Petix & Botte Co historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Petix & Botte Co opened 137 positions, added to 0, reduced 0 and sold out of 137.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Principal before $312,953.
- Q2 2026: Stock GTO; Country of operation —; Class TOTAL RETURN; Principal before $244,868.
- Q2 2026: Stock IEFA; Country of operation —; Class CORE MSCI EAFE; Principal before $108,222.
- Q2 2026: Stock IUSG; Country of operation —; Class CORE S&P US GWT; Principal before $61,479.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803255), 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 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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 2019-12-31.
| Quarter | Stock | Country of operation | Class | Principal before | Principal after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | $312,953 | $0 | -312,953 | $23,953,262 | $0 | -$23,953,262 | 2026-08-04 |
|---|
| Q2 2026 | GTO
INVESCO ACTIVELY MANAGED EXC | | TOTAL RETURN | $244,868 | $0 | -244,868 | $11,467,189 | $0 | -$11,467,189 | 2026-08-04 |
|---|
| Q2 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | $108,222 | $0 | -108,222 | $9,797,297 | $0 | -$9,797,297 | 2026-08-04 |
|---|
| Q2 2026 | IUSG
ISHARES TR | | CORE S&P US GWT | $61,479 | $0 | -61,479 | $9,536,122 | $0 | -$9,536,122 | 2026-08-04 |
|---|
| Q2 2026 | GOVI
INVESCO EXCH TRADED FD TR II | | EQUAL WEGT 0-30 | $323,297 | $0 | -323,297 | $8,819,420 | $0 | -$8,819,420 | 2026-08-04 |
|---|
| Q2 2026 | FVD
FIRST TR EXCHANGE-TRADED FD | | SHS | $162,384 | $0 | -162,384 | $7,636,879 | $0 | -$7,636,879 | 2026-08-04 |
|---|
| Q2 2026 | IUSV
ISHARES TR | | CORE S&P US VLU | $72,917 | $0 | -72,917 | $7,455,576 | $0 | -$7,455,576 | 2026-08-04 |
|---|
| Q2 2026 | FTSM
FIRST TR EXCHANGE-TRADED FD | | FIRST TR ENH NEW | $110,543 | $0 | -110,543 | $6,608,446 | $0 | -$6,608,446 | 2026-08-04 |
|---|
| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | $67,454 | $0 | -67,454 | $6,604,094 | $0 | -$6,604,094 | 2026-08-04 |
|---|
| Q2 2026 | QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | $27,175 | $0 | -27,175 | $6,457,965 | $0 | -$6,457,965 | 2026-08-04 |
|---|
| Q2 2026 | RDVY
FIRST TR EXCHANGE TRADED FD | | RISNG DIVD ACHIV | $90,698 | $0 | -90,698 | $6,192,871 | $0 | -$6,192,871 | 2026-08-04 |
|---|
| Q2 2026 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | $121,913 | $0 | -121,913 | $6,140,792 | $0 | -$6,140,792 | 2026-08-04 |
|---|
| Q2 2026 | RWL
INVESCO EXCH TRADED FD TR II | | S&P 500 REVENUE | $51,488 | $0 | -51,488 | $5,916,431 | $0 | -$5,916,431 | 2026-08-04 |
|---|
| Q2 2026 | LMBS
FIRST TR EXCHANGE-TRADED FD | | FST LOW OPPT EFT | $106,755 | $0 | -106,755 | $5,317,416 | $0 | -$5,317,416 | 2026-08-04 |
|---|
| Q2 2026 | IJH
ISHARES TR | | CORE S&P MCP ETF | $77,619 | $0 | -77,619 | $5,241,608 | $0 | -$5,241,608 | 2026-08-04 |
|---|
| Q2 2026 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | $69,433 | $0 | -69,433 | $5,112,874 | $0 | -$5,112,874 | 2026-08-04 |
|---|
| Q2 2026 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | $11,424 | $0 | -11,424 | $4,989,902 | $0 | -$4,989,902 | 2026-08-04 |
|---|
| Q2 2026 | FTGC
FIRST TR EXCHANGE TRAD FD VI | | FST TR GLB FD | $165,504 | $0 | -165,504 | $4,751,590 | $0 | -$4,751,590 | 2026-08-04 |
|---|
| Q2 2026 | VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | $53,528 | $0 | -53,528 | $4,429,535 | $0 | -$4,429,535 | 2026-08-04 |
