Nvest Wealth Strategies, Inc. 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, Nvest Wealth Strategies, Inc. opened 12 positions, added to 15, reduced 6, sold out of 14 and left 18 unchanged. The largest increase in value was BINV (+$13,822,020); the largest decrease was BINV (-$12,913,363).
- BINV: Country of operation —; Class BRANDES INTL ETF; Shares 2026-03-31 0; Shares 2026-06-30 329,409.
- SLYG: Country of operation —; Class ST STR SP600GRWO; Shares 2026-03-31 0; Shares 2026-06-30 70,704.
- HGER: Country of operation —; Class COMM ALL WEA ETF; Shares 2026-03-31 0; Shares 2026-06-30 205,635.
- SLYV: Country of operation —; Class ST STR SP600SM C; Shares 2026-03-31 0; Shares 2026-06-30 50,259.
Two Form 13F-HR filings compared (SEC CIK 2106942): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-10). 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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