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B.O.S.S. Retirement Advisors, LLC Historic Quarter Change: USA ETF, Sold Out

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B.O.S.S. Retirement Advisors, LLC 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 10 quarters from 2023-12-31 to 2026-06-30, B.O.S.S. Retirement Advisors, LLC opened 239 positions, added to 278, reduced 285 and sold out of 248.

  • Q2 2026: Stock SPTM; Country of operation —; Class STATE STREET SPD; Shares before 707,527.
  • Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 161,503.
  • Q2 2026: Stock CORO; Country of operation —; Class ISHARES INTL CTR; Shares before 222,401.
  • Q2 2026: Stock SIXO; Country of operation —; Class ALLIANZIM US EQT; Shares before 184,579.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964810), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPTM
SPDR SERIES TRUST		STATE STREET SPD707,5270-707,527$55,937,072$0-$55,937,0722026-07-20
Q2 2026SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD161,5030-161,503$12,361,412$0-$12,361,4122026-07-20
Q2 2026CORO
BLACKROCK ETF TRUST		ISHARES INTL CTR222,4010-222,401$7,150,860$0-$7,150,8602026-07-20
Q2 2026SIXO
AIM ETF PRODUCTS TRUST		ALLIANZIM US EQT184,5790-184,579$6,235,079$0-$6,235,0792026-07-20
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT24,5600-24,560$4,710,762$0-$4,710,7622026-07-20
Q2 2026OCTW
AIM ETF PRODUCTS TRUST		ALLIANZIM US EQU106,5920-106,592$4,100,594$0-$4,100,5942026-07-20
Q2 2026SEPW
AIM ETF PRODUCTS TRUST		ALLIANZIM US EQT118,3500-118,350$3,738,511$0-$3,738,5112026-07-20
Q2 2026JULW
AIM ETF PRODUCTS TRUST		ALLIANZIM US EQT81,2350-81,235$3,152,868$0-$3,152,8682026-07-20
Q2 2026BAI
BLACKROCK ETF TRUST		ISHARES A I INNO83,3760-83,376$2,747,246$0-$2,747,2462026-07-20
Q2 2026SCHF
SCHWAB STRATEGIC TR		INTL EQTY ETF109,7690-109,769$2,716,776$0-$2,716,7762026-07-20
Q2 2026THRO
BLACKROCK ETF TRUST		ISHARES US THEMA72,1400-72,140$2,612,897$0-$2,612,8972026-07-20
Q2 2026DECU
AIM ETF PRODUCTS TRUST		ALLIANZIM US EQU89,9600-89,960$2,391,137$0-$2,391,1372026-07-20
Q2 2026FOXY
SIMPLIFY EXCHANGE TRADED FUN		CURRENCY STRATEG79,7990-79,799$2,333,318$0-$2,333,3182026-07-20
Q2 2026AGGH
SIMPLIFY EXCHANGE TRADED FUN		AGGREGATE BOND E112,2960-112,296$2,285,219$0-$2,285,2192026-07-20
Q2 2026SEPZ
ELEVATION SERIES TRUST		TRUESHARES STRUC47,2040-47,204$1,917,039$0-$1,917,0392026-07-20
Q2 2026ONEZ
ELEVATION SERIES TRUST		TRUESHARES SEASO74,1710-74,171$1,856,992$0-$1,856,9922026-07-20
Q2 2026BLCR
BLACKROCK ETF TRUST		ISHARES LARGE CA43,6260-43,626$1,791,291$0-$1,791,2912026-07-20
Q2 2026BIL
SPDR SERIES TRUST		STATE STREET SPD15,8860-15,886$1,455,793$0-$1,455,7932026-07-20
Q2 2026CLIP
GLOBAL X FDS		1-3 MONTH T-BILL13,0690-13,069$1,311,605$0-$1,311,6052026-07-20
Q2 2026SGOV
ISHARES TR		0-3 MNTH TREASRY12,9810-12,981$1,306,667$0-$1,306,6672026-07-20
Q2 2026JANZ
ELEVATION SERIES TRUST		TRUESHARES STRCD25,4950-25,495$937,207$0-$937,2072026-07-20
Q2 2026DECZ
ELEVATION SERIES TRUST		TRUESHARES DEC24,0370-24,037$933,307$0-$933,3072026-07-20
Q2 2026AUGZ
ELEVATION SERIES TRUST		TRUESHARES STRUC22,9340-22,934$932,109$0-$932,1092026-07-20
Q2 2026SCEC
CAPITOL SER TR		STERLING CAP ENH32,5220-32,522$815,818$0-$815,8182026-07-20
Q2 2026SCHX
SCHWAB STRATEGIC TR		US LRG CAP ETF23,1320-23,132$593,112$0-$593,1122026-07-20
Q2 2026BILZ
PIMCO ETF TR		ULTRA SHORT GOVT5,1550-5,155$520,520$0-$520,5202026-07-20
Q2 2026WDIV
SPDR INDEX SHS FDS		STATE STREET SPD6,5200-6,520$503,069$0-$503,0692026-07-20
Q2 2026JULU
AIM ETF PRODUCTS TRUST		ALLIANZIM EQ BUF17,5040-17,504$499,739$0-$499,7392026-07-20
Q2 2026OCTZ
ELEVATION SERIES TRUST		TRUESHARES OCT11,0720-11,072$455,084$0-$455,0842026-07-20
Q2 2026SPUC
SIMPLIFY EXCHANGE TRADED FUN		US EQT PLS UPSID9,5700-9,570$422,824$0-$422,8242026-07-20
Q2 2026SHV
ISHARES TR		TRUST ISHARE 0-12,7740-2,774$306,222$0-$306,2222026-07-20
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD1,8050-1,805$267,363$0-$267,3632026-07-20
Q2 2026SPYG
SPDR SERIES TRUST		STATE STREET SPD2,4460-2,446$239,441$0-$239,4412026-07-20
Q2 2026VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP2,6620-2,662$220,281$0-$220,2812026-07-20
Q2 2026HYG
ISHARES TR		IBOXX HI YD ETF2,7010-2,701$214,864$0-$214,8642026-07-20
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS3,6440-3,644$213,327$0-$213,3272026-07-20
Q2 2026IUSV
ISHARES TR		CORE S&P US VLU2,0220-2,022$206,750$0-$206,7502026-07-20
Q2 2026EDIV
SPDR INDEX SHS FDS		STATE STREET SPD5,1120-5,112$201,807$0-$201,8072026-07-20

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