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Financial Management Professionals, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Ava Hoppe | 26 October, 2023

In today's blog post, we will be taking a closer look at the Q2 2023 vs. Q3 2023 13F Holdings Comparison for Financial Management Professionals, Inc. We will explore the changes in holdings of various funds and discuss the potential implications. Let's dive in!

1. Goldman Sachs Actvbeta US LRG ETF (GSLC):

- Q2 2023 (SHARES): 819,417

- Q3 2023 (SHARES): 855,182

- Q2 2023 VALUE ($000): 71,535

- Q3 2023 VALUE ($000): 72,032

- Chg %: 0.7

Financial Management Professionals, Inc. has experienced a slight increase in their holdings of the Goldman Sachs Actvbeta US LRG ETF. The number of shares held increased from 819,417 in Q2 2023 to 855,182 in Q3 2023. The value of the holdings also saw a minor increase, rising from $71,535 to $72,032. This suggests that the firm has confidence in the performance of this ETF and expects it to yield positive returns.

2. Schwab US Large Cap ETF (SCHX):

- Q2 2023 (SHARES): 922,035

- Q3 2023 (SHARES): 947,183

- Q2 2023 VALUE ($000): 48,287

- Q3 2023 VALUE ($000): 47,927

- Chg %: -0.7

The holdings of Financial Management Professionals, Inc. in the Schwab US Large Cap ETF saw a marginal increase in the number of shares held, rising from 922,035 in Q2 2023 to 947,183 in Q3 2023. However, the value of the holdings slightly decreased from $48,287 to $47,927. This could indicate a minor shift in the firm's investment strategy, possibly adjusting their exposure to large-cap stocks.

3. Schwab US Large Cap Growth ETF (SCHG):

- Q2 2023 (SHARES): 473,720

- Q3 2023 (SHARES): 492,699

- Q2 2023 VALUE ($000): 35,505

- Q3 2023 VALUE ($000): 35,829

- Chg %: 0.9

Financial Management Professionals, Inc. increased their holdings in the Schwab US Large Cap Growth ETF, with the number of shares rising from 473,720 in Q2 2023 to 492,699 in Q3 2023. The value of the holdings also saw a slight increase, from $35,505 to $35,829. This suggests that the firm believes in the potential growth of large-cap companies and seeks exposure to this sector.

4. John Hancock Multifctr Mid CP ETF (JHMM):

- Q2 2023 (SHARES): 685,173

- Q3 2023 (SHARES): 708,778

- Q2 2023 VALUE ($000): 34,046

- Q3 2023 VALUE ($000): 33,539

- Chg %: -1.5

Financial Management Professionals, Inc. experienced a slight decrease in their holdings of the John Hancock Multifctr Mid CP ETF. The number of shares held decreased from 685,173 in Q2 2023 to 708,778 in Q3 2023. The value of the holdings also saw a decline, from $34,046 to $33,539. This could indicate a strategic reallocation of funds, as the firm adjusts its portfolio in response to market conditions.

5. Goldman Sachs Actvbt Intereqy ETF (GSIE):

- Q2 2023 (SHARES): 824,492

- Q3 2023 (SHARES): 932,042

- Q2 2023 VALUE ($000): 25,848

- Q3 2023 VALUE ($000): 27,989

- Chg %: 8.3

Financial Management Professionals, Inc. significantly increased their holdings in the Goldman Sachs Actvbt Intereqy ETF. The number of shares held rose from 824,492 in Q2 2023 to 932,042 in Q3 2023, representing a notable increase of 8.3%. The value of the holdings also saw a significant increase, from $25,848 to $27,989. This suggests a positive outlook on the performance of this ETF and a confidence in its potential for growth.

The above examples highlight some of the changes in holdings experienced by Financial Management Professionals, Inc. in the Q2 2023 vs. Q3 2023 period. It's important to note that these changes provide insight into the firm's investment decisions and may offer valuable information for other financial professionals and investors.

Disclaimer: This content is for informational purposes only and should not be construed as financial advice. Always conduct thorough research and consult with a professional advisor before making any investment decisions.

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