Financial Management Professionals, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the rapidly changing world of finance, it is essential for professionals and investors to stay updated on the latest trends and shifts in holdings. One way to gain insights into the investment strategies of major players is by analyzing their 13F filings. These filings, submitted to the Securities and Exchange Commission (SEC), provide valuable information about the positions held by institutional investors.

In this article, we will take a closer look at the Q1 2023 vs. Q2 2023 13F holdings comparison of Financial Management Professionals, Inc. We will explore the changes in their holdings and highlight the key trends that emerged during this period.

Goldman Sachs Actvbeta US LRG ETF (GSLC) witnessed a 10.3% increase in shares from Q1 2023 to Q2 2023, with Q2 value rising to $71,535,000. Similarly, Schwab US Large Cap ETF (SCHX) experienced a significant jump of 73.9% in shares, reaching 922,035 shares in Q2 2023. The Q2 value surged to $48,287,000, showcasing the confidence of Financial Management Professionals, Inc. in these major funds.

Another interesting shift can be observed in Schwab US Large Cap Growth ETF (SCHG), where shares rose from 58 in Q1 2023 to a staggering 473,720 in Q2 2023. The value increased from $4,000 to $35,505,000, indicating a strong belief in the growth potential of the US large-cap segment.

John Hancock Multifactor Mid Cap ETF (JHMM) experienced a modest 8% increase in shares, while JPMorgan Ultra Short Income ETF (JPST) saw a 10% increase. These changes reflect the continuous effort of Financial Management Professionals, Inc. to optimize its portfolio and capitalize on promising investment opportunities.

The iShares Russell 1000 ETF (IWB) recorded a slight decrease of 6.6% in shares, dropping to 109,416 shares in Q2 2023. However, the value remained relatively stable at $26,669,000, underlying the firm's commitment to maintaining a diverse and balanced portfolio.

Goldman Sachs Actvbt Intereqy ETF (GSIE) witnessed a significant increase of 53% in shares, reaching 824,492 shares in Q2 2023. The value also rose to $25,848,000, demonstrating Financial Management Professionals, Inc.'s confidence in the potential of international equities.

Overall, some notable trends emerge from the Q1 2023 vs. Q2 2023 13F holdings comparison of Financial Management Professionals, Inc. The firm showed a keen interest in large-cap ETFs, with significant increases in holdings observed in Goldman Sachs Actvbeta US LRG ETF, Schwab US Large Cap ETF, and Schwab US Large Cap Growth ETF. This indicates a strong focus on domestic market opportunities and the potential for future growth.

In addition to these large-cap funds, the firm also made strategic moves in mid-cap and fixed-income ETFs, as seen in the changes in holdings of John Hancock Multifactor Mid Cap ETF and JPMorgan Ultra Short Income ETF.

It is important to note that 13F filings represent a snapshot of a firm's holdings at a specific point in time. These filings can offer valuable insights into the investment strategies of financial professionals, but they should not be viewed as guarantees of future performance or as the sole basis for investment decisions.

As always, it is crucial for investors to conduct their own research, diversify their portfolios, and seek professional advice to make informed investment decisions. The information provided in this article is for informational purposes only and should not be construed as financial or investment advice.

Disclaimer: The information in this article is based on the comparison of Q1 2023 and Q2 2023 13F filings of Financial Management Professionals, Inc. The data has been obtained from publicly available sources and is believed to be accurate and reliable. However, no guarantee is given regarding its accuracy or completeness. The author and the website do not accept any liability for direct or indirect losses arising from the use of this article or its contents. Please conduct your own research and consult with a financial professional before making any investment decisions.