Momentum Wealth Planning, LLC 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 4 quarters from 2025-06-30 to 2026-06-30, Momentum Wealth Planning, LLC opened 14 positions, added to 14, reduced 14 and sold out of 18.
- Q2 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 34,249.
- Q1 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 34,840.
- Q1 2026: Stock MAGS; Country of operation —; Class ROUNDHILL MAGNIF; Shares before 33,961.
- Q1 2026: Stock KWEB; Country of operation —; Class CSI CHI INTERNET; Shares before 60,575.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2087652), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12). 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 2025-06-30.
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