Advertisement
Screener

Midwest Financial Partners Investments, Inc. Historic Quarter Change: USA ETF, Added

Add as a preferred source on Google

Midwest Financial Partners Investments, Inc. historic quarter change: USA ETF, Added

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, Midwest Financial Partners Investments, Inc. opened 13 positions, added to 48, reduced 10 and sold out of 10.

  • Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 103,659.
  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 20,259.
  • Q2 2026: Stock ARKG; Country of operation —; Class GENOMIC REV ETF; Shares before 209,416.
  • Q2 2026: Stock VWO; Country of operation —; Class FTSE EMR MKT ETF; Shares before 251,169.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1968851), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); 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 2026VTV
VANGUARD INDEX FDS		VALUE ETF103,659111,586+7,927$20,337,896$24,317,937+$3,980,0412026-07-15
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS20,25922,535+2,276$12,105,766$15,477,264+$3,371,4982026-07-15
Q2 2026ARKG
ARK ETF TR		GENOMIC REV ETF209,416211,386+1,970$5,532,778$8,890,907+$3,358,1292026-07-15
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF251,169269,821+18,652$13,575,703$16,105,636+$2,529,9332026-07-15
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT81,829104,132+22,303$5,243,603$7,419,405+$2,175,8022026-07-15
Q2 2026FLMI
FRANKLIN TEMPLETON ETF TR		FRANKLIN DYN MUN468,525534,969+66,444$11,614,735$13,465,170+$1,850,4352026-07-15
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF6,01649,542+43,526$2,627,729$4,267,548+$1,639,8192026-07-15
Q2 2026JPIB
J P MORGAN EXCHANGE TRADED F		INTL BD OPP ETF455,947482,644+26,697$21,803,386$23,335,838+$1,532,4522026-07-15
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF6,13234,646+28,514$1,760,988$2,791,429+$1,030,4412026-07-15
Q2 2026VSS
VANGUARD INTL EQUITY INDEX F		FTSE SMCAP ETF18,88622,724+3,838$2,753,390$3,506,086+$752,6962026-07-15
Q2 2026IBAT
ISHARES TR		ENERGY STRG & MA55,02556,621+1,596$1,876,903$2,551,445+$674,5422026-07-15
Q2 2026ESGD
ISHARES TR		ESG AW MSCI EAFE42,13243,255+1,123$4,028,662$4,447,047+$418,3852026-07-15
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,4761,503+27$959,902$1,122,396+$162,4942026-07-15
Q2 2026SUSB
ISHARES TR		ESG AWRE 1 5 YR20,22026,084+5,864$506,815$651,840+$145,0252026-07-15
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD11,15013,434+2,284$556,274$679,492+$123,2182026-07-15
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF3,3023,337+35$410,529$494,979+$84,4502026-07-15
Q2 2026IEMG
ISHARES INC		CORE MSCI EMKT5,4495,515+66$380,068$456,863+$76,7952026-07-15
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE4,1894,218+29$379,231$407,375+$28,1442026-07-15
Q2 2026EAGG
ISHARES TR		ESG AWR US AGRGT41,59642,278+682$1,977,890$2,004,400+$26,5102026-07-15
Q2 2026VGIT
VANGUARD SCOTTSDALE FDS		INTER TERM TREAS7,0357,099+64$418,935$418,700-$2352026-07-15
Q1 2026ARKF
ARK ETF TR		BLOCKCHAIN & FIN184,931186,264+1,333$8,808,273$7,079,902-$1,728,3712026-04-23
Q1 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT59,13581,829+22,694$3,694,164$5,243,603+$1,549,4392026-04-23
Q1 2026SGOV
