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Investment Partners Asset Management, Inc. Last Quarter Change: USA ETF, Unchanged

Investment Partners Asset Management, Inc. 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, Investment Partners Asset Management, Inc. opened 5 positions, added to 30, reduced 22, sold out of 1 and left 26 unchanged. The largest increase in value was TPYP (+$708,030); the largest decrease was TPYP (-$720,374).

  • XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 5,215; Shares 2026-06-30 5,215.
  • XBI: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 3,273; Shares 2026-06-30 3,273.
  • SPXX: Country of operation —; Class COM; Shares 2026-03-31 36,350; Shares 2026-06-30 36,350.
  • XLF: Country of operation —; Class STATE STREET FIN; Shares 2026-03-31 14,874; Shares 2026-06-30 14,874.

Two Form 13F-HR filings compared (SEC CIK 1384416): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-24). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
XLK
SELECT SECTOR SPDR TR
STATE STREET TEC5,2155,2150$693,074$993,562+$300,488
XBI
SPDR SERIES TRUST
STATE STREET SPD3,2733,2730$418,060$517,952+$99,892
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
COM36,35036,3500$584,145$677,564+$93,419
XLF
SELECT SECTOR SPDR TR
STATE STREET FIN14,87414,8740$734,329$797,395+$63,066
IVW
ISHARES TR
S&P 500 GRWT ETF2,5722,5720$290,919$353,727+$62,808
VIOO
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX2,2422,2420$257,449$308,365+$50,916
CEE
CENTRAL & EASTERN EUROPE FD
COM21,19221,1920$387,814$435,496+$47,682
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF16,03016,0300$396,743$444,031+$47,288
BDJ
BLACKROCK ENHANCED EQUITY DI
COM47,36247,3620$408,260$453,254+$44,994
XLI
SELECT SECTOR SPDR TR
STATE STREET IND1,6031,6030$259,253$296,924+$37,671
HEDJ
WISDOMTREE TR
EUROPE HEDGED EQ7,3067,3060$382,104$416,442+$34,338
ICLN
ISHARES TR
GL CLEAN ENE ETF10,50310,5030$192,100$215,206+$23,106
PPH
VANECK ETF TRUST
PHARMACEUTCL ETF4,0854,0850$424,350$446,695+$22,345
ICOW
PACER FDS TR
DEVELOPED MRKT27,25227,2520$1,156,575$1,134,501-$22,074
KNG
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 50011,99811,9980$584,423$605,899+$21,476
IVE
ISHARES TR
S&P 500 VAL ETF1,2001,2000$253,380$272,472+$19,092
EXG
EATON VANCE TAX-MANAGED GLOB
COM11,18411,1840$96,853$109,715+$12,862
SMAX
ISHARES TR
LARGE CAP MAX BU8,5228,5220$228,578$237,466+$8,888
CPNJ
CALAMOS ETF TR
NASDAQ 100 STRUC12,01212,0120$324,496$331,892+$7,396
CPSA
CALAMOS ETF TR
S&P 500 STRUCTRD8,1768,1760$219,856$226,966+$7,110
SPLV
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL3,2533,2530$237,924$243,650+$5,726
DNP
DNP SELECT INCOME FD INC
COM10,00010,0000$103,000$107,900+$4,900
BGY
BLACKROCK ENHANCED INTL DIV
COM BENE INTER12,58012,5800$68,058$72,209+$4,151
FTCS
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF3,1133,1130$288,762$292,373+$3,611
ISD
PGIM HIGH YIELD BOND FUND IN
COM35,13335,1330$462,350$458,837-$3,513
GMNY
GOLDMAN SACHS ETF TR
DYNAMIC NY MUNI4,4304,4300$220,304$223,006+$2,702

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