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Aull & Monroe Investment Management Corp Historic Quarter Change: USA ETF, Added

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Aull & Monroe Investment Management Corp historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Aull & Monroe Investment Management Corp opened 28 positions, added to 47, reduced 66 and sold out of 22.

  • Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 4,128.
  • Q2 2026: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 560.
  • Q2 2026: Stock SCHB; Country of operation —; Class US BRD MKT ETF; Shares before 19,585.
  • Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 1,345.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1387615), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-19); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-09); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-20); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-23); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-24); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-12); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-07); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-17); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-21). 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 2006-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT4,1284,154+26$2,684,604$3,102,083+$417,4792026-07-20
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 1560620+60$323,221$456,568+$133,3472026-07-20
Q2 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF19,58519,739+154$491,586$571,648+$80,0622026-07-20
Q2 2026VTI
VANGUARD INDEX FDS		TOTAL STK MKT1,3451,357+12$431,489$502,144+$70,6552026-07-20
Q2 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF7,1637,178+15$221,766$264,653+$42,8872026-07-20
Q2 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF7,8897,955+66$229,807$269,185+$39,3782026-07-20
Q1 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF58,25058,871+621$1,567,508$1,509,453-$58,0552026-04-21
Q1 2026SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF19,58319,585+2$513,662$491,586-$22,0762026-04-21
Q1 2026SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF7,0537,163+110$212,084$221,766+$9,6822026-04-21
Q1 2026SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF7,3327,889+557$239,170$229,807-$9,3632026-04-21
Q1 2026VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,1801,225+45$259,340$263,449+$4,1092026-04-21
Q4 2025SPY
SPDR S&P 500 ETF TR		TR UNIT4,3334,448+115$2,886,558$3,033,180+$146,6222026-01-09
Q4 2025DIA
SPDR DOW JONES INDL AVERAGE		UT SER 13,6653,815+150$1,699,607$1,833,375+$133,7682026-01-09
Q4 2025SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF56,61458,250+1,636$1,491,213$1,567,508+$76,2952026-01-09
Q4 2025VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF1,0301,180+150$222,264$259,340+$37,0762026-01-09
Q4 2025SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF6,8167,332+516$217,499$239,170+$21,6712026-01-09
Q4 2025SCHM
SCHWAB STRATEGIC TR		US MID-CAP ETF6,9387,053+115$205,642$212,084+$6,4422026-01-09
Q3 2025SPY
SPDR S&P 500 ETF TR		TR UNIT4,3244,333+9$2,671,583$2,886,558+$214,9752025-11-13
Q3 2025SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF53,03756,614+3,577$1,296,224$1,491,213+$194,9892025-11-13
Q3 2025SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF19,56319,783+220$466,186$508,621+$42,4352025-11-13
Q3 2025SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES8,88910,405+1,516$216,714$253,882+$37,1682025-11-13
Q1 2025SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF45,98254,422+8,440$1,065,863$1,201,638+$135,7752025-05-14
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT4,2894,324+35$2,513,697$2,418,802-$94,8952025-05-14
Q1 2025DIA
SPDR DOW JONES INDL AVERAGE		UT SER 13,6153,665+50$1,538,183$1,538,860+$6772025-05-14
Q4 2024SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF6,59519,785+13,190$438,699$449,120+$10,4212025-02-07
Q4 2024SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES4,8199,748+4,929$236,035$234,537-$1,4982025-02-07
Q4 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF15,71445,982+30,268$1,066,195$1,065,863-$3322025-02-07
Q2 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF15,88916,999+1,110$986,071$1,092,186+$106,1152024-07-22
Q2 2024XLF
SELECT SECTOR SPDR TR		FINANCIAL6,2296,709+480$262,376$275,817+$13,4412024-07-22
Q2 2024XLE
SELECT SECTOR SPDR TR		ENERGY2,8552,955+100$269,541$269,348-$1932024-07-22
Q1 2024SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF13,79415,889+2,095$777,982$986,071+$208,0892024-05-07
Q1 2024SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES5,8427,302+1,460$283,045$352,029+$68,9842024-05-07
Q1 2024SCHB
SCHWAB STRATEGIC TR		US BRD MKT ETF7,1647,295+131$398,820$445,360+$46,5402024-05-07
Q1 2016DIA
SPDR DOW JONES INDL AVRG ETF		UT SER 14,7595,059+300$828,000$893,000+$65,0002016-04-20
Q1 2016SPY
SPDR S&P 500 ETF TR		TR UNIT5,4795,659+180$1,117,000$1,163,000+$46,0002016-04-20
Q1 2016VB
VANGUARD INDEX FDS		SMALL CP ETF1,8402,019+179$204,000$225,000+$21,0002016-04-20
Q3 2015DIA
SPDR DOW JONES INDL AVRG ETF		UT SER 14,7394,759+20$837,000$773,000-$64,0002015-10-23
Q2 2015SPY
SPDR S&P 500 ETF TR		TR UNIT6,0696,099+30$1,253,000$1,281,000+$28,0002015-08-11
Q2 2015DIA
SPDR DOW JONES INDL AVRG ETF		UT SER 14,7114,739+28$837,000$837,000$02015-08-11
Q1 2015SPY
SPDR S&P 500 ETF TR		TR UNIT5,4396,069+630$1,118,000$1,253,000+$135,0002015-04-24
Q1 2015XLF
SELECT SECTOR SPDR TR		SBI INT-FINL10,20010,900+700$252,000$263,000+$11,0002015-04-24
Q4 2014IJH
ISHARES TR		CORE S&P MCP ETF1,6001,675+75$218,000$242,000+$24,0002015-02-03
Q2 2014IJH
ISHARES		CORE S&P MCP ETF1,5751,600+25$217,000$229,000+$12,0002014-08-07
Q1 2014DIA
SPDR DOW JONES INDL AVRG ETF		UT SER 14,6574,711+54$771,000$773,000+$2,0002014-04-30
Q4 2013SPY
SPDR S&P 500 ETF TR		TR UNIT6,6856,940+255$1,123,147,000$1,281,000-$1,121,866,0002014-01-17
Q3 2013SPY
SPDR S&P 500 ETF TR		TR UNIT6,6176,685+68$1,062,000$1,123,147,000+$1,122,085,0002013-10-21
Q3 2013VTI
VANGUARD INDEX FDS		TOTAL STK MKT4,8404,940+100$400,000$432,991,000+$432,591,0002013-10-21

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