Midwest Wealth Management Inc. current holdings: USA ETF
Midwest Wealth Management Inc. reported $0.01 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 13 positions, in its Form 13F for the quarter ended 2022-03-31; the largest are XLK, EOS, CALY.
- XLK: Country of operation —; Class ETF; Shares 19,358; Value $3,077,000.
- EOS: Country of operation —; Class CEF; Shares 113,832; Value $2,390,000.
- CALY: Country of operation —; Class Stock; Shares 94,294; Value $2,208,000.
- QQQ: Country of operation —; Class ETF; Shares 1,382; Value $501,000.
Form 13F-HR as filed (SEC CIK 1844894): quarter ended 2022-03-31, filed 2022-05-25. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| XLK TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 19,358 | $3,077,000 | 2022-03-31 | 2022-05-25 | ||
| EOS EATON VANCE ENHANCED EQUITY IN COM | CEF | 113,832 | $2,390,000 | 2022-03-31 | 2022-05-25 | ||
| CALY CALLAWAY GOLF CO COM | Stock | 94,294 | $2,208,000 | 2022-03-31 | 2022-05-25 | ||
| QQQ INVESCO QQQ TRUST | ETF | 1,382 | $501,000 | 2022-03-31 | 2022-05-25 | +98.90% | |
| XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | ETF | 2,169 | $401,000 | 2022-03-31 | 2022-05-25 | ||
| SCHX SCHWAB U.S. LARGE-CAP ETF | ETF | 7,212 | $388,000 | 2022-03-31 | 2022-05-25 | ||
| SPIP SPDR PORTFOLIO TIPS ETF | ETF | 11,633 | $352,000 | 2022-03-31 | 2022-05-25 | ||
| SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 11,156 | $331,000 | 2022-03-31 | 2022-05-25 | ||
| BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | 3,480 | $318,000 | 2022-03-31 | 2022-05-25 | ||
| NEAR BLACKROCK SHORT MATURITY BOND ETF | ETF | 6,000 | $297,000 | 2022-03-31 | 2022-05-25 | ||
| AMLP ALERIAN MLP ETF | ETF | 6,814 | $261,000 | 2022-03-31 | 2022-05-25 | ||
| SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 4,138 | $221,000 | 2022-03-31 | 2022-05-25 | ||
| BIZD VANECK BDC INCOME ETF | ETF | 10,056 | $180,000 | 2022-03-31 | 2022-05-25 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||