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Wealth Advisors of Tampa Bay, LLC Historic Quarter Change: USA ETF, Added

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Wealth Advisors of Tampa Bay, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Wealth Advisors of Tampa Bay, LLC opened 66 positions, added to 41, reduced 34 and sold out of 62.

  • Q1 2026: Stock JPLD; Country of operation —; Class MF Closed and MF Open; Shares before 116,864.
  • Q1 2026: Stock JPST; Country of operation —; Class MF Closed and MF Open; Shares before 197,444.
  • Q1 2026: Stock MXI; Country of operation —; Class MF Closed and MF Open; Shares before 16,918.
  • Q1 2026: Stock HYS; Country of operation —; Class MF Closed and MF Open; Shares before 2,675.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1715228), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026JPLD
JPMORGAN LTD		MF Closed and MF Open116,864184,934+68,070$6,116,501$9,651,720+$3,535,2192026-05-14
Q1 2026JPST
JPMORGAN		MF Closed and MF Open197,444232,936+35,492$9,988,697$11,788,901+$1,800,2042026-05-14
Q1 2026MXI
ISHARES GLOBAL		MF Closed and MF Open16,91824,793+7,875$1,634,951$2,633,515+$998,5642026-05-14
Q1 2026HYS
PIMCO 0-5		MF Closed and MF Open2,6755,350+2,675$253,644$498,995+$245,3512026-05-14
Q1 2026HELO
JPMORGAN HEDGED		MF Closed and MF Open59,83462,747+2,913$3,974,811$4,010,161+$35,3502026-05-14
Q1 2026IGSB
ISHARES 1-5		MF Closed and MF Open52,68652,912+226$2,786,036$2,781,056-$4,9802026-05-14
Q1 2026RSP
INVESCO S&P		MF Closed and MF Open5,0565,058+2$968,529$970,732+$2,2032026-05-14
Q4 2025JPLD
JPMORGAN LTD		MF Closed and MF Open112,888116,864+3,976$5,923,808$6,116,501+$192,6932026-02-09
Q4 2025PSC
PRINCIPAL US		MF Closed and MF Open73,55575,577+2,022$4,190,433$4,363,109+$172,6762026-02-09
Q4 2025XLB
STATE STREET		MF Closed and MF Open26,59250,154+23,562$2,383,177$2,274,491-$108,6862026-02-09
Q4 2025RSP
INVESCO S&P		MF Closed and MF Open4,9005,056+156$929,531$968,529+$38,9982026-02-09
Q4 2025IVV
ISHARES CORE		MF Closed and MF Open1,5201,521+1$1,017,336$1,041,794+$24,4582026-02-09
Q3 2025JPST
JPMORGAN		MF Closed and MF Open165,246198,829+33,583$8,374,668$10,086,602+$1,711,9342025-11-13
Q3 2025JPLD
JPMORGAN LTD		MF Closed and MF Open104,688112,888+8,200$5,467,866$5,923,808+$455,9422025-11-13
Q3 2025MXI
ISHARES GLOBAL		MF Closed and MF Open16,67316,988+315$1,425,034$1,570,870+$145,8362025-11-13
Q3 2025RSP
INVESCO S&P		MF Closed and MF Open4,8284,900+72$877,440$929,531+$52,0912025-11-13
Q3 2025SRVR
PACER DATA		MF Closed and MF Open82,06585,120+3,055$2,652,341$2,696,602+$44,2612025-11-13
Q2 2025JPST
JPMORGAN		MF Closed and MF Open88,993165,246+76,253$4,505,715$8,374,668+$3,868,9532025-08-14
Q2 2025JPLD
JPMORGAN LTD		MF Closed and MF Open88,558104,688+16,130$4,605,023$5,467,866+$862,8432025-08-14
Q2 2025SRVR
PACER DATA		MF Closed and MF Open80,76582,065+1,300$2,370,461$2,652,341+$281,8802025-08-14
Q2 2025MXI
ISHARES GLOBAL		MF Closed and MF Open16,51316,673+160$1,349,615$1,425,034+$75,4192025-08-14
Q2 2025RSP
INVESCO S&P		MF Closed and MF Open4,7894,828+39$829,599$877,440+$47,8412025-08-14
Q2 2025XLRE
REAL ESTATE		MF Closed and MF Open24,27824,778+500$1,016,037$1,026,305+$10,2682025-08-14
Q1 2025XLB
MATERIALS SELECT		MF Closed and MF Open25,43727,387+1,950$2,140,272$2,354,738+$214,4662025-05-15
Q4 2024SRVR
PACER DATA		DATA AND INFRAST50,78576,545+25,760$1,632,232$2,294,827+$662,5952025-02-13
Q4 2024SLYV
SPDR SERIES		S&P 600 SMCP VAL34,95935,126+167$3,035,148$3,064,751+$29,6032025-02-13
Q4 2024JPLD
JPMORGAN LTD		JPMORGAM LTD DUR83,34884,650+1,302$4,346,614$4,361,179+$14,5652025-02-13
Q4 2024AGG
ISHARES CORE		CORE US AGGBD ET2,2852,397+112$231,402$232,270+$8682025-02-13
Q3 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL29,03934,959+5,920$2,274,046$3,035,148+$761,1022024-11-04
Q3 2024MXI
ISHARES TR		GLOBAL MATER ETF23,27124,281+1,010$1,976,315$2,264,271+$287,9562024-11-04
Q3 2024JPLD
J P MORGAN EXCHANGE TRADED F		JPMORGAM LTD DUR81,88783,348+1,461$4,192,620$4,346,614+$153,9942024-11-04
Q3 2024IWM
ISHARES TR		RUSSELL 2000 ETF1,2051,222+17$244,482$269,928+$25,4462024-11-04
Q2 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL23,63229,039+5,407$1,960,751$2,274,046+$313,2952024-08-12
Q2 2024MXI
ISHARES TR		GLOBAL MATER ETF23,15623,271+115$2,070,939$1,976,315-$94,6242024-08-12
Q2 2024XLB
SELECT SECTOR SPDR TR		SBI MATERIALS25,17525,425+250$2,338,507$2,245,287-$93,2202024-08-12
Q2 2024IWM
ISHARES TR		RUSSELL 2000 ETF1,1871,205+18$249,626$244,482-$5,1442024-08-12
Q1 2024NVG
NUVEEN AMT FREE MUN CR INC F		COM65,729115,729+50,000$776,917$1,406,107+$629,1902024-05-06
Q1 2024NAD
NUVEEN QUALITY MUNCP INCOME		COM66,162116,162+50,000$757,555$1,331,217+$573,6622024-05-06
Q1 2024SLYV
SPDR SER TR		S&P 600 SMCP VAL20,86923,632+2,763$1,738,602$1,960,751+$222,1492024-05-06
Q1 2024IGV
ISHARES TR		EXPANDED TECH9813,335+2,354$397,933$284,375-$113,5582024-05-06
Q1 2024XLRE
SELECT SECTOR SPDR TR		RL EST SEL SEC77,04677,331+285$3,086,471$3,056,895-$29,5762024-05-06

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