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 2025: Stock SFLR; Country of operation —; Class QUITY MANAGD FLR; Shares before 151,320.
- Q2 2025: Stock IWF; Country of operation —; Class RUS 1000 GRW ETF; Shares before 43,657.
- Q2 2025: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 37,485.
- Q2 2025: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 24,655.
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.
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