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Advyzon Investment Management, LLC Historic Quarter Change: USA ETF, New

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Advyzon Investment Management, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Advyzon Investment Management, LLC opened 480 positions, added to 759, reduced 360 and sold out of 194.

  • Q2 2026: Stock CGDV; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock SPDW; Country of operation —; Class ST STR PO EX ETF; Shares before 0.
  • Q2 2026: Stock CWB; Country of operation —; Class ST STR CONV ETF; Shares before 0.
  • Q2 2026: Stock SPYM; Country of operation United States; Class ST STR P500ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011872), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09). 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 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREAT UNIT0530,279+530,279$0$26,132,146+$26,132,1462026-08-14
Q2 2026SPDW
SPDR INDEX SHS FDS		ST STR PO EX ETF0367,693+367,693$0$18,528,059+$18,528,0592026-08-14
Q2 2026CWB
SPDR SERIES TRUST		ST STR CONV ETF0170,089+170,089$0$18,338,985+$18,338,9852026-08-14
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF0181,454+181,454$0$15,946,189+$15,946,1892026-08-14
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF0239,394+239,394$0$12,395,833+$12,395,8332026-08-14
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF095,461+95,461$0$9,208,190+$9,208,1902026-08-14
Q2 2026JANW
AIM ETF PRODUCTS TRUST		ALLIA US JAN ETF0219,635+219,635$0$8,494,362+$8,494,3622026-08-14
Q2 2026OCTW
AIM ETF PRODUCTS TRUST		ALLIA US OCT ETF0207,260+207,260$0$8,479,007+$8,479,0072026-08-14
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF082,196+82,196$0$7,532,432+$7,532,4322026-08-14
Q2 2026SOXX
ISHARES TR		ISHARES SEMICDTR010,008+10,008$0$6,412,749+$6,412,7492026-08-14
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF0112,857+112,857$0$5,993,858+$5,993,8582026-08-14
Q2 2026BAI
BLACKROCK ETF TRUST		ISHA I IN TE ETF097,900+97,900$0$5,161,288+$5,161,2882026-08-14
Q2 2026THRO
BLACKROCK ETF TRUST		ISHA US THEM ETF0106,956+106,956$0$4,610,871+$4,610,8712026-08-14
Q2 2026BLOK
AMPLIFY ETF TR		BLOCK TECHN ETF072,122+72,122$0$4,516,999+$4,516,9992026-08-14
Q2 2026CGMU
CAPITAL GRP FIXED INCM ETF T		MUN INM ETF0163,883+163,883$0$4,501,867+$4,501,8672026-08-14
Q2 2026FFSM
FIDELITY COVINGTON TRUST		FUN SMA MID ETF0115,144+115,144$0$4,399,652+$4,399,6522026-08-14
Q2 2026BLCR
BLACKROCK ETF TRUST		ISHA LA CORE ETF078,260+78,260$0$3,941,934+$3,941,9342026-08-14
Q2 2026DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP ETF0100,929+100,929$0$3,915,028+$3,915,0282026-08-14
Q2 2026STXV
EA SERIES TRUST		STRI 1000 VA ETF0102,047+102,047$0$3,868,602+$3,868,6022026-08-14
Q2 2026CGUS
CAPITAL GROUP CORE EQUITY ET		SHS CREAT UNIT085,585+85,585$0$3,806,821+$3,806,8212026-08-14
Q2 2026DBMF
LITMAN GREGORY FDS TR		IMGP DBI MAN ETF0120,703+120,703$0$3,694,726+$3,694,7262026-08-14
Q2 2026MAGS
LISTED FDS TR		ROUN MA SEVE ETF055,677+55,677$0$3,580,057+$3,580,0572026-08-14
Q2 2026SPYV
SPDR SERIES TRUST		ST STR P500VAL053,016+53,016$0$3,222,844+$3,222,8442026-08-14
Q2 2026PFIX
SIMPLIFY EXCHANGE TRADED FUN		SIMPLIFY INTERST070,177+70,177$0$3,042,862+$3,042,8622026-08-14
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF014,718+14,718$0$2,803,975+$2,803,9752026-08-14
Q2 2026CORO
BLACKROCK ETF TRUST		ISHA IN CTRY ETF072,640+72,640$0$2,658,624+$2,658,6242026-08-14
Q2 2026HELO
