Papamarkou Wellner Asset Management 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 6 quarters from 2024-12-31 to 2026-06-30, Papamarkou Wellner Asset Management inc. opened 4 positions, added to 4, reduced 5 and sold out of 6.
- Q4 2025: Stock USG; Country of operation —; Class GOLD STRATEGY; Shares before 0.
- Q4 2025: Stock EMO; Country of operation —; Class COM; Shares before 0.
- Q4 2025: Stock BGX; Country of operation —; Class COM SHS BN INT; Shares before 0.
- Q4 2025: Stock DBL; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2063952), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14). 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 2024-12-31.
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