Watts Gwilliam & Co., LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 5 quarters from 2024-03-31 to 2025-09-30, Watts Gwilliam & Co., LLC opened 34 positions, added to 154, reduced 138 and sold out of 13.
- Q3 2025: Stock IVE; Country of operation —; Class S&P 500 VAL ETF; Shares before 108,479.
- Q3 2025: Stock LONZ; Country of operation —; Class SR LN ACTIVE ETF; Shares before 56,625.
- Q3 2025: Stock SPY; Country of operation —; Class TR UNIT; Shares before 31,807.
- Q3 2025: Stock QUAL; Country of operation —; Class MSCI USA QLT FCT; Shares before 64,553.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1657733), 5 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-19); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-10-09). 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 2024-03-31.
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