Edgemoor 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 23 quarters from 2013-06-30 to 2026-06-30, Edgemoor Investment Advisors, Inc. opened 75 positions, added to 141, reduced 138 and sold out of 53.
- Q2 2026: Stock DXJ; Country of operation —; Class JAPN HEDGE EQT; Shares before 0.
- Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.
- Q2 2026: Stock SCHI; Country of operation —; Class 5 10YR CORP BD; Shares before 0.
- Q2 2026: Stock SCHO; Country of operation —; Class SHT TM US TRES; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1313792), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-10); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-03); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-09); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-31); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-03); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-09); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-06). 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 2004-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 0 | 11,655 | +11,655 | $0 | $2,022,376 | +$2,022,376 | 2026-08-07 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | ST STR TECHN ETF | 0 | 1,780 | +1,780 | $0 | $339,126 | +$339,126 | 2026-08-07 |
|---|
| Q2 2026 | SCHI
SCHWAB STRATEGIC TR | | 5 10YR CORP BD | 0 | 12,433 | +12,433 | $0 | $281,491 | +$281,491 | 2026-08-07 |
|---|
| Q2 2026 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 0 | 10,386 | +10,386 | $0 | $250,725 | +$250,725 | 2026-08-07 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | ST STR P500ETF | 0 | 2,799 | +2,799 | $0 | $245,976 | +$245,976 | 2026-08-07 |
|---|
| Q2 2026 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 0 | 2,003 | +2,003 | $0 | $239,509 | +$239,509 | 2026-08-07 |
|---|
| Q2 2026 | IGM
ISHARES TR | | EXPND TEC SC ETF | 0 | 1,450 | +1,450 | $0 | $237,191 | +$237,191 | 2026-08-07 |
|---|
| Q2 2026 | IWP
ISHARES TR | | RUS MD CP GR ETF | 0 | 1,510 | +1,510 | $0 | $221,079 | +$221,079 | 2026-08-07 |
|---|
| Q2 2026 | XNTK
SPDR SERIES TRUST | | ST STR NYSE TECH | 0 | 564 | +564 | $0 | $220,327 | +$220,327 | 2026-08-07 |
|---|
| Q2 2026 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 0 | 7,398 | +7,398 | $0 | $217,723 | +$217,723 | 2026-08-07 |
|---|
| Q2 2026 | XMHQ
INVESCO EXCHANGE TRADED FD T | | S&P MDCP QUALITY | 0 | 1,886 | +1,886 | $0 | $212,927 | +$212,927 | 2026-08-07 |
|---|
| Q2 2026 | DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 0 | 2,200 | +2,200 | $0 | $210,364 | +$210,364 | 2026-08-07 |
|---|
| Q2 2026 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 0 | 695 | +695 | $0 | $208,813 | +$208,813 | 2026-08-07 |
|---|
| Q2 2026 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 0 | 2,412 | +2,412 | $0 | $202,085 | +$202,085 | 2026-08-07 |
|---|
| Q2 2026 | HEZU
ISHARES TR | | CUR HD EURZN ETF | 0 | 4,000 | +4,000 | $0 | $200,612 | +$200,612 | 2026-08-07 |
|---|
| Q1 2026 | NEA
NUVEEN AMT FREE QLTY MUN INC | | COM | 0 | 23,217 | +23,217 | $0 | $260,727 | +$260,727 | 2026-05-13 |
|---|
| Q1 2026 | VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 0 | 2,952 | +2,952 | $0 | $244,340 | +$244,340 | 2026-05-13 |
|---|
| Q4 2025 | SHV
ISHARES TR | | TRUST ISHARE 0-1 | 0 | 10,710 | +10,710 | $0 | $1,179,707 | +$1,179,707 | 2026-02-10 |
|---|
| Q4 2025 | SPYM
SPDR SERIES TRUST | United States | STATE STREET SPD | 0 | 3,847 | +3,847 | $0 | $308,606 | +$308,606 | 2026-02-10 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 0 | 1,780 | +1,780 | $0 | $256,267 | +$256,267 | 2026-02-10 |
