KENNEDY INVESTMENT GROUP, INC. historic quarter change: USA ETF, New
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, KENNEDY INVESTMENT GROUP, INC. opened 50 positions, added to 188, reduced 147 and sold out of 24.
- Q2 2026: Stock FDLO; Country of operation —; Class LOW VOLITY ETF; Shares before 0.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN ETF; Shares before 0.
- Q2 2026: Stock VFLO; Country of operation —; Class SHS FR CA FL ETF; Shares before 0.
- Q2 2026: Stock BIL; Country of operation —; Class ST STR BLO 1 ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1978005), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). 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 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | FDLO
FIDELITY COVINGTON TRUST | | LOW VOLITY ETF | 0 | 96,159 | +96,159 | $0 | $6,571,028 | +$6,571,028 | 2026-07-30 |
|---|
| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN ETF | 0 | 44,137 | +44,137 | $0 | $4,257,409 | +$4,257,409 | 2026-07-30 |
|---|
| Q2 2026 | VFLO
VICTORY PORTFOLIOS II | | SHS FR CA FL ETF | 0 | 91,987 | +91,987 | $0 | $4,208,397 | +$4,208,397 | 2026-07-30 |
|---|
| Q2 2026 | BIL
SPDR SERIES TRUST | | ST STR BLO 1 ETF | 0 | 45,565 | +45,565 | $0 | $4,175,592 | +$4,175,592 | 2026-07-30 |
|---|
| Q2 2026 | HELO
J P MORGAN EXCHANGE TRADED F | | HEDG EQU LAD ETF | 0 | 40,081 | +40,081 | $0 | $2,708,667 | +$2,708,667 | 2026-07-30 |
|---|
| Q2 2026 | GPIQ
GOLDMAN SACHS ETF TR | | NASDA 100 ETF | 0 | 35,122 | +35,122 | $0 | $2,083,085 | +$2,083,085 | 2026-07-30 |
|---|
| Q2 2026 | CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREAT UNIT | 0 | 28,124 | +28,124 | $0 | $1,190,505 | +$1,190,505 | 2026-07-30 |
|---|
| Q2 2026 | PINK
SIMPLIFY EXCHANGE TRADED FUN | | HEALTH CARE ETF | 0 | 27,367 | +27,367 | $0 | $1,071,399 | +$1,071,399 | 2026-07-30 |
|---|
| Q2 2026 | JIVE
J P MORGAN EXCHANGE TRADED F | | JPMORGAN INTL VL | 0 | 10,326 | +10,326 | $0 | $949,517 | +$949,517 | 2026-07-30 |
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| Q2 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 0 | 8,231 | +8,231 | $0 | $794,956 | +$794,956 | 2026-07-30 |
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| Q2 2026 | SYFI
AB ACTIVE ETFS INC | | SHOR DU YIEL ETF | 0 | 18,392 | +18,392 | $0 | $656,857 | +$656,857 | 2026-07-30 |
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| Q2 2026 | CIBR
FIRST TR EXCHANGE-TRADED FD | | NASDAQ CYB ETF | 0 | 2,828 | +2,828 | $0 | $254,116 | +$254,116 | 2026-07-30 |
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| Q2 2026 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 0 | 2,040 | +2,040 | $0 | $243,821 | +$243,821 | 2026-07-30 |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 0 | 279 | +279 | $0 | $208,940 | +$208,940 | 2026-07-30 |
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| Q2 2026 | NMZ
NUVEEN MUN HIGH INCOME OPPOR | | COM | 0 | 10,173 | +10,173 | $0 | $107,525 | +$107,525 | 2026-07-30 |
|---|
| Q1 2026 | MTBA
SIMPLIFY EXCHANGE TRADED FUN | | MBS ETF | 0 | 8,069 | +8,069 | $0 | $399,072 | +$399,072 | 2026-04-22 |
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| Q1 2026 | IYK
ISHARES TR | | US CONSM STAPLES | 0 | 3,019 | +3,019 | $0 | $211,455 | +$211,455 | 2026-04-22 |
|---|
| Q1 2026 | CGGO
CAPITAL GROUP GBL GROWTH EQT | | SHS CREATION UNI | 0 | 6,290 | +6,290 | $0 | $209,910 | +$209,910 | 2026-04-22 |
