Strategic Wealth Investment Group, LLC historic quarter change: Foreign ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), over 9 quarters from 2023-12-31 to 2026-06-30, Strategic Wealth Investment Group, LLC opened 5 positions, added to 3, reduced 3 and sold out of 5.
- Q2 2025: Stock IXC; Country of operation —; Class GLOBAL ENERG ETF; Shares before 0.
- Q1 2025: Stock IXC; Country of operation —; Class UIT EXCHANGE TRADED; Shares before 0.
- Q4 2024: Stock IXC; Country of operation —; Class SPON ADR REP A; Shares before 0.
- Q4 2024: Stock IEFA; Country of operation —; Class SPONSORED ADS; 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.
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