The Future of Financial Services Advisory: A Look at Q4 2022 vs. Q1 2023 Holdings

Over the past few months, the financial services sector has seen several changes, and the Financial Services Advisory Inc (FSA) is no exception. In this article, we will take a closer look at the Q4 2022 vs. Q1 2023 holdings comparison for FSA, and what it means for the future.

JPMorgan Exchange Traded Fund: A Strong Hold

The Q4 2022 and Q1 2023 comparison showed an increase in Q1 2023 holdings for JPMorgan Exchange Traded Fund (JEPI). At 1.7%, the increase might seem small, but it still signifies a solid hold on the fund. While the increase might not look like much, a close look tells us that it translates to an increase of 5327 shares, with a value of $390,000.

SPDR S&P 500 ETF TR: A Favorable Position

FSA's position in SPDR S&P 500 ETF TR (SPY) has also improved significantly. The Q1 2023 holdings increased by 7.6%, translating to a value increase of $1,099,000. The growth can be attributed to SPY's strong performance in Q1 2023, and it's also a reflection of FSA's bullish attitude towards the market in general.

Vanguard Index FDS: A Strategic Move

FSA's Q1 2023 holdings in Vanguard Index FDS (VOO) increased by a whopping 319.9%. This increase showcases a strategic move by FSA to invest in VOO, which was not in their Q4 2022 holdings. The value increase of $11,635,000 highlights the firm's bullish attitude towards the market, and the strategic decisions it is making to capitalize on growth.

Invesco Exchange Traded FD T: A Major Growth Opportunity

Invesco Exchange Traded FD T (SPHQ) saw a significant increase in FSA's holdings, rising by 344.4%. The growth indicates a major growth opportunity for the fund, and FSA's bullish attitude towards the market. By increasing their holdings by 234,261 shares, with a value increase of $11,333,000, FSA is positioning itself to take advantage of potential gains in SPHQ.

Other Holdings

FSA's holdings in American Airls Group Inc (AAL), another significant increase, saw a rise of 16% - an increase of 229 shares, with a value increase of $225,000. While their holdings in iShares Tr (EFA) saw a decrease of 5.9%, translating to a value decrease of $222,000.

Wrap Up

The Q4 2022 vs. Q1 2023 holdings comparison for FSA showcases bullish attitude towards the market, and their interest in funds that present growth opportunities. The strategic move to increase their holdings in Vanguard Index FDS highlights a forward-thinking approach, while their position in SPY showcases a favorable situation in the market. Overall, FSA is well-positioned for growth, and the holdings comparison is a reflection of that.