Watts Gwilliam & Co., 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 2025-06-30 to 2025-09-30, Watts Gwilliam & Co., LLC opened 2 positions, added to 36, reduced 10, sold out of 0 and left 37 unchanged. The largest increase in value was VUG (+$411,692); the largest decrease was AVUV (-$203,766).
- LDUR: Country of operation —; Class ENHNCD LW DUR AC; Shares 2025-06-30 0; Shares 2025-09-30 3,845.
- UTG: Country of operation —; Class COM SH BEN INT; Shares 2025-06-30 0; Shares 2025-09-30 5,150.
Two Form 13F-HR filings compared (SEC CIK 1657733): 2025-06-30 (filed 2025-09-19) and 2025-09-30 (filed 2025-11-21). 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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