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Wood Tarver Financial Group, LLC Historic Quarter Change: USA ETF, New

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Wood Tarver Financial Group, 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 6 quarters from 2024-12-31 to 2026-06-30, Wood Tarver Financial Group, LLC opened 446 positions, added to 181, reduced 213 and sold out of 632.

  • Q2 2026: Stock CGDV; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock ACYN; Country of operation —; Class VEST LADDERED; Shares before 0.
  • Q2 2026: Stock CGGR; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock ACYS; Country of operation —; Class VEST LAD AUT ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059344), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREAT UNIT0501,056+501,056$0$24,692+$24,6922026-08-13
Q2 2026ACYN
FIRST TR EXCHANGE-TRADED FD		VEST LADDERED0254,808+254,808$0$5,297+$5,2972026-08-13
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT0106,710+106,710$0$5,036+$5,0362026-08-13
Q2 2026ACYS
FIRST TR EXCHANGE-TRADED FD		VEST LAD AUT ETF0172,895+172,895$0$3,551+$3,5512026-08-13
Q2 2026CGMU
CAPITAL GRP FIXED INCM ETF T		MUN INM ETF041,162+41,162$0$1,130+$1,1302026-08-13
Q2 2026SPSB
SPDR SERIES TRUST		ST SHOR CORP ETF036,095+36,095$0$1,083+$1,0832026-08-13
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF017,793+17,793$0$945+$9452026-08-13
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF013,600+13,600$0$729+$7292026-08-13
Q2 2026SDY
SPDR SERIES TRUST		ST STR SP DIV04,124+4,124$0$627+$6272026-08-13
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF03,531+3,531$0$560+$5602026-08-13
Q2 2026AIRR
FIRST TR EXCHANGE TRADED FD		RBA INDL ETF03,470+3,470$0$462+$4622026-08-13
Q2 2026CGSM
CAPITAL GRP FIXED INCM ETF T		SHOR DUR MUN ETF014,370+14,370$0$379+$3792026-08-13
Q2 2026XSD
SPDR SERIES TRUST		ST STR SP SEMI0539+539$0$336+$3362026-08-13
Q2 2026FJAN
FIRST TR EXCHNG TRADED FD VI		FT VEST US EQT06,061+6,061$0$333+$3332026-08-13
Q2 2026QCAP
FIRST TR EXCHNG TRADED FD VI		FT VEST NASDAQ 1010,498+10,498$0$261+$2612026-08-13
Q2 2026KMAY
INNOVATOR ETFS TRUST		US SM CA PWR MAY08,053+8,053$0$244+$2442026-08-13
Q2 2026BDEC
INNOVATOR ETFS TRUST		US EQTY BUF DEC04,571+4,571$0$243+$2432026-08-13
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS0333+333$0$228+$2282026-08-13
Q2 2026AIEQ
AMPLIFY ETF TR		AI POWE EQUI ETF04,500+4,500$0$222+$2222026-08-13
Q2 2026VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF02,218+2,218$0$213+$2132026-08-13
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF0681+681$0$204+$2042026-08-13

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