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| Q4 2025 | BIL
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 49,608 | +49,608 | $0 | $4,533,181 | +$4,533,181 | 2026-02-06 |
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| Q4 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 0 | 21,109 | +21,109 | $0 | $1,048,062 | +$1,048,062 | 2026-02-06 |
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| Q4 2025 | SYFI
AB ACTIVE ETFS INC | | SHORT DURATION H | 0 | 12,192 | +12,192 | $0 | $438,059 | +$438,059 | 2026-02-06 |
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| Q4 2025 | VFH
VANGUARD WORLD FD | | FINANCIALS ETF | 0 | 2,435 | +2,435 | $0 | $325,103 | +$325,103 | 2026-02-06 |
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| Q4 2025 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 0 | 3,303 | +3,303 | $0 | $249,146 | +$249,146 | 2026-02-06 |
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| Q4 2025 | FLMI
FRANKLIN TEMPLETON ETF TR | | FRANKLIN DYN MUN | 0 | 9,225 | +9,225 | $0 | $229,426 | +$229,426 | 2026-02-06 |
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| Q4 2025 | JIRE
J P MORGAN EXCHANGE TRADED F | | INTRNL RES EQT | 0 | 2,852 | +2,852 | $0 | $213,571 | +$213,571 | 2026-02-06 |
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| Q3 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 0 | 3,351 | +3,351 | $0 | $356,862 | +$356,862 | 2025-10-28 |
|---|
| Q3 2025 | GPIX
GOLDMAN SACHS ETF TR | | S&P 500 PREMIUM | 0 | 6,077 | +6,077 | $0 | $317,382 | +$317,382 | 2025-10-28 |
|---|
| Q3 2025 | GPIQ
GOLDMAN SACHS ETF TR | | NASDAQ-100 PREMI | 0 | 4,680 | +4,680 | $0 | $245,538 | +$245,538 | 2025-10-28 |
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| Q3 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 0 | 851 | +851 | $0 | $205,972 | +$205,972 | 2025-10-28 |
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| Q3 2025 | VOX
VANGUARD WORLD FD | | COMM SRVC ETF | 0 | 1,075 | +1,075 | $0 | $201,857 | +$201,857 | 2025-10-28 |
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| Q2 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 0 | 41,074 | +41,074 | $0 | $3,767,696 | +$3,767,696 | 2025-07-16 |
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| Q2 2025 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 0 | 2,502 | +2,502 | $0 | $457,495 | +$457,495 | 2025-07-16 |
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| Q2 2025 | HYD
VANECK ETF TRUST | | HIGH YLD MUNIETF | 0 | 8,545 | +8,545 | $0 | $429,063 | +$429,063 | 2025-07-16 |
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| Q2 2025 | TAFI
AB ACTIVE ETFS INC | | TAX AWARE SHRT | 0 | 14,017 | +14,017 | $0 | $351,968 | +$351,968 | 2025-07-16 |
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| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 0 | 718 | +718 | $0 | $218,334 | +$218,334 | 2025-07-16 |
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| Q2 2025 | JGRO
J P MORGAN EXCHANGE TRADED F | | ACTIVE GROWTH | 0 | 2,531 | +2,531 | $0 | $217,860 | +$217,860 | 2025-07-16 |
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| Q2 2025 | CTA
SIMPLIFY EXCHANGE TRADED FUN | | MANAGED FUTURES | 0 | 8,077 | +8,077 | $0 | $215,973 | +$215,973 | 2025-07-16 |
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| Q2 2025 | COWZ
PACER FDS TR | | US CASH COWS 100 | 0 | