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

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WETZEL INVESTMENT ADVISORS, INC. historic quarter change: USA ETF, New

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 BRTR; Country of operation —; Class ISHA TOTA RE ETF; Shares before 0.
  • Q2 2026: Stock SPIB; Country of operation —; Class ST INTER BD ETF; Shares before 0.
  • Q2 2026: Stock THRO; Country of operation —; Class ISHA US THEM ETF; Shares before 0.
  • Q2 2026: Stock IALT; Country of operation —; Class ISHA SYST AL ETF; Shares before 0.

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 2026BRTR
BLACKROCK ETF TRUST II		ISHA TOTA RE ETF0253,283+253,283$0$12,746,467+$12,746,4672026-07-23
Q2 2026SPIB
SPDR SERIES TRUST		ST INTER BD ETF0143,270+143,270$0$4,793,804+$4,793,8042026-07-23
Q2 2026THRO
BLACKROCK ETF TRUST		ISHA US THEM ETF078,792+78,792$0$3,396,723+$3,396,7232026-07-23
Q2 2026IALT
BLACKROCK ETF TRUST		ISHA SYST AL ETF0107,196+107,196$0$3,006,848+$3,006,8482026-07-23
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHA FLEX IN ETF055,779+55,779$0$2,919,475+$2,919,4752026-07-23
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF012,811+12,811$0$1,235,749+$1,235,7492026-07-23
Q2 2026CORO
BLACKROCK ETF TRUST		ISHA IN CTRY ETF029,271+29,271$0$1,071,319+$1,071,3192026-07-23
Q2 2026RJDI
CARILLON SER TR		RJ EA GCM DI ETF014,356+14,356$0$421,962+$421,9622026-07-23
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF02,651+2,651$0$420,608+$420,6082026-07-23
Q2 2026FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL06,647+6,647$0$350,696+$350,6962026-07-23
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT04,708+4,708$0$335,445+$335,4452026-07-23
Q2 2026SRLN
SSGA ACTIVE ETF TR		ST STR BL LN ETF08,107+8,107$0$326,631+$326,6312026-07-23
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF01,682+1,682$0$311,557+$311,5572026-07-23
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF05,801+5,801$0$308,091+$308,0912026-07-23
Q2 2026SYSB
ISHARES TR		United StatesSYSTEMATIC BD ET03,131+3,131$0$277,770+$277,7702026-07-23
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF02,292+2,292$0$268,806+$268,8062026-07-23
Q2 2026SDY
SPDR SERIES TRUST		ST STR SP DIV01,619+1,619$0$246,379+$246,3792026-07-23
Q2 2026EUHY
ISHARES INC		EURO HIGH YIELD04,493+4,493$0$241,993+$241,9932026-07-23
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF01,203+1,203$0$229,196+$229,1962026-07-23
Q2 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF07,800+7,800$0$225,888+$225,8882026-07-23
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF02,051+2,051$0$219,724+$219,7242026-07-23
Q2 2026VLUE
ISHARES TR		MSCI USA VALUE01,092+1,092$0$218,193+$218,1932026-07-23
Q2 2026IEF
ISHARES TR		7-10 YR TRSY BD02,253+2,253$0$213,066+$213,0662026-07-23
Q2 2026CALF
PACER FDS TR		US SM CAP CA ETF04,181+4,181$0$211,600+$211,6002026-07-23
Q2 2026KXI
ISHARES TR		GLB CNSM STP ETF02,968+2,968$0$200,429+$200,4292026-07-23

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