Advertisement
Screener

CONTINENTAL INVESTORS SERVICES, INC. Historic Quarter Change: USA ETF, Added, 2025 Q3

Add as a preferred source on Google

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.

  • Q3 2025: Stock ZECP; Country of operation —; Class EARNGS CONSTANT; Shares before 121,738.
  • Q3 2025: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 34,569.
  • Q3 2025: Stock SMIZ; Country of operation —; Class SMALL/MID CAP; Shares before 41,315.
  • Q3 2025: Stock SCHE; Country of operation —; Class EMRG MKTEQ ETF; Shares before 14,709.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025ZECP
ZACKS TRUST		EARNGS CONSTANT121,738170,780+49,042$3,901,089$5,767,945+$1,866,8562025-11-06
Q3 2025AGG
ISHARES TR		CORE US AGGBD ET34,56941,697+7,128$3,447,286$4,214,577+$767,2912025-11-06
Q3 2025SMIZ
ZACKS TRUST		SMALL/MID CAP41,31557,955+16,640$1,411,073$2,137,625+$726,5522025-11-06
Q3 2025SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF14,70926,500+11,791$472,498$890,417+$417,9192025-11-06
Q3 2025VMBS
VANGUARD SCOTTSDALE FDS		MTG-BKD SECS ETF8,27315,626+7,353$384,716$740,992+$356,2762025-11-06
Q3 2025VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS9,46214,700+5,238$559,260$867,844+$308,5842025-11-06
Q3 2025SPIB
SPDR SERIES TRUST		PORTFOLIO INTRMD10,93118,111+7,180$384,763$617,290+$232,5272025-11-06
Q3 2025CGDG
CAPITAL GROUP DIVIDEND GROWE		SHS ETF14,72119,716+4,995$495,067$685,722+$190,6552025-11-06
Q3 2025VONV
VANGUARD SCOTTSDALE FDS		VNG RUS1000VAL4,1115,381+1,270$360,012$480,299+$120,2872025-11-06
Q3 2025SOXX
ISHARES TR		ISHARES SEMICDTR1,4821,618+136$353,802$466,403+$112,6012025-11-06
Q3 2025CGMU
CAPITAL GRP FIXED INCM ETF T		MUNICIPAL INCOME33,07835,458+2,380$882,852$973,048+$90,1962025-11-06
Q3 2025VTV
VANGUARD INDEX FDS		VALUE ETF2,6202,621+1$462,997$486,633+$23,6362025-11-06
Q3 2025PDBC
INVESCO ACTVELY MNGD ETC FD		OPTIMUM YIELD33,92334,181+258$444,133$451,114+$6,9812025-11-06
Q3 2025FLOT
ISHARES TR		FLTG RATE NT ETF7,7107,736+26$393,364$394,149+$7852025-11-06
Q3 2025BKLN
INVESCO EXCH TRADED FD TR II		SR LN ETF36,38436,509+125$761,154$761,213+$592025-11-06

Similar Firms

Firm NameCountry13F ValueHoldings
Connecticut Capital Management Group, LLCUnited States$0.106B171
PATHWAY WEALTH MANAGEMENT LLCUnited States$0.106B30
3 FACTOR INDEXING, LLCUnited States$0.106B453
KIDS CAPITAL MANAGEMENT, L.P.United States$0.106B12
Trask Adam RolandUnited States$0.106B190
TOWN LANE MANAGEMENT LPUnited States$0.106B4
Ishara Investments LPUnited States$0.106B37
LITTLEJOHN & CO LLCUnited States$0.106B18
SNOWWATER INVESTMENT PARTNERS, LLCUnited States$0.106B89
Midway Capital Research & ManagementUnited States$0.106B117
Advertisement