Vericrest Private Wealth 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 2 quarters from 2025-12-31 to 2026-06-30, Vericrest Private Wealth opened 10 positions, added to 26, reduced 15 and sold out of 10.
- Q2 2026: Stock WTV; Country of operation —; Class WISDOMTREE US VA; Shares before 35,283.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 35,864.
- Q2 2026: Stock SPEM; Country of operation —; Class STATE STREET SPD; Shares before 21,050.
- Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 3,498.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1912300), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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