WLTH Capital Management, 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 2 quarters from 2025-12-31 to 2026-06-30, WLTH Capital Management, LLC opened 12 positions, added to 18, reduced 21 and sold out of 9.
- Q2 2026: Stock BSCR; Country of operation —; Class BULSHS 2027 CB; Shares before 0.
- Q2 2026: Stock BKGI; Country of operation —; Class GLOBAL INFRASCTR; Shares before 0.
- Q2 2026: Stock SPDW; Country of operation —; Class ST STR PO EX ETF; Shares before 0.
- Q2 2026: Stock SPSM; Country of operation —; Class ST STR SP600 SML; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2112635), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10). 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 2025-12-31.
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