|---|
| Q2 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | $13,249 | $0 | -13,249 | $4,250,710 | $0 | -$4,250,710 | 2026-08-04 |
|---|
| Q2 2026 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | $6,996 | $0 | -6,996 | $4,038,499 | $0 | -$4,038,499 | 2026-08-04 |
|---|
| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | $3,992 | $0 | -3,992 | $3,977,680 | $0 | -$3,977,680 | 2026-08-04 |
|---|
| Q2 2026 | FALN
ISHARES TR | | FALN ANGLS USD | $123,236 | $0 | -123,236 | $3,292,814 | $0 | -$3,292,814 | 2026-08-04 |
|---|
| Q2 2026 | CWB
SPDR SERIES TRUST | | STATE STREET SPD | $35,547 | $0 | -35,547 | $3,253,069 | $0 | -$3,253,069 | 2026-08-04 |
|---|
| Q2 2026 | FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | $67,964 | $0 | -67,964 | $3,044,699 | $0 | -$3,044,699 | 2026-08-04 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | $11,691 | $0 | -11,691 | $2,967,156 | $0 | -$2,967,156 | 2026-08-04 |
|---|
| Q2 2026 | PZA
INVESCO EXCH TRADED FD TR II | | NATL AMT MUNI | $94,239 | $0 | -94,239 | $2,165,609 | $0 | -$2,165,609 | 2026-08-04 |
|---|
| Q2 2026 | SRLN
SSGA ACTIVE ETF TR | | STATE STREET BLA | $53,629 | $0 | -53,629 | $2,152,587 | $0 | -$2,152,587 | 2026-08-04 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | $32,832 | $0 | -32,832 | $2,011,252 | $0 | -$2,011,252 | 2026-08-04 |
|---|
| Q2 2026 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | $10,875 | $0 | -10,875 | $2,003,802 | $0 | -$2,003,802 | 2026-08-04 |
|---|
| Q2 2026 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | $12,714 | $0 | -12,714 | $1,883,067 | $0 | -$1,883,067 | 2026-08-04 |
|---|
| Q2 2026 | VB
VANGUARD INDEX FDS | | SMALL CP ETF | $6,681 | $0 | -6,681 | $1,749,381 | $0 | -$1,749,381 | 2026-08-04 |
|---|
| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | $17,655 | $0 | -17,655 | $1,637,317 | $0 | -$1,637,317 | 2026-08-04 |
|---|
| Q2 2026 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | $31,781 | $0 | -31,781 | $1,527,067 | $0 | -$1,527,067 | 2026-08-04 |
|---|
| Q2 2026 | FV
FIRST TR EXCHANGE TRADED FD | | DORSEY WRT 5 ETF | $25,125 | $0 | -25,125 | $1,518,473 | $0 | -$1,518,473 | 2026-08-04 |
|---|
| Q2 2026 | PWR
QUANTA SVCS INC | United States | COM | $2,112 | $0 | -2,112 | $1,159,530 | $0 | -$1,159,530 | 2026-08-04 |
|---|
| Q2 2026 | IWF
ISHARES TR | | RUS 1000 GRW ETF | $2,419 | $0 | -2,419 | $1,031,300 | $0 | -$1,031,300 | 2026-08-04 |
|---|
| Q2 2026 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | $11,460 | $0 | -11,460 | $1,016,512 | $0 | -$1,016,512 | 2026-08-04 |
|---|
| Q2 2026 | SRE
SEMPRA | United States | COM | $10,347 | $0 | -10,347 | $1,005,419 | $0 | -$1,005,419 | 2026-08-04 |
|---|
| Q2 2026 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | $4,586 | $0 | -4,586 | $986,374 | $0 | -$986,374 | 2026-08-04 |
|---|
| Q2 2026 | VO
VANGUARD INDEX FDS | | MID CAP ETF | $3,351 | $0 | -3,351 | $962,054 | $0 | -$962,054 | 2026-08-04 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | $2,564 | $0 | -2,564 | $949,255 | $0 | -$949,255 | 2026-08-04 |
|---|
| Q2 2026 | IDV
ISHARES TR | | INTL SEL DIV ETF | $22,293 | $0 | -22,293 | $948,820 | $0 | -$948,820 | 2026-08-04 |
|---|
| Q2 2026 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | $10,227 | $0 | -10,227 | $947,940 | $0 | -$947,940 | 2026-08-04 |
|---|
| Q2 2026 | VHT
