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ALONGSIDE, LLC Historic Quarter Change: USA ETF, New

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ALONGSIDE, 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 1 quarter from 2025-12-31 to 2026-06-30, ALONGSIDE, LLC opened 53 positions, added to 34, reduced 12 and sold out of 5.

  • Q2 2026: Stock DIVZ; Country of operation —; Class POLEN DIVID ETF; Shares before 0.
  • Q2 2026: Stock SPYM; Country of operation United States; Class ST STR P500ETF; Shares before 0.
  • Q2 2026: Stock FBND; Country of operation —; Class TOTAL BD ETF; Shares before 0.
  • Q2 2026: Stock BIV; Country of operation —; Class INTERMED TERM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2113496), 1 quarter: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-14). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DIVZ
ELEVATION SERIES TRUST		POLEN DIVID ETF0434,705+434,705$0$16,248,488+$16,248,4882026-08-14
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF0155,008+155,008$0$13,622,138+$13,622,1382026-08-14
Q2 2026FBND
FIDELITY MERRIMACK STR TR		TOTAL BD ETF0244,333+244,333$0$11,114,707+$11,114,7072026-08-14
Q2 2026BIV
VANGUARD BD INDEX FDS		INTERMED TERM0128,358+128,358$0$9,845,033+$9,845,0332026-08-14
Q2 2026FENI
FIDELITY COVINGTON TRUST		ENHANCED INTL0172,484+172,484$0$6,921,779+$6,921,7792026-08-14
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF067,118+67,118$0$6,150,733+$6,150,7332026-08-14
Q2 2026JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL0116,368+116,368$0$5,875,410+$5,875,4102026-08-14
Q2 2026SPHY
SPDR SERIES TRUST		ST PORT HIGH ETF0219,144+219,144$0$5,136,730+$5,136,7302026-08-14
Q2 2026PULS
PGIM ETF TR		PGIM ULTRA SH BD097,456+97,456$0$4,828,937+$4,828,9372026-08-14
Q2 2026PAAA
PGIM ETF TR		AAA CLO ETF092,483+92,483$0$4,741,627+$4,741,6272026-08-14
Q2 2026DFCF
DIMENSIONAL ETF TRUST		CORE FIXE IN ETF0100,937+100,937$0$4,260,542+$4,260,5422026-08-14
Q2 2026CLIP
GLOBAL X FDS		1 3 MO T BI ET039,917+39,917$0$4,005,255+$4,005,2552026-08-14
Q2 2026VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD040,660+40,660$0$3,213,366+$3,213,3662026-08-14
Q2 2026PCHI
FUNDVANTAGE TR		POLE HIGH IN ETF0102,524+102,524$0$2,497,485+$2,497,4852026-08-14
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 102,801+2,801$0$2,062,581+$2,062,5812026-08-14
Q2 2026CSHI
NEOS ETF TRUST		NEOS ENH INC 1-3036,633+36,633$0$1,824,679+$1,824,6792026-08-14
Q2 2026AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT016,782+16,782$0$1,619,256+$1,619,2562026-08-14
Q2 2026SHYG
ISHARES TR		0-5YR HI YL CP032,444+32,444$0$1,375,938+$1,375,9382026-08-14
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS018,462+18,462$0$1,074,475+$1,074,4752026-08-14
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF016,903+16,903$0$1,008,961+$1,008,9612026-08-14
Q2 2026IWP
ISHARES TR		RUS MD CP GR ETF06,703+6,703$0$981,426+$981,4262026-08-14