ISHARES TR		0-3 MNTH TREASRY18,41533,526+15,111$1,848,498$3,374,728+$1,526,2302026-04-23
Q1 2026VTV
VANGUARD INDEX FDS		VALUE ETF98,887103,659+4,772$18,886,429$20,337,896+$1,451,4672026-04-23
Q1 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS16,99220,259+3,267$10,656,193$12,105,766+$1,449,5732026-04-23
Q1 2026JPIB
J P MORGAN EXCHANGE TRADED F		INTL BD OPP ETF427,065455,947+28,882$20,798,074$21,803,386+$1,005,3122026-04-23
Q1 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF234,082251,169+17,087$12,584,267$13,575,703+$991,4362026-04-23
Q1 2026VUG
VANGUARD INDEX FDS		GROWTH ETF3,5536,016+2,463$1,733,367$2,627,729+$894,3622026-04-23
Q1 2026FTMN
PUTNAM ETF TRUST		FRANKLIN MINNESO1,345,2731,453,336+108,063$11,892,214$12,687,624+$795,4102026-04-23
Q1 2026VO
VANGUARD INDEX FDS		MID CAP ETF3,7796,132+2,353$1,096,742$1,760,988+$664,2462026-04-23
Q1 2026FLMI
FRANKLIN TEMPLETON ETF TR		FRANKLIN DYN MUN441,555468,525+26,970$10,981,473$11,614,735+$633,2622026-04-23
Q1 2026VSS
VANGUARD INTL EQUITY INDEX F		FTSE SMCAP ETF15,32718,886+3,559$2,196,819$2,753,390+$556,5712026-04-23
Q1 2026ARKG
ARK ETF TR		GENOMIC REV ETF205,186209,416+4,230$5,944,247$5,532,778-$411,4692026-04-23
Q1 2026IBAT
ISHARES TR		ENERGY STRG & MA52,97755,025+2,048$1,519,423$1,876,903+$357,4802026-04-23
Q1 2026ESGD
ISHARES TR		ESG AW MSCI EAFE39,39942,132+2,733$3,746,451$4,028,662+$282,2112026-04-23
Q1 2026ZAP
GLOBAL X FDS		U S ELECTRIFICAT52,48954,946+2,457$1,525,331$1,767,064+$241,7332026-04-23
Q1 2026NUKZ
EXCHANGE TRADED CONCEPTS TRU		RANGE NUCLEAR RE24,08926,211+2,122$1,529,652$1,723,898+$194,2462026-04-23
Q1 2026EAGG
ISHARES TR		ESG AWR US AGRGT37,29241,596+4,304$1,784,423$1,977,890+$193,4672026-04-23
Q1 2026SUSC
ISHARES TR		ESG AWRE USD ETF60,62267,772+7,150$1,417,628$1,568,089+$150,4612026-04-23
Q1 2026ESGE
ISHARES INC		ESG AWR MSCI EM40,02841,432+1,404$1,768,037$1,883,914+$115,8772026-04-23
Q1 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD9,86411,150+1,286$496,061$556,274+$60,2132026-04-23
Q1 2026BGRN
ISHARES TR		USD GRN BOND ETF17,63219,003+1,371$845,203$902,103+$56,9002026-04-23
Q1 2026ESML
ISHARES TR		ESG AWARE MSCI43,67543,881+206$2,008,177$2,063,285+$55,1082026-04-23
Q1 2026SUSB
ISHARES TR		ESG AWRE 1 5 YR18,11420,220+2,106$457,198$506,815+$49,6172026-04-23
Q1 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,4661,476+10$999,695$959,902-$39,7932026-04-23
Q1 2026ESGU
ISHARES TR		ESG AWR MSCI USA40,16542,544+2,379$5,983,782$6,016,573+$32,7912026-04-23
Q1 2026QQQ
INVESCO QQQ TR		UNIT SER 19101,000+90$558,891$577,056+$18,1652026-04-23
Q1 2026CRBN
ISHARES TR		LOW CARBON OPTIM10,98911,394+405$2,533,295$2,538,678+$5,3832026-04-23

Similar Firms

Firm NameCountry13F ValueHoldings
Strive Financial Group ,LLCUnited States$0.189B762
Grant Private Wealth Management IncUnited States$0.188B154
First City Capital Management, Inc.United States$0.189B160
PTM WEALTH MANAGEMENT, LLCUnited States$0.189B56
Two West Capital Advisors LLCUnited States$0.189B96
MPWM ADVISORY SOLUTIONS, LLCUnited States$0.189B577
Jones Kertz & Associates, Inc.United States$0.188B66
Wasserstein Management, L.P.United States$0.189B4
Gouws Capital LLCUnited States$0.189B58
MARK SHEPTOFF FINANCIAL PLANNING, LLCUnited States$0.189B510
Advertisement