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Almanack Investment Partners, LLC. Historic Quarter Change: USA ETF, New

Almanack Investment Partners, 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 10 quarters from 2023-12-31 to 2026-06-30, Almanack Investment Partners, LLC. opened 189 positions, added to 317, reduced 303 and sold out of 154.

  • Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MTH TREASURY; Shares before 0.
  • Q2 2026: Stock FNDE; Country of operation —; Class FUND EM EQUI ETF; Shares before 0.
  • Q2 2026: Stock BAI; Country of operation —; Class ISHA I IN TE ETF; Shares before 0.
  • Q2 2026: Stock GRID; Country of operation —; Class NASDQ CLN EDGE; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1680613), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SGOV
ISHARES TR
0-3 MTH TREASURY0284,491+284,491$0$28,639,685+$28,639,6852026-07-30
Q2 2026FNDE
SCHWAB STRATEGIC TR
FUND EM EQUI ETF0561,157+561,157$0$22,266,710+$22,266,7102026-07-30
Q2 2026BAI
BLACKROCK ETF TRUST
ISHA I IN TE ETF0307,265+307,265$0$16,199,011+$16,199,0112026-07-30
Q2 2026GRID
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE070,876+70,876$0$13,590,473+$13,590,4732026-07-30
Q2 2026DRAM
ROUNDHILL ETF TRUST
MEMORY ETF0116,459+116,459$0$8,600,497+$8,600,4972026-07-30
Q2 2026DUST
DIREXION SHARES ETF TRUST
DAI GOL BEA ETF090,199+90,199$0$5,733,048+$5,733,0482026-07-30
Q2 2026GRNY
TIDAL TRUST I
United StatesFUND GRAN US ETF0203,864+203,864$0$5,636,840+$5,636,8402026-07-30
Q2 2026IVW
ISHARES TR
S&P 500 GRWT ETF034,233+34,233$0$4,708,064+$4,708,0642026-07-30
Q2 2026IWM
ISHARES TR
RUSSELL 2000 ETF013,182+13,182$0$3,960,582+$3,960,5822026-07-30
Q2 2026MOOD
EA SERIES TRUST
RELA SEN TAC ETF063,875+63,875$0$2,781,299+$2,781,2992026-07-30
Q2 2026VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT038,268+38,268$0$2,726,595+$2,726,5952026-07-30
Q2 2026IJR
ISHARES TR
CORE S&P SCP ETF015,917+15,917$0$2,360,631+$2,360,6312026-07-30
Q2 2026TLT
ISHARES TR
20 YR TR BD ETF027,129+27,129$0$2,344,490+$2,344,4902026-07-30
Q2 2026IJH
ISHARES TR
CORE S&P MCP ETF029,355+29,355$0$2,263,564+$2,263,5642026-07-30
Q2 2026XSD
SPDR SERIES TRUST
ST STR SP SEMI03,393+3,393$0$2,116,214+$2,116,2142026-07-30
Q2 2026USMV
ISHARES TR
MSCI USA MIN ETF021,614+21,614$0$2,084,886+$2,084,8862026-07-30
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP
CLASS A COM STK09,972+9,972$0$1,703,816+$1,703,8162026-07-30
Q2 2026SMH
VANECK ETF TRUST
SEMICONDUCTR ETF02,546+2,546$0$1,669,896+$1,669,8962026-07-30
Q2 2026SDY
SPDR SERIES TRUST
ST STR SP DIV010,789+10,789$0$1,641,879+$1,641,8792026-07-30
Q2 2026JMBS
JANUS DETROIT STR TR
HENDERSON MTG036,320+36,320$0$1,634,037+$1,634,0372026-07-30
Q2 2026DFAC
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF032,346+32,346$0$1,434,869+$1,434,8692026-07-30
Q2 2026URNM
SPROTT FDS TR
URANI MINER ETF022,809+22,809$0$1,199,515+$1,199,5152026-07-30
Q2 2026XLE
SELECT SECTOR SPDR TR
ST STR ENERG ETF021,151+21,151$0$1,123,319+$1,123,3192026-07-30
Q2 2026PBDC
PUTNAM ETF TRUST
BDC INCOME ETF039,748+39,748$0$1,081,543+$1,081,5432026-07-30
Q2 2026XME
SPDR SERIES TRUST
