Advertisement
Screener

Cornell Pochily Investment Advisors, Inc. Historic Quarter Change: USA ETF, New

Cornell Pochily Investment Advisors, 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, Cornell Pochily Investment Advisors, Inc. opened 46 positions, added to 238, reduced 194 and sold out of 32.

  • Q2 2026: Stock FMDE; Country of operation —; Class ENH MID COR ETF; Shares before 0.
  • Q2 2026: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 0.
  • Q2 2026: Stock BRIE; Country of operation —; Class BLEND INTL ETF; Shares before 0.
  • Q2 2026: Stock CGXU; Country of operation —; Class SHS CREAT UNIT; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1736260), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026FMDE
FIDELITY COVINGTON TRUST
ENH MID COR ETF078,944+78,944$0$3,203,563+$3,203,5632026-07-15
Q2 2026VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF012,258+12,258$0$2,900,571+$2,900,5712026-07-15
Q2 2026BRIE
MFS ACTIVE EXCHANGE TRADED F
BLEND INTL ETF087,526+87,526$0$2,653,788+$2,653,7882026-07-15
Q2 2026CGXU
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT052,900+52,900$0$1,831,412+$1,831,4122026-07-15
Q2 2026XLK
SELECT SECTOR SPDR TR
ST STR TECHN ETF06,924+6,924$0$1,319,250+$1,319,2502026-07-15
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT017,441+17,441$0$823,193+$823,1932026-07-15
Q2 2026SPYM
SPDR SERIES TRUST
United StatesST STR P500ETF07,230+7,230$0$635,340+$635,3402026-07-15
Q2 2026IBDX
ISHARES TR
IBONDS DEC 2032022,042+22,042$0$555,247+$555,2472026-07-15
Q2 2026USMV
ISHARES TR
MSCI USA MIN ETF05,707+5,707$0$550,471+$550,4712026-07-15
Q2 2026SPTM
SPDR SERIES TRUST
ST STR PR SP150004,186+4,186$0$380,015+$380,0152026-07-15
Q2 2026SOXX
ISHARES TR
ISHARES SEMICDTR0552+552$0$353,914+$353,9142026-07-15
Q2 2026XBI
SPDR SERIES TRUST
ST STR SP BIOT01,574+1,574$0$249,140+$249,1402026-07-15
Q2 2026TOTL
SSGA ACTIVE ETF TR
ST STR TOTAL ETF05,839+5,839$0$230,477+$230,4772026-07-15
Q2 2026IBB
ISHARES TR
ISHARES BIOTECH01,140+1,140$0$216,794+$216,7942026-07-15
Q2 2026IYW
ISHARES TR
U.S. TECH ETF0816+816$0$205,820+$205,8202026-07-15
Q1 2026IBDW
ISHARES TR
IBONDS DEC 2031047,354+47,354$0$991,112+$991,1122026-04-17
Q1 2026IWD
ISHARES TR
RUS 1000 VAL ETF03,464+3,464$0$740,153+$740,1532026-04-17
Q1 2026IBMT
ISHARES TR
IBONDS DEC 203109,150+9,150$0$234,852+$234,8522026-04-17
Q4 2025IDV
ISHARES TR
INTL SEL DIV ETF040,164+40,164$0$1,584,462+$1,584,4622026-01-20
Q4 2025XLK
SELECT SECTOR SPDR TR
STATE STREET TEC06,932+6,932$0$998,013+$998,0132026-01-20
Q4 2025TOTL
SSGA ACTIVE ETF TR
STATE STREET DOU09,620+9,620$0$387,205+$387,2052026-01-20
Q4 2025IWO
ISHARES TR
RUS 2000 GRW ETF0871+871$0$281,395+$281,3952026-01-20
Q4 2025FBT
FIRST TR EXCHANGE-TRADED FD
NY ARCA BIOTECH01,064+1,064$0$219,766+$219,7662026-01-20
Q4 2025FHLC
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I02,752+2,752$0$204,441+$204,4412026-01-20
Q4 2025XBI
SPDR SERIES TRUST
STATE STREET SPD01,359+1,359$0$165,709+$165,7092026-01-20
Q3 2025FMDE
FIDELITY COVINGTON TRUST
ENHANCED MID055,208+55,208$0$1,995,787+$1,995,7872025-10-27
Q3 2025IBDV
ISHARES TR
IBONDS DEC 2030054,117+54,117$0$1,198,699+$1,198,6992025-10-27
Q3 2025CGGR
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI05,634+5,634$0$247,444+$247,4442025-10-27
Q3 2025VB
VANGUARD INDEX FDS
SMALL CP ETF0880+880$0$223,705+$223,7052025-10-27
Q2 2025IBMS
ISHARES TR
IBONDS DEC 203008,000+8,000$0$205,280+$205,2802025-07-21
Q2 2025IBMR
ISHARES TR
IBONDS DEC 202908,120+8,120$0$204,867+$204,8672025-07-21
Q2 2025IBMQ
ISHARES TR
IBONDS DEC 2808,045+8,045$0$204,423+$204,4232025-07-21
Q2 2025IBMP
ISHARES TR
IBONDS DEC 2708,040+8,040$0$203,814+$203,8142025-07-21
Q2 2025IBMO
ISHARES TR
IBONDS DEC 2607,935+7,935$0$203,318+$203,3182025-07-21
Q1 2025JBND
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF04,362+4,362$0$233,454+$233,4542025-04-17
Q1 2025GJAN
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT05,555+5,555$0$209,257+$209,2572025-04-17
Q1 2025TMFC
RBB FD INC
MOTLEY FOL ETF03,671+3,671$0$204,166+$204,1662025-04-17
Q4 2024CGNG
CAPITAL GROUP NEW GEOGRAPHY
SHS010,081+10,081$0$249,706+$249,7062025-01-22
Q4 2024NEAR
ISHARES U S ETF TR
SHORT DURATION B04,654+4,654$0$235,027+$235,0272025-01-22
Q4 2024JEPI
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM03,808+3,808$0$219,064+$219,0642025-01-22
Q3 2024GJUN
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT06,450+6,450$0$228,459+$228,4592024-10-15
Q3 2024VB
VANGUARD INDEX FDS
SMALL CP ETF0855+855$0$202,859+$202,8592024-10-15
Q2 2024IEFA
ISHARES TR
CORE MSCI EAFE07,388+7,388$0$636,666+$636,6662024-07-17
Q2 2024JHSC
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML08,914+8,914$0$329,996+$329,9962024-07-17
Q2 2024IWN
ISHARES TR
RUS 2000 VAL ETF01,474+1,474$0$224,490+$224,4902024-07-17
Q1 2024FHLC
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I06,610+6,610$0$461,186+$461,1862024-04-23

Similar Firms

Firm NameCountry13F ValueHoldings
Main Street Group, LTDUnited States$0.340B1,558
Crown Wealth Group, LLCUnited States$0.340B145
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCUnited States$0.340B136
OFS Enterprise LLCUnited States$0.340B94
Keystone Financial ServicesUnited States$0.341B259
Kidder Stephen WUnited States$0.340B327
SWEENEY & MICHEL, LLCUnited States$0.340B145
Missouri Trust & Investment CoUnited States$0.341B411
First International Bank of Israel Ltd.Israel$0.340B59
Crestview Partners II GP, L.P.United States$0.341B3