MARS JEWETT 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, MARS JEWETT FINANCIAL GROUP, INC. opened 10 positions, added to 17, reduced 5 and sold out of 4.
- Q2 2026: Stock JSMD; Country of operation —; Class HENDERSN SML ETF; Shares before 380,975.
- Q2 2026: Stock TCHP; Country of operation —; Class PRICE BLUE CHIP; Shares before 393,034.
- Q2 2026: Stock MFSI; Country of operation —; Class INTERNATINL ETF; Shares before 80,927.
- Q2 2026: Stock MFSV; Country of operation —; Class VALUE ETF; Shares before 83,574.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2079098), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). 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.
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