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Pandora Wealth, Inc. Historic Quarter Change: USA ETF, Added

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Pandora Wealth, Inc. historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2025-03-31 to 2025-12-31, Pandora Wealth, Inc. opened 6 positions, added to 21, reduced 43 and sold out of 16.

  • Q4 2025: Stock IVV; Country of operation —; Class ETF; Shares before 21,210.
  • Q4 2025: Stock FRDM; Country of operation —; Class ETF; Shares before 43,989.
  • Q4 2025: Stock QQQ; Country of operation —; Class ETF; Shares before 3,452.
  • Q4 2025: Stock DRSK; Country of operation —; Class ETF; Shares before 369,713.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2045414), 3 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25). 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 2025-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025IVV
ISHARES CORE S&P 500 ETF		ETF21,21021,271+61$14,195,853$14,569,359+$373,5062026-02-04
Q4 2025FRDM
FREEDOM 100 EMERGING MARKETS ETF		ETF43,98944,806+817$1,949,153$2,297,204+$348,0512026-02-04
Q4 2025QQQ
INVESCO QQQ TRUST SERIES I		ETF3,4523,482+30$2,072,477$2,139,027+$66,5502026-02-04
Q4 2025DRSK
APTUS DEFINED RISK ETF		ETF369,713373,268+3,555$10,658,826$10,626,940-$31,8862026-02-04
Q3 2025DRSK
APTUS DEFINED RISK ETF		ETF276,504369,713+93,209$7,946,725$10,658,826+$2,712,1012025-11-03
Q3 2025IVV
ISHARES CORE S&P 500 ETF		ETF21,13621,210+74$13,123,342$14,195,853+$1,072,5112025-11-03
Q3 2025ACIO
APTUS COLLARED INVESTMENT OPPORTUNITY ETF		ETF326,421326,514+93$13,513,829$14,180,503+$666,6742025-11-03
Q3 2025VUG
VANGUARD GROWTH ETF		ETF14,09014,149+59$6,177,056$6,786,002+$608,9462025-11-03
Q3 2025EFA
ISHARES MSCI EAFE ETF		ETF45,01145,186+175$4,023,533$4,219,017+$195,4842025-11-03
Q3 2025USA
LIBERTY ALL STAR EQUITY FD SH BEN INT		CEF2,2142,274+60$15,077$14,417-$6602025-11-03
Q2 2025IVV
ISHARES CORE S&P 500 ETF		ETF21,13121,136+5$11,873,509$13,123,342+$1,249,8332025-07-25
Q2 2025DRSK
APTUS DEFINED RISK ETF		ETF275,686276,504+818$7,517,957$7,946,725+$428,7682025-07-25
Q2 2025EFA
ISHARES MSCI EAFE ETF		ETF44,03645,011+975$3,599,062$4,023,533+$424,4712025-07-25
Q2 2025SPY
SPDR S&P 500 ETF TRUST		ETF4,1184,306+188$2,303,568$2,660,462+$356,8942025-07-25
Q2 2025FRDM
FREEDOM 100 EMERGING MARKETS ETF		ETF44,89445,188+294$1,573,637$1,825,595+$251,9582025-07-25
Q2 2025IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF		ETF20,44921,501+1,052$1,103,633$1,290,705+$187,0722025-07-25
Q2 2025EEM
ISHARES MSCI EMERGING MARKETS ETF		ETF8,3519,641+1,290$364,939$465,082+$100,1432025-07-25
Q2 2025IWM
ISHARES RUSSELL 2000 ETF		ETF1,8421,942+100$367,461$419,064+$51,6032025-07-25
Q2 2025IJR
ISHARES CORE S&P SMALL CAP ETF		ETF2,3002,545+245$240,511$278,143+$37,6322025-07-25
Q2 2025ACWI
ISHARES MSCI ACWI ETF		ETF632672+40$73,558$86,419+$12,8612025-07-25
Q2 2025USA
LIBERTY ALL STAR EQUITY FD SH BEN INT		CEF2,1662,214+48$14,187$15,077+$8902025-07-25

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