Montz Harcus Wealth Management 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 10 quarters from 2023-12-31 to 2026-06-30, Montz Harcus Wealth Management LLC opened 48 positions, added to 234, reduced 37 and sold out of 26.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 449,889.
- Q2 2026: Stock SPMD; Country of operation —; Class STATE STREET SPD; Shares before 240,095.
- Q2 2026: Stock SPSM; Country of operation —; Class STATE STREET SPD; Shares before 255,778.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 253,360.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1918613), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 2021-12-31.
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