Advus Financial Partners, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Advus Financial Partners, LLC opened 27 positions, added to 24, reduced 43, sold out of 23 and left 15 unchanged. The largest increase in value was BINC (+$4,956,598); the largest decrease was BINC (-$5,234,129).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 41,900; Shares 2026-06-30 42,193.
- HDV: Country of operation —; Class CORE HIGH DV ETF; Shares 2026-03-31 19,477; Shares 2026-06-30 39,311.
- GOVT: Country of operation —; Class US TREAS BD ETF; Shares 2026-03-31 59,502; Shares 2026-06-30 127,446.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 72,145; Shares 2026-06-30 75,327.
Two Form 13F-HR filings compared (SEC CIK 2150676): 2026-03-31 (filed 2026-08-25) and 2026-06-30 (filed 2026-08-25). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 41,900 | 42,193 | +293 | $27,369,562 | $31,598,068 | +$4,228,506 |
|---|
HDV
ISHARES TR | | CORE HIGH DV ETF | 19,477 | 39,311 | +19,834 | $2,643,382 | $1,077,505 | -$1,565,877 |
|---|
GOVT
ISHARES TR | | US TREAS BD ETF | 59,502 | 127,446 | +67,944 | $1,363,184 | $2,903,210 | +$1,540,026 |
|---|
IEMG
ISHARES INC | | CORE MSCI EMKT | 72,145 | 75,327 | +3,182 | $5,032,098 | $6,240,070 | +$1,207,972 |
|---|
MTUM
ISHARES TR | | MSCI USA MMENTM | 7,531 | 8,514 | +983 | $1,807,365 | $2,918,983 | +$1,111,618 |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 28,296 | 31,021 | +2,725 | $5,974,700 | $7,043,628 | +$1,068,928 |
|---|
BOND
PIMCO ETF TR | | ACTIVE BD ETF | 45,439 | 52,893 | +7,454 | $4,193,149 | $4,877,273 | +$684,124 |
|---|
VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 16,883 | 28,889 | +12,006 | $842,293 | $1,461,206 | +$618,913 |
|---|
EFG
ISHARES TR | | EAFE GRWTH ETF | 22,974 | 24,469 | +1,495 | $2,558,585 | $3,044,478 | +$485,893 |
|---|
IAGG
ISHARES TR | | CORE INTL AGGR | 74,329 | 82,278 | +7,949 | $3,719,423 | $4,163,267 | +$443,844 |
|---|
VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 15,833 | 17,851 | +2,018 | $1,189,094 | $1,495,031 | +$305,937 |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 2,873 | 2,940 | +67 | $1,717,047 | $2,019,420 | +$302,373 |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 3,252 | 13,009 | +9,757 | $1,386,630 | $1,615,336 | +$228,706 |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 27,579 | 27,949 | +370 | $1,767,262 | $1,991,399 | +$224,137 |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 598 | 795 | +197 | $389,043 | $593,469 | +$204,426 |
|---|
EOCT
INNOVATOR ETFS TRUST | | EMERGING MKT PWR | 65,517 | 66,187 | +670 | $2,093,249 | $2,260,617 | +$167,368 |
|---|
TLH
ISHARES TR | | 10-20 YR TRS ETF | 41,335 | 42,904 | +1,569 | $4,163,261 | $4,305,416 | +$142,155 |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 9,593 | 10,797 | +1,204 | $952,330 | $1,068,690 | +$116,360 |
|---|
CBOJ
CALAMOS ETF TR | | CALLMOS BIT STRU | 11,225 | 15,225 | +4,000 | $266,565 | $358,255 | +$91,690 |
|---|
EAPR
INNOVATOR ETFS TRUST | | EMRGNG MKT APRIL | 10,198 | 11,831 | +1,633 | $304,718 | $389,348 | +$84,630 |
|---|
MBB
ISHARES TR | | MBS ETF | 52,934 | 53,956 | +1,022 | $5,026,083 | $5,099,919 | +$73,836 |
|---|
IMAR
INNOVATOR ETFS TRUST | | INNOVATOR INTL D | 15,905 | 17,555 | +1,650 | $461,716 | $534,462 | +$72,746 |
|---|
NFEB
INNOVATOR ETFS TRUST | | INNOVATOR GW 100 | 9,355 | 9,965 | +610 | $256,244 | $302,333 | +$46,089 |
|---|
SUB
ISHARES TR | | SHRT NAT MUN ETF | 19,489 | 19,515 | +26 | $2,075,579 | $2,077,762 | +$2,183 |
|---|
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