Signify Wealth historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Signify Wealth opened 10 positions, added to 36, reduced 17 and sold out of 20.
- Q4 2024: Stock ABFL; Country of operation United States; Class ABACUS FCF LEADE; Shares before 0.
- Q4 2024: Stock ABLG; Country of operation —; Class ABACUS FCF INTER; Shares before 0.
- Q4 2024: Stock XLE; Country of operation —; Class ENERGY; Shares before 0.
- Q3 2024: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1769062), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). 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 2020-12-31.
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