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Total Investment Management Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

Ava Hoppe | 19 July, 2023

Investment management is a complex field that requires careful analysis and decision-making. One of the ways companies in this industry gauge market trends and adjust their portfolios is through the filing of 13F reports. These reports provide valuable insights into the changes in holdings of various funds.

In this article, we will examine the Q1 2023 vs. Q2 2023 13F holdings comparison for Total Investment Management Inc. We will analyze the data to understand the shifts in their portfolio and identify any noteworthy trends.

1. SCHWAB STRATEGIC TR - The holdings of SCHWAB STRATEGIC TR increased significantly from Q1 to Q2. The number of shares went up from 593,201 to 812,919, a growth of 57.6%. The value also increased from $38,658,000 to $60,928,000.

2. FIRST TR NAS100 EQ WEIGHTED - The holdings of FIRST TR NAS100 EQ WEIGHTED witnessed a minor increase from Q1 to Q2. The number of shares rose from 559,312 to 569,391, representing a growth of 8.1%. The value also increased slightly from $56,294,000 to $60,867,000.

3. INVESCO EXCHANGE TRADED FD T - The holdings of INVESCO EXCHANGE TRADED FD T grew moderately from Q1 to Q2. The number of shares increased from 359,110 to 373,379, reflecting a growth of 7.6%. The value also rose from $51,934,000 to $55,872,000.

4. SPDR DOW JONES INDL AVERAGE - The holdings of SPDR DOW JONES INDL AVERAGE showed a modest increase from Q1 to Q2. The number of shares went up from 156,345 to 160,013, representing a growth of 5.8%. The value increased from $52,003,000 to $55,020,000.

5. FIRST TR EXCHANGE-TRADED ALP - The holdings of FIRST TR EXCHANGE-TRADED ALP experienced a significant increase from Q1 to Q2. The number of shares rose from 1,149,494 to 1,196,711, showing a growth of 8.9%. The value also increased from $50,221,000 to $54,689,000.

6. SPDR S&P 500 ETF TR - The holdings of SPDR S&P 500 ETF TR showed a substantial increase from Q1 to Q2. The number of shares surged from 1,268 to 122,366, marking a growth of 10347%. The value increased from $519,000 to $54,242,000.

7. ARK ETF TR - The holdings of ARK ETF TR witnessed a significant increase from Q1 to Q2. The number of shares grew from 0 to 1,226,605. The value also increased from $0 to $54,142,000.

8. ISHARES TR - The holdings of ISHARES TR experienced a substantial increase from Q1 to Q2. The number of shares grew from 630,679 to 1,334,314, demonstrating a growth of 112.1%. The value increased from $24,886,000 to $52,785,000.

9. ISHARES TR - The holdings of ISHARES TR witnessed a significant increase from Q1 to Q2. The number of shares increased from 859,086 to 1,870,149, marking a growth of 147.8%. The value also increased from $20,506,000 to $50,811,000.

10. SPDR GOLD TR - The holdings of SPDR GOLD TR showed a slight decrease from Q1 to Q2. The number of shares decreased from 224,255 to 228,660, representing a decline of 0.8%. The value also decreased slightly from $41,088,000 to $40,763,000.

These are just a few examples of the changes in holdings of Total Investment Management Inc from Q1 2023 to Q2 2023. It is important to note that these shifts can have various reasons, including market fluctuations, investment strategies, and fund managers' decision-making processes.

As an investment management firm, it is crucial for Total Investment Management Inc to carefully analyze these changes and make informed decisions for the future. These 13F holdings reports serve as valuable tools for understanding market trends and adjusting investment strategies accordingly.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison for Total Investment Management Inc reveals various shifts in their portfolio. These changes reflect the dynamic nature of the investment management industry and the need for continuous monitoring and adjustment.

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