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CONTINENTAL INVESTORS SERVICES, INC. Historic Quarter Change: USA ETF, New

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CONTINENTAL INVESTORS SERVICES, 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, CONTINENTAL INVESTORS SERVICES, INC. opened 39 positions, added to 172, reduced 122 and sold out of 30.

  • Q2 2026: Stock QUIZ; Country of operation —; Class QUALITY INTL ETF; Shares before 0.
  • Q2 2026: Stock SPIB; Country of operation —; Class ST INTER BD ETF; Shares before 0.
  • Q2 2026: Stock ZINC; Country of operation —; Class INCOME ETF *A*; Shares before 0.
  • Q2 2026: Stock SPSM; Country of operation —; Class ST STR SP600 SML; Shares before 0.

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
Q2 2026QUIZ
ZACKS TRUST		QUALITY INTL ETF0369,356+369,356$0$10,981,048+$10,981,0482026-08-13
Q2 2026SPIB
SPDR SERIES TRUST		ST INTER BD ETF088,104+88,104$0$2,928,573+$2,928,5732026-08-13
Q2 2026ZINC
ZACKS TRUST		INCOME ETF *A*058,856+58,856$0$1,551,261+$1,551,2612026-08-13
Q2 2026SPSM
SPDR SERIES TRUST		ST STR SP600 SML010,750+10,750$0$622,530+$622,5302026-08-13
Q2 2026BIL
SPDR SERIES TRUST		ST STR BLO 1 ETF06,223+6,223$0$568,503+$568,5032026-08-13
Q2 2026XBI
SPDR SERIES TRUST		ST STR SP BIOT02,318+2,318$0$354,688+$354,6882026-08-13
Q2 2026JNK
SPDR SERIES TRUST		ST BLOO HIGH ETF03,089+3,089$0$295,525+$295,5252026-08-13
Q2 2026CGHM
CAPITAL GRP FIXED INCM ETF T		MUN HIGH ETF09,968+9,968$0$215,629+$215,6292026-08-13
Q1 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT05,538+5,538$0$391,375+$391,3752026-05-15
Q1 2026BIL
SPDR SERIES TRUST		STATE STREET SPD04,007+4,007$0$367,233+$367,2332026-05-15
Q4 2025SPIB
SPDR SERIES TRUST		STATE STREET SPD029,603+29,603$0$1,031,622+$1,031,6222026-02-23
Q4 2025SPSM
SPDR SERIES TRUST		STATE STREET SPD010,792+10,792$0$533,770+$533,7702026-02-23
Q4 2025XBI
SPDR SERIES TRUST		STATE STREET SPD02,316+2,316$0$288,914+$288,9142026-02-23
Q4 2025JNK
SPDR SERIES TRUST		STATE STREET SPD02,873+2,873$0$281,037+$281,0372026-02-23
Q4 2025HYLB
DBX ETF TR		XTRACK USD HIGH05,654+5,654$0$209,481+$209,4812026-02-23
Q4 2025SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ06,775+6,775$0$202,045+$202,0452026-02-23
Q3 2025QUIZ
ZACKS TRUST		QUALITY INTERNAT068,288+68,288$0$1,750,684+$1,750,6842025-11-06
Q3 2025CGHM
CAPITAL GRP FIXED INCM ETF T		MUNICIPAL HIGH I043,328+43,328$0$1,107,998+$1,107,9982025-11-06
Q3 2025CGGE
CAPITAL GROUP GLOBAL EQUITY		SHS012,790+12,790$0$396,234+$396,2342025-11-06
Q3 2025VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD04,543+4,543$0$364,701+$364,7012025-11-06
Q3 2025XBI
SPDR SERIES TRUST		S&P BIOTECH02,339+2,339$0$252,198+$252,1982025-11-06
Q3 2025CGCV
CAPITAL GROUP CONSERVATIVE E		SHS07,245+7,245$0$217,567+$217,5672025-11-06
Q3 2025CGUS
CAPITAL GROUP CORE EQUITY ET		SHS CREATION UNI05,518+5,518$0$216,471+$216,4712025-11-06
Q3 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS0354+354$0$216,343+$216,3432025-11-06
Q1 2025GROZ
ZACKS TRUST		FOCUS GROWTH ETF06,005+6,005$0$220,318+$220,3182025-05-15
Q1 2025SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ07,231+7,231$0$202,182+$202,1822025-05-15
Q4 2024VONV
VANGUARD SCOTTSDALE FDS		VNG RUS1000VAL0160+160$0$318,338+$318,3382025-02-11
Q4 2024BIL
SPDR SER TR		BLOOMBERG 1-3 MO01,358+1,358$0$220,088+$220,0882025-02-11
Q3 2024CGMU
CAPITAL GRP FIXED INCM ETF T		MUNICIPAL INCOME039,521+39,521$0$1,087,223+$1,087,2232024-11-18
Q3 2024CGDG
CAPITAL GROUP DIVIDEND GROWE		SHS ETF018,626+18,626$0$571,073+$571,0732024-11-18
Q3 2024SPIB
SPDR SER TR		PORTFOLIO INTRMD06,571+6,571$0$221,328+$221,3282024-11-18
Q3 2024CGSM
CAPITAL GRP FIXED INCM ETF T		SHORT DURATION M08,336+8,336$0$219,237+$219,2372024-11-18
Q3 2024VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD02,598+2,598$0$205,945+$205,9452024-11-18
Q2 2024DGRO
ISHARES TR		CORE DIV GRWTH06,962+6,962$0$401,058+$401,0582024-08-14
Q2 2024SCHE
SCHWAB STRATEGIC TR		EMRG MKTEQ ETF08,911+8,911$0$236,676+$236,6762024-08-14
Q2 2024VMBS
VANGUARD SCOTTSDALE FDS		MTG-BKD SECS ETF05,078+5,078$0$230,552+$230,5522024-08-14
Q1 2024SMIZ
ZACKS TRUST		SMALL/MID CAP012,678+12,678$0$398,415+$398,4152024-05-10
Q1 2024IEFA
ISHARES TR		CORE MSCI EAFE04,492+4,492$0$331,914+$331,9142024-05-10
Q1 2024SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ02,781+2,781$0$222,895+$222,8952024-05-10

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