Lowe Wealth Advisors, LLC quarter change: USA ETF, Unchanged
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).
- VIG: Country of operation —; Class ETF; Shares 2025-06-30 3,162; Shares 2025-09-30 3,162.
- IEMG: Country of operation —; Class ETF; Shares 2025-06-30 4,800; Shares 2025-09-30 4,800.
- UTG: Country of operation —; Class COM; Shares 2025-06-30 6,250; Shares 2025-09-30 6,250.
- VTI: Country of operation —; Class ETF; Shares 2025-06-30 782; Shares 2025-09-30 782.
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 |
|---|
VIG
Vanguard Dividend Apprec Idx ETF | | ETF | 3,162 | 3,162 | 0 | $647,167 | $682,328 | +$35,161 |
|---|
IEMG
iShares Core MSCI Emerging Markets | | ETF | 4,800 | 4,800 | 0 | $288,144 | $316,416 | +$28,272 |
|---|
UTG
Reaves Utility Income | | COM | 6,250 | 6,250 | 0 | $226,125 | $247,625 | +$21,500 |
|---|
VTI
Vanguard Total Stock Market ETF | | ETF | 782 | 782 | 0 | $237,673 | $256,629 | +$18,956 |
|---|
OEF
iShares S&P 100 Index Fund CBOE | | ETF | 524 | 524 | 0 | $159,479 | $174,408 | +$14,929 |
|---|
EEM
iShares MSCI Emerging Markets | | ETF | 2,640 | 2,640 | 0 | $127,329 | $140,949 | +$13,620 |
|---|
DSI
iShares MSCI KLD 400 Social ETF | | ETF | 1,388 | 1,388 | 0 | $161,230 | $174,819 | +$13,589 |
|---|
HDV
iShares High Dividend | | ETF | 2,510 | 2,510 | 0 | $294,097 | $307,350 | +$13,253 |
|---|
IWM
iShares Russell 2000 | | ETF | 449 | 449 | 0 | $96,782 | $108,519 | +$11,737 |
|---|
IPAC
iShares Core MSCI Pacific ETF | | ETF | 2,325 | 2,325 | 0 | $159,728 | $170,725 | +$10,997 |
|---|
IJR
iShares Core S&P Small-Cap | | ETF | 1,036 | 1,036 | 0 | $113,224 | $123,108 | +$9,884 |
|---|
DVY
iShares Select Dividend | | ETF | 1,017 | 1,017 | 0 | $135,068 | $144,516 | +$9,448 |
|---|
ACWX
iShares MSCI ACWI ex US ETF | | ETF | 1,638 | 1,638 | 0 | $99,820 | $106,486 | +$6,666 |
|---|
CWI
SPDR MSCI ACWI ex-US ETF | | ETF | 2,864 | 2,864 | 0 | $93,538 | $100,011 | +$6,473 |
|---|
PSK
SPDR Wells Fargo Preferred Stock ETF | | ETF | 3,538 | 3,538 | 0 | $112,367 | $117,002 | +$4,635 |
|---|
IJH
iShares Core S&P Mid-Cap | | ETF | 1,361 | 1,361 | 0 | $84,409 | $88,819 | +$4,410 |
|---|
IWR
iShares Russell Mid-Cap | | ETF | 958 | 958 | 0 | $88,107 | $92,495 | +$4,388 |
|---|
IDV
iShares International Select Dividend | | ETF | 2,000 | 2,000 | 0 | $69,020 | $73,100 | +$4,080 |
|---|
EWW
iShares MSCI Mexico ETF | | ETF | 529 | 529 | 0 | $32,036 | $36,083 | +$4,047 |
|---|
DUHP
Dimensional US High Profitability ETF | | US HIGH PROFITAB | 1,781 | 1,781 | 0 | $63,332 | $67,268 | +$3,936 |
|---|
XOP
SPDR S&P Oil & Gas Exploration & Production ETF | | ETF | 612 | 612 | 0 | $76,990 | $80,906 | +$3,916 |
|---|
UTF
Cohen & Steers Infrastructure Common | | COM | 1,780 | 1,780 | 0 | $47,971 | $44,144 | -$3,827 |
|---|
XAR
SPDR S&P Aerospace & Defense ETF | | ETF | 150 | 150 | 0 | $31,641 | $35,244 | +$3,603 |
|---|
SCHM
Schwab US Mid-Cap ETF | | ETF | 2,124 | 2,124 | 0 | $59,578 | $62,955 | +$3,377 |
|---|
EWJ
iShares MSCI Japan | | ETF | 598 | 598 | 0 | $44,832 | $47,966 | +$3,134 |
|---|
VEA
Vanguard FTSE Developed Markets ETF | | ETF | 1,033 | 1,033 | 0 | $58,863 | $61,867 | +$3,004 |
