Wealth Advisors of Iowa, LLC quarter change: USA ETF, Added
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, Wealth Advisors of Iowa, LLC opened 15 positions, added to 10, reduced 13, sold out of 12 and left 6 unchanged. The largest increase in value was SPDW (+$35,108,666); the largest decrease was SGOV (-$37,485,325).
- JEPQ: Country of operation —; Class NASDAQ EQT PREM; Shares 2026-03-31 635,087; Shares 2026-06-30 674,013.
- VYMI: Country of operation —; Class INTL HIGH ETF; Shares 2026-03-31 4,373; Shares 2026-06-30 13,554.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 1,562; Shares 2026-06-30 1,759.
- VUG: Country of operation —; Class GROWTH ETF; Shares 2026-03-31 2,370; Shares 2026-06-30 13,521.
Two Form 13F-HR filings compared (SEC CIK 1803005): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-30). 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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