Advertisement
Screener

Macco Financial Group, Inc. Historic Quarter Change: USA ETF, Reduced

Macco Financial Group, Inc. historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Macco Financial Group, Inc. opened 13 positions, added to 16, reduced 9 and sold out of 11.

  • Q2 2026: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 67,533.
  • Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Shares before 120,188.
  • Q2 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 33,455.
  • Q2 2026: Stock VXF; Country of operation —; Class EXTEND MKT ETF; Shares before 5,059.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2111816), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF67,53310,243-57,290$14,523,582$2,423,686-$12,099,8962026-08-07
Q2 2026IEFA
ISHARES TR
CORE MSCI EAFE120,18874,181-46,007$10,880,636$7,164,361-$3,716,2752026-08-07
Q2 2026IWM
ISHARES TR
RUSSELL 2000 ETF33,45522,612-10,843$8,296,953$6,793,807-$1,503,1462026-08-07
Q2 2026VXF
VANGUARD INDEX FDS
EXTEND MKT ETF5,0594,983-76$1,041,208$1,226,749+$185,5412026-08-07
Q2 2026ZALT
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER109,177103,128-6,049$3,543,885$3,492,945-$50,9402026-08-07
Q1 2026SPYG
SPDR SERIES TRUST
STATE STREET SPD77,89469,812-8,082$8,311,285$6,835,332-$1,475,9532026-04-23
Q1 2026JMEE
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP130,271106,864-23,407$8,386,826$7,135,287-$1,251,5392026-04-23
Q1 2026VO
VANGUARD INDEX FDS
MID CAP ETF15,49213,737-1,755$4,496,080$3,944,851-$551,2292026-04-23
Q1 2026ZALT
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER110,938109,177-1,761$3,613,251$3,543,885-$69,3662026-04-23

Similar Firms

Firm NameCountry13F ValueHoldings
Penbrook Management LLCUnited States$0.132B93
Boyce & Associates Wealth Consulting, Inc.United States$0.132B80
ALTERNA WEALTH MANAGEMENT, INCUnited States$0.132B105
Park State Asset ManagementUnited States$0.132B20
Dale Q Rice Investment Management LtdUnited States$0.132B68
Sincerus Advisory, LLCUnited States$0.132B76
bLong Financial, LLCUnited States$0.132B76
TWIN CITY PRIVATE WEALTH, LLCUnited States$0.132B96
Axos Invest Inc.United States$0.132B19
REICON WEALTH ADVISORS, LLCUnited States$0.132B72