Advertisement
Screener

CHILDRESS CAPITAL ADVISORS, LLC Historic Quarter Change: USA ETF, Sold Out

CHILDRESS CAPITAL 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, CHILDRESS CAPITAL ADVISORS, LLC opened 86 positions, added to 115, reduced 102 and sold out of 63.

  • Q2 2026: Stock DSI; Country of operation —; Class ESG MSCI KLD 400; Shares before 32,425.
  • Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 33,099.
  • Q2 2026: Stock GPIQ; Country of operation —; Class NASDAQ-100 PREMI; Shares before 25,717.
  • Q2 2026: Stock XLV; Country of operation —; Class STATE STREET HEA; Shares before 8,649.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1849561), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). 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 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DSI
ISHARES TR
ESG MSCI KLD 40032,4250-32,425$3,929,586$0-$3,929,5862026-07-27
Q2 2026XLE
SELECT SECTOR SPDR TR
STATE STREET ENE33,0990-33,099$2,027,645$0-$2,027,6452026-07-27
Q2 2026GPIQ
GOLDMAN SACHS ETF TR
NASDAQ-100 PREMI25,7170-25,717$1,272,734$0-$1,272,7342026-07-27
Q2 2026XLV
SELECT SECTOR SPDR TR
STATE STREET HEA8,6490-8,649$1,268,030$0-$1,268,0302026-07-27
Q2 2026XLF
SELECT SECTOR SPDR TR
STATE STREET FIN25,0220-25,022$1,235,336$0-$1,235,3362026-07-27
Q2 2026SPHQ
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY14,8180-14,818$1,114,165$0-$1,114,1652026-07-27
Q2 2026XLC
SELECT SECTOR SPDR TR
STATE STREET COM9,5290-9,529$1,056,385$0-$1,056,3852026-07-27
Q2 2026BRIE
MFS ACTIVE EXCHANGE TRADED F
BLENDED RESEARCH29,9690-29,969$810,362$0-$810,3622026-07-27
Q2 2026XLY
SELECT SECTOR SPDR TR
STATE STREET CON6,9280-6,928$755,013$0-$755,0132026-07-27
Q2 2026IJH
ISHARES TR
CORE S&P MCP ETF11,0810-11,081$748,300$0-$748,3002026-07-27
Q2 2026SDY
SPDR SERIES TRUST
STATE STREET SPD4,4910-4,491$655,417$0-$655,4172026-07-27
Q2 2026VOOG
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F1,4840-1,484$605,012$0-$605,0122026-07-27
Q2 2026XLU
SELECT SECTOR SPDR TR
STATE STREET UTI7,8870-7,887$361,934$0-$361,9342026-07-27
Q2 2026SETM
SPROTT FDS TR
SPROTT CRITICAL9,3800-9,380$310,290$0-$310,2902026-07-27
Q2 2026XLI
SELECT SECTOR SPDR TR
STATE STREET IND1,8940-1,894$306,317$0-$306,3172026-07-27
Q2 2026IDU
ISHARES TR
U.S. UTILITS ETF2,3920-2,392$277,735$0-$277,7352026-07-27
Q2 2026VOX
VANGUARD WORLD FD
COMM SRVC ETF1,3250-1,325$238,288$0-$238,2882026-07-27
Q1 2026SPMO
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM46,1750-46,175$5,509,601$0-$5,509,6012026-04-29
Q1 2026SHYG
ISHARES TR
0-5YR HI YL CP108,0960-108,096$4,634,076$0-$4,634,0762026-04-29
Q1 2026IHE
ISHARES TR
U.S. PHARMA ETF12,0000-12,000$1,017,960$0-$1,017,9602026-04-29
Q1 2026SHY
ISHARES TR
1 3 YR TREAS BD10,8000-10,800$894,456$0-$894,4562026-04-29
Q1 2026AVUV
AMERICAN CENTY ETF TR
US SML CP VALU4,9000-4,900$499,702$0-$499,7022026-04-29
Q1 2026XLK
SELECT SECTOR SPDR TR
STATE STREET TEC1,6590-1,659$238,846$0-$238,8462026-04-29
Q1 2026IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT4,3220-4,322$214,587$0-$214,5872026-04-29
Q4 2025XHB
SPDR SERIES TRUST
S&P HOMEBUILD14,0950-14,095$1,561,726$0-$1,561,7262026-01-26
Q4 2025JAAA
JANUS DETROIT STR TR
HENDRSON AAA CL29,5000-29,500$1,498,010$0-$1,498,0102026-01-26
Q4 2025XLF
SELECT SECTOR SPDR TR
FINANCIAL25,0220-25,022$1,347,935$0-$1,347,9352026-01-26
Q4 2025XLV
SELECT SECTOR SPDR TR
SBI HEALTHCARE8,6490-8,649$1,203,681$0-$1,203,6812026-01-26
Q4 2025XLC
SELECT SECTOR SPDR TR
COMMUNICATION9,5290-9,529$1,127,948$0-$1,127,9482026-01-26
Q4 2025XLY
SELECT SECTOR SPDR TR