|---|
ITOT
iShares Core S&P Total US Stock Mkt | | ETF | 281 | 281 | 0 | $37,946 | $40,928 | +$2,982 |
|---|
VEU
Vanguard FTSE All-Wld ex-US ETF | | ETF | 712 | 712 | 0 | $47,861 | $50,815 | +$2,954 |
|---|
KRE
SPDR S&P Regional Banking ETF | | ETF | 581 | 581 | 0 | $34,506 | $36,777 | +$2,271 |
|---|
PSQ
ProShares Short QQQ | | SHORT QQQ NEW | 700 | 700 | 0 | $23,562 | $21,728 | -$1,834 |
|---|
IVOL
Quadratic Intrst Rt Vol & Infl H ETF | | QUADRTC INT RT | 6,500 | 6,500 | 0 | $127,140 | $125,320 | -$1,820 |
|---|
IXUS
iShares Core MSCI Total Intl Stk | | ETF | 332 | 332 | 0 | $25,667 | $27,417 | +$1,750 |
|---|
USRT
iShares Core US REIT ETF | | ETF | 798 | 798 | 0 | $45,135 | $46,859 | +$1,724 |
|---|
VSS
Vanguard FTSE All-Wld ex-US SmCp ETF | | ETF | 204 | 204 | 0 | $27,416 | $29,080 | +$1,664 |
|---|
DXJ
WisdomTree Japan Hedged Equity | | ETF | 100 | 100 | 0 | $11,427 | $12,803 | +$1,376 |
|---|
GNR
SPDR S&P Global Natural Resources ETF | | ETF | 270 | 270 | 0 | $14,645 | $15,987 | +$1,342 |
|---|
PRF
PowerShares FTSE RAFI US 1000 ETF | | ETF | 450 | 450 | 0 | $19,022 | $20,345 | +$1,323 |
|---|
DNP
DNP Select Income Common | | COM | 5,999 | 5,999 | 0 | $58,730 | $60,050 | +$1,320 |
|---|
SH
ProShares Short S&P500 | | SHORT S&P 500 NE | 451 | 451 | 0 | $17,896 | $16,669 | -$1,227 |
|---|
IVOO
Vanguard S&P Mid-Cap 400 ETF | | ETF | 200 | 200 | 0 | $20,996 | $22,076 | +$1,080 |
|---|
DIA
SPDR Dow Jones Industrial Average | | ETF | 46 | 46 | 0 | $20,270 | $21,332 | +$1,062 |
|---|
GMF
SPDR S&P Emerging Asia Pacific ETF | | ETF | 83 | 83 | 0 | $10,491 | $11,538 | +$1,047 |
|---|
VIGI
Vanguard Intl Div Apprec ETF | | ETF | 1,876 | 1,876 | 0 | $169,065 | $168,033 | -$1,032 |
|---|
FXH
First Trust Health Care AlphaDEX | | ETF | 161 | 161 | 0 | $16,692 | $17,657 | +$965 |
|---|
ISCG
iShares Morningstar Small-Cap Growth ETF | | ETF | 210 | 210 | 0 | $10,450 | $11,405 | +$955 |
|---|
RPG
Guggenheim S&P 500 Pure Growth ETF | | ETF | 465 | 465 | 0 | $21,283 | $22,190 | +$907 |
|---|
NAD
Nuveen Quality Muni Income Fund | | COM | 2,174 | 2,174 | 0 | $24,544 | $25,414 | +$870 |
|---|
DWM
WisdomTree International Equity ETF | | ETF | 320 | 320 | 0 | $20,339 | $21,190 | +$851 |
|---|
SLYG
SPDR S&P 600 Small Cap Growth ETF | | ETF | 141 | 141 | 0 | $12,514 | $13,298 | +$784 |
|---|
AIVL
WisdomTree US Dividend ex-Financials ETF | | ETF | 591 | 591 | 0 | $66,820 | $67,537 | +$717 |
|---|
QLTA
iShares Aaa - A Rated Corporate Bond ETF | | ETF | 945 | 945 | 0 | $45,209 | $45,804 | +$595 |
|---|
SDY
SPDR S&P Dividend ETF | | ETF | 136 | 136 | 0 | $18,459 | $19,047 | +$588 |
|---|
DON
WisdomTree US MidCap Dividend ETF | | ETF | 222 | 222 | 0 | $11,127 | $11,611 | +$484 |
|---|
MTUM
iShares MSCI USA Momentum Factor ETF | | ETF | 28 | 28 | 0 | $6,729 | $7,181 | +$452 |
|---|
IBB
Ishares Nasdaq Biotechnology | | ETF | 25 | 25 | 0 | $3,163 | $3,609 | +$446 |
|---|
IJT
iShares S&P Small-Cap 600 Growth | | ETF | 50 | 50 | 0 | $6,652 | $7,075 | +$423 |
|---|
FELG
Fidelity Enhanced Large Cap Growth ETF | | ENHANCED LARGE | 101 | 101 | 0 | $3,742 | $4,159 | +$417 |
|---|
IWB
iShares Russell 1000 | | ETF | 16 | 16 | 0 | $5,433 | $5,848 | +$415 |
