CONTINENTAL INVESTORS SERVICES, INC. historic quarter change: USA ETF, Added
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, CONTINENTAL INVESTORS SERVICES, INC. opened 39 positions, added to 172, reduced 122 and sold out of 30.
- Q2 2026: Stock ZECP; Country of operation —; Class EARNGS CONSTANT; Shares before 447,947.
- Q2 2026: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 70,105.
- Q2 2026: Stock SMIZ; Country of operation —; Class SMALL/MID CAP; Shares before 179,114.
- Q2 2026: Stock GROZ; Country of operation —; Class FOCUS GROWTH ETF; Shares before 103,260.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 883634), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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 2021-12-31.
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