|---|
| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 0 | 1,600 | +1,600 | $0 | $247,680 | +$247,680 | 2026-02-10 |
|---|
| Q4 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 0 | 3,234 | +3,234 | $0 | $202,049 | +$202,049 | 2026-02-10 |
|---|
| Q3 2025 | IYW
ISHARES TR | | U.S. TECH ETF | 0 | 3,600 | +3,600 | $0 | $705,096 | +$705,096 | 2025-11-06 |
|---|
| Q3 2025 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 0 | 1,585 | +1,585 | $0 | $280,244 | +$280,244 | 2025-11-06 |
|---|
| Q3 2025 | SDY
SPDR SERIES TRUST | | S&P DIVID ETF | 0 | 2,000 | +2,000 | $0 | $280,100 | +$280,100 | 2025-11-06 |
|---|
| Q3 2025 | SMMD
ISHARES TR | | RUSEL 2500 ETF | 0 | 3,200 | +3,200 | $0 | $235,936 | +$235,936 | 2025-11-06 |
|---|
| Q3 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 0 | 905 | +905 | $0 | $218,974 | +$218,974 | 2025-11-06 |
|---|
| Q3 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 0 | 1,097 | +1,097 | $0 | $208,101 | +$208,101 | 2025-11-06 |
|---|
| Q3 2025 | IGM
ISHARES TR | | EXPND TEC SC ETF | 0 | 1,650 | +1,650 | $0 | $207,818 | +$207,818 | 2025-11-06 |
|---|
| Q2 2025 | ICSH
ISHARES TR | | ULTRA SHORT DUR | 0 | 234,465 | +234,465 | $0 | $11,889,724 | +$11,889,724 | 2025-08-11 |
|---|
| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 0 | 475 | +475 | $0 | $262,029 | +$262,029 | 2025-08-11 |
|---|
| Q2 2025 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 0 | 2,153 | +2,153 | $0 | $237,045 | +$237,045 | 2025-08-11 |
|---|
| Q2 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 0 | 895 | +895 | $0 | $226,641 | +$226,641 | 2025-08-11 |
|---|
| Q2 2025 | IWP
ISHARES TR | | RUS MD CP GR ETF | 0 | 1,510 | +1,510 | $0 | $209,407 | +$209,407 | 2025-08-11 |
|---|
| Q4 2024 | ICSH
ISHARES TR | | ULTRA SHORT-TERM | 0 | 223,037 | +223,037 | $0 | $11,247,792 | +$11,247,792 | 2025-02-10 |
|---|
| Q4 2024 | AMLP
ALPS ETF TR | | ALERIAN MLP | 0 | 4,450 | +4,450 | $0 | $214,312 | +$214,312 | 2025-02-10 |
|---|
| Q4 2024 | IWP
ISHARES TR | | RUS MD CP GR ETF | 0 | 1,660 | +1,660 | $0 | $210,405 | +$210,405 | 2025-02-10 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 0 | 342 | +342 | $0 | $200,935 | +$200,935 | 2025-02-10 |
|---|
| Q3 2024 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 0 | 2,153 | +2,153 | $0 | $206,150 | +$206,150 | 2024-11-12 |
|---|
| Q2 2024 | EMO
CLEARBRIDGE ENERGY MIDSTRM O | | COM | 0 | 45,141 | +45,141 | $0 | $1,860,712 | +$1,860,712 | 2024-08-07 |
|---|
| Q2 2024 | SUB
ISHARES TR | | SHRT NAT MUN ETF | 0 | 2,585 | +2,585 | $0 | $270,262 | +$270,262 | 2024-08-07 |
|---|
| Q2 2024 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 0 | 895 | +895 | $0 | $202,476 | +$202,476 | 2024-08-07 |
|---|
| Q1 2024 | NZF
NUVEEN MUNICIPAL CREDIT INC | | COM SH BEN INT | 0 | 30,295 | +30,295 | $0 | $370,811 | +$370,811 | 2024-05-09 |
|---|
| Q1 2024 | FRA
BLACKROCK FLOATING RATE INCO | | COM | 0 | 22,215 | +22,215 | $0 | $287,018 | +$287,018 | 2024-05-09 |
|---|
| Q1 2024 | DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 0 | 3,504 | +3,504 | $0 | $266,970 | +$266,970 | 2024-05-09 |
|---|
| Q2 2016 | ISHARES
CUSIP 464286848 | | MSCI JAPAN ETF | 0 | 36,835 | +36,835 | $0 | $424,000 | +$424,000 | 2016-08-03 |
|---|
| Q1 2016 | EZU
ISHARES | | MSCI EURZONE ETF | 0 | 69,985 | +69,985 | $0 | $2,407,000 | +$2,407,000 | 2016-05-09 |
|---|
| Q4 2015 | ITB
ISHARES TR | | US HOME CONS ETF | 0 | 10,000 | +10,000 | $0 | $271,000 | +$271,000 | 2016-02-09 |
