The Rise and Fall: A Comparison of Transamerica Financial Advisors' Q3 2022 vs Q4 2022 Holdings

Transamerica Financial Advisors, Inc. has released their 13F holdings comparison for Q3 2022 and Q4 2022, and the results are in. What changes have been made to the holdings, and what do they mean for investors?

One of the biggest changes comes from the Listed FD TR, which saw a decrease of 14.7% in shares from Q3 to Q4. On the other hand, the PGIM ETF TR had a massive increase of 26.1% in shares, showing a positive shift for their investors.

Vanguard Index Funds also experienced some changes, with VV decreasing by 3.9% in shares, while the Vanguard Tax-Managed Funds saw an increase of 17.9% in shares.

Another noteworthy change is seen in the iShares TR funds. While IJR had a positive increase of 26% in shares, TIP and IEF saw significant decreases of 14.2% and 17.2% respectively.

The InvESCO Exchange Traded Funds have shown mixed results, with some experiencing positive change and others a decrease in shares. PULS had an increase of 26.1%, while PXI and PFI showed minor increases of 8.4% and 4.5%, respectively. However, the INVESCO Actively Managed ETC FD had a drastic drop of 56.3% in shares.

Further changes were seen in other funds such as the SPDR Exchange Traded Funds, VanEck ETF Trust, and the Select Sector SPDR TR. But it's worth noting that some companies such as Pfizer Inc. and Merck & Co. Inc., as well as popular conglomerates such as Microsoft Corp. and McDonald's Corporation, witnessed positive changes in their shares.

Overall, while some funds experienced a positive change in shares, others saw a decrease. It's essential for investors to stay updated on such changes to make informed decisions. The report serves as a good indicator for the company's performance and helps predict the financial health of companies invested in by the Transamerica Financial Advisors, Inc.