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Midwest Financial Network, LLC Historic Quarter Change: USA ETF, Added

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Midwest Financial Network, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Midwest Financial Network, LLC opened 87 positions, added to 144, reduced 169 and sold out of 47.

  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 15,420.
  • Q2 2026: Stock XLSR; Country of operation —; Class STATE STREET US; Shares before 63,200.
  • Q2 2026: Stock FSEC; Country of operation —; Class INVESTMENT GR SE; Shares before 16,360.
  • Q2 2026: Stock FIVA; Country of operation —; Class INT VL FCT ETF; Shares before 16,607.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2137280), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-06-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-06-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-06-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2026-06-04). 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 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT15,42017,432+2,012$10,028,197$13,017,992+$2,989,7952026-07-07
Q2 2026XLSR
SSGA ACTIVE TR		STATE STREET US63,20075,343+12,143$3,649,186$4,886,796+$1,237,6102026-07-07
Q2 2026FSEC
FIDELITY MERRIMACK STR TR		INVESTMENT GR SE16,36034,887+18,527$717,204$1,529,369+$812,1652026-07-07
Q2 2026FIVA
FIDELITY COVINGTON TRUST		INT VL FCT ETF16,60735,525+18,918$578,075$1,368,073+$789,9982026-07-07
Q2 2026CERY
SPDR SERIES TRUST		STATE STRET SPDR33,50654,583+21,077$1,180,735$1,824,655+$643,9202026-07-07
Q2 2026FDEV
FIDELITY COVINGTON TRUST		INTL MULTIFACTOR21,79738,689+16,892$777,710$1,373,256+$595,5462026-07-07
Q2 2026FDRR
FIDELITY COVINGTON TRUST		DIVID ETF RISI12,68820,374+7,686$746,077$1,322,611+$576,5342026-07-07
Q2 2026FBND
FIDELITY MERRIMACK STR TR		TOTAL BD ETF11,02923,425+12,396$503,130$1,065,560+$562,4302026-07-07
Q2 2026FDMO
FIDELITY COVINGTON TRUST		MOMENTUM FACTR7,96511,681+3,716$637,958$1,150,533+$512,5752026-07-07
Q2 2026SPHB
INVESCO EXCH TRADED FD TR II		S&P 500 HB ETF2,4595,049+2,590$285,102$785,364+$500,2622026-07-07
Q2 2026FCOR
FIDELITY MERRIMACK STR TR		CORP BOND ETF10,51020,692+10,182$495,340$975,585+$480,2452026-07-07
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF1,3842,889+1,505$271,529$629,673+$358,1442026-07-07
Q2 2026VTEI
VANGUARD MUN BD FDS		INTERMEDIATE TRM2,5675,598+3,031$256,548$565,219+$308,6712026-07-07
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT3,1236,639+3,516$200,092$473,018+$272,9262026-07-07
Q2 2026FDVV
FIDELITY COVINGTON TRUST		HIGH DIVID ETF6,64710,393+3,746$367,198$626,814+$259,6162026-07-07
Q2 2026FLDB
FIDELITY MERRIMACK STR TR		LOW DURATION BD4,4179,205+4,788$222,256$462,547+$240,2912026-07-07
Q2 2026RPV
INVESCO EXCHANGE TRADED FD T		S&P500 PUR VAL3,5774,775+1,198$384,156$543,655+$159,4992026-07-07
Q2 2026TIPX
SPDR SERIES TRUST		STATE STRET SPDR20,26927,785+7,516$388,965$525,823+$136,8582026-07-07
Q2 2026VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F4,24221,454+17,212$1,729,285$1,772,494+$43,2092026-07-07

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