St. Louis Financial Planners Asset Management, LLC historic quarter change: USA ETF, Added
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, St. Louis Financial Planners Asset Management, LLC opened 21 positions, added to 30, reduced 19 and sold out of 30.
- Q2 2026: Stock BSCQ; Country of operation —; Class BULSHS 2026 CB; Shares before 699,745.
- Q1 2026: Stock BIL; Country of operation —; Class STATE STREET SPD; Shares before 152,474.
- Q1 2026: Stock BSCQ; Country of operation —; Class BULSHS 2026 CB; Shares before 608,949.
- Q4 2025: Stock TFLO; Country of operation —; Class TRS FLT RT BD; Shares before 341,333.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1966171), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-07); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-02); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). 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 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 699,745 | 2,683,625 | +1,983,880 | $13,666,023 | $52,424,621 | +$38,758,598 | 2026-07-07 |
|---|
| Q1 2026 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 152,474 | 561,347 | +408,873 | $13,933,150 | $51,441,897 | +$37,508,747 | 2026-04-07 |
|---|
| Q1 2026 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 608,949 | 699,745 | +90,796 | $11,920,189 | $13,666,023 | +$1,745,834 | 2026-04-07 |
|---|
| Q4 2025 | TFLO
ISHARES TR | | TRS FLT RT BD | 341,333 | 362,429 | +21,096 | $17,268,041 | $18,288,193 | +$1,020,152 | 2026-01-07 |
|---|
| Q4 2025 | EWP
ISHARES INC | | MSCI SPAIN ETF | 29,469 | 32,443 | +2,974 | $1,458,719 | $1,749,034 | +$290,315 | 2026-01-07 |
|---|
| Q3 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 300,990 | 400,341 | +99,351 | $27,609,844 | $36,731,367 | +$9,121,523 | 2025-10-02 |
|---|
| Q3 2025 | TFLO
ISHARES TR | | TRS FLT RT BD | 296,075 | 341,333 | +45,258 | $14,996,214 | $17,268,041 | +$2,271,827 | 2025-10-02 |
|---|
| Q3 2025 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 478,128 | 505,168 | +27,040 | $9,887,692 | $10,451,939 | +$564,247 | 2025-10-02 |
|---|
| Q3 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 27,013 | 28,484 | +1,471 | $2,383,916 | $2,545,681 | +$161,765 | 2025-10-02 |
|---|
| Q2 2025 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 371,186 | 478,128 | +106,942 | $7,676,145 | $9,887,692 | +$2,211,547 | 2025-07-09 |
|---|
| Q2 2025 | TFLO
ISHARES TR | | TRS FLT RT BD | 289,221 | 296,075 | +6,854 | $14,651,945 | $14,996,214 | +$344,269 | 2025-07-09 |
|---|
| Q1 2025 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 516,560 | 619,155 | +102,595 | $47,229,142 | $56,795,131 | +$9,565,989 | 2025-04-08 |
|---|
| Q1 2025 | TFLO
ISHARES TR | | TRS FLT RT BD | 266,036 | 289,221 | +23,185 | $13,426,847 | $14,651,945 | +$1,225,098 | 2025-04-08 |
|---|
| Q1 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 18,298 | 19,786 | +1,488 | $10,724,670 | $11,068,502 | +$343,832 | 2025-04-08 |
|---|
| Q4 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 443,699 | 516,560 | +72,861 | $40,602,956 | $47,229,142 | +$6,626,186 | 2025-01-14 |
|---|
| Q4 2024 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 207,587 | 412,433 | +204,846 | $4,284,606 | $8,516,759 | +$4,232,153 | 2025-01-14 |
|---|
| Q3 2024 | BIL
SPDR SER TR | | BLOOMBERG 1-3 MO | 147,066 | 443,699 | +296,633 | $13,444,830 | $40,602,956 | +$27,158,126 | 2024-10-08 |
|---|
| Q3 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 248,911 | 267,889 | +18,978 | $12,560,052 | $13,512,328 | +$952,276 | 2024-10-08 |
|---|
| Q3 2024 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 180,589 | 207,587 | +26,998 | $3,696,675 | $4,284,606 | +$587,931 | 2024-10-08 |
|---|
| Q3 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 176,921 | 202,666 | +25,745 | $3,727,746 | $4,282,333 | +$554,587 | 2024-10-08 |
|---|
| Q2 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 13,427 | 30,836 | +17,409 | $6,974,324 | $16,816,293 | +$9,841,969 | 2024-07-12 |
|---|
| Q2 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 213,760 | 248,911 | +35,151 | $10,788,478 | $12,560,052 | +$1,771,574 | 2024-07-12 |
|---|
| Q2 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 16,642 | 17,658 | +1,016 | $3,451,565 | $4,025,096 | +$573,531 | 2024-07-12 |
|---|
| Q2 2024 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 176,353 | 180,589 | +4,236 | $3,602,909 | $3,696,675 | +$93,766 | 2024-07-12 |
|---|
| Q2 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 173,401 | 176,921 | +3,520 | $3,639,705 | $3,727,746 | +$88,041 | 2024-07-12 |
|---|
| Q1 2024 | TFLO
ISHARES TR | | TRS FLT RT BD | 196,055 | 213,760 | +17,705 | $9,894,937 | $10,788,478 | +$893,541 | 2024-04-10 |
|---|
| Q1 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 16,498 | 16,642 | +144 | $3,175,536 | $3,451,565 | +$276,029 | 2024-04-10 |
|---|
| Q1 2024 | INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J841 | United States | BULSHS 2024 CB | 163,400 | 173,401 | +10,001 | $3,412,613 | $3,639,705 | +$227,092 | 2024-04-10 |
|---|
| Q1 2024 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 165,898 | 176,353 | +10,455 | $3,393,452 | $3,602,909 | +$209,457 | 2024-04-10 |
|---|
| Q1 2024 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 10,822 | 11,020 | +198 | $1,476,032 | $1,587,340 | +$111,308 | 2024-04-10 |
|---|