Paulson Wealth Management 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 10 quarters from 2023-12-31 to 2026-06-30, Paulson Wealth Management Inc. opened 40 positions, added to 225, reduced 250 and sold out of 34.
- Q2 2026: Stock CWB; Country of operation —; Class STATE STREET SPD; Shares before 100,332.
- Q2 2026: Stock SPSM; Country of operation —; Class STATE STREET SPD; Shares before 142,248.
- Q2 2026: Stock INMU; Country of operation —; Class ISHARES INTERMED; Shares before 229,364.
- Q2 2026: Stock SHM; Country of operation —; Class STATE STREET SPD; Shares before 102,017.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1731878), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | CWB
SPDR SERIES TRUST | | STATE STREET SPD | 100,332 | 0 | -100,332 | $9,182,361 | $0 | -$9,182,361 | 2026-08-04 |
|---|
| Q2 2026 | SPSM
SPDR SERIES TRUST | | STATE STREET SPD | 142,248 | 0 | -142,248 | $6,873,423 | $0 | -$6,873,423 | 2026-08-04 |
|---|
| Q2 2026 | INMU
BLACKROCK ETF TRUST II | | ISHARES INTERMED | 229,364 | 0 | -229,364 | $5,484,093 | $0 | -$5,484,093 | 2026-08-04 |
|---|
| Q2 2026 | SHM
SPDR SERIES TRUST | | STATE STREET SPD | 102,017 | 0 | -102,017 | $4,879,497 | $0 | -$4,879,497 | 2026-08-04 |
|---|
| Q2 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 12,780 | 0 | -12,780 | $1,171,159 | $0 | -$1,171,159 | 2026-08-04 |
|---|
| Q2 2026 | SPTM
SPDR SERIES TRUST | | STATE STREET SPD | 14,396 | 0 | -14,396 | $1,138,148 | $0 | -$1,138,148 | 2026-08-04 |
|---|
| Q2 2026 | MMIN
NEW YORK LIFE INVTS ACTIVE E | | NYLI MACKAY MUNI | 30,788 | 0 | -30,788 | $729,983 | $0 | -$729,983 | 2026-08-04 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 2,884 | 0 | -2,884 | $383,284 | $0 | -$383,284 | 2026-08-04 |
|---|
| Q2 2026 | ESIX
SPDR SERIES TRUST | | STATE STREET SPD | 9,805 | 0 | -9,805 | $311,150 | $0 | -$311,150 | 2026-08-04 |
|---|
| Q1 2026 | IWV
ISHARES TR | | RUSSELL 3000 ETF | 2,938 | 0 | -2,938 | $1,136,565 | $0 | -$1,136,565 | 2026-05-08 |
|---|
| Q1 2026 | QQQE
DIREXION SHS ETF TR | | NAS100 EQL WGT | 10,186 | 0 | -10,186 | $1,042,130 | $0 | -$1,042,130 | 2026-05-08 |
|---|
| Q1 2026 | IUSG
ISHARES TR | | CORE S&P US GWT | 3,221 | 0 | -3,221 | $540,935 | $0 | -$540,935 | 2026-05-08 |
|---|
| Q4 2025 | CWB
SPDR SERIES TRUST | | BBG CONV SEC ETF | 161,948 | 0 | -161,948 | $14,656,262 | $0 | -$14,656,262 | 2026-02-05 |
|---|
| Q4 2025 | SPSM
SPDR SERIES TRUST | | PORTFOLIO S&P600 | 121,445 | 0 | -121,445 | $5,625,332 | $0 | -$5,625,332 | 2026-02-05 |
|---|
| Q4 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 25,459 | 0 | -25,459 | $2,335,863 | $0 | -$2,335,863 | 2026-02-05 |
|---|
| Q4 2025 | SHM
SPDR SERIES TRUST | | NUVEEN ICE SHORT | 43,426 | 0 | -43,426 | $2,094,026 | $0 | -$2,094,026 | 2026-02-05 |
|---|
| Q4 2025 | BSMP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 MUNI | 51,825 | 0 | -51,825 | $1,271,008 | $0 | -$1,271,008 | 2026-02-05 |
|---|
| Q4 2025 | SPTM
SPDR SERIES TRUST | | PORTFOLI S&P1500 | 15,162 | 0 | -15,162 | $1,222,815 | $0 | -$1,222,815 | 2026-02-05 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 1,442 | 0 | -1,442 | $406,442 | $0 | -$406,442 | 2026-02-05 |
|---|
| Q4 2025 | ESIX
SPDR SERIES TRUST | | SPDR S&P SMALLCA | 8,400 | 0 | -8,400 | $263,473 | $0 | -$263,473 | 2026-02-05 |
|---|
| Q3 2025 | PRF
INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 16,185 | 0 | -16,185 | $684,140 | $0 | -$684,140 | 2025-11-03 |
|---|
| Q3 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 7,616 | 0 | -7,616 | $472,344 | $0 | -$472,344 | 2025-11-03 |
|---|
| Q3 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 2,592 | 0 | -2,592 | $283,280 | $0 | -$283,280 | 2025-11-03 |
|---|
| Q3 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 10,279 | 0 | -10,279 | $227,172 | $0 | -$227,172 | 2025-11-03 |
|---|
| Q2 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 93,675 | 0 | -93,675 | $10,347,368 | $0 | -$10,347,368 | 2025-08-06 |
|---|
| Q2 2025 | SHM
SPDR SER TR | | NUVEEN BLMBRG SH | 47,501 | 0 | -47,501 | $2,261,048 | $0 | -$2,261,048 | 2025-08-06 |
|---|
| Q2 2025 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 2,878 | 0 | -2,878 | $260,548 | $0 | -$260,548 | 2025-08-06 |
|---|
| Q2 2025 | DVY
ISHARES TR | | SELECT DIVID ETF | 1,611 | 0 | -1,611 | $216,361 | $0 | -$216,361 | 2025-08-06 |
|---|
| Q2 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 2,829 | 0 | -2,829 | $214,008 | $0 | -$214,008 | 2025-08-06 |
|---|
| Q1 2025 | PRF
INVESCO EXCHANGE TRADED FD T | | FTSE RAFI 1000 | 16,185 | 0 | -16,185 | $652,903 | $0 | -$652,903 | 2025-05-12 |
|---|
| Q4 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J536 | | BULSHS 2024 MUNI | 39,596 | 0 | -39,596 | $982,773 | $0 | -$982,773 | 2025-02-13 |
|---|
| Q4 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 5,200 | 0 | -5,200 | $248,819 | $0 | -$248,819 | 2025-02-13 |
|---|
| Q3 2024 | MMIN
INDEXIQ ACTIVE ETF TR | | IQ MACKAY INSRED | 80,267 | 0 | -80,267 | $1,928,015 | $0 | -$1,928,015 | 2024-11-05 |
|---|
| Q2 2024 | SLYV
SPDR SER TR | | S&P 600 SMCP VAL | 2,804 | 0 | -2,804 | $232,609 | $0 | -$232,609 | 2024-07-25 |
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