Midwest Financial Partners Investments, Inc. quarter change: USA Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Midwest Financial Partners Investments, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1968851): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-15). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Strive Financial Group ,LLC | United States | $0.189B | 762 |
| Grant Private Wealth Management Inc | United States | $0.188B | 154 |
| First City Capital Management, Inc. | United States | $0.189B | 160 |
| PTM WEALTH MANAGEMENT, LLC | United States | $0.189B | 56 |
| Two West Capital Advisors LLC | United States | $0.189B | 96 |
| MPWM ADVISORY SOLUTIONS, LLC | United States | $0.189B | 577 |
| Jones Kertz & Associates, Inc. | United States | $0.188B | 66 |
| Wasserstein Management, L.P. | United States | $0.189B | 4 |
| Gouws Capital LLC | United States | $0.189B | 58 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | United States | $0.189B | 510 |