Advertisement
Screener

Atala Financial Inc Historic Quarter Change: USA ETF, Sold Out

Add as a preferred source on Google

Atala Financial Inc historic quarter change: USA ETF, Sold out

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, Atala Financial Inc opened 24 positions, added to 55, reduced 47 and sold out of 76.

  • Q2 2026: Stock NZF; Country of operation —; Class COM SH BEN INT; Shares before 12,080.
  • Q1 2026: Stock XLC; Country of operation —; Class COMMUNICATION; Shares before 5,850.
  • Q1 2026: Stock SPTM; Country of operation —; Class S&P 1500 ETF; Shares before 1,710.
  • Q1 2026: Stock OEF; Country of operation —; Class S&P 100 ETF; Shares before 591.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2053756), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). 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 2026NZF
NUVEEN MUNICIPAL CREDIT INC		COM SH BEN INT12,0800-12,080$149,188$0-$149,1882026-07-23
Q1 2026XLC
SELECT SECTOR SPDR TR		COMMUNICATION5,8500-5,850$261,554$0-$261,5542026-04-10
Q1 2026SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF		S&P 1500 ETF1,7100-1,710$235,237$0-$235,2372026-04-10
Q1 2026OEF
ISHARES TR		S&P 100 ETF5910-591$202,695$0-$202,6952026-04-10
Q4 2025KIO
KKR INCOME OPPORTUNITIES FD		COM23,2700-23,270$293,202$0-$293,2022026-01-23
Q4 2025IWN
ISHARES TR		RUS 2000 VAL ETF1,5600-1,560$275,824$0-$275,8242026-01-23
Q4 2025NVG
NUVEEN AMT FREE MUN CR INC F		COM20,2000-20,200$248,258$0-$248,2582026-01-23
Q4 2025MMU
WESTERN ASSET MANAGED MUNS F		COM3,4400-3,440$227,246$0-$227,2462026-01-23
Q4 2025IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT3,2860-3,286$213,590$0-$213,5902026-01-23
Q3 2025NAD
NUVEEN QUALITY MUNCP INCOME		COM35,0000-35,000$395,150$0-$395,1502025-11-04
Q3 2025FEBT
AIM ETF PRODUCTS TRUST		US LRGCP B10 FEB8,8430-8,843$310,389$0-$310,3892025-11-04
Q3 2025XLE
SELECT SECTOR SPDR TR		ENERGY2,9250-2,925$248,069$0-$248,0692025-11-04
Q3 2025PID
INVESCO EXCHANGE TRADED FD T		INTL DIVI ACHI11,0950-11,095$227,448$0-$227,4482025-11-04
Q3 2025IVV
ISHARES TR		CORE S&P500 ETF3370-337$209,243$0-$209,2432025-11-04
Q3 2025RMM
RIVERNORTH MANAGED DURATION		COM11,0030-11,003$147,550$0-$147,5502025-11-04
Q3 2025IQI
INVESCO QUALITY MUN INCOME T		COM10,2200-10,220$95,864$0-$95,8642025-11-04
Q2 2025VEU
VANGUARD INTL EQUITY INDEX F A		ALLWRLD EX US2,8540-2,854$173,124$0-$173,1242025-08-07
Q2 2025OEF
ISHARES TR		S&P 100 ETF5910-591$160,061$0-$160,0612025-08-07
Q2 2025SPY
SPDR S&P 500 ETF TR		TR UNIT2380-238$133,135$0-$133,1352025-08-07