J P MORGAN EXCHANGE TRADED F		HEDG EQU LAD ETF035,206+35,206$0$2,379,218+$2,379,2182026-08-14
Q2 2026TOTL
SSGA ACTIVE ETF TR		ST STR TOTAL ETF059,534+59,534$0$2,349,807+$2,349,8072026-08-14
Q2 2026QUIZ
ZACKS TRUST		QUALITY INTL ETF077,271+77,271$0$2,257,737+$2,257,7372026-08-14
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF013,500+13,500$0$2,141,850+$2,141,8502026-08-14
Q2 2026SPTM
SPDR SERIES TRUST		ST STR PR SP1500023,412+23,412$0$2,125,646+$2,125,6462026-08-14
Q2 2026XAR
SPDR SERIES TRUST		ST STR SP AERO07,012+7,012$0$1,989,795+$1,989,7952026-08-14
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHA FLEX IN ETF035,821+35,821$0$1,874,880+$1,874,8802026-08-14
Q2 2026XLP
SELECT SECTOR SPDR TR		ST STR STAPL ETF022,454+22,454$0$1,865,273+$1,865,2732026-08-14
Q2 2026BCI
ABRDN ETFS		BBRG ALL COMD K1082,145+82,145$0$1,835,129+$1,835,1292026-08-14
Q2 2026SPLB
SPDR SERIES TRUST		ST LONG BD ETF079,721+79,721$0$1,785,743+$1,785,7432026-08-14
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF030,802+30,802$0$1,651,321+$1,651,3212026-08-14
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF035,940+35,940$0$1,594,298+$1,594,2982026-08-14
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT032,232+32,232$0$1,521,332+$1,521,3322026-08-14
Q2 2026CGHM
CAPITAL GRP FIXED INCM ETF T		MUN HIGH ETF057,761+57,761$0$1,493,119+$1,493,1192026-08-14
Q2 2026DTCR
GLOBAL X FDS		DATA CTR DIG ETF046,258+46,258$0$1,404,841+$1,404,8412026-08-14
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF07,569+7,569$0$1,402,008+$1,402,0082026-08-14
Q2 2026IALT
BLACKROCK ETF TRUST		ISHA SYST AL ETF047,891+47,891$0$1,343,353+$1,343,3532026-08-14
Q2 2026CGGO
CAPITAL GROUP GBL GROWTH EQT		SHS CREAT UNIT030,720+30,720$0$1,300,378+$1,300,3782026-08-14
Q2 2026IGEB
ISHARES TR		INVT GRAD SY ETF028,685+28,685$0$1,293,980+$1,293,9802026-08-14
Q2 2026CGXU
CAPITAL GROUP INTL FOCUS EQT		SHS CREAT UNIT036,154+36,154$0$1,251,640+$1,251,6402026-08-14
Q2 2026AVLV
AMERICAN CENTY ETF TR		US LARGE CAP VLU013,536+13,536$0$1,234,651+$1,234,6512026-08-14
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF025,598+25,598$0$1,160,613+$1,160,6132026-08-14
Q2 2026SPTL
SPDR SERIES TRUST		ST LON TREAS ETF040,391+40,391$0$1,059,448+$1,059,4482026-08-14
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF09,350+9,350$0$1,001,684+$1,001,6842026-08-14
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF08,519+8,519$0$999,085+$999,0852026-08-14
Q2 2026SGOV
ISHARES TR		0-3 MTH TREASURY09,621+9,621$0$968,556+$968,5562026-08-14
Q2 2026CLOA
BLACKROCK ETF TRUST II		ISHARES AAA CLO017,903+17,903$0$929,345+$929,3452026-08-14
Q2 2026XNTK
SPDR SERIES TRUST		ST STR NYSE TECH02,294+2,294$0$896,151+$896,1512026-08-14
Q2 2026QLTA
ISHARES TR		A RATE CP BD ETF018,445+18,445$0$876,506+$876,5062026-08-14
Q2 2026FRDM
EA SERIES TRUST		FREEDOM 100 EM011,908+11,908$0$868,093+$868,0932026-08-14
Q2 2026FPX
FIRST TR EXCHANGE-TRADED FD		US EQTY OPPT ETF04,201+4,201$0$866,162+$866,1622026-08-14
Q2 2026ACYN
FIRST TR EXCHANGE-TRADED FD		VEST LADDERED040,537+40,537$0$842,764+$842,7642026-08-14
Q2 2026AIRR
FIRST TR EXCHANGE TRADED FD		RBA INDL ETF06,221+6,221$0$828,948+$828,9482026-08-14
Q2 2026SPIB
SPDR SERIES TRUST		ST INTER BD ETF024,170+24,170$0$808,718+$808,7182026-08-14
Q2 2026DFSD
DIMENSIONAL ETF TRUST		SHOR DUR FIX ETF016,748+16,748$0$799,731+$799,7312026-08-14
Q2 2026JADE
J P MORGAN EXCHANGE TRADED F		ACTI DE MARK ETF09,686+9,686$0$776,100+$776,1002026-08-14
Q2 2026CGMM
