Lowe Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

The first quarter of 2023 saw some significant changes in the holdings of Lowe Wealth Advisors, LLC. In this article, we will delve into the details and analyze the differences between Q1 2023 and Q2 2023 13F holdings for the company.

During this period, Lowe Wealth Advisors, LLC made adjustments to its portfolio, resulting in changes in both the number of shares held and the overall value of the holdings. Let's take a closer look at some of these changes.

SPY, the SPDR S&P 500 ETF, experienced a slight decrease in the number of shares held, going from 140,209 in Q1 2023 to 139,382 in Q2 2023. However, the value of the holdings increased from $57,400,000 to $61,785,000, representing a 7.6% change.

Next, we have QQQ, the Invesco QQQ Trust. The number of shares held remained relatively stable, with a minor increase from 51,675 in Q1 2023 to 51,872 in Q2 2023. However, the value of the holdings saw a more significant increase, rising from $16,583,000 to $19,162,000, indicating a 15.5% change.

Moving on to USMV, the iShares Tr MSCI USA MinVolatility, we observe a slight decrease in the number of shares held from 254,663 in Q1 2023 to 253,280 in Q2 2023. Despite this decline, the value of the holdings experienced a minor increase from $18,524,000 to $18,826,000, resulting in a 1.6% change.

VCSH, the Vanguard Short-Term Corporate Bond ETF, encountered a small decrease in the number of shares held, going from 154,497 in Q1 2023 to 152,951 in Q2 2023. The value of the holdings also decreased from $11,777,000 to $11,572,000, representing a 1.7% change.

JPST, the JPMorgan Ultra-Short Income ETF, witnessed a negligible change in the number of shares held, fluctuating from 202,431 in Q1 2023 to 202,948 in Q2 2023. Additionally, the value of the holdings remained relatively stable, with a minor decrease from $10,186,000 to $10,175,000, indicating a marginal 0.1% change.

MINT, the PIMCO Enhanced Short Maturity ETF, experienced a slight decrease in the number of shares held from 97,308 in Q1 2023 to 96,443 in Q2 2023. The value of the holdings also saw a minor decline from $9,657,000 to $9,621,000, representing a 0.4% change.

IAU, the iShares Gold Trust, encountered a significant decrease in the number of shares held, going from 264,313 in Q1 2023 to 258,751 in Q2 2023. Additionally, the value of the holdings declined from $9,877,000 to $9,415,000, indicating a 4.7% change.

INFL, the Horizon Kinetics Inflation Bnfcrs ETF, experienced a minor increase in the number of shares held from 199,178 in Q1 2023 to 202,295 in Q2 2023. The value of the holdings also increased slightly from $6,142,000 to $6,184,000, representing a 0.7% change.

JEPI, the JPMorgan Equity Premium Income ETF, witnessed a significant increase in the number of shares held, going from 72,455 in Q1 2023 to 80,047 in Q2 2023. Additionally, the value of the holdings rose from $3,956,000 to $4,429,000, indicating a 12% change.

These are just a few examples of the changes observed in the 13F holdings of Lowe Wealth Advisors, LLC in Q1 2023 compared to Q2 2023. It is essential to assess and analyze such changes to gain insights into the strategies and decision-making process of investment firms like Lowe Wealth Advisors, LLC.

As an investor or financial professional, staying informed about these changes can provide valuable insights and aid in making informed investment decisions. Keep an eye on future 13F filings to stay up-to-date with the latest holdings and changes in the portfolios of investment firms.

Disclaimer: The information provided in this article is for informational purposes only. It should not be considered financial or investment advice. Always conduct thorough research and consult with a professional financial advisor before making any investment decisions.