Wunderlich Capital Managemnt quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Wunderlich Capital Managemnt opened 0 positions, added to 11, reduced 7, sold out of 1 and left 4 unchanged. The largest increase in value was JPST (+$2,046,795); the largest decrease was QQQ (-$378,741).
- JPST: Country of operation —; Class ExchangeTraded Fund; Shares 2024-03-31 281,840; Shares 2024-06-30 322,283.
- RSP: Country of operation —; Class ExchangeTraded Fund; Shares 2024-03-31 158; Shares 2024-06-30 4,401.
- VMBS: Country of operation —; Class ExchangeTraded Fund; Shares 2024-03-31 104,524; Shares 2024-06-30 107,995.
- IEI: Country of operation —; Class ExchangeTraded Fund; Shares 2024-03-31 8,125; Shares 2024-06-30 8,620.
Two Form 13F-HR filings compared (SEC CIK 1599273): 2024-03-31 (filed 2024-05-15) and 2024-06-30 (filed 2024-08-14). 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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