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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
731
+38 vs. Q3 2022
Portfolio value
$1.82B
+$151.6M (+9.1%) vs. Q3 2022
Filed
Feb 15, 2023
SEC
Holdings of Change Path, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
XELAExela Technologies, Inc.COM NEW30,000$2.00K<0.1%+30,000NewHistory
SLQTSelectQuote, Inc.COM19,663$13.0K<0.1%−1,035−5.0%ReducedHistory
HRTXHeron Therapeutics, Inc.COM11,764$29.0K<0.1%+20+0.2%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR15,361$34.0K<0.1%−2,091−12.0%ReducedHistory
REIRing Energy, Inc.COM16,000$39.0K<0.1%00.0%UnchangedHistory
PIMFranklin Master Intermediate Income TrustSH BEN INT13,416$43.0K<0.1%00.0%UnchangedHistory
LUMNLumen Technologies, Inc.Stock10,078$53.0K<0.1%+10,078NewHistory
GOSSGossamer Bio, Inc.COM28,999$63.0K<0.1%+2,433+9.2%AddedHistory
RTLNecessity Retail REIT, Inc.COM CLASS A11,311$67.0K<0.1%+11,311NewHistory
PLTRPalantir Technologies Inc.Stock11,228$72.0K<0.1%−11,630−50.9%ReducedHistory
NOKNokia CorpSPONSORED ADR16,296$76.0K<0.1%−1,978−10.8%ReducedHistory
NSLNuveen Senior Income FundCOM18,000$83.0K<0.1%−17,355−49.1%ReducedHistory
CERSCerus CorpCOM24,362$89.0K<0.1%−1,071−4.2%ReducedHistory
NATNordic American Tankers LtdCOM30,495$93.0K<0.1%+30,495NewHistory
JBLUJetBlue Airways CorpCOM15,362$100.0K<0.1%−2,211−12.6%ReducedHistory
SWNSouthwestern Energy CoCOM20,078$117.0K<0.1%+71+0.4%AddedHistory
KDKyndryl Holdings, Inc.Stock10,740$119.0K<0.1%−158−1.4%ReducedHistory
TLRYTilray Brands, Inc.COM CL 244,770$120.0K<0.1%+4,179+10.3%AddedHistory
CFFNCapitol Federal Financial, Inc.COM14,356$124.0K<0.1%00.0%UnchangedHistory
CHPTChargePoint Holdings, Inc.COM CL A13,709$131.0K<0.1%+2,399+21.2%AddedHistory
OCSLOaktree Specialty Lending CorpCOM19,521$134.0K<0.1%+19,521NewHistory
HTGCHercules Capital, Inc.COM10,556$140.0K<0.1%+10,556NewHistory
RESRPC IncCOM15,995$142.0K<0.1%+15,995NewHistory
Northern LTS FD Tr IV66538H278MAIN THEMATC IN11,550$143.0K<0.1%+11,550New–
First Tr MLP & Energy Incom33739B104COM19,100$149.0K<0.1%+7,000+57.9%Added–
UNGUnited States Natural Gas Fund, LPUNIT PAR11,628$164.0K<0.1%+11,628NewHistory
SGOLabrdn Gold ETF TrustETF10,052$176.0K<0.1%−10,976−52.2%ReducedHistory
GSBDGoldman Sachs BDC, Inc.SHS13,560$186.0K<0.1%+13,560NewHistory
GDRXGoodRx Holdings, Inc.COM CL A40,015$186.0K<0.1%−1,000−2.4%ReducedHistory
NVTAInvitae CorpCOM101,280$188.0K<0.1%+2,500+2.5%AddedHistory
First Tr Exch Traded FD III33739P855INSTL PFD SECS10,620$189.0K<0.1%+10,620New–
iShares Tr46435G433MSCI USA SMCP MN5,781$200.0K<0.1%+5,781New–
iShares Tr464288638ISHS 5-10YR INVT4,069$201.0K<0.1%+4,069New–
