STEINBERGANNA WEALTH MANAGEMENT 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 3 quarters from 2025-09-30 to 2026-06-30, STEINBERGANNA WEALTH MANAGEMENT opened 18 positions, added to 90, reduced 54 and sold out of 17.
- Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 23,239.
- Q2 2026: Stock PWB; Country of operation —; Class LARGE CAP GROWTH; Shares before 7,173.
- Q2 2026: Stock XLU; Country of operation —; Class STATE STREET UTI; Shares before 8,890.
- Q2 2026: Stock XLF; Country of operation —; Class STATE STREET FIN; Shares before 6,175.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2089528), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26). 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 2025-09-30.
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