CBIZ Investment Advisory Services, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CBIZ Investment Advisory Services, LLC opened 16 positions, added to 0, reduced 0, sold out of 16 and left 101 unchanged. The largest increase in value was SPYX (+$450,226); the largest decrease was SPYX (-$450,226).
- SPYX: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 8,490; Shares 2026-06-30 0.
- SDY: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 2,600; Shares 2026-06-30 0.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 2,052; Shares 2026-06-30 0.
- AMUN: Country of operation —; Class ULTRA SHORT MUNI; Shares 2026-03-31 5,175; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1795934): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.
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