McGlone Suttner Wealth Management, Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, McGlone Suttner Wealth Management, Inc. opened 60 positions, added to 341, reduced 185 and sold out of 232.
- Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 3,783,233.
- Q2 2026: Stock CGXU; Country of operation —; Class SHS CREATION UNI; Shares before 706,871.
- Q2 2026: Stock CGMU; Country of operation —; Class MUNICIPAL INCOME; Shares before 78,857.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 13,520.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964819), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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 2022-12-31.
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