WETZEL INVESTMENT ADVISORS, INC. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WETZEL INVESTMENT ADVISORS, INC. opened 25 positions, added to 10, reduced 39, sold out of 18 and left 7 unchanged. The largest increase in value was BRTR (+$12,746,467); the largest decrease was BRTR (-$11,272,523).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 1,655; Shares 2026-06-30 1,655.
- QDPL: Country of operation —; Class METAURUS CAP 400; Shares 2026-03-31 35,900; Shares 2026-06-30 35,900.
- IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 1,299; Shares 2026-06-30 1,299.
- GOLY: Country of operation —; Class GOLD ENHANCED ET; Shares 2026-03-31 12,185; Shares 2026-06-30 12,185.
Two Form 13F-HR filings compared (SEC CIK 2009211): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). 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; share change is the position change.
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