|---|
VOOG
Vanguard S&P 500 Growth ETF | | ETF | 10 | 10 | 0 | $3,965 | $4,355 | +$390 |
|---|
XLB
Materials Select Sector SPDRA | | ETF | 210 | 210 | 0 | $18,440 | $18,820 | +$380 |
|---|
IYR
iShares US Real Estate | | ETF | 158 | 158 | 0 | $14,974 | $15,339 | +$365 |
|---|
GSLC
Goldman Sachs ActiveBeta US LgCp Eq ETF | | ETF | 39 | 39 | 0 | $4,734 | $5,081 | +$347 |
|---|
XLV
Health Care Select Sector SPDR | | SBI HEALTHCARE | 75 | 75 | 0 | $10,109 | $10,438 | +$329 |
|---|
VWOB
Vanguard Emerging Mkts Govt Bd ETF | | ETF | 200 | 200 | 0 | $13,070 | $13,380 | +$310 |
|---|
EFA
iShares MSCI EAFE | | ETF | 77 | 77 | 0 | $6,883 | $7,189 | +$306 |
|---|
JPEM
JPMorgan Diversified Return EMkts Eq ETF | | ETF | 117 | 117 | 0 | $6,572 | $6,873 | +$301 |
|---|
RSP
Guggenheim S&P 500A Equal Weight | | ETF | 35 | 35 | 0 | $6,361 | $6,640 | +$279 |
|---|
XLF
Financial Select Sector SPDR | | ETF | 180 | 180 | 0 | $9,427 | $9,697 | +$270 |
|---|
IWF
iShares Russell 1000 Growth | | ETF | 6 | 6 | 0 | $2,547 | $2,810 | +$263 |
|---|
SCHD
Schwab US Dividend Equity ETF | | ETF | 326 | 326 | 0 | $8,639 | $8,900 | +$261 |
|---|
EEMV
iShares MSCI EmrgMkts MinVolatility | | ETF | 245 | 245 | 0 | $15,386 | $15,638 | +$252 |
|---|
VTIP
Vanguard Short-Term Infl-Prot Secs ETF | | ETF | 619 | 619 | 0 | $31,117 | $31,340 | +$223 |
|---|
VO
Vanguard Index Funds Vanguard Mid-Cap Etf | | ETF | 15 | 15 | 0 | $4,197 | $4,406 | +$209 |
|---|
IJK
iShares S&P MidCap 400 Growth | | ETF | 40 | 40 | 0 | $3,639 | $3,836 | +$197 |
|---|
IBTK
iShares iBonds Dec 2030 Term Trsry ETF | | ETF | 4,937 | 4,937 | 0 | $97,950 | $98,123 | +$173 |
|---|
VGIT
Vanguard Intmdt-Term Trs ETF | | ETF | 708 | 708 | 0 | $42,345 | $42,501 | +$156 |
|---|
IBTJ
iShares iBonds Dec 2029 Term Tr ETF | | ETF | 4,369 | 4,369 | 0 | $95,768 | $95,921 | +$153 |
|---|
PFF
iShares US Preferred Stock | | ETF | 150 | 150 | 0 | $4,602 | $4,743 | +$141 |
|---|
BOTZ
Global X Robotics & Artfcl Intllgnc ETF | | ETF | 50 | 50 | 0 | $1,633 | $1,772 | +$139 |
|---|
BSV
Vanguard Short Term Bond ETF | | ETF | 652 | 652 | 0 | $51,312 | $51,449 | +$137 |
|---|
IBTI
iShares iBonds Dec 2028 Term Tr ETF | | ETF | 4,218 | 4,218 | 0 | $94,314 | $94,420 | +$106 |
|---|
FELV
Fidelity Enhanced Large Cap Value ETF | | ENHANCED LARGE | 41 | 41 | 0 | $1,311 | $1,390 | +$79 |
|---|
BITB
Bitwise Bitcoin ETF | United States | SHS BEN INT | 16 | 16 | 0 | $937 | $996 | +$59 |
|---|
ARTY
iShares Future AI & Tech ETF | | ETF | 11 | 11 | 0 | $451 | $504 | +$53 |
|---|
IBTH
iShares iBonds Dec 2027 Term Tr ETF | | ETF | 1,300 | 1,300 | 0 | $29,237 | $29,276 | +$39 |
|---|
MOO
Market Vectors Agribusiness ETF | | ETF | 200 | 200 | 0 | $14,724 | $14,690 | -$34 |
|---|
FNDB
Schwab Fundamental US Broad Market ETF | | ETF | 15 | 15 | 0 | $360 | $386 | +$26 |
|---|
IBTG
iShares iBonds Dec 2026 Term Tr ETF | | ETF | 1,200 | 1,200 | 0 | $27,516 | $27,540 | +$24 |
|---|
PHO
PowerShares Water Resources | | ETF | 7 | 7 | 0 | $489 | $505 | +$16 |
|---|
DFE
WisdomTree Europe SmallCap Dividend ETF | | ETF | 5 | 5 | 0 | $351 | $352 | +$1 |
|---|
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