Strategic Wealth Investment Group, LLC quarter change: USA ETF, New
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, Strategic Wealth Investment Group, LLC opened 17 positions, added to 16, reduced 12, sold out of 11 and left 0 unchanged. The largest increase in value was SPTI (+$64,054,492); the largest decrease was SPTI (-$63,477,010).
- SPTI: Country of operation —; Class ST INTER ETF; Shares 2026-03-31 0; Shares 2026-06-30 2,256,234.
- BCUS: Country of operation —; Class BANC US LARG ETF; Shares 2026-03-31 0; Shares 2026-06-30 1,039,253.
- SPTL: Country of operation —; Class ST LON TREAS ETF; Shares 2026-03-31 0; Shares 2026-06-30 860,439.
- BIL: Country of operation —; Class ST STR BLO 1 ETF; Shares 2026-03-31 0; Shares 2026-06-30 131,216.
Two Form 13F-HR filings compared (SEC CIK 1802365): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-04). 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.
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