WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 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, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV opened 261 positions, added to 132, reduced 186 and sold out of 213.
- Q2 2026: Stock BKLC; Country of operation —; Class US LRG CP CORE; Shares before 257,377.
- Q2 2026: Stock MGV; Country of operation —; Class MEGA CAP VAL ETF; Shares before 405.
- Q2 2026: Stock MGK; Country of operation —; Class MEGA GRWTH IND; Shares before 180.
- Q2 2026: Stock IWF; Country of operation —; Class RUS 1000 GRW ETF; Shares before 91,513.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 771118), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). 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 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | Canada | $0.625B | 42 |
| DSG Capital Advisors, LLC | United States | $0.625B | 123 |
| Marshall Financial Group, LLC | United States | $0.625B | 293 |
| Annis Gardner Whiting Capital Advisors, LLC | United States | $0.625B | 1,330 |
| Strategic Global Advisors, LLC | United States | $0.625B | 142 |
| CHICAGO TRUST Co NA | United States | $0.626B | 663 |
| XY Planning Network, Inc. | United States | $0.626B | 273 |
| Kinsale Capital Group, Inc. | United States | $0.624B | 41 |
| LJI Wealth Management, LLC | United States | $0.626B | 194 |
| West Virginia University Foundation, Inc | United States | $0.623B | 2 |