Investment Partners Asset Management, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Investment Partners Asset Management, Inc. opened 56 positions, added to 229, reduced 245 and sold out of 32.
- Q2 2026: Stock DGRO; Country of operation —; Class CORE DIV GRWTH; Shares before 17,799.
- Q2 2026: Stock JEPI; Country of operation —; Class EQUITY PREMIUM; Shares before 108,266.
- Q2 2026: Stock SPYI; Country of operation —; Class NEOS S&P 500 HI; Shares before 72,416.
- Q2 2026: Stock PFFA; Country of operation —; Class VIRTUS INFRCAP; Shares before 103,258.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1384416), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | DGRO
ISHARES TR | | CORE DIV GRWTH | 17,799 | 21,168 | +3,369 | $1,249,100 | $1,604,316 | +$355,216 | 2026-07-24 |
|---|
| Q2 2026 | JEPI
J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 108,266 | 114,098 | +5,832 | $6,136,522 | $6,444,275 | +$307,753 | 2026-07-24 |
|---|
| Q2 2026 | SPYI
NEOS ETF TRUST | | NEOS S&P 500 HI | 72,416 | 72,695 | +279 | $3,575,178 | $3,859,378 | +$284,200 | 2026-07-24 |
|---|
| Q2 2026 | PFFA
ETFIS SER TR I | | VIRTUS INFRCAP | 103,258 | 115,046 | +11,788 | $2,102,334 | $2,366,496 | +$264,162 | 2026-07-24 |
|---|
| Q2 2026 | STIP
ISHARES TR | | 0-5 YR TIPS ETF | 27,524 | 29,713 | +2,189 | $2,846,807 | $3,035,480 | +$188,673 | 2026-07-24 |
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| Q2 2026 | DTCR
GLOBAL X FDS | | DATA CTR & DIGIT | 9,041 | 12,768 | +3,727 | $216,622 | $387,764 | +$171,142 | 2026-07-24 |
|---|
| Q2 2026 | GCOW
PACER FDS TR | | GLOBL CASH ETF | 45,250 | 45,261 | +11 | $2,092,360 | $1,959,801 | -$132,559 | 2026-07-24 |
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| Q2 2026 | XMLV
INVESCO EXCH TRADED FD TR II | | S&P MIDCP LOW | 24,053 | 24,689 | +636 | $1,514,617 | $1,637,621 | +$123,004 | 2026-07-24 |
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| Q2 2026 | PYLD
PIMCO ETF TR | | MULTISECTOR BD | 153,426 | 156,057 | +2,631 | $4,019,761 | $4,138,632 | +$118,871 | 2026-07-24 |
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| Q2 2026 | ANGL
VANECK ETF TRUST | | FALLEN ANGEL HG | 11,951 | 15,169 | +3,218 | $343,233 | $443,542 | +$100,309 | 2026-07-24 |
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| Q2 2026 | AUSF
GLOBAL X FDS | | ADAPTIVE US | 44,212 | 45,650 | +1,438 | $2,137,650 | $2,230,459 | +$92,809 | 2026-07-24 |
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| Q2 2026 | HDV
ISHARES TR | | CORE HIGH DV ETF | 5,464 | 30,429 | +24,965 | $741,574 | $834,059 | +$92,485 | 2026-07-24 |
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| Q2 2026 | EPS
WISDOMTREE TR | | US LARGECAP FUND | 6,372 | 6,717 | +345 | $433,997 | $522,515 | +$88,518 | 2026-07-24 |
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| Q2 2026 | BBHY
J P MORGAN EXCHANGE TRADED F | | BETABUILDERS USD | 46,724 | 48,060 | +1,336 | $2,141,361 | $2,215,326 | +$73,965 | 2026-07-24 |
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| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 3,944 | 4,044 | +100 | $578,230 | $641,621 | +$63,391 | 2026-07-24 |
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| Q2 2026 | EVTR
MORGAN STANLEY ETF TRUST | | EATON VANCE TOTA | 28,405 | 29,586 | +1,181 | $1,441,554 | $1,500,306 | +$58,752 | 2026-07-24 |
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| Q2 2026 | COWZ
PACER FDS TR | | US CASH COWS 100 | 27,710 | 28,794 | +1,084 | $1,733,535 | $1,791,014 | +$57,479 | 2026-07-24 |
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| Q2 2026 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 581 | 586 | +5 | $347,177 | $402,480 | +$55,303 | 2026-07-24 |
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| Q2 2026 | GBIL
GOLDMAN SACHS ETF TR | | ACCES TREASURY | 5,241 | 5,779 | +538 | $525,096 | $578,825 | +$53,729 | 2026-07-24 |
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| Q2 2026 | ACWV
ISHARES INC | | MSCI GBL MIN VOL | 3,228 | 3,643 | +415 | $385,778 | $437,998 | +$52,220 | 2026-07-24 |
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| Q2 2026 | UTF
COHEN & STEERS INFRASTRUCTUR | | COM | 25,335 | 25,522 | +187 | $655,670 | $704,152 | +$48,482 | 2026-07-24 |
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| Q2 2026 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 1,271 | 5,081 | +3,810 | $365,006 | $409,376 | +$44,370 | 2026-07-24 |
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| Q2 2026 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 502 | 3,012 | +2,510 | $219,269 | $259,454 | +$40,185 | 2026-07-24 |
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| Q2 2026 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 15,925 | 16,660 | +735 | $805,964 | $842,510 | +$36,546 | 2026-07-24 |
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| Q2 2026 | CPRJ
CALAMOS ETF TR | | RUSSELL 2000 STR | 21,328 | 22,016 | +688 | $574,790 | $609,148 | +$34,358 | 2026-07-24 |
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| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 8,003 | 8,004 | +1 | $742,197 | $772,031 | +$29,834 | 2026-07-24 |
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| Q2 2026 | BCX
BLACKROCK RES & COMMODITIES | | SHS | 29,738 | 29,933 | +195 | $358,343 | $338,542 | -$19,801 | 2026-07-24 |
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| Q2 2026 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 14,135 | 14,139 | +4 | $433,657 | $448,345 | +$14,688 | 2026-07-24 |
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| Q2 2026 | BIZD
VANECK ETF TRUST | | BDC INCOME ETF | 93,347 | 95,101 | +1,754 | $1,194,842 | $1,203,979 | +$9,137 | 2026-07-24 |
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| Q2 2026 | TBUX
T ROWE PRICE ETF INC | | ULTRA SHRT TRM | 33,963 | 33,989 | +26 | $1,689,659 | $1,691,633 | +$1,974 | 2026-07-24 |
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