Prosperity Wealth Management, Inc. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Prosperity Wealth Management, Inc. opened 36 positions, added to 52, reduced 34, sold out of 22 and left 6 unchanged. The largest increase in value was SPHY (+$5,298,670); the largest decrease was SPHY (-$5,557,085).
- BITO: Country of operation —; Class BITCOIN ETF; Shares 2025-09-30 23,940; Shares 2025-12-31 23,940.
- IWF: Country of operation —; Class RUS 1000 GRW ETF; Shares 2025-09-30 2,485; Shares 2025-12-31 2,485.
- AUGT: Country of operation —; Class ALLIANZIM US LGR; Shares 2025-09-30 14,422; Shares 2025-12-31 14,422.
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2025-09-30 1,726; Shares 2025-12-31 1,726.
Two Form 13F-HR filings compared (SEC CIK 1991463): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-03-27). 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; share change is the position change.
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