HAGER INVESTMENT MANAGEMENT SERVICES, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HAGER INVESTMENT MANAGEMENT SERVICES, LLC opened 9 positions, added to 7, reduced 10, sold out of 0 and left 28 unchanged. The largest increase in value was TAN (+$282,475); the largest decrease was XLE (-$20,321).
- QQQ: Country of operation —; Class ETF; Shares 2026-03-31 398; Shares 2026-06-30 388.
- XLE: Country of operation —; Class ETF; Shares 2026-03-31 962; Shares 2026-06-30 727.
- GDX: Country of operation —; Class ETF; Shares 2026-03-31 210; Shares 2026-06-30 38.
- VONV: Country of operation —; Class ETF; Shares 2026-03-31 1,296; Shares 2026-06-30 1,226.
Two Form 13F-HR filings compared (SEC CIK 2026645): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-20). 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; share change is the position change.
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