SYSTM Wealth Solutions LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, SYSTM Wealth Solutions LLC opened 2 positions, added to 6, reduced 11, sold out of 9 and left 0 unchanged. The largest increase in value was SPTS (+$10,827); the largest decrease was USFR (-$9,464).
- TLH: Country of operation —; Class 10-20 YR TRS ETF; Shares 2024-06-30 148; Shares 2024-09-30 68.
- JMBS: Country of operation —; Class HENDERSON MTG; Shares 2024-06-30 414; Shares 2024-09-30 316.
- IQLT: Country of operation —; Class MSCI INTL QUALTY; Shares 2024-06-30 143; Shares 2024-09-30 86.
- IXJ: Country of operation —; Class GLOB HLTHCRE ETF; Shares 2024-06-30 61; Shares 2024-09-30 38.
Two Form 13F-HR filings compared (SEC CIK 1961893): 2024-06-30 (filed 2024-08-12) and 2024-09-30 (filed 2024-11-14). 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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