CONTINENTAL INVESTORS SERVICES, INC. Historic Quarter Change: USA ETF, Added, 2025 Q4

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.

Q4 2025: Stock ZECP; Country of operation —; Class EARNGS CONSTANT; Shares before 170,780.
Q4 2025: Stock QUIZ; Country of operation —; Class QUALITY INTERNAT; Shares before 68,288.
Q4 2025: Stock SMIZ; Country of operation —; Class SMALL/MID CAP; Shares before 57,955.
Q4 2025: Stock AGG; Country of operation —; Class CORE US AGGBD ET; Shares before 41,697.

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.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q4 2025	ZECP ZACKS TRUST	EARNGS CONSTANT	170,780	265,185	+94,405	$5,767,945	$9,666,469	+$3,898,524	2026-02-23
Q4 2025	QUIZ ZACKS TRUST	QUALITY INTERNAT	68,288	123,452	+55,164	$1,750,684	$3,579,513	+$1,828,829	2026-02-23
Q4 2025	SMIZ ZACKS TRUST	SMALL/MID CAP	57,955	94,767	+36,812	$2,137,625	$3,755,836	+$1,618,211	2026-02-23
Q4 2025	AGG ISHARES TR	CORE US AGGBD ET	41,697	46,621	+4,924	$4,214,577	$4,739,667	+$525,090	2026-02-23
Q4 2025	VMBS VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	15,626	25,390	+9,764	$740,992	$1,231,330	+$490,338	2026-02-23
Q4 2025	SCHE SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	26,500	38,106	+11,606	$890,417	$1,351,849	+$461,432	2026-02-23
Q4 2025	GROZ ZACKS TRUST	FOCUS GROWTH ETF	12,099	24,921	+12,822	$355,046	$756,457	+$401,411	2026-02-23
Q4 2025	VGSH VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	14,700	20,983	+6,283	$867,844	$1,261,292	+$393,448	2026-02-23
Q4 2025	VONV VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	5,381	8,107	+2,726	$480,299	$806,854	+$326,555	2026-02-23
Q4 2025	VCSH VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	4,543	7,753	+3,210	$364,701	$638,043	+$273,342	2026-02-23
Q4 2025	BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	29,375	31,119	+1,744	$2,199,156	$2,309,969	+$110,813	2026-02-23
Q4 2025	SOXX ISHARES TR	ISHARES SEMICDTR	1,618	1,621	+3	$466,403	$561,303	+$94,900	2026-02-23
Q4 2025	PDBC INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	34,181	34,387	+206	$451,114	$504,599	+$53,485	2026-02-23
Q4 2025	VTV VANGUARD INDEX FDS	VALUE ETF	2,621	2,653	+32	$486,633	$529,983	+$43,350	2026-02-23
Q4 2025	BNDX VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	23,303	24,176	+873	$1,160,488	$1,174,228	+$13,740	2026-02-23

Similar Firms

Firm Name	Country	13F Value	Holdings
Connecticut Capital Management Group, LLC	United States	$0.106B	171
PATHWAY WEALTH MANAGEMENT LLC	United States	$0.106B	30
3 FACTOR INDEXING, LLC	United States	$0.106B	453
KIDS CAPITAL MANAGEMENT, L.P.	United States	$0.106B	12
Trask Adam Roland	United States	$0.106B	190
TOWN LANE MANAGEMENT LP	United States	$0.106B	4
Ishara Investments LP	United States	$0.106B	37
LITTLEJOHN & CO LLC	United States	$0.106B	18
SNOWWATER INVESTMENT PARTNERS, LLC	United States	$0.106B	89
Midway Capital Research & Management	United States	$0.106B	117