IFC & Insurance Marketing, Inc. quarter change: USA ETF, Added
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, IFC & Insurance Marketing, Inc. opened 11 positions, added to 27, reduced 8, sold out of 7 and left 3 unchanged. The largest increase in value was SPMO (+$3,303,574); the largest decrease was SPYM (-$2,845,615).
- SPMO: Country of operation —; Class S&P 500 MOMNTM; Shares 2026-03-31 60,362; Shares 2026-06-30 62,342.
- IDMO: Country of operation —; Class S&P INTL MOMNT; Shares 2026-03-31 140,228; Shares 2026-06-30 151,715.
- FNDX: Country of operation —; Class FUNDAMENTAL US L; Shares 2026-03-31 264,710; Shares 2026-06-30 281,542.
- XLG: Country of operation —; Class S&P 500 TOP 50; Shares 2026-03-31 104,612; Shares 2026-06-30 113,274.
Two Form 13F-HR filings compared (SEC CIK 2095709): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-09). 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 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 60,362 | 62,342 | +1,980 | $6,767,219 | $10,070,793 | +$3,303,574 |
|---|
IDMO
INVESCO EXCH TRADED FD TR II | | S&P INTL MOMNT | 140,228 | 151,715 | +11,487 | $7,690,104 | $9,146,897 | +$1,456,793 |
|---|
FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 264,710 | 281,542 | +16,832 | $7,372,174 | $8,755,956 | +$1,383,782 |
|---|
XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 104,612 | 113,274 | +8,662 | $5,706,605 | $6,935,742 | +$1,229,137 |
|---|
FTGS
FIRST TR EXCHANGE-TRADED FD | | GROWTH STRENGTH | 169,653 | 182,240 | +12,587 | $5,775,939 | $6,743,282 | +$967,343 |
|---|
FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 86,964 | 93,214 | +6,250 | $4,255,149 | $4,917,948 | +$662,799 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 5,029 | 6,083 | +1,054 | $1,613,275 | $2,251,119 | +$637,844 |
|---|
XCEM
COLUMBIA ETF TR II | | EM CORE EX ETF | 41,356 | 43,948 | +2,592 | $1,687,724 | $2,323,951 | +$636,227 |
|---|
SDVY
FIRST TR EXCHANGE TRADED FD | | SMID RISNG ETF | 88,394 | 95,140 | +6,746 | $3,485,380 | $4,104,318 | +$618,938 |
|---|
USRT
ISHARES TR | | CRE U S REIT ETF | 33,223 | 36,836 | +3,613 | $1,966,469 | $2,447,752 | +$481,283 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 1,064 | 1,438 | +374 | $614,222 | $1,059,073 | +$444,851 |
|---|
JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 109,858 | 118,320 | +8,462 | $5,533,547 | $5,973,980 | +$440,433 |
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VSS
VANGUARD INTL EQUITY INDEX F | | FTSE SMCAP ETF | 15,866 | 17,082 | +1,216 | $2,313,118 | $2,635,577 | +$322,459 |
|---|
SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 8,732 | 17,067 | +8,335 | $267,883 | $541,200 | +$273,317 |
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VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 5,904 | 7,471 | +1,567 | $455,247 | $638,709 | +$183,462 |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 1,019 | 1,069 | +50 | $662,500 | $797,978 | +$135,478 |
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SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 79,274 | 84,565 | +5,291 | $2,109,481 | $2,240,973 | +$131,492 |
|---|
LMBS
FIRST TR EXCHANGE-TRADED FD | | FST LOW OPPT EFT | 37,545 | 40,133 | +2,588 | $1,870,116 | $1,997,821 | +$127,705 |
|---|
BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 80,290 | 82,235 | +1,945 | $6,196,780 | $6,307,432 | +$110,652 |
|---|
SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 10,817 | 12,183 | +1,366 | $315,085 | $412,278 | +$97,193 |
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VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 1,646 | 1,647 | +1 | $491,780 | $566,565 | +$74,785 |
|---|
BBRE
J P MORGAN EXCHANGE TRADED F | | BETBULD MSCI | 5,884 | 5,910 | +26 | $563,040 | $633,966 | +$70,926 |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 307 | 357 | +50 | $200,535 | $267,354 | +$66,819 |
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VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 47,217 | 48,378 | +1,161 | $2,764,111 | $2,815,576 | +$51,465 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 3,051 | 3,080 | +29 | $206,015 | $237,527 | +$31,512 |
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SHY
ISHARES TR | | 1 3 YR TREAS BD | 3,549 | 3,739 | +190 | $293,041 | $307,009 | +$13,968 |
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BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 5,150 | 5,353 | +203 | $379,261 | $392,992 | +$13,731 |
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