Nvest Wealth Strategies, Inc. quarter change: USA ETF, Unchanged
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).
- GEW: Country of operation —; Class CAMBRIA GLOBAL; Shares 2026-03-31 8,437; Shares 2026-06-30 8,437.
- QGRO: Country of operation —; Class US QUALITY GROW; Shares 2026-03-31 853; Shares 2026-06-30 853.
- FENY: Country of operation —; Class MSCI ENERGY IDX; Shares 2026-03-31 2,500; Shares 2026-06-30 2,500.
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2026-03-31 151; Shares 2026-06-30 151.
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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