WBDWarner Bros. Discovery, Inc.Stock21,316$202.0K<0.1%−1,791−7.8%ReducedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR19,001$202.0K<0.1%+19,001NewHistory
DLRDigital Realty Trust, Inc.COM2,011$202.0K<0.1%+2,011NewHistory
Fidelity MSCI Utilities Index ETF316092865ETF4,445$203.0K<0.1%+4,445New–
SBACSba Communications CorpCL A725$203.0K<0.1%+725NewHistory
Fidelity Covington Trust316092816MOMENTUM FACTR4,750$203.0K<0.1%+4,750New–
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,350$204.0K<0.1%−14,440−69.5%Reduced–
VTRVentas, Inc.REIT4,566$206.0K<0.1%+4,566NewHistory
iShares Tr46435U663ESG AWARE MSCI6,272$206.0K<0.1%−713−10.2%Reduced–
PFDFlaherty & Crumrine Preferred & Income Fund IncCOM18,600$207.0K<0.1%+18,600NewHistory
BNYBank of New York Mellon CorpStock4,569$208.0K<0.1%+4,569NewHistory
CEGConstellation Energy CorpStock2,416$208.0K<0.1%+2,416NewHistory
iShares Tr46436E759ESG EAFE ETF3,847$209.0K<0.1%+3,847New–
TWTradeweb Markets Inc.Stock3,251$211.0K<0.1%+3,251NewHistory
New York Life Investments Et45409B107HEDGE MULTI STRA7,428$211.0K<0.1%−194−2.5%Reduced–
ALKAlaska Air Group, Inc.COM4,917$211.0K<0.1%+4,917NewHistory
APAAPA CorpStock4,533$212.0K<0.1%+4,533NewHistory
CWHCamping World Holdings, Inc.CL A9,503$212.0K<0.1%−2,804−22.8%ReducedHistory
HBANHuntington Bancshares IncCOM15,083$213.0K<0.1%+1,256+9.1%AddedHistory
Global X FDS37960A800WIND ENERGY ETF11,950$214.0K<0.1%+1,000+9.1%Added–
Innovator ETFs Trust45782C789US EQTY BUFR JUL6,950$215.0K<0.1%00.0%Unchanged–
XYZBlock, Inc.CL A3,445$216.0K<0.1%+3,445NewHistory
John Hancock Exchange Traded47804J776PFD INCOME ETF10,000$216.0K<0.1%+10,000New–
AGNCAGNC Investment Corp.REIT21,007$217.0K<0.1%+21,007NewHistory
iShares U S ETF Tr46431W606IT RT HDG HGYL2,649$217.0K<0.1%+21+0.8%Added–
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED10,265$217.0K<0.1%−795−7.2%Reduced–
WECWec Energy Group, Inc.Stock2,325$218.0K<0.1%+2,325NewHistory
ALSumisho Air Lease CorpCL A5,667$218.0K<0.1%+5,667NewHistory
CLMTCalumet, Inc.UT LTD PARTNER12,919$218.0K<0.1%+12,919NewHistory
PPLPPL CorpCOM7,484$219.0K<0.1%+7,484NewHistory
EQIXEquinix IncCOM334$219.0K<0.1%+334NewHistory
NSCNorfolk Southern CorpStock900$222.0K<0.1%+900NewHistory
PSAPublic StorageCOM792$222.0K<0.1%+47+6.3%AddedHistory
NUENucor CorpCOM1,681$222.0K<0.1%+1,681NewHistory
DBCInvesco DB Commodity Index Tracking FundUNIT9,049$223.0K<0.1%−1,482−14.1%ReducedHistory
Global X FDS37954Y285TELMDC&DIG ETF19,194$223.0K<0.1%+6,694+53.6%Added–
TMHCTaylor Morrison Home CorpCOM7,350$223.0K<0.1%+7,350NewHistory
COHRCoherent Corp.COM6,366$223.0K<0.1%−34−0.5%ReducedHistory
ProShares Tr74347X864ULTRPRO S&P5006,791$223.0K<0.1%+6,791New–
VIXYProShares Trust IIVIX SH TRM FUTRS19,598$223.0K<0.1%+19,598NewHistory
SOFISoFi Technologies, Inc.Stock48,999$226.0K<0.1%+90.0%AddedHistory
RYRoyal Bank of CanadaStock2,417$227.0K<0.1%+3+0.1%AddedHistory
Invesco S&P 500 Quality ETF46137V241ETF5,148$227.0K<0.1%+4+0.1%Added–
iShares Tr46434V4070-5YR HI YL CP5,558$227.0K<0.1%−503−8.3%Reduced–
PXDPioneer Natural Resources CoCOM992$227.0K<0.1%+992NewHistory
TRVTravelers Companies, Inc.Stock1,215$228.0K<0.1%+1,215NewHistory
ProShares Tr74347X849SHRT 20+YR TRE10,125$230.0K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH2,138$232.0K<0.1%−227−9.6%Reduced–
KMIKinder Morgan, Inc.Stock12,901$233.0K<0.1%+1,045+8.8%AddedHistory
SPDR Index Shs FDS78463X541ST STR NAT ETF4,105$234.0K<0.1%+4,105New–
REGNRegeneron Pharmaceuticals, Inc.COM328$237.0K<0.1%+37+12.7%AddedHistory
iShares Inc464286582MSCI JAPN SMCETF3,674$239.0K<0.1%+3,674New–
iShares Tr46435G342MORTGE REL ETF10,555$240.0K<0.1%+10,555New–
Invesco Actively Managed Exc46090A804TOTAL RETURN5,161$240.0K<0.1%+20.0%Added–
Vanguard Utilities ETF92204A876ETF1,579$242.0K<0.1%+2+0.1%Added–
IDCCInterDigital, Inc.COM4,923$244.0K<0.1%+4,923NewHistory
First Tr Exchange-Traded FD33734H106SHS6,139$245.0K<0.1%−206−3.2%Reduced–
Goldman Sachs ETF Tr381430529ACCES TREASURY2,464$246.0K<0.1%−280−10.2%Reduced–
BOHBank of Hawaii CorpCOM3,200$248.0K<0.1%00.0%UnchangedHistory
CFLTConfluent, Inc.CLASS A COM11,153$248.0K<0.1%+688+6.6%AddedHistory
DOWDow Inc.Stock4,947$249.0K<0.1%+4,947NewHistory
MCKMcKesson CorpStock667$250.0K<0.1%−23−3.3%ReducedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF9,975$250.0K<0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock1,554$251.0K<0.1%−106−6.4%ReducedHistory
ENBEnbridge IncStock6,435$252.0K<0.1%+89+1.4%AddedHistory
CRLCharles River Laboratories International, Inc.COM1,157$252.0K<0.1%−32−2.7%ReducedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE19,827$252.0K<0.1%+2,952+17.5%Added–

Sold out since Q3 2022 (56)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Change Path, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Kraneshares Tr500767736QUADRTC INT RT135,233$3.00M0.2%–
First Tr Exchng Traded FD VI33740F839FT VEST US EQT63,770$2.07M0.1%–
Invesco Exch TRD SLF Idx FD46138J551BULSHS 2022 MUNI79,082$2.00M0.1%–
First Tr Exchng Traded FD VI33740F698FT VEST US EQT42,703$1.27M0.1%–
First Tr Exchng Traded FD VI33740F631FT VEST US42,256$1.26M0.1%–
First Tr Exchng Traded FD VI33740F664FT VEST US EQT33,012$1.02M0.1%–
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT31,692$939.0K0.1%–
Global X FDS37950E416SOCIAL MED ETF31,125$864.0K0.1%–