|---|
| Q3 2015 | DXJ
WISDOMTREE TR | | JAPN HEDGE EQT | 0 | 110,521 | +110,521 | $0 | $5,378,000 | +$5,378,000 | 2015-11-06 |
|---|
| Q3 2015 | HEDJ
WISDOMTREE TR | | EUROPE HEDGED EQ | 0 | 98,370 | +98,370 | $0 | $5,376,000 | +$5,376,000 | 2015-11-06 |
|---|
| Q3 2015 | BTZ
BLACKROCK CR ALLCTN INC TR | | COM | 0 | 431,484 | +431,484 | $0 | $5,251,000 | +$5,251,000 | 2015-11-06 |
|---|
| Q3 2015 | IVV
ISHARES TR | | CORE S&P500 ETF | 0 | 2,188 | +2,188 | $0 | $422,000 | +$422,000 | 2015-11-06 |
|---|
| Q3 2015 | IGSB
ISHARES TR | | 1-3 YR CR BD ETF | 0 | 3,850 | +3,850 | $0 | $405,000 | +$405,000 | 2015-11-06 |
|---|
| Q3 2015 | DLS
WISDOMTREE TR | | INTL SMCAP DIV | 0 | 6,230 | +6,230 | $0 | $344,000 | +$344,000 | 2015-11-06 |
|---|
| Q3 2015 | BBN
BLACKROCK TAX MUNICPAL BD TR | | SHS | 0 | 16,430 | +16,430 | $0 | $332,000 | +$332,000 | 2015-11-06 |
|---|
| Q3 2015 | DWM
WISDOMTREE TR | | INTL EQUITY FD | 0 | 6,988 | +6,988 | $0 | $317,000 | +$317,000 | 2015-11-06 |
|---|
| Q3 2015 | PROSHARES TR
CUSIP 74347B300 | | PSHS ULSHT SP500 | 0 | 12,000 | +12,000 | $0 | $279,000 | +$279,000 | 2015-11-06 |
|---|
| Q3 2015 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 0 | 2,568 | +2,568 | $0 | $239,000 | +$239,000 | 2015-11-06 |
|---|
| Q3 2015 | PDT
HANCOCK JOHN PREMUIM DIV FD | | COM SH BEN INT | 0 | 10,000 | +10,000 | $0 | $126,000 | +$126,000 | 2015-11-06 |
|---|
| Q2 2015 | HEDJ
WISDOMTREE EUROPE HEDGED EQUITY FUND | | ETF | 0 | 60,520 | +60,520 | $0 | $3,727,000 | +$3,727,000 | 2015-07-31 |
|---|
| Q2 2015 | DEM
WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF | | ETF | 0 | 8,270 | +8,270 | $0 | $357,000 | +$357,000 | 2015-07-31 |
|---|
| Q1 2015 | DLS
WISDOMTREE INTL SMALLCAP DIVIDEND | | ETF | 0 | 3,605 | +3,605 | $0 | $214,000 | +$214,000 | 2015-05-08 |
|---|
| Q4 2014 | DXJ
WISDOMTREE JAPAN HEDGED EQUITY | | ETF | 0 | 67,626 | +67,626 | $0 | $3,329,000 | +$3,329,000 | 2015-02-03 |
|---|
| Q4 2014 | IGSB
ISHARES 1-3 YR CREDIT BOND ETF | | ETF | 0 | 6,805 | +6,805 | $0 | $716,000 | +$716,000 | 2015-02-03 |
|---|
| Q4 2014 | IVV
ISHARES S&P 500 INDEX | | ETF | 0 | 2,170 | +2,170 | $0 | $449,000 | +$449,000 | 2015-02-03 |
|---|
| Q4 2014 | BBN
BLACKROCK BUILD AMER BD TR SHS | | CEF | 0 | 19,330 | +19,330 | $0 | $428,000 | +$428,000 | 2015-02-03 |
|---|
| Q4 2014 | PROSHARES ULTRASHORT S&P 500
CUSIP 74347B300 | | ETF | 0 | 12,000 | +12,000 | $0 | $265,000 | +$265,000 | 2015-02-03 |
|---|
| Q4 2014 | IWF
ISHARES RUSSELL 1000 GROWTH ETF | | ETF | 0 | 2,568 | +2,568 | $0 | $246,000 | +$246,000 | 2015-02-03 |
|---|
| Q4 2014 | DWM
WISDOMTREE DEFA FUND | | ETF | 0 | 4,828 | +4,828 | $0 | $239,000 | +$239,000 | 2015-02-03 |
|---|
| Q3 2014 | PROSHARES ULTRASHORT S&P 500
CUSIP 74347B300 | | COM | 0 | 14,000 | +14,000 | $0 | $345,000 | +$345,000 | 2014-11-07 |
|---|
| Q2 2014 | DWM
WISDOMTREE DIVIDEND EFA INDEX ETF | | COM | 0 | 4,848 | +4,848 | $0 | $271,000 | +$271,000 | 2014-08-11 |
|---|
| Q2 2014 | IWF
ISHARES RUSSELL 1000 GROWTH ETF | | COM | 0 | 2,568 | +2,568 | $0 | $234,000 | +$234,000 | 2014-08-11 |
|---|
| Q2 2014 | IVV
ISHARES S&P 500 INDEX | | COM | 0 | 1,146 | +1,146 | $0 | $226,000 | +$226,000 | 2014-08-11 |
|---|
| Q2 2014 | PDT
JOHN HANCOCK PATRIOT PREMIUM DIV. FND. II | | COM | 0 | 10,000 | +10,000 | $0 | $136,000 | +$136,000 | 2014-08-11 |
|---|
| Q3 2013 | HIO
Western Asset High Income | | COM | 0 | 514,625 | +514,625 | $0 | $3,072,000 | +$3,072,000 | 2013-11-06 |
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