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Morey & Quinn Wealth Partners, LLC Historic Quarter Change: USA ETF, New

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Morey & Quinn Wealth Partners, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Morey & Quinn Wealth Partners, LLC opened 21 positions, added to 129, reduced 101 and sold out of 5.

  • Q2 2026: Stock SPYI; Country of operation —; Class NEOS S&P 500 HI; Shares before 0.
  • Q2 2026: Stock UPGD; Country of operation —; Class BLOO AN RATI ETF; Shares before 0.
  • Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN ETF; Shares before 0.
  • Q2 2026: Stock FTXL; Country of operation —; Class NASDQ SEMCNDTR; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055521), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPYI
NEOS ETF TRUST		NEOS S&P 500 HI06,175+6,175$0$327,831+$327,8312026-07-27
Q2 2026UPGD
INVESCO EXCHANGE TRADED FD T		BLOO AN RATI ETF03,979+3,979$0$326,013+$326,0132026-07-27
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF02,460+2,460$0$237,292+$237,2922026-07-27
Q2 2026FTXL
FIRST TR EXCHANGE TRADED FD		NASDQ SEMCNDTR0713+713$0$203,169+$203,1692026-07-27
Q1 2026SPXX
NUVEEN S&P 500 DYNAMIC OVERW		COM014,845+14,845$0$238,561+$238,5612026-04-22
Q1 2026FXZ
FIRST TR EXCHANGE-TRADED FD		MATERIALS ALPH02,978+2,978$0$226,953+$226,9532026-04-22
Q1 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF01,008+1,008$0$216,777+$216,7772026-04-22
Q1 2026IFV
FIRST TR EXCHANGE TRADED FD		DORSEY WRIGHT08,304+8,304$0$209,843+$209,8432026-04-22
Q1 2026AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF02,457+2,457$0$208,452+$208,4522026-04-22
Q1 2026SDVY
FIRST TR EXCHANGE TRADED FD		SMID RISNG ETF05,082+5,082$0$200,383+$200,3832026-04-22
Q3 2025FEP
FIRST TR EXCH TRD ALPHDX FD		EUROPE ALPHADEX04,131+4,131$0$211,445+$211,4452025-10-28
Q2 2025AVUV
AMERICAN CENTY ETF TR		US SML CP VALU04,241+4,241$0$386,355+$386,3552025-07-23
Q2 2025ILDR
FIRST TR EXCHNG TRADED FD VI		INNOVATION LEAD08,944+8,944$0$263,257+$263,2572025-07-23
Q2 2025KORP
AMERICAN CENTY ETF TR		DIVERSIFID CRP05,482+5,482$0$258,038+$258,0382025-07-23
Q2 2025QTEC
FIRST TR EXCHANGE-TRADED FD		SHS01,070+1,070$0$227,801+$227,8012025-07-23
Q2 2025JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM03,685+3,685$0$209,492+$209,4922025-07-23
Q2 2025JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM03,840+3,840$0$208,896+$208,8962025-07-23
Q1 2025JGRO
J P MORGAN EXCHANGE TRADED F		ACTIVE GROWTH06,035+6,035$0$445,323+$445,3232025-04-17
Q1 2025AVLV
AMERICAN CENTY ETF TR		US LARGE CAP VLU04,235+4,235$0$276,164+$276,1642025-04-17
Q1 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT0822+822$0$225,918+$225,9182025-04-17
Q1 2025AVIG
AMERICAN CENTY ETF TR		AVANTIS CORE FI05,325+5,325$0$220,402+$220,4022025-04-17

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