Prosperitas Financial LLC 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, Prosperitas Financial LLC opened 37 positions, added to 110, reduced 68 and sold out of 26.
- Q2 2026: Stock RSPG; Country of operation —; Class S&P500 EQL ENR; Shares before 4,623.
- Q2 2026: Stock DVY; Country of operation —; Class SELECT DIVID ETF; Shares before 3,016.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 5,600.
- Q2 2026: Stock DXIV; Country of operation —; Class DIMENSIONAL INTL; Shares before 6,207.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2001016), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-19); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). 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 2023-09-30.
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