Advertisement
Screener

St. Louis Financial Planners Asset Management, LLC Last Quarter Change: USA ETF, Reduced

St. Louis Financial Planners Asset Management, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, St. Louis Financial Planners Asset Management, LLC opened 1 positions, added to 1, reduced 1, sold out of 4 and left 0 unchanged. The largest increase in value was BSCQ (+$38,758,598); the largest decrease was BIL (-$51,441,897).

  • TFLO: Country of operation —; Class TRS FLT RT BD; Shares 2026-03-31 360,431; Shares 2026-06-30 61,513.

Two Form 13F-HR filings compared (SEC CIK 1966171): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-07). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
TFLO
ISHARES TR
TRS FLT RT BD360,43161,513-298,918$18,248,634$3,107,680-$15,140,954

Similar Firms

Firm NameCountry13F ValueHoldings
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCUnited States$0.176B81
RPS ADVISORY SOLUTIONS LLCUnited States$0.176B108
Steadtrust LLCUnited States$0.176B123
Cornerstone Wealth Partners, LLCUnited States$0.176B19
XXI WEALTH, LLCUnited States$0.177B209
PARAGON FINANCIAL PARTNERS, INC.United States$0.177B77
Lexington Hill Partners, LLCUnited States$0.177B78
Beacon Financial Strategies CORPUnited States$0.176B178
NVP Associates, LLCUnited States$0.176B5
SECURED RETIREMENT ADVISORS, LLCUnited States$0.177B130