VANGUARD WORLD FD | | HEALTH CAR ETF | $3,337 | $0 | -3,337 | $908,767 | $0 | -$908,767 | 2026-08-04 |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | $5,175 | $0 | -5,175 | $902,558 | $0 | -$902,558 | 2026-08-04 |
|---|
| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | $6,576 | $0 | -6,576 | $846,825 | $0 | -$846,825 | 2026-08-04 |
|---|
| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | $2,509 | $0 | -2,509 | $779,772 | $0 | -$779,772 | 2026-08-04 |
|---|
| Q2 2026 | NOBL
PROSHARES TR | | S&P 500 DV ARIST | $6,989 | $0 | -6,989 | $740,904 | $0 | -$740,904 | 2026-08-04 |
|---|
| Q2 2026 | MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | $4,850 | $0 | -4,850 | $703,008 | $0 | -$703,008 | 2026-08-04 |
|---|
| Q2 2026 | IWM
ISHARES TR | | RUSSELL 2000 ETF | $2,614 | $0 | -2,614 | $648,221 | $0 | -$648,221 | 2026-08-04 |
|---|
| Q2 2026 | VTV
VANGUARD INDEX FDS | | VALUE ETF | $3,273 | $0 | -3,273 | $642,162 | $0 | -$642,162 | 2026-08-04 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | $2,170 | $0 | -2,170 | $624,006 | $0 | -$624,006 | 2026-08-04 |
|---|
| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | $1,406 | $0 | -1,406 | $604,988 | $0 | -$604,988 | 2026-08-04 |
|---|
| Q2 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | $8,375 | $0 | -8,375 | $584,252 | $0 | -$584,252 | 2026-08-04 |
|---|
| Q2 2026 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | $2,685 | $0 | -2,685 | $583,360 | $0 | -$583,360 | 2026-08-04 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | $1,874 | $0 | -1,874 | $580,023 | $0 | -$580,023 | 2026-08-04 |
|---|
| Q2 2026 | IVW
ISHARES TR | | S&P 500 GRWT ETF | $4,667 | $0 | -4,667 | $527,884 | $0 | -$527,884 | 2026-08-04 |
|---|
| Q2 2026 | IYW
ISHARES TR | | U.S. TECH ETF | $2,879 | $0 | -2,879 | $522,326 | $0 | -$522,326 | 2026-08-04 |
|---|
| Q2 2026 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | $10,117 | $0 | -10,117 | $512,001 | $0 | -$512,001 | 2026-08-04 |
|---|
| Q2 2026 | OMFL
INVESCO EXCH TRD SLF IDX FD | | RUSL 1000 DYNM | $8,451 | $0 | -8,451 | $508,074 | $0 | -$508,074 | 2026-08-04 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | $687 | $0 | -687 | $486,713 | $0 | -$486,713 | 2026-08-04 |
|---|
| Q2 2026 | AFL
AFLAC INC | United States | COM | $4,310 | $0 | -4,310 | $472,850 | $0 | -$472,850 | 2026-08-04 |
|---|
| Q2 2026 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | $8,293 | $0 | -8,293 | $448,178 | $0 | -$448,178 | 2026-08-04 |
|---|
| Q2 2026 | MDY
STATE STR SPDR S&P MIDCAP 40 | | UTSER1 S&PDCRP | $725 | $0 | -725 | $447,151 | $0 | -$447,151 | 2026-08-04 |
|---|
| Q2 2026 | TKO
TKO GROUP HOLDINGS INC | United States | CL A | $2,044 | $0 | -2,044 | $412,173 | $0 | -$412,173 | 2026-08-04 |
|---|
| Q2 2026 | GOVT
ISHARES TR | | US TREAS BD ETF | $17,919 | $0 | -17,919 | $410,522 | $0 | -$410,522 | 2026-08-04 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | $446 | $0 | -446 | $410,218 | $0 | -$410,218 | 2026-08-04 |
|---|
| Q2 2026 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | $6,290 | $0 | -6,290 | $403,065 | $0 | -$403,065 | 2026-08-04 |
|---|
| Q2 2026 | HD
HOME DEPOT INC | United States | COM | $1,202 | $0 | -1,202 | $395,329 | $0 | -$395,329 | 2026-08-04 |
|---|
| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | $815 | $0 | -815 | $390,548 | $0 | -$390,548 | 2026-08-04 |
|---|
| Q2 2026 | USHY
ISHARES TR | | BROAD USD HIGH | $10,087 | $0 | -10,087 | $371,604 | $0 | -$371,604 | 2026-08-04 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | $1,295 | $0 | -1,295 | $371,484 | $0 | -$371,484 | 2026-08-04 |
