Chancellor Financial Group WB LP historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Chancellor Financial Group WB LP opened 29 positions, added to 72, reduced 56 and sold out of 13.
- Q2 2026: Stock PWB; Country of operation —; Class LARG CAP GRO ETF; Shares before 0.
- Q2 2026: Stock SCHD; Country of operation —; Class US DIVIDEND EQ; Shares before 0.
- Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059742), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05). 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 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | PWB
INVESCO EXCHANGE TRADED FD T | | LARG CAP GRO ETF | 0 | 3,749 | +3,749 | $0 | $631,527 | +$631,527 | 2026-08-10 |
|---|
| Q2 2026 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 0 | 18,400 | +18,400 | $0 | $583,479 | +$583,479 | 2026-08-10 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | ST STR TECHN ETF | 0 | 2,301 | +2,301 | $0 | $438,387 | +$438,387 | 2026-08-10 |
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| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN ETF | 0 | 3,623 | +3,623 | $0 | $349,475 | +$349,475 | 2026-08-10 |
|---|
| Q2 2026 | XAR
SPDR SERIES TRUST | | ST STR SP AERO | 0 | 1,190 | +1,190 | $0 | $337,710 | +$337,710 | 2026-08-10 |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | ST STR ENERG ETF | 0 | 5,488 | +5,488 | $0 | $291,464 | +$291,464 | 2026-08-10 |
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| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | ST STR SVC ETF | 0 | 2,681 | +2,681 | $0 | $287,216 | +$287,216 | 2026-08-10 |
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| Q2 2026 | CIBR
FIRST TR EXCHANGE-TRADED FD | | NASDAQ CYB ETF | 0 | 3,075 | +3,075 | $0 | $276,289 | +$276,289 | 2026-08-10 |
|---|
| Q2 2026 | NMZ
NUVEEN MUN HIGH INCOME OPPOR | | COM | 0 | 26,126 | +26,126 | $0 | $276,152 | +$276,152 | 2026-08-10 |
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| Q2 2026 | SDY
SPDR SERIES TRUST | | ST STR SP DIV | 0 | 1,707 | +1,707 | $0 | $259,771 | +$259,771 | 2026-08-10 |
|---|
| Q2 2026 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 0 | 2,877 | +2,877 | $0 | $247,820 | +$247,820 | 2026-08-10 |
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| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | ST STR CARE ETF | 0 | 1,481 | +1,481 | $0 | $234,975 | +$234,975 | 2026-08-10 |
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| Q2 2026 | SPYD
SPDR SERIES TRUST | | ST STR SP500DIV | 0 | 4,698 | +4,698 | $0 | $224,134 | +$224,134 | 2026-08-10 |
|---|
| Q2 2026 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 0 | 2,503 | +2,503 | $0 | $213,966 | +$213,966 | 2026-08-10 |
|---|
| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 0 | 1,000 | +1,000 | $0 | $212,712 | +$212,712 | 2026-08-10 |
|---|
| Q2 2026 | SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 0 | 283 | +283 | $0 | $211,420 | +$211,420 | 2026-08-10 |
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| Q2 2026 | DVY
ISHARES TR | | SELECT DIVID ETF | 0 | 1,309 | +1,309 | $0 | $204,579 | +$204,579 | 2026-08-10 |
|---|
| Q1 2026 | PPA
INVESCO EXCHANGE TRADED FD T | | AEROSPACE DEFN | 0 | 1,737 | +1,737 | $0 | $287,885 | +$287,885 | 2026-05-14 |
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| Q1 2026 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 0 | 606 | +606 | $0 | $232,308 | +$232,308 | 2026-05-14 |
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| Q4 2025 | XAR
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 1,660 | +1,660 | $0 | $400,458 | +$400,458 | 2026-02-05 |
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| Q4 2025 | QQQX
NUVEEN NASDAQ 100 DYNAMIC OV | | COM SHS | 0 | 10,208 | +10,208 | $0 | $291,135 | +$291,135 | 2026-02-05 |
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| Q4 2025 | SDY
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 1,607 | +1,607 | $0 | $223,630 | +$223,630 | 2026-02-05 |
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| Q4 2025 | SPYD
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 4,892 | +4,892 | $0 | $211,557 | +$211,557 | 2026-02-05 |
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| Q3 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 0 | 428 | +428 | $0 | $205,464 | +$205,464 | 2025-11-12 |
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| Q2 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 0 | 3,693 | +3,693 | $0 | $255,137 | +$255,137 | 2025-08-06 |
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| Q2 2025 | COWZ
PACER FDS TR | | US CASH COWS 100 | 0 | 3,900 | +3,900 | $0 | $214,890 | +$214,890 | 2025-08-06 |
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| Q2 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 0 | 2,906 | +2,906 | $0 | $213,969 | +$213,969 | 2025-08-06 |
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| Q1 2025 | XAR
SPDR SER TR | | AEROSPACE DEF | 0 | 1,660 | +1,660 | $0 | $266,745 | +$266,745 | 2025-05-05 |
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| Q1 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 0 | 402 | +402 | $0 | $224,836 | +$224,836 | 2025-05-05 |
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