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Avail Investment Partners, LLC Historic Quarter Change: USA ETF, Added

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Avail Investment Partners, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Avail Investment Partners, LLC opened 11 positions, added to 18, reduced 11 and sold out of 8.

  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 7,520.
  • Q2 2026: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 45,751.
  • Q2 2026: Stock ACWX; Country of operation —; Class MSCI ACWI EX US; Shares before 49,500.
  • Q2 2026: Stock RSP; Country of operation —; Class S&P500 EQL WGT; Shares before 13,294.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2134779), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31). 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 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF7,5207,590+70$4,912$5,684,283+$5,679,3712026-07-31
Q2 2026AGG
ISHARES TR		CORE US AGGBD ET45,75151,477+5,726$4,542$5,095,240+$5,090,6982026-07-31
Q2 2026ACWX
ISHARES TR		MSCI ACWI EX US49,50051,816+2,316$3,389$3,943,681+$3,940,2922026-07-31
Q2 2026RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT13,29413,775+481$2,551$2,930,954+$2,928,4032026-07-31
Q2 2026BCI
ABRDN ETFS		BBRG ALL COMD K1109,531110,511+980$2,661$2,468,823+$2,466,1622026-07-31
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF20,85621,462+606$2,214$2,309,790+$2,307,5762026-07-31
Q2 2026HDV
ISHARES TR		CORE HIGH DV ETF13,42866,424+52,996$1,822$1,820,685+$1,818,8632026-07-31
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,9272,005+78$1,253$1,497,274+$1,496,0212026-07-31
Q2 2026SCHZ
SCHWAB STRATEGIC TR		US AGGREGATE B39,31450,630+11,316$913$1,171,072+$1,170,1592026-07-31
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 11,0271,242+215$593$914,609+$914,0162026-07-31
Q2 2026SHY
ISHARES TR		1 3 YR TREAS BD8,4158,429+14$695$692,105+$691,4102026-07-31
Q2 2026DES
WISDOMTREE TR		US SMALLCAP DIVD13,89616,733+2,837$499$680,698+$680,1992026-07-31
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF14,55719,068+4,511$373$561,171+$560,7982026-07-31
Q2 2026AWF
ALLIANCEBERNSTEIN GLOBAL HIG		COM43,13951,873+8,734$439$534,292+$533,8532026-07-31
Q2 2026SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF12,90913,537+628$375$489,092+$488,7172026-07-31
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF5303,605+3,075$370$430,870+$430,5002026-07-31
Q2 2026TYG
TORTOISE ENERGY INFRSTRCTR C		COM8,1799,104+925$408$390,288+$389,8802026-07-31
Q2 2026SCHO
SCHWAB STRATEGIC TR		SHT TM US TRES10,66713,466+2,799$259$325,069+$324,8102026-07-31

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