Q2 2026IWS
ISHARES TR		RUS MDCP VAL ETF05,002+5,002$0$823,329+$823,3292026-08-14
Q2 2026GSLC
GOLDMAN SACHS ETF TR		ACTIVEBETA US LG05,779+5,779$0$819,999+$819,9992026-08-14
Q2 2026UTWO
RBB FD INC		US TREASY 2 YR016,284+16,284$0$780,964+$780,9642026-08-14
Q2 2026OBIL
RBB FD INC		US TREASRY 12 MT012,629+12,629$0$631,136+$631,1362026-08-14
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF03,239+3,239$0$617,070+$617,0702026-08-14
Q2 2026SPYI
NEOS ETF TRUST		NEOS S&P 500 HI010,433+10,433$0$553,864+$553,8642026-08-14
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM08,276+8,276$0$467,454+$467,4542026-08-14
Q2 2026IWO
ISHARES TR		RUS 2000 GRW ETF01,035+1,035$0$407,749+$407,7492026-08-14
Q2 2026NUW
NUVEEN AMT-FREE MUN VALUE FD		COM027,761+27,761$0$399,203+$399,2032026-08-14
Q2 2026AMLP
ALPS ETF TR		ALERIAN MLP07,310+7,310$0$379,024+$379,0242026-08-14
Q2 2026GDX
VANECK ETF TRUST		GOLD MINERS ETF04,975+4,975$0$375,364+$375,3642026-08-14
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF01,618+1,618$0$357,902+$357,9022026-08-14
Q2 2026TOTL
SSGA ACTIVE ETF TR		ST STR TOTAL ETF08,194+8,194$0$323,417+$323,4172026-08-14
Q2 2026EMXC
ISHARES INC		MSCI EMRG CHN03,004+3,004$0$307,309+$307,3092026-08-14
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP03,699+3,699$0$305,716+$305,7162026-08-14
Q2 2026VNLA
JANUS DETROIT STR TR		HENDRSN SHRT ETF06,086+6,086$0$297,382+$297,3822026-08-14
Q2 2026NEA
NUVEEN AMT FREE QLTY MUN INC		COM024,779+24,779$0$290,901+$290,9012026-08-14
Q2 2026BTT
BLACKROCK MUN TARGET TERM TR		COM SHS BEN IN012,320+12,320$0$280,280+$280,2802026-08-14
Q2 2026SDY
SPDR SERIES TRUST		ST STR SP DIV01,700+1,700$0$258,706+$258,7062026-08-14
Q2 2026DTF
DTF TAX-FREE INCOME 2028 TER		COM022,315+22,315$0$257,738+$257,7382026-08-14
Q2 2026MHF
WESTERN ASSET MUN HIGH INCOM		COM036,365+36,365$0$254,555+$254,5552026-08-14
Q2 2026STOT
SSGA ACTIVE TR		ST STR TOTAL ETF05,169+5,169$0$243,252+$243,2522026-08-14
Q2 2026XLRE
SELECT SECTOR SPDR TR		ST STR REAL ETF05,097+5,097$0$224,421+$224,4212026-08-14
Q2 2026UTG
REAVES UTIL INCOME FD		COM SH BEN INT05,496+5,496$0$223,797+$223,7972026-08-14
Q2 2026CSQ
CALAMOS STRATEGIC TOTAL RETU		COM SH BEN INT010,794+10,794$0$221,925+$221,9252026-08-14
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD01,302+1,302$0$205,811+$205,8112026-08-14
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF01,713+1,713$0$200,949+$200,9492026-08-14
Q2 2026FFC
FLAHERTY & CRUMRIN PFD & INM		COM011,532+11,532$0$187,741+$187,7412026-08-14
Q2 2026NUV
NUVEEN MUN VALUE FD INC		COM012,574+12,574$0$115,932+$115,9322026-08-14
Q2 2026SBI
WESTERN ASSET INTER MUNI		COM010,677+10,677$0$84,028+$84,0282026-08-14
Q2 2026MSD
MORGAN STANLEY EMKT DBT FD I		COM011,153+11,153$0$81,417+$81,4172026-08-14
Q2 2026PHK
PIMCO HIGH INCOME FD		COM SHS010,000+10,000$0$46,600+$46,6002026-08-14

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