Chaney Capital Management, 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, Chaney Capital Management, Inc. opened 10 positions, added to 53, reduced 23 and sold out of 2.
- Q2 2026: Stock SPEM; Country of operation —; Class ST PORT MARK ETF; Shares before 0.
- Q2 2026: Stock FTEC; Country of operation —; Class MSCI INFO TECH I; Shares before 0.
- Q1 2026: Stock SPEM; Country of operation —; Class STATE STREET SPD; Shares before 0.
- Q4 2025: Stock QDF; Country of operation —; Class QUALT DIVD IDX; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2012041), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). 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 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Powers Advisory Group, LLC | United States | $0.284B | 125 |
| Rise Advisors, LLC | United States | $0.284B | 94 |
| Beacon Wealthcare LLC | United States | $0.284B | 26 |
| WEALTHSPAN PARTNERS, LLC | United States | $0.284B | 123 |
| Foundation Wealth Management, LLC\PA | United States | $0.284B | 91 |
| Bank OZK | United States | $0.283B | 263 |
| HALL LAURIE J TRUSTEE | United States | $0.283B | 270 |
| Mach-1 Financial Group, LLC | United States | $0.284B | 161 |
| MMA ASSET MANAGEMENT LLC | United States | $0.284B | 179 |
| Axiom Financial Strategies, LLC | United States | $0.284B | 32 |