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WETZEL INVESTMENT ADVISORS, INC. Historic Quarter Change: USA ETF, Added

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WETZEL INVESTMENT ADVISORS, INC. 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, WETZEL INVESTMENT ADVISORS, INC. opened 314 positions, added to 187, reduced 309 and sold out of 462.

  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 27,196.
  • Q2 2026: Stock SFLR; Country of operation —; Class QUITY MANAGD FLR; Shares before 489,437.
  • Q2 2026: Stock GOVT; Country of operation —; Class US TREAS BD ETF; Shares before 234,248.
  • Q2 2026: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 74,013.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2009211), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS27,19638,096+10,900$16,251,011$26,164,710+$9,913,6992026-07-23
Q2 2026SFLR
INNOVATOR ETFS TRUST		QUITY MANAGD FLR489,437631,184+141,747$17,346,095$24,365,400+$7,019,3052026-07-23
Q2 2026GOVT
ISHARES TR		US TREAS BD ETF234,248466,531+232,283$5,366,621$10,627,580+$5,260,9592026-07-23
Q2 2026DYNF
BLACKROCK ETF TRUST		ISHARES US EQUIT74,013118,288+44,275$4,306,077$8,044,767+$3,738,6902026-07-23
Q2 2026BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF16,76256,843+40,081$805,412$2,752,903+$1,947,4912026-07-23
Q2 2026JHMM
JOHN HANCOCK EXCHANGE TRADED		MULTIFACTOR MI58,37868,521+10,143$3,918,348$5,136,322+$1,217,9742026-07-23
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF55,455183,929+128,474$23,645,954$22,838,432-$807,5222026-07-23
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF6,94126,756+19,815$1,993,223$2,155,696+$162,4732026-07-23
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD15,51915,707+188$774,243$794,460+$20,2172026-07-23
Q2 2026SPLV
INVESCO EXCH TRADED FD TR II		S&P500 LOW VOL5,7915,877+86$423,554$440,187+$16,6332026-07-23

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