Financial Enhancement Group LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
Ava Hoppe | 23 October, 2023
Introduction:
In the world of finance, keeping track of investment holdings is crucial for investors and fund managers alike. It provides valuable insights into the changing dynamics of the market and helps shape investment strategies. One of the tools used to monitor these holdings is the 13F filing, which requires institutional investors to disclose their holdings on a quarterly basis. In this article, we will compare the Q2 2023 and Q3 2023 13F holdings of Financial Enhancement Group LLC and analyze the changes that occurred during this period.
JMBS - JANUS DETROIT STR TR:
One of the significant changes in Financial Enhancement Group LLC's portfolio was the increase in shares of JANUS DETROIT STR TR. In Q2 2023, they held 587,691 shares of this issuer, which increased to 947,539 shares in Q3 2023, representing a substantial increase of 52.8%. The value of their holdings also rose from $26,434,000 to $40,403,000, indicating a positive sentiment towards this particular investment.
SPLG - SPDR SER TR:
Another interesting change in Financial Enhancement Group LLC's portfolio was the slight decrease in shares of SPDR SER TR. While they held 717,306 shares in Q2 2023, the number reduced to 714,189 shares in Q3 2023, resulting in a 3.6% decrease. The value of their holdings also decreased from $37,981,000 to $36,609,000. Although the decrease was marginal, it indicates a minor shift in their investment strategy.
QEFA - SPDR INDEX SHS FDS:
Financial Enhancement Group LLC also experienced a decrease in holdings of SPDR INDEX SHS FDS. In Q2 2023, they held 453,184 shares of this issuer, which decreased to 438,082 shares in Q3 2023. This represents a decline of 6.9% in shares and a decrease in value from $31,614,000 to $29,430,000. This reduction in holdings suggests a revised approach to their investment in this particular fund.
Key Takeaways:
Overall, Financial Enhancement Group LLC made several notable changes in their portfolio during the Q2 2023 to Q3 2023 period. While they increased their holdings in some issuers like JANUS DETROIT STR TR, they reduced their holdings in others like SPDR SER TR and SPDR INDEX SHS FDS.
It's important to note that the decisions to increase or decrease holdings could be influenced by various factors, such as market trends, performance of the individual stocks, and the fund manager's investment strategy. Each decision is carefully considered to maximize returns and minimize risks for the investors.
Conclusion:
The 13F filing provides valuable insights into the changes in holdings of institutional investors like Financial Enhancement Group LLC. By analyzing the Q2 2023 vs. Q3 2023 13F holdings, we have observed a range of changes in their portfolio. It is evident that they made strategic decisions to adjust their investments based on the performance and outlook of individual issuers.
As the market continues to evolve, it will be interesting to see how Financial Enhancement Group LLC further adjusts their portfolio to navigate the ever-changing landscape of investments. Monitoring these changes in holdings can provide valuable information for investors looking to make informed decisions about their own investment strategies.
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