Tlwm Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction

As the investment landscape continues to evolve, it's important for investors to stay updated on the latest changes in fund holdings. In this blog post, we'll explore the Q3 2023 vs. Q4 2023 13F Holdings Comparison and analyze the shifts in holdings for various funds. Let's dive in and uncover the insights from these changes.

SPDR S&P 500 ETF TR (SPY)

The SPDR S&P 500 ETF TR saw an increase in holdings from 170,063 shares in Q3 2023 to 175,733 shares in Q4 2023. The value of these holdings also rose from $72,697,000 to $83,526,000. This represents a 14.9% change, indicating a positive outlook for the fund.

ISHARES TR (IWV)

The IWV fund also experienced an upward trend in holdings, with an increase from 288,392 shares in Q3 2023 to 297,865 shares in Q4 2023. The value of these holdings rose from $70,673,000 to $81,536,000. The change percentage stands at 15.4%, reflecting a favorable growth trajectory.

ISHARES TR (ACWX)

The ACWX fund witnessed a rise in holdings as well, from 787,385 shares in Q3 2023 to 813,105 shares in Q4 2023. The value of these holdings increased from $37,014,000 to $41,500,000. This represents a change of 12.1%, signaling positive market sentiment for the fund.

VANGUARD INDEX FDS (VTI)

The VTI fund, operated by Vanguard Index FDS, experienced an increase in holdings from 131,796 shares in Q3 2023 to 136,598 shares in Q4 2023. The value of these holdings rose from $27,994,000 to $32,403,000. This change percentage of 15.7% indicates a promising outlook for the fund.

INVESCO EXCH TRD SLF IDX FD (BSCQ)

The BSCQ fund reported a notable increase in holdings, with an uptick from 1,178,935 shares in Q3 2023 to 1,246,630 shares in Q4 2023. The value of these holdings increased from $22,146,000 to $24,059,000. This reflects an 8.6% change, suggesting a positive market sentiment.

INVESCO EXCH TRD SLF IDX FD (BSCS)

The BSCS fund also witnessed an increase in holdings, with a rise from 1,024,785 shares in Q3 2023 to 1,079,252 shares in Q4 2023. The value of these holdings increased from $19,844,000 to $21,887,000. This change percentage of 10.3% showcases a favorable growth trajectory for the fund.

INVESCO EXCH TRD SLF IDX FD (BSCU)

The BSCU fund reported a significant increase in holdings, with a substantial rise from 69,386 shares in Q3 2023 to 1,269,018 shares in Q4 2023. The value of these holdings increased from $1,081,000 to $21,110,000. This represents a remarkable change percentage of 1852.8%, indicating substantial growth for the fund.

INVESCO EXCH TRD SLF IDX FD (BSCP)

The BSCP fund experienced an increase in holdings, with an uptick from 758,763 shares in Q3 2023 to 859,108 shares in Q4 2023. The value of these holdings rose from $15,258,000 to $17,573,000. This change percentage of 15.2% demonstrates positive market sentiment.

SPDR SER TR (SPMD)

The SPMD fund saw an increase in holdings, with a rise from 334,757 shares in Q3 2023 to 347,521 shares in Q4 2023. The value of these holdings increased from $14,659,000 to $16,931,000. This change of 15.5% showcases promising growth for the fund.

INVESCO EXCH TRD SLF IDX FD (BSCR)

The BSCR fund experienced substantial growth in holdings, with an increase from 621,641 shares in Q3 2023 to 844,819 shares in Q4 2023. The value of these holdings rose from $11,646,000 to $16,435,000. This represents an impressive change percentage of 41.1%, indicating strong market performance for the fund.

Conclusion

In conclusion, the Q3 2023 vs. Q4 2023 13F Holdings Comparison reveals several positive changes in fund holdings. The overall trend suggests growth and optimistic market sentiment. As an investor, it's crucial to keep an eye on these changes to make informed decisions. Remember to consult with a financial advisor before making any investment choices based on this information.

(Note: The data provided in this article is for informational purposes only and should not be considered financial advice.)