Valtinson Bruner Financial Planning LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Valtinson Bruner Financial Planning LLC opened 162 positions, added to 291, reduced 426 and sold out of 108.
- Q2 2026: Stock XTWY; Country of operation —; Class BLOOMBERG TWENTY; Shares before 591,669.
- Q2 2026: Stock BUFR; Country of operation —; Class FT VEST LADDERED; Shares before 622,088.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 218,859.
- Q2 2026: Stock SPYV; Country of operation —; Class STATE STREET SPD; Shares before 251,354.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1761450), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | XTWY
BONDBLOXX ETF TRUST | | BLOOMBERG TWENTY | 591,669 | 0 | -591,669 | $22,240,822 | $0 | -$22,240,822 | 2026-08-03 |
|---|
| Q2 2026 | BUFR
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 622,088 | 0 | -622,088 | $21,007,912 | $0 | -$21,007,912 | 2026-08-03 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 218,859 | 0 | -218,859 | $16,751,430 | $0 | -$16,751,430 | 2026-08-03 |
|---|
| Q2 2026 | SPYV
SPDR SERIES TRUST | | STATE STREET SPD | 251,354 | 0 | -251,354 | $14,221,605 | $0 | -$14,221,605 | 2026-08-03 |
|---|
| Q2 2026 | BUFQ
FIRST TR EXCHNG TRADED FD VI | | FT VEST LADDERED | 390,643 | 0 | -390,643 | $13,797,511 | $0 | -$13,797,511 | 2026-08-03 |
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| Q2 2026 | DDFO
INNOVATOR ETFS TRUST | | EQUITY DUAL DIRE | 491,572 | 0 | -491,572 | $10,545,006 | $0 | -$10,545,006 | 2026-08-03 |
|---|
| Q2 2026 | SPDW
SPDR INDEX SHS FDS | | STATE STREET SPD | 227,987 | 0 | -227,987 | $10,407,586 | $0 | -$10,407,586 | 2026-08-03 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS | | STATE STREET SPD | 191,350 | 0 | -191,350 | $8,976,217 | $0 | -$8,976,217 | 2026-08-03 |
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| Q2 2026 | SRLN
SSGA ACTIVE ETF TR | | STATE STREET BLA | 119,235 | 0 | -119,235 | $4,786,099 | $0 | -$4,786,099 | 2026-08-03 |
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| Q2 2026 | SEPZ
ELEVATION SERIES TRUST | | TRUESHARES STRUC | 51,196 | 0 | -51,196 | $2,079,161 | $0 | -$2,079,161 | 2026-08-03 |
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| Q2 2026 | EMHC
SPDR SERIES TRUST | | STATE STREET SPD | 79,006 | 0 | -79,006 | $1,959,337 | $0 | -$1,959,337 | 2026-08-03 |
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| Q2 2026 | EBND
SPDR SERIES TRUST | | BLOOMBERG EMERGI | 87,463 | 0 | -87,463 | $1,805,235 | $0 | -$1,805,235 | 2026-08-03 |
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| Q2 2026 | BSTP
INNOVATOR ETFS TRUST | | BUFFER STEP UP S | 49,786 | 0 | -49,786 | $1,792,719 | $0 | -$1,792,719 | 2026-08-03 |
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| Q2 2026 | FISR
SSGA ACTIVE TR | | STATE STREET FIX | 58,441 | 0 | -58,441 | $1,503,090 | $0 | -$1,503,090 | 2026-08-03 |
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| Q2 2026 | QUS
SPDR SERIES TRUST | | STATE STREET SPD | 3,452 | 0 | -3,452 | $592,433 | $0 | -$592,433 | 2026-08-03 |
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| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 5,248 | 0 | -5,248 | $513,832 | $0 | -$513,832 | 2026-08-03 |
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| Q2 2026 | AUGZ
ELEVATION SERIES TRUST | | TRUESHARES STRUC | 11,524 | 0 | -11,524 | $468,369 | $0 | -$468,369 | 2026-08-03 |
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| Q2 2026 | SPMD
SPDR SERIES TRUST | | STATE STREET SPD | 7,282 | 0 | -7,282 | $431,244 | $0 | -$431,244 | 2026-08-03 |
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| Q2 2026 | SPIB
SPDR SERIES TRUST | | STATE STREET SPD | 11,220 | 0 | -11,220 | $376,319 | $0 | -$376,319 | 2026-08-03 |
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| Q2 2026 | GWX
SPDR INDEX SHS FDS | | STATE STREET SPD | 8,271 | 0 | -8,271 | $349,284 | $0 | -$349,284 | 2026-08-03 |
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| Q2 2026 | SPIP
SPDR SERIES TRUST | | STATE STREET SPD | 12,835 | 0 | -12,835 | $333,848 | $0 | -$333,848 | 2026-08-03 |
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| Q2 2026 | SPAB
SPDR SERIES TRUST | | STATE STREET SPD | 12,738 | 0 | -12,738 | $326,348 | $0 | -$326,348 | 2026-08-03 |
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| Q2 2026 | SPTL
SPDR SERIES TRUST | | STATE STREET SPD | 11,802 | 0 | -11,802 | $310,393 | $0 | -$310,393 | 2026-08-03 |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 4,936 | 0 | -4,936 | $302,370 | $0 | -$302,370 | 2026-08-03 |
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| Q2 2026 | LCTU
BLACKROCK ETF TRUST | | ISHARES US CARBO | 3,926 | 0 | -3,926 | $275,359 | $0 | -$275,359 | 2026-08-03 |
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| Q2 2026 | FAZ
DIREXION SHARES ETF TRUST | | DAILY FINANCIAL | 4,800 | 0 | -4,800 | $243,552 | $0 | -$243,552 | 2026-08-03 |
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| Q2 2026 | JNK
SPDR SERIES TRUST | | STATE STREET SPD | 2,368 | 0 | -2,368 | $226,663 | $0 | -$226,663 | 2026-08-03 |
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| Q2 2026 | DSI
ISHARES TR | | ESG MSCI KLD 400 | 1,811 | 0 | -1,811 | $219,475 | $0 | -$219,475 | 2026-08-03 |
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| Q2 2026 | JANH
INNOVATOR ETFS TRUST | | INNOV PRM INC 20 | 8,880 | 0 | -8,880 | $212,916 | $0 | -$212,916 | 2026-08-03 |
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| Q2 2026 | GAL
SSGA ACTIVE ETF TR | | STATE STREET GLO | 4,225 | 0 | -4,225 | $209,138 | $0 | -$209,138 | 2026-08-03 |
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