ST STR SP METAL09,570+9,570$0$1,023,320+$1,023,3202026-07-30
Q2 2026SPYI
NEOS ETF TRUST
NEOS S&P 500 HI017,419+17,419$0$924,775+$924,7752026-07-30
Q2 2026XLK
SELECT SECTOR SPDR TR
ST STR TECHN ETF04,691+4,691$0$893,729+$893,7292026-07-30
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US010,510+10,510$0$880,213+$880,2132026-07-30
Q2 2026DYNF
BLACKROCK ETF TRUST
ISHARES US EQUIT010,541+10,541$0$716,893+$716,8932026-07-30
Q2 2026QQQI
NEOS ETF TRUST
NASDAQ 100 HIGH011,813+11,813$0$670,860+$670,8602026-07-30
Q2 2026XBI
SPDR SERIES TRUST
ST STR SP BIOT04,209+4,209$0$666,074+$666,0742026-07-30
Q2 2026SPHY
SPDR SERIES TRUST
ST PORT HIGH ETF024,692+24,692$0$578,780+$578,7802026-07-30
Q2 2026REMX
VANECK ETF TRUST
RARE EAR STR ETF06,515+6,515$0$576,578+$576,5782026-07-30
Q2 2026NUKZ
EXCHANGE TRADED CONCEPTS TRU
RANG NUCL RE ETF07,985+7,985$0$544,244+$544,2442026-07-30
Q2 2026DTCR
GLOBAL X FDS
DATA CTR DIG ETF017,008+17,008$0$516,533+$516,5332026-07-30
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM08,833+8,833$0$498,888+$498,8882026-07-30
Q2 2026KBE
SPDR SERIES TRUST
ST STR SP BANK06,858+6,858$0$467,853+$467,8532026-07-30
Q2 2026QTUM
ETF SER SOLUTIONS
DEFIA QUANT ETF02,672+2,672$0$441,895+$441,8952026-07-30
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF01,725+1,725$0$408,184+$408,1842026-07-30
Q2 2026BTO
HANCOCK JOHN FINL OPPTYS
SH BEN INT NEW09,579+9,579$0$377,604+$377,6042026-07-30
Q2 2026SIL
GLOBAL X FDS
GLOBAL X SILVER04,752+4,752$0$368,090+$368,0902026-07-30
Q2 2026CATF
AMERICAN CENTY ETF TR
CALIF MUN BD ETF06,299+6,299$0$316,651+$316,6512026-07-30
Q2 2026SPHQ
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY03,433+3,433$0$309,313+$309,3132026-07-30
Q2 2026VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS0429+429$0$294,738+$294,7382026-07-30
Q2 2026JEPQ
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM04,600+4,600$0$282,716+$282,7162026-07-30
Q2 2026IYW
ISHARES TR
U.S. TECH ETF01,040+1,040$0$262,319+$262,3192026-07-30
Q2 2026NODE
VANECK FDS
ONCHAIN ECONOMY05,810+5,810$0$251,713+$251,7132026-07-30
Q2 2026NLR
VANECK ETF TRUST
URANI NUCLE ETF02,153+2,153$0$249,723+$249,7232026-07-30
Q2 2026FELC
FIDELITY COVINGTON TRUST
ENHANCED LARGE05,900+5,900$0$247,269+$247,2692026-07-30
Q2 2026ETH
GRAYSCALE ETHEREUM STAKING
United StatesSHS NEW015,849+15,849$0$238,210+$238,2102026-07-30
Q2 2026VUG
VANGUARD INDEX FDS
GROWTH ETF02,610+2,610$0$224,825+$224,8252026-07-30
Q2 2026FSSL
FS SPECIALTY LENDING FD
COM SH BEN INT020,121+20,121$0$224,349+$224,3492026-07-30
Q2 2026XLV
SELECT SECTOR SPDR TR
ST STR CARE ETF01,398+1,398$0$221,807+$221,8072026-07-30
Q2 2026GDX
VANECK ETF TRUST
GOLD MINERS ETF02,830+2,830$0$213,524+$213,5242026-07-30
Q2 2026IYH
ISHARES TR
US HLTHCARE ETF03,155+3,155$0$211,417+$211,4172026-07-30
Q2 2026EFA
ISHARES TR
MSCI EAFE ETF02,024+2,024$0$210,253+$210,2532026-07-30
Q2 2026SHLD
GLOBAL X FDS
DEFENSE TECH ETF03,510+3,510$0$209,582+$209,5822026-07-30
Q2 2026FTSM
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW03,507+3,507$0$209,473+$209,4732026-07-30
Q2 2026BITX
VOLATILITY SHS TR
2X BITCOIN ETF017,288+17,288$0$178,407+$178,4072026-07-30

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