Q2 2025IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT2,6270-2,627$126,686$0-$126,6862025-08-07
Q2 2025VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF1,1210-1,121$101,495$0-$101,4952025-08-07
Q2 2025IVW
ISHARES TR		S&P 500 GRWT ETF1,0700-1,070$99,359$0-$99,3592025-08-07
Q2 2025HIO
WESTERN ASSET HIGH INCOME OP		COM21,5000-21,500$85,570$0-$85,5702025-08-07
Q2 2025STIP
ISHARES TR		0-5 YR TIPS ETF6940-694$71,808$0-$71,8082025-08-07
Q2 2025AVLV
AMERICAN CENTY ETF TR		US LARGE CAP VLU1,0940-1,094$71,453$0-$71,4532025-08-07
Q2 2025EFA
ISHARES TR		MSCI EAFE IN ETF8430-843$68,898$0-$68,8982025-08-07
Q2 2025GHY
PGIM GLOBAL HIGH YIELD FD FO		COM3,6800-3,680$49,386$0-$49,3862025-08-07
Q2 2025IGPT
INVESCO EXCHANGE TRADED FD T		AI AND NEXT GEN1,2060-1,206$48,831$0-$48,8312025-08-07
Q2 2025IYW
ISHARES TR		U S TECH ETF3250-325$45,643$0-$45,6432025-08-07
Q2 2025IVE
ISHARES TR		S&P 500 VAL ETF2270-227$43,262$0-$43,2622025-08-07
Q2 2025HEDJ
WISDOMTREE TR		EUROPE HEDGED EQ8800-880$41,782$0-$41,7822025-08-07
Q2 2025IJH
ISHARES TR		CORE S&P MCP ETF7100-710$41,429$0-$41,4292025-08-07
Q2 2025MUB
ISHARES TR		NATIONAL MUN ETF3290-329$34,690$0-$34,6902025-08-07
Q2 2025IYY
ISHARES TR		RUS 1000 ETF2100-210$28,581$0-$28,5812025-08-07
Q2 2025IJK
ISHARES TR		S&P MC 400GR ETF3400-340$28,315$0-$28,3152025-08-07
Q2 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS550-55$28,265$0-$28,2652025-08-07
Q2 2025RMI
RIVERNORTH OPPORTUNISTIC MUN		COM1,8770-1,877$28,024$0-$28,0242025-08-07
Q2 2025IHE
ISHARES TR		U S PHARMA ETF3780-378$26,672$0-$26,6722025-08-07
Q2 2025IJT
ISHARES TR		S&P SML 600 GWT2000-200$24,900$0-$24,9002025-08-07
Q2 2025IWM
ISHARES TR		RUSSELL 2000 ETF1220-122$24,338$0-$24,3382025-08-07
Q2 2025IUSG
ISHARES TR		CORE S&P US GWT1780-178$22,620$0-$22,6202025-08-07
Q2 2025PSL
INVESCO EXCHANGE TRADED FD T		DORSEY WRGT CSMR2020-202$21,891$0-$21,8912025-08-07
Q2 2025IWB
ISHARES TR		ETF RUSSELL 1000650-65$19,938$0-$19,9382025-08-07
Q2 2025GDX
VANECK ETF TRUST		GOLD MINERS ETF4300-430$19,767$0-$19,7672025-08-07
Q2 2025IJS
ISHARES TR		SP SMCP600VL ETF2020-202$19,691$0-$19,6912025-08-07
Q2 2025ETHA
ISHARES ETHEREUM TR		United StatesSHS1,3670-1,367$19,668$0-$19,6682025-08-07
Q2 2025IYG
ISHARES TR		U S FIN SVC ETF2400-240$18,852$0-$18,8522025-08-07
Q2 2025XLP
SELECT SECTOR SPDR TR		SBI CONS STPLS2270-227$18,539$0-$18,5392025-08-07
Q2 2025JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM3000-300$17,142$0-$17,1422025-08-07
Q2 2025EPI
WISDOMTREE TR		INDIA ERNGS FD3550-355$15,517$0-$15,5172025-08-07
