HAGER INVESTMENT MANAGEMENT SERVICES, LLC Last Quarter Change: USA ETF, Unchanged

HAGER INVESTMENT MANAGEMENT SERVICES, LLC quarter change: USA ETF, Unchanged

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).

VTI: Country of operation —; Class ETF; Shares 2026-03-31 2,148; Shares 2026-06-30 2,148.
SPHQ: Country of operation —; Class ETF; Shares 2026-03-31 3,742; Shares 2026-06-30 3,742.
SPY: Country of operation —; Class ETF; Shares 2026-03-31 528; Shares 2026-06-30 528.
VOO: Country of operation —; Class ETF; Shares 2026-03-31 549; Shares 2026-06-30 549.

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.

Stock	Country of operation	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
VTI VANGUARD TOTAL STOCK MARKET ETF		ETF	2,148	2,148	$689,100	$794,846	+$105,746
SPHQ INVESCO S&P 500 QUALITY ETF		ETF	3,742	3,742	$281,361	$337,154	+$55,793
SPY STATE STREET SPDR S&P 500 ETF		ETF	528	528	$343,380	$394,295	+$50,915
VOO VANGUARD S&P 500 ETF		ETF	549	549	$328,155	$377,212	+$49,057
VONG VANGUARD RUSSELL 1000 GROWTH ETF		ETF	736	736	$80,732	$94,068	+$13,336
IWM ISHARES RUSSELL 2000 ETF		ETF	171	171	$42,408	$51,377	+$8,969
LIT GLOBAL X LITHIUM & BATTERY TECH ETF		ETF	1,446	1,446	$107,510	$113,193	+$5,683
IBB ISHARES BIOTECHNOLOGY ETF		ETF	260	260	$43,901	$49,449	+$5,548
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF		ETF	86	86	$11,429	$16,385	+$4,956
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF		ETF	222	222	$15,191	$19,017	+$3,826
XLG INVESCO S&P 500 TOP 50 ETF		ETF	550	550	$30,003	$33,677	+$3,674
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF		ETF	161	161	$15,764	$19,157	+$3,393
VWO VANGUARD FTSE EMERGING MARKETS ETF		ETF	475	475	$25,674	$28,353	+$2,679
IUSV ISHARES CORE S&P US VALUE ETF		ETF	322	322	$32,925	$35,468	+$2,543
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF		ETF	267	267	$8,149	$10,298	+$2,149
FEZ STATE STREET SPDR EURO STOXX 50 ETF		ETF	238	238	$14,775	$16,346	+$1,571
IGM ISHARES EXPANDED TECH SECTOR ETF		ETF	28	28	$3,318	$4,580	+$1,262
PBW INVESCO WILDERHILL CLEAN ENERGY ETF		ETF	167	167	$5,274	$6,515	+$1,241
EWJ ISHARES MSCI JAPAN ETF		ETF	134	134	$11,315	$12,498	+$1,183
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF		ETF	45	45	$4,308	$5,263	+$955
VPL VANGUARD FTSE PACIFIC ETF		ETF	47	47	$4,593	$5,437	+$844
VBK VANGUARD SMALL-CAP GROWTH ETF		ETF	11	11	$3,325	$4,023	+$698
ETHE GRAYSCALE ETHEREUM STAKING ETF	United States	ETF	61	61	$1,041	$778	-$263
GBTC GRAYSCALE BITCOIN TRUST ETF	United States	ETF	27	27	$1,425	$1,229	-$196
IEUR ISHARES CORE MSCI EUROPE ETF		ETF	21	21	$1,476	$1,579	+$103
VUSB VANGUARD ULTRA-SHORT BOND ETF		ETF	10,453	10,453	$520,403	$520,350	-$53
ETH GRAYSCALE ETHEREUM STAKING MINI ETF	United States	ETF	6	6	$119	$90	-$29
BTC GRAYSCALE BITCOIN MINI TRUST ETF	United States	ETF	5	5	$150	$130	-$20

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