Wealth Management Associates, Inc. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 30 quarters from 2018-12-31 to 2026-06-30, Wealth Management Associates, Inc. opened 154 positions, added to 730, reduced 514 and sold out of 103.
- Q2 2026: Stock SRLN; Country of operation —; Class STATE STREET BLA; Shares before 83,996.
- Q2 2026: Stock XOP; Country of operation —; Class STATE STREET SPD; Shares before 9,020.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN VOL; Shares before 13,322.
- Q2 2026: Stock IGEB; Country of operation —; Class INVESTMENT GRADE; Shares before 27,045.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2067339), 30 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-05-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-05-28); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-05-28); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-05-28); Q3 2023 (2023-06-30 to 2023-09-30, filed 2025-05-28); Q2 2023 (2023-03-31 to 2023-06-30, filed 2025-05-28); Q1 2023 (2022-12-31 to 2023-03-31, filed 2025-05-28); Q4 2022 (2022-09-30 to 2022-12-31, filed 2025-05-28); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-05-28); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-05-28); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-05-28); Q4 2021 (2021-09-30 to 2021-12-31, filed 2025-05-28); Q3 2021 (2021-06-30 to 2021-09-30, filed 2025-05-28); Q2 2021 (2021-03-31 to 2021-06-30, filed 2025-05-28); Q1 2021 (2020-12-31 to 2021-03-31, filed 2025-05-28); Q4 2020 (2020-09-30 to 2020-12-31, filed 2025-05-28); Q3 2020 (2020-06-30 to 2020-09-30, filed 2025-05-28); Q2 2020 (2020-03-31 to 2020-06-30, filed 2025-05-28); Q1 2020 (2019-12-31 to 2020-03-31, filed 2025-05-28); Q4 2019 (2019-09-30 to 2019-12-31, filed 2025-05-28); Q3 2019 (2019-06-30 to 2019-09-30, filed 2025-05-28); Q2 2019 (2019-03-31 to 2019-06-30, filed 2025-05-28); Q1 2019 (2018-12-31 to 2019-03-31, filed 2025-05-28). 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 2018-12-31.
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