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Strategic Wealth Investment Group, LLC Historic Quarter Change: USA ETF, New

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Strategic Wealth Investment Group, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, Strategic Wealth Investment Group, LLC opened 269 positions, added to 83, reduced 79 and sold out of 267.

  • Q2 2026: Stock SPTI; Country of operation —; Class ST INTER ETF; Shares before 0.
  • Q2 2026: Stock BCUS; Country of operation —; Class BANC US LARG ETF; Shares before 0.
  • Q2 2026: Stock SPTL; Country of operation —; Class ST LON TREAS ETF; Shares before 0.
  • Q2 2026: Stock BIL; Country of operation —; Class ST STR BLO 1 ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802365), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2023-12-31 to 2024-06-30, filed 2024-08-13). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPTI
SPDR SERIES TRUST		ST INTER ETF02,256,234+2,256,234$0$64,054,492+$64,054,4922026-08-04
Q2 2026BCUS
EXCHANGE LISTED FDS TR		BANC US LARG ETF01,039,253+1,039,253$0$38,497,967+$38,497,9672026-08-04
Q2 2026SPTL
SPDR SERIES TRUST		ST LON TREAS ETF0860,439+860,439$0$22,569,307+$22,569,3072026-08-04
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF0131,216+131,216$0$12,024,622+$12,024,6222026-08-04
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF0256,746+256,746$0$11,640,868+$11,640,8682026-08-04
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ0211,700+211,700$0$6,713,022+$6,713,0222026-08-04
Q2 2026BLOK
AMPLIFY ETF TR		BLOCK TECHN ETF029,660+29,660$0$1,857,625+$1,857,6252026-08-04
Q2 2026VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP05,499+5,499$0$1,684,344+$1,684,3442026-08-04
Q2 2026IJT
ISHARES TR		S&P SML 600 GWT06,404+6,404$0$1,143,686+$1,143,6862026-08-04
Q2 2026SPGM
SPDR INDEX SHS FDS		ST STR MSCI GLB07,604+7,604$0$651,404+$651,4042026-08-04
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT012,533+12,533$0$591,558+$591,5582026-08-04
Q2 2026FDCF
FIDELITY COVINGTON TRUST		DISRU COMMU ETF09,789+9,789$0$489,048+$489,0482026-08-04
Q2 2026CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREAT UNIT07,206+7,206$0$355,112+$355,1122026-08-04
Q2 2026IVW
ISHARES TR		S&P 500 GRWT ETF01,686+1,686$0$231,860+$231,8602026-08-04
Q2 2026SUSA
ISHARES TR		ESG OPTIMIZED01,374+1,374$0$212,008+$212,0082026-08-04
Q2 2026XT
ISHARES TR		FUTU EXPO TE ETF02,555+2,555$0$211,087+$211,0872026-08-04
Q2 2026IVE
ISHARES TR		S&P 500 VAL ETF0916+916$0$208,081+$208,0812026-08-04

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