WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC opened 11 positions, added to 24, reduced 8, sold out of 7 and left 16 unchanged. The largest increase in value was STPZ (+$32,319,237); the largest decrease was BILZ (-$28,183,986).
- STPZ: Country of operation —; Class 1-5 US TIP IDX; Shares 2026-03-31 0; Shares 2026-06-30 605,911.
- BILZ: Country of operation —; Class ULTR SH GO AC FD; Shares 2026-03-31 0; Shares 2026-06-30 284,589.
- CAPE: Country of operation —; Class SHIL CAP U S ETF; Shares 2026-03-31 0; Shares 2026-06-30 807,928.
- FMDE: Country of operation —; Class ENH MID COR ETF; Shares 2026-03-31 0; Shares 2026-06-30 446,041.
Two Form 13F-HR filings compared (SEC CIK 1812177): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-20). 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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