Morey & Quinn Wealth Partners, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Morey & Quinn Wealth Partners, LLC opened 4 positions, added to 21, reduced 27, sold out of 2 and left 12 unchanged. The largest increase in value was FV (+$818,550); the largest decrease was UPGD (-$342,760).
- SPYI: Country of operation —; Class NEOS S&P 500 HI; Shares 2026-03-31 0; Shares 2026-06-30 6,175.
- UPGD: Country of operation —; Class BLOO AN RATI ETF; Shares 2026-03-31 0; Shares 2026-06-30 3,979.
- USMV: Country of operation —; Class MSCI USA MIN ETF; Shares 2026-03-31 0; Shares 2026-06-30 2,460.
- FTXL: Country of operation —; Class NASDQ SEMCNDTR; Shares 2026-03-31 0; Shares 2026-06-30 713.
Two Form 13F-HR filings compared (SEC CIK 2055521): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-27). 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.
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