CAPITAL GROUP EQUITY ETF TR		US SM MI CA ETF023,389+23,389$0$771,135+$771,1352026-08-14
Q2 2026EIS
ISHARES INC		MSCI ISRAEL ETF06,174+6,174$0$745,264+$745,2642026-08-14
Q2 2026GSLC
GOLDMAN SACHS ETF TR		ACTIVEBETA US LG05,148+5,148$0$730,434+$730,4342026-08-14
Q2 2026HIMU
BLACKROCK ETF TRUST II		ISH HIG MUN ETF014,298+14,298$0$712,040+$712,0402026-08-14
Q2 2026BUFR
FIRST TR EXCHNG TRADED FD VI		FT LADD BUFF ETF019,355+19,355$0$707,038+$707,0382026-08-14
Q2 2026CLOZ
SERIES PORTFOLIOS TR		ELDRIDGE BBB B025,874+25,874$0$683,591+$683,5912026-08-14
Q2 2026FIW
FIRST TR EXCHANGE-TRADED FD		WTR ETF06,164+6,164$0$675,081+$675,0812026-08-14
Q2 2026GARP
ISHARES TR		MSCI US GARP ETF08,175+8,175$0$674,885+$674,8852026-08-14
Q2 2026STXT
EA SERIES TRUST		STRI TOTA BD ETF034,295+34,295$0$673,041+$673,0412026-08-14
Q2 2026GGOV
BLACKROCK ETF TRUST II		ISHA GLO USD ETF013,041+13,041$0$655,832+$655,8322026-08-14
Q2 2026ITM
VANECK ETF TRUST		INTRMDT MUNI ETF013,754+13,754$0$646,300+$646,3002026-08-14
Q2 2026FESM
FIDELITY COVINGTON TRUST		ENHANCED SML CAP013,219+13,219$0$638,346+$638,3462026-08-14
Q2 2026DGRO
ISHARES TR		CORE DIV GRWTH07,877+7,877$0$596,998+$596,9982026-08-14
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP		CLASS A COM STK03,457+3,457$0$590,663+$590,6632026-08-14
Q2 2026BDVL
BLACKROCK ETF TRUST		DISC VOLA EQ ETF022,270+22,270$0$578,569+$578,5692026-08-14
Q2 2026COPX
GLOBAL X FDS		GLOBAL X COPPER07,302+7,302$0$562,040+$562,0402026-08-14
Q2 2026URA
GLOBAL X FDS		GLOBAL X URANIUM012,349+12,349$0$539,651+$539,6512026-08-14
Q2 2026SEIX
VIRTUS ETF TR II		SEIX SR LN ETF021,996+21,996$0$508,770+$508,7702026-08-14
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW04,202+4,202$0$500,070+$500,0702026-08-14
Q2 2026VNLA
JANUS DETROIT STR TR		HENDRSN SHRT ETF010,174+10,174$0$497,153+$497,1532026-08-14
Q2 2026DFUS
DIMENSIONAL ETF TRUST		US EQUI MARK ETF06,023+6,023$0$493,509+$493,5092026-08-14
Q2 2026SPSM
SPDR SERIES TRUST		ST STR SP600 SML08,470+8,470$0$488,474+$488,4742026-08-14
Q2 2026ACWX
ISHARES TR		MSCI ACWI EX US06,317+6,317$0$480,815+$480,8152026-08-14
Q2 2026DCOR
DIMENSIONAL ETF TRUST		US COR EQU 1 ETF05,850+5,850$0$479,569+$479,5692026-08-14
Q2 2026FNDE
SCHWAB STRATEGIC TR		FUND EM EQUI ETF012,051+12,051$0$478,192+$478,1922026-08-14
Q2 2026BFLX
BLACKROCK ETF TRUST		ISHA FLEX EQ ETF018,203+18,203$0$466,327+$466,3272026-08-14
Q2 2026ARTY
ISHARES TR		FUTU AI TECH ETF05,970+5,970$0$454,675+$454,6752026-08-14
Q2 2026SECU
BLACKROCK ETF TRUST II		United StatesISHA SECU IN ETF08,922+8,922$0$444,851+$444,8512026-08-14
Q2 2026SDCI
USCF ETF TR		SUMMERHAVEN K1016,631+16,631$0$439,724+$439,7242026-08-14
Q2 2026LCTU
BLACKROCK ETF TRUST		ISHA US AWAR ETF05,448+5,448$0$436,712+$436,7122026-08-14
Q2 2026GHYB
GOLDMAN SACHS ETF TR		ACCESS HIG YLD09,604+9,604$0$430,831+$430,8312026-08-14
Q2 2026SHYM
BLACKROCK ETF TRUST II		SHOR DURA HI ETF018,596+18,596$0$417,480+$417,4802026-08-14
Q2 2026USFR
WISDOMTREE TR		FLOATNG RAT TREA08,283+8,283$0$417,047+$417,0472026-08-14
Q2 2026EMLC
VANECK ETF TRUST		JP MRGAN EM LOC016,284+16,284$0$416,219+$416,2192026-08-14
Q2 2026CRTC
DBX ETF TR		XTRA US NATL ETF010,356+10,356$0$403,779+$403,7792026-08-14
Q2 2026RDVY
FIRST TR EXCHANGE TRADED FD		RISNG DIVD ACHIV04,897+4,897$0$396,933+$396,9332026-08-14
Q2 2026CGW
INVESCO EXCH TRADED FD TR II		S&P GBL WATER06,023+6,023$0$395,892+$395,8922026-08-14
Q2 2026XLB
SELECT SECTOR SPDR TR		ST STR MATER ETF07,705+7,705$0$391,621+$391,6212026-08-14

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