Bell Investment Advisors, Inc historic quarter change: USA ETF, New
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, Bell Investment Advisors, Inc opened 133 positions, added to 474, reduced 431 and sold out of 116.
- Q2 2026: Stock FNDE; Country of operation —; Class FUND EM EQUI ETF; Shares before 0.
- Q2 2026: Stock AOR; Country of operation —; Class CORE 60 BALA ETF; Shares before 0.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN ETF; Shares before 0.
- Q2 2026: Stock IBTP; Country of operation —; Class IBONDS DEC 2034; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1890149), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-24); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). 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 2021-09-30.
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