SBI CONS DISCR4,3000-4,300$1,030,452$0-$1,030,4522026-01-26
Q4 2025SDY
SPDR SERIES TRUST
S&P DIVID ETF3,8250-3,825$535,691$0-$535,6912026-01-26
Q4 2025XLI
SELECT SECTOR SPDR TR
INDL1,8940-1,894$292,112$0-$292,1122026-01-26
Q4 2025XLE
SELECT SECTOR SPDR TR
ENERGY2,8470-2,847$254,351$0-$254,3512026-01-26
Q4 2025MSOS
ADVISORSHARES TR
PURE US CANNABIS38,8820-38,882$186,245$0-$186,2452026-01-26
Q3 2025SHYG
ISHARES TR
0-5YR HI YL CP95,8720-95,872$4,135,918$0-$4,135,9182025-10-23
Q3 2025VNSE
NATIXIS ETF TRUST II
VAUGHAN NELSN SL8,0790-8,079$289,485$0-$289,4852025-10-23
Q2 2025GPIX
GOLDMAN SACHS ETF TR
S&P 500 CORE PRE37,3000-37,300$1,738,553$0-$1,738,5532025-07-18
Q2 2025AVUV
AMERICAN CENTY ETF TR
US SML CP VALU7,8890-7,889$687,684$0-$687,6842025-07-18
Q2 2025VB
VANGUARD INDEX FDS
SMALL CP ETF1,6290-1,629$361,231$0-$361,2312025-07-18
Q2 2025VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP3,4390-3,439$281,173$0-$281,1732025-07-18
Q2 2025IEMG
ISHARES INC
CORE MSCI EMKT4,8760-4,876$263,158$0-$263,1582025-07-18
Q2 2025FVAL
FIDELITY COVINGTON TRUST
VLU FACTOR ETF3,6270-3,627$216,133$0-$216,1332025-07-18
Q1 2025DSI
ISHARES TR
MSCI KLD400 SOC33,9300-33,930$3,740,783$0-$3,740,7832025-04-22
Q1 2025IWB
ISHARES TR
RUS 1000 ETF2,0000-2,000$644,320$0-$644,3202025-04-22
Q1 2025AMLP
ALPS ETF TR
ALERIAN MLP7,5000-7,500$361,200$0-$361,2002025-04-22
Q1 2025FDN
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX8870-887$215,692$0-$215,6922025-04-22
Q4 2024SHYG
ISHARES TR
0-5YR HI YL CP78,7720-78,772$3,420,280$0-$3,420,2802025-01-24
Q4 2024UCON
FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI26,5000-26,500$665,945$0-$665,9452025-01-24
Q4 2024VO
VANGUARD INDEX FDS
MID CAP ETF1,2410-1,241$327,542$0-$327,5422025-01-24
Q4 2024GRAYSCALE BITCOIN MINI TR BT
CUSIP 389930108
United StatesSHS15,6140-15,614$87,906$0-$87,9062025-01-24
Q3 2024JPST
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC94,1220-94,122$4,750,337$0-$4,750,3372024-10-25
Q3 2024CALF
PACER FDS TR
PACER US SMALL23,9620-23,962$1,043,785$0-$1,043,7852024-10-25
Q3 2024ISHARES TR
CUSIP 46434VBG4
United StatesIBONDS DEC24 ETF12,4610-12,461$313,145$0-$313,1452024-10-25
Q3 2024GDX
VANECK ETF TRUST
GOLD MINERS ETF8,4000-8,400$285,012$0-$285,0122024-10-25
Q3 2024IBDQ
ISHARES TR
IBONDS DEC25 ETF9,4350-9,435$234,554$0-$234,5542024-10-25
Q3 2024HDV
ISHARES TR
CORE HIGH DV ETF2,0000-2,000$217,400$0-$217,4002024-10-25
Q2 2024VYM
VANGUARD WHITEHALL FDS
HIGH DIV YLD44,3580-44,358$5,366,874$0-$5,366,8742024-08-05
Q2 2024SHYG
ISHARES TR
0-5YR HI YL CP57,3060-57,306$2,438,370$0-$2,438,3702024-08-05
Q2 2024VCSH
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD31,4930-31,493$2,434,724$0-$2,434,7242024-08-05
Q2 2024CWB
SPDR SER TR
BBG CONV SEC ETF3,1070-3,107$226,935$0-$226,9352024-08-05
Q2 2024BCAT
BLACKROCK CAP ALLOCATION TER
COM13,1000-13,100$218,246$0-$218,2462024-08-05
Q1 2024IWD
ISHARES TR
RUS 1000 VAL ETF3,0700-3,070$507,318$0-$507,3182024-04-24
Q1 2024VANECK ETF TRUST
CUSIP 92189Y303
BITCOIN STRATEGY6,5380-6,538$253,740$0-$253,7402024-04-24

Similar Firms

Firm NameCountry13F ValueHoldings
Founders Financial Alliance, LLCUnited States$0.555B735
Heirloom Wealth ManagementUnited States$0.555B87
TLWMUnited States$0.555B69
ARQ WEALTH ADVISORS, LLCUnited States$0.555B191
STUDIO INVESTMENT MANAGEMENT LLCUnited States$0.555B184
MOODY ALDRICH PARTNERS LLCUnited States$0.555B190
Truvestments Capital LLCUnited States$0.554B1,176
Bellecapital International Ltd.Switzerland$0.554B118
Legacy Financial Strategies, LLCUnited States$0.554B140
Conrad Siegel Investment Advisors, Inc.United States$0.554B63