UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC quarter change: USA ETF, Unchanged
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, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC opened 2 positions, added to 6, reduced 5, sold out of 2 and left 16 unchanged. The largest increase in value was DFVX (+$3,782,964); the largest decrease was DFVX (-$3,468,568).
- IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 21,509; Shares 2026-06-30 21,509.
- ITOT: Country of operation —; Class CORE S&P TTL STK; Shares 2026-03-31 32,902; Shares 2026-06-30 32,902.
- RSP: Country of operation —; Class S&P500 EQL WGT; Shares 2026-03-31 3,601; Shares 2026-06-30 3,601.
- MDY: Country of operation —; Class UTSER1 S&PDCRP; Shares 2026-03-31 1,537; Shares 2026-06-30 1,537.
Two Form 13F-HR filings compared (SEC CIK 2011649): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-07). 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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