares Tr MSCI USA MinVolatility | | ETF | 220,433 | 217,277 | -3,156 | $20,691,999 | $20,671,770 | -$20,229 |
|---|
SMH
VanEck Vectors Semiconductor ETF | | ETF | 484 | 470 | -14 | $134,978 | $153,389 | +$18,411 |
|---|
VUG
Vanguard Growth ETF | | ETF | 429 | 426 | -3 | $188,074 | $204,314 | +$16,240 |
|---|
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | | ETF | 3,819 | 3,655 | -164 | $350,317 | $335,346 | -$14,971 |
|---|
XLI
Industrial Select Sector SPDRA | | SBI INT-INDS | 212 | 130 | -82 | $31,274 | $20,050 | -$11,224 |
|---|
MOAT
VanEck Morningstar Wide Moat ETF | | ETF | 2,134 | 1,909 | -225 | $200,148 | $189,201 | -$10,947 |
|---|
RWL
Invesco S&P 500 Revenue ETF | | ETF | 300 | 200 | -100 | $31,287 | $22,132 | -$9,155 |
|---|
SMOT
VanEck Morningstar SMID Moat ETF | | ETF | 19,892 | 19,350 | -542 | $692,242 | $698,148 | +$5,906 |
|---|
ANGL
VanEck Vectors Fallen Angel HiYld Bd ETF | | ETF | 2,320 | 2,100 | -220 | $67,930 | $62,433 | -$5,497 |
|---|
SPYG
SPDR S&P 500 Growth | | ETF | 1,078 | 1,032 | -46 | $102,755 | $107,854 | +$5,099 |
|---|
IVW
iShares S&P 500 Growth | | ETF | 1,448 | 1,350 | -98 | $159,425 | $162,972 | +$3,547 |
|---|
HELO
JPMORGN HEDGD EQTY LAD OVRLY ETF | | ETF | 2,095 | 2,070 | -25 | $131,105 | $134,550 | +$3,445 |
|---|
IWV
iShares Russell 3000 | | ETF | 3,785 | 3,512 | -273 | $1,328,535 | $1,330,837 | +$2,302 |
|---|
XLY
Consumer Discret Select Sector SPDRA | | SBI CONS DISCR | 20 | 10 | -10 | $4,347 | $2,396 | -$1,951 |
|---|
XLK
Technology Select Sector SPDRA | | ETF | 46 | 36 | -10 | $11,649 | $10,147 | -$1,502 |
|---|
XLU
Utilities SPDR ETF | | ETF | 915 | 865 | -50 | $74,719 | $75,437 | +$718 |
|---|
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