WEALTHEDGE INVESTMENT ADVISORS, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, WEALTHEDGE INVESTMENT ADVISORS, LLC opened 33 positions, added to 120, reduced 148 and sold out of 33.
- Q2 2026: Stock PAAA; Country of operation —; Class AAA CLO ETF; Shares before 0.
- Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MTH TREASURY; Shares before 0.
- Q2 2026: Stock XLV; Country of operation —; Class ST STR CARE ETF; Shares before 0.
- Q2 2026: Stock XLF; Country of operation —; Class ST STR FINL ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2058455), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13). 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 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | PAAA
PGIM ETF TR | | AAA CLO ETF | 0 | 133,363 | +133,363 | $0 | $6,837,521 | +$6,837,521 | 2026-07-21 |
|---|
| Q2 2026 | SGOV
ISHARES TR | | 0-3 MTH TREASURY | 0 | 53,087 | +53,087 | $0 | $5,344,294 | +$5,344,294 | 2026-07-21 |
|---|
| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | ST STR CARE ETF | 0 | 32,790 | +32,790 | $0 | $5,202,608 | +$5,202,608 | 2026-07-21 |
|---|
| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | ST STR FINL ETF | 0 | 69,435 | +69,435 | $0 | $3,722,451 | +$3,722,451 | 2026-07-21 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | ST STR TECHN ETF | 0 | 16,321 | +16,321 | $0 | $3,109,549 | +$3,109,549 | 2026-07-21 |
|---|
| Q2 2026 | SJCP
MANAGER DIRECTED PORTFOLIOS | | SANJ ALPH BD ETF | 0 | 56,316 | +56,316 | $0 | $1,405,647 | +$1,405,647 | 2026-07-21 |
|---|
| Q2 2026 | SJLD
MANAGER DIRECTED PORTFOLIOS | | SANJ ALP LOW ETF | 0 | 55,561 | +55,561 | $0 | $1,394,581 | +$1,394,581 | 2026-07-21 |
|---|
| Q2 2026 | AOA
ISHARES TR | | CORE 80 20 ETF | 0 | 13,708 | +13,708 | $0 | $1,337,972 | +$1,337,972 | 2026-07-21 |
|---|
| Q2 2026 | RSEE
COLLABORATIVE INVESTMNT SER | | RAREVIEW SYS EQT | 0 | 28,065 | +28,065 | $0 | $1,109,976 | +$1,109,976 | 2026-07-21 |
|---|
| Q2 2026 | IJH
ISHARES TR | | CORE S&P MCP ETF | 0 | 12,312 | +12,312 | $0 | $949,378 | +$949,378 | 2026-07-21 |
|---|
| Q2 2026 | AOR
ISHARES TR | | CORE 60 BALA ETF | 0 | 5,966 | +5,966 | $0 | $414,656 | +$414,656 | 2026-07-21 |
|---|
| Q2 2026 | BITU
PROSHARES TR | | ULTRA BITCON ETF | 0 | 45,149 | +45,149 | $0 | $366,610 | +$366,610 | 2026-07-21 |
|---|
| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | ST STR SVC ETF | 0 | 3,031 | +3,031 | $0 | $324,818 | +$324,818 | 2026-07-21 |
|---|
| Q2 2026 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 0 | 5,550 | +5,550 | $0 | $313,464 | +$313,464 | 2026-07-21 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | ST STR ENERG ETF | 0 | 4,891 | +4,891 | $0 | $259,789 | +$259,789 | 2026-07-21 |
|---|
| Q2 2026 | PYLD
PIMCO ETF TR | | MULTISECTOR BD | 0 | 8,336 | +8,336 | $0 | $221,071 | +$221,071 | 2026-07-21 |
|---|
| Q1 2026 | BITU
PROSHARES TR | | ULTRA BITCOIN ET | 0 | 27,785 | +27,785 | $0 | $323,417 | +$323,417 | 2026-05-08 |
|---|
| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 0 | 25,455 | +25,455 | $0 | $3,940,584 | +$3,940,584 | 2026-02-17 |
|---|
| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 0 | 61,541 | +61,541 | $0 | $3,370,605 | +$3,370,605 | 2026-02-17 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 0 | 15,602 | +15,602 | $0 | $2,246,272 | +$2,246,272 | 2026-02-17 |
|---|
| Q4 2025 | KDRN
ETF OPPORTUNITIES TRUST | | KINGSBARN TACTIC | 0 | 69,696 | +69,696 | $0 | $1,617,519 | +$1,617,519 | 2026-02-17 |
|---|
| Q4 2025 | AKRE
PROFESIONALLY MANAGED PORTFO | United States | AKRE FOCUS ETF | 0 | 7,067 | +7,067 | $0 | $462,959 | +$462,959 | 2026-02-17 |
|---|
| Q4 2025 | XLC
SELECT SECTOR SPDR TR | | STATE STREET COM | 0 | 3,032 | +3,032 | $0 | $356,979 | +$356,979 | 2026-02-17 |
|---|
| Q4 2025 | NYF
ISHARES TR | | NEW YORK MUN ETF | 0 | 4,769 | +4,769 | $0 | $255,189 | +$255,189 | 2026-02-17 |
|---|
| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 0 | 4,911 | +4,911 | $0 | $219,598 | +$219,598 | 2026-02-17 |
|---|
| Q3 2025 | SJCP
MANAGER DIRECTED PORTFOLIOS | | SANJAC ALPHA COR | 0 | 42,280 | +42,280 | $0 | $1,061,900 | +$1,061,900 | 2025-11-12 |
|---|
| Q3 2025 | SJLD
MANAGER DIRECTED PORTFOLIOS | | SANJAC ALPHA LOW | 0 | 28,751 | +28,751 | $0 | $728,427 | +$728,427 | 2025-11-12 |
|---|
| Q2 2025 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 0 | 250,436 | +250,436 | $0 | $6,681,632 | +$6,681,632 | 2025-08-13 |
|---|
| Q2 2025 | BTAL
AGF INVTS TR | | US MARKET NETRL | 0 | 123,129 | +123,129 | $0 | $2,179,383 | +$2,179,383 | 2025-08-13 |
|---|
| Q2 2025 | AOA
ISHARES TR | | CORE 80/20 AGGRE | 0 | 13,584 | +13,584 | $0 | $1,132,914 | +$1,132,914 | 2025-08-13 |
|---|
| Q2 2025 | AOR
ISHARES TR | | CORE 60/40 BALAN | 0 | 7,599 | +7,599 | $0 | $467,907 | +$467,907 | 2025-08-13 |
|---|
| Q2 2025 | BKLN
INVESCO EXCH TRADED FD TR II | | SR LN ETF | 0 | 11,461 | +11,461 | $0 | $239,764 | +$239,764 | 2025-08-13 |
|---|
| Q1 2025 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 0 | 5,196 | +5,196 | $0 | $452,935 | +$452,935 | 2025-05-13 |
|---|