|---|
| Q2 2026 | TJX
TJX COS INC NEW | United States | COM | $2,229 | $0 | -2,229 | $355,971 | $0 | -$355,971 | 2026-08-04 |
|---|
| Q2 2026 | VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | $1,715 | $0 | -1,715 | $352,946 | $0 | -$352,946 | 2026-08-04 |
|---|
| Q2 2026 | BAC
BANK AMERICA CORP | United States | COM | $7,239 | $0 | -7,239 | $352,901 | $0 | -$352,901 | 2026-08-04 |
|---|
| Q2 2026 | HYG
ISHARES TR | | IBOXX HI YD ETF | $4,353 | $0 | -4,353 | $346,330 | $0 | -$346,330 | 2026-08-04 |
|---|
| Q2 2026 | MBB
ISHARES TR | | MBS ETF | $3,621 | $0 | -3,621 | $343,813 | $0 | -$343,813 | 2026-08-04 |
|---|
| Q2 2026 | GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | $6,823 | $0 | -6,823 | $341,987 | $0 | -$341,987 | 2026-08-04 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | $536 | $0 | -536 | $306,662 | $0 | -$306,662 | 2026-08-04 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | $1,454 | $0 | -1,454 | $302,824 | $0 | -$302,824 | 2026-08-04 |
|---|
| Q2 2026 | SLV
ISHARES SILVER TR | United States | ISHARES | $4,276 | $0 | -4,276 | $291,366 | $0 | -$291,366 | 2026-08-04 |
|---|
| Q2 2026 | KO
COCA COLA CO | United States | COM | $3,715 | $0 | -3,715 | $282,525 | $0 | -$282,525 | 2026-08-04 |
|---|
| Q2 2026 | VONV
VANGUARD SCOTTSDALE FDS | | VNG RUS1000VAL | $2,976 | $0 | -2,976 | $278,971 | $0 | -$278,971 | 2026-08-04 |
|---|
| Q2 2026 | VV
VANGUARD INDEX FDS | | LARGE CAP ETF | $919 | $0 | -919 | $274,565 | $0 | -$274,565 | 2026-08-04 |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | $1,348 | $0 | -1,348 | $274,223 | $0 | -$274,223 | 2026-08-04 |
|---|
| Q2 2026 | VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | $1,029 | $0 | -1,029 | $264,813 | $0 | -$264,813 | 2026-08-04 |
|---|
| Q2 2026 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | $855 | $0 | -855 | $258,424 | $0 | -$258,424 | 2026-08-04 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | $848 | $0 | -848 | $249,447 | $0 | -$249,447 | 2026-08-04 |
|---|
| Q2 2026 | XMLV
INVESCO EXCH TRADED FD TR II | | S&P MIDCP LOW | $3,864 | $0 | -3,864 | $243,331 | $0 | -$243,331 | 2026-08-04 |
|---|
| Q2 2026 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | $3,112 | $0 | -3,112 | $240,203 | $0 | -$240,203 | 2026-08-04 |
|---|
| Q2 2026 | ASML
ASML HLDG NV | | N Y REGISTRY SHS | $175 | $0 | -175 | $231,186 | $0 | -$231,186 | 2026-08-04 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | $2,373 | $0 | -2,373 | $228,165 | $0 | -$228,165 | 2026-08-04 |
|---|
| Q2 2026 | WM
WASTE MGMT INC DEL | United States | COM | $982 | $0 | -982 | $225,655 | $0 | -$225,655 | 2026-08-04 |
|---|
| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | $1,527 | $0 | -1,527 | $220,560 | $0 | -$220,560 | 2026-08-04 |
|---|
| Q2 2026 | VGT
VANGUARD WORLD FD | | INF TECH ETF | $302 | $0 | -302 | $211,045 | $0 | -$211,045 | 2026-08-04 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | $935 | $0 | -935 | $203,354 | $0 | -$203,354 | 2026-08-04 |
|---|
| Q2 2026 | INTC
INTEL CORP | United States | COM | $4,389 | $0 | -4,389 | $193,687 | $0 | -$193,687 | 2026-08-04 |
|---|
| Q2 2026 | LEU
CENTRUS ENERGY CORP | United States | CL A | $1,089 | $0 | -1,089 | $189,040 | $0 | -$189,040 | 2026-08-04 |
|---|
| Q2 2026 | PFF
ISHARES TR | | PFD AND INCM SEC | $6,100 | $0 | -6,100 | $184,938 | $0 | -$184,938 | 2026-08-04 |
|---|
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