Q2 2025IJR
ISHARES TR		CORE S&P SCP ETF1400-140$14,640$0-$14,6402025-08-07
Q2 2025TIP
ISHARES TR		TIPS BD ETF1080-108$11,998$0-$11,9982025-08-07
Q2 2025XLB
SELECT SECTOR SPDR TR		SBI MATERIALS1380-138$11,865$0-$11,8652025-08-07
Q2 2025IGM
ISHARES TR		EXPND TEC SC ETF1200-120$10,880$0-$10,8802025-08-07
Q2 2025IWC
ISHARES TR		MICRO-CAP ETF850-85$9,427$0-$9,4272025-08-07
Q2 2025QUAL
ISHARES TR		MSCI USA QLT FCT440-44$7,519$0-$7,5192025-08-07
Q2 2025XLV
SELECT SECTOR SPDR TR		SBI HEALTHCARE450-45$6,570$0-$6,5702025-08-07
Q2 2025IDGT
ISHARES TR		US DIGITAL INFRA850-85$6,273$0-$6,2732025-08-07
Q2 2025DGRW
WISDOMTREE TR		US QTLY DIV GRT720-72$5,767$0-$5,7672025-08-07
Q2 2025FLQL
FRANKLIN TEMPLETON ETF TR		US LRG CP MLTFCT960-96$5,439$0-$5,4392025-08-07
Q2 2025IYR
ISHARES TR		U S REAL ES ETF560-56$5,362$0-$5,3622025-08-07
Q2 2025XLI
SELECT SECTOR SPDR TR		INDL400-40$5,243$0-$5,2432025-08-07
Q2 2025XLY
SELECT SECTOR SPDR TR		SBI CONS DISCR250-25$4,937$0-$4,9372025-08-07
Q2 2025HLAL
LISTED FD TR		WAHED FTSE ETF1000-100$4,884$0-$4,8842025-08-07
Q2 2025XLC
SELECT SECTOR SPDR TR		COMMUNICATION450-45$4,340$0-$4,3402025-08-07
Q2 2025IWO
ISHARES TR		RUS 2000 GRW ETF130-13$3,322$0-$3,3222025-08-07
Q2 2025IYJ
ISHARES TR		US INDUSTRIALS240-24$3,124$0-$3,1242025-08-07
Q2 2025USMV
ISHARES TR		MSCI USA MIN VOL260-26$2,435$0-$2,4352025-08-07
Q2 2025IAT
ISHARES TR		US REGNL BKS ETF500-50$2,332$0-$2,3322025-08-07
Q2 2025PSI
INVESCO EXCHANGE TRADED FD T		SEMICONDUCTORS450-45$2,132$0-$2,1322025-08-07
Q2 2025XBI
SPDR SER TR		S&P BIOTECH250-25$2,028$0-$2,0282025-08-07
Q2 2025IEFA
ISHARES TR		CORE MSCI EAFE260-26$1,967$0-$1,9672025-08-07
Q2 2025IYZ
ISHARES TR		US TELECOM ETF500-50$1,370$0-$1,3702025-08-07
Q2 2025VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD100-10$789$0-$7892025-08-07
Q2 2025GBTC
GRAYSCALE BITCOIN TRUST ETF		United StatesSHS REP COM UT10-1$65$0-$652025-08-07
Q1 2025FPX
FIRST TR EXCHANGE-TRADED FD		US EQTY OPPT ETF3350-335$40,036$0-$40,0362025-04-23

Similar Firms

Firm NameCountry13F ValueHoldings
Stonegate Management LLCUnited States$0.149B58
Ariose Capital Management LtdHong Kong$0.149B15
NORTHEAST PLANNING ASSOCIATES, INC. / NH /United States$0.149B55
Rockbridge Asset Management LLCUnited States$0.149B27
Graphene Investments SASFrance$0.149B44
CATHY PARETO & ASSOCIATES, INCUnited States$0.149B96
Systrade AG$0.149B11
Clark Wealth PartnersUnited States$0.149B604
DUTCH ASSET CorpUnited States$0.149B95
Mainstream Capital Management LLCUnited States$0.149B88
Advertisement