Goelzer Investment Management, Inc. historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 24 quarters from 2013-03-31 to 2026-06-30, Goelzer Investment Management, Inc. opened 116 positions, added to 474, reduced 533 and sold out of 88.
- Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 279,455.
- Q2 2026: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 1,152,695.
- Q2 2026: Stock IJR; Country of operation —; Class CORE S&P SCP ETF; Shares before 160,901.
- Q2 2026: Stock SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 1,813,550.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1550057), 24 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-06); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-02); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-20); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-16); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-25); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-25); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-28); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-13). 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 2012-03-31. 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).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Granahan Investment Management, LLC | United States | $2.067B | 149 |
| 3EDGE Asset Management, LP | United States | $2.069B | 91 |
| Hills Bank & Trust Co | United States | $2.069B | 525 |
| Sound Income Strategies, LLC | United States | $2.071B | 2,596 |
| SAX WEALTH ADVISORS, LLC | United States | $2.064B | 482 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | United States | $2.072B | 372 |
| BIT Capital GmbH | Germany | $2.073B | 92 |
| EMERALD MUTUAL FUND ADVISERS TRUST | United States | $2.061B | 199 |
| Bryn Mawr Trust Advisors, LLC | United States | $2.061B | 438 |
| Elser Financial Planning, Inc | United States | $2.060B | 132 |