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New England Professional Planning Group Inc. Historic Quarter Change: USA ETF, New

New England Professional Planning Group Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 16 quarters from 2014-12-31 to 2026-06-30, New England Professional Planning Group Inc. opened 19 positions, added to 107, reduced 52 and sold out of 16.

  • Q2 2026: Stock SMH; Country of operation —; Class SEMICONDUCTR ETF; Shares before 0.
  • Q2 2026: Stock VGT; Country of operation —; Class INF TECH ETF; Shares before 0.
  • Q4 2025: Stock IWP; Country of operation —; Class RUS MD CP GR ETF; Shares before 0.
  • Q4 2025: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1540867), 16 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-28); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-19). 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 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-06-30 to 2023-12-31 (missing 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SMH
VANECK ETF TRUST
SEMICONDUCTR ETF0484+484$0$317,451+$317,4512026-07-29
Q2 2026VGT
VANGUARD WORLD FD
INF TECH ETF01,736+1,736$0$207,487+$207,4872026-07-29
Q4 2025IWP
ISHARES TR
RUS MD CP GR ETF01,778+1,778$0$243,480+$243,4802026-01-14
Q4 2025QQQ
INVESCO QQQ TR
UNIT SER 10394+394$0$242,039+$242,0392026-01-14
Q4 2025IWO
ISHARES TR
RUS 2000 GRW ETF0743+743$0$239,996+$239,9962026-01-14
Q1 2025QQQ
INVESCO QQQ TR
UNIT SER 10820+820$0$384,513+$384,5132025-05-01
Q4 2024TOTL
SSGA ACTIVE ETF TR
SPDR TR TACTIC010,127+10,127$0$398,902+$398,9022025-02-04
Q3 2024JIRE
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT0724,235+724,235$0$47,821,232+$47,821,2322024-10-09
Q2 2024IWF
ISHARES TR
RUS 1000 GRW ETF0584+584$0$212,874+$212,8742024-08-01
Q2 2024IWB
ISHARES TR
RUS 1000 ETF0678+678$0$201,732+$201,7322024-08-01
Q1 2024VVR
INVESCO SR INCOME TR
COM010,539+10,539$0$45,107+$45,1072024-04-12
Q1 2016VT
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF014,521+14,521$0$836,000+$836,0002016-05-13
Q3 2015IVV
ISHARES TR
CORE S&P500 ETF031,531+31,531$0$6,597,000+$6,597,0002015-11-10
Q3 2015IXUS
ISHARES TR
CORE MSCITOTAL095,959+95,959$0$4,906,000+$4,906,0002015-11-10
Q3 2015BNDX
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF054,107+54,107$0$2,851,000+$2,851,0002015-11-10
Q3 2015IJH
ISHARES TR
CORE S&P MCP ETF015,301+15,301$0$2,218,000+$2,218,0002015-11-10
Q3 2015IJR
ISHARES TR
CORE S&P SCP ETF09,701+9,701$0$1,115,000+$1,115,0002015-11-10
Q1 2015VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS01,927+1,927$0$373,000+$373,0002015-05-19
Q1 2015VOE
VANGUARD INDEX FDS
MCAP VL IDXVIP02,491+2,491$0$232,000+$232,0002015-05-19

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