WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 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, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV opened 12 positions, added to 23, reduced 9, sold out of 5 and left 10 unchanged. The largest increase in value was VOO (+$5,460,121); the largest decrease was VBIL (-$473,364).
- FEOE: Country of operation United States; Class FIRS EAGL OV ETF; Shares 2026-03-31 0; Shares 2026-06-30 9,290.
- VGIT: Country of operation —; Class INTER TERM TREAS; Shares 2026-03-31 0; Shares 2026-06-30 7,651.
- DUHP: Country of operation —; Class US HIGH PROF ETF; Shares 2026-03-31 0; Shares 2026-06-30 10,711.
- HELO: Country of operation —; Class HEDG EQU LAD ETF; Shares 2026-03-31 0; Shares 2026-06-30 5,630.
Two Form 13F-HR filings compared (SEC CIK 752365): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). 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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