Stonebridge Financial Group, LLC / MO 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 2 quarters from 2025-12-31 to 2026-06-30, Stonebridge Financial Group, LLC / MO opened 31 positions, added to 64, reduced 21 and sold out of 17.
- Q2 2026: Stock SYFI; Country of operation —; Class SHORT DURATION H; Shares before 100,341.
- Q2 2026: Stock VFLO; Country of operation —; Class SHARES FREE CASH; Shares before 34,001.
- Q2 2026: Stock CGGO; Country of operation —; Class SHS CREATION UNI; Shares before 38,045.
- Q2 2026: Stock CGDV; Country of operation —; Class SHS CREATION UNI; Shares before 22,738.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109198), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17). 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 2025-12-31.
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