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

New England Professional Planning Group Inc. 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 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.

  • Q3 2025: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 393.
  • Q1 2025: Stock TOTL; Country of operation —; Class SPDR TR TACTIC; Shares before 10,127.
  • Q1 2025: Stock VVR; Country of operation —; Class COM; Shares before 10,539.
  • Q4 2024: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 507.

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
Q3 2025QQQ
INVESCO QQQ TR
UNIT SER 13930-393$216,794$0-$216,7942025-10-14
Q1 2025TOTL
SSGA ACTIVE ETF TR
SPDR TR TACTIC10,1270-10,127$398,902$0-$398,9022025-05-01
Q1 2025VVR
INVESCO SR INCOME TR
COM10,5390-10,539$41,629$0-$41,6292025-05-01
Q4 2024QQQ
INVESCO QQQ TR
UNIT SER 15070-507$247,451$0-$247,4512025-02-04
Q4 2024SMH
VANECK ETF TRUST
SEMICONDUCTR ETF8450-845$207,405$0-$207,4052025-02-04
Q3 2024LQD
ISHARES TR
IBOXX INV CP ETF5,7180-5,718$612,512$0-$612,5122024-10-09
Q3 2024VGT
VANGUARD WORLD FD
INF TECH ETF7660-766$441,669$0-$441,6692024-10-09
Q3 2024TOTL
SSGA ACTIVE ETF TR
SPDR TR TACTIC8,6540-8,654$343,736$0-$343,7362024-10-09
Q3 2024AGG
ISHARES TR
CORE US AGGBD ET3,1430-3,143$305,090$0-$305,0902024-10-09
Q3 2024HYG
ISHARES TR
IBOXX HI YD ETF3,0380-3,038$234,351$0-$234,3512024-10-09
Q2 2024ICSH
ISHARES TR
BLACKROCK ULTRA4,3250-4,325$218,672$0-$218,6722024-08-01
Q1 2016VEA
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF10,2260-10,226$375,000$0-$375,0002016-05-13
Q4 2015EXCHANGE TRADED CONCEPTS TR
CUSIP 301505103
YORK HIINC MLP22,4460-22,446$159,000$0-$159,0002016-02-16
Q3 2015AGG
ISHARES TR
CORE US AGGBD ET6,9020-6,902$751,000$0-$751,0002015-11-10
Q3 2015IWM
ISHARES TR
RUSSELL 2000 ETF4,5670-4,567$570,000$0-$570,0002015-11-10
Q3 2015QAI
INDEXIQ ETF TR
HEDGE MLTI ETF8,1550-8,155$241,000$0-$241,0002015-11-10

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