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1620 INVESTMENT ADVISORS, INC. Historic Quarter Change: USA ETF, New

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1620 INVESTMENT ADVISORS, INC. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, 1620 INVESTMENT ADVISORS, INC. opened 249 positions, added to 278, reduced 210 and sold out of 99.

  • Q2 2026: Stock AVES; Country of operation —; Class etf; Shares before 0.
  • Q2 2026: Stock OAKM; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock GMOI; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock BKMI; Country of operation —; Class ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1907281), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AVES
AVANTIS EMERGING MARKETS VALUE ETF		etf052,320+52,320$0$3,432,192+$3,432,1922026-07-14
Q2 2026OAKM
OAKMARK U.S. LARGE CAP ETF		ETF013,356+13,356$0$376,239+$376,2392026-07-14
Q2 2026GMOI
GMO INTERNATIONAL VALUE ETF		ETF06,549+6,549$0$245,462+$245,4622026-07-14
Q2 2026BKMI
BNY MELLON MUNICIPAL INTERMEDIATE ETF		ETF04,104+4,104$0$108,518+$108,5182026-07-14
Q2 2026IWR
ISHARES RUSSELL MIDCAP ETF		ETF0762+762$0$84,064+$84,0642026-07-14
Q2 2026DEM
WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND		ETF01,168+1,168$0$62,827+$62,8272026-07-14
Q2 2026BKMS
BNY MELLON MUNICIPAL SHORT DURATION ETF		ETF01,956+1,956$0$49,956+$49,9562026-07-14
Q2 2026FDVV
FIDELITY HIGH DIVIDEND ETF		ETF0672+672$0$44,840+$44,8402026-07-14
Q2 2026BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF		ETF0707+707$0$37,004+$37,0042026-07-14
Q2 2026ONEY
STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF		ETF0275+275$0$35,228+$35,2282026-07-14
Q2 2026IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF		ETF0688+688$0$31,751+$31,7512026-07-14
Q2 2026JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF		ETF0559+559$0$25,149+$25,1492026-07-14
Q2 2026INTF
ISHARES INTERNATIONAL EQUITY FACTOR ETF		ETF0495+495$0$20,275+$20,2752026-07-14
Q2 2026DABS
DOUBLELINE ABS ETF		ETF0400+400$0$20,271+$20,2712026-07-14
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP CLASS A COM STK		COM0115+115$0$19,649+$19,6492026-07-14
Q2 2026JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND		ETF0398+398$0$19,243+$19,2432026-07-14
Q2 2026XFIV
BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF		ETF0387+387$0$18,839+$18,8392026-07-14
Q2 2026STIP
ISHARES 0-5 YEAR TIPS BOND ETF		ETF0123+123$0$12,566+$12,5662026-07-14
Q2 2026BSCT
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF		ETF0370+370$0$6,873+$6,8732026-07-14
Q2 2026RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		ETF025+25$0$5,319+$5,3192026-07-14
Q2 2026MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST		ETF02+2$0$1,407+$1,4072026-07-14
Q2 2026DIV
GLOBAL X SUPERDIVIDEND US ETF		ETF01+1$0$19+$192026-07-14

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