First Tr Exchng Traded FD VI33740U885FT VEST US EQT28,207$778.0K<0.1%–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH18,593$760.0K<0.1%History
MRVLMarvell Technology, Inc.COM14,802$636.0K<0.1%History
GNRCGenerac Holdings Inc.Stock3,390$603.0K<0.1%History
ICLRIcon PLCCOM2,738$503.0K<0.1%History
FDSFactset Research Systems IncStock1,242$497.0K<0.1%History
iShares Tr46436E809IBONDS 22 TRM TS19,095$485.0K<0.1%–
ICEIntercontinental Exchange, Inc.Stock4,953$448.0K<0.1%History
Fidelity Comwlth Tr315912808NASDAQ COMPSIT10,799$448.0K<0.1%–
RGENRepligen CorpCOM2,327$435.0K<0.1%History
DPZDominos Pizza IncCOM1,291$401.0K<0.1%History
Innovator ETFs Trust45782C409US EQTY BUFR JAN11,770$365.0K<0.1%–
iShares Tr464288760US AER DEF ETF3,400$310.0K<0.1%–
VanEck ETF Trust92189F130REAL ASSETS ETF13,648$310.0K<0.1%–
John Hancock Exchange Traded47804J875MLTFCTR CONSMR9,147$308.0K<0.1%–
SJMJ M SMUCKER CoStock2,189$301.0K<0.1%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,910$296.0K<0.1%–
iShares Tr464288158SHRT NAT MUN ETF2,782$286.0K<0.1%–
CRWDCrowdStrike Holdings, Inc.Stock1,724$284.0K<0.1%History
VanEck Semiconductor ETF92189F676ETF1,512$280.0K<0.1%–
KRCKilroy Realty CorpCOM6,503$274.0K<0.1%History
iShares Tr46434V1000-5YR INVT GR CP5,656$268.0K<0.1%–
GTLSChart Industries IncCOM1,452$268.0K<0.1%History
iShares Inc46434G848MSCI GBL ETF NEW7,598$259.0K<0.1%–
RSGRepublic Services, Inc.COM1,879$256.0K<0.1%History
OMCOmnicom Group Inc.COM3,991$252.0K<0.1%History
SPDR Series Trust78468R721STATE STREET SPD5,688$250.0K<0.1%–
VanEck ETF Trust92189H201INTRMDT MUNI ETF5,703$248.0K<0.1%–
SPDR Series Trust78464A144ST STR CORPO ETF8,852$246.0K<0.1%–
AMHAmerican Homes 4 RentCL A7,475$245.0K<0.1%History
iShares Tr464288802ESG OPTIMIZED3,233$245.0K<0.1%–
Northern LTS FD Tr IV66538H666FRMLAFOLIOS TATL11,579$235.0K<0.1%–
DALDelta Air Lines, Inc.COM NEW8,137$228.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J742RAFI STRATGIC US6,599$219.0K<0.1%–
OHIOmega Healthcare Investors IncCOM7,407$218.0K<0.1%History
ABMDAbiomed IncCOM886$218.0K<0.1%History
CAHCardinal Health IncStock3,211$214.0K<0.1%History
AVBAvalonbay Communities IncCOM1,156$213.0K<0.1%History
ADSKAutodesk, Inc.COM1,128$211.0K<0.1%History
CFCF Industries Holdings, Inc.COM2,174$209.0K<0.1%History
iShares Tr46435U861CORE DIVID ETF6,131$207.0K<0.1%–
VIXMProShares Trust IIVIX MDTRM FUTR N5,802$206.0K<0.1%History
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI11,075$193.0K<0.1%–
RCReady Capital CorpCOM15,749$160.0K<0.1%History
Global X FDS37954Y467E COMMERCE ETF10,506$159.0K<0.1%–
Global X FDS37954Y160GBL X BLOCKCHAIN15,294$89.0K<0.1%–
TGTXTG Therapeutics, Inc.COM10,275$61.0K<0.1%History
AMPEAmpio Pharmaceuticals, Inc.COM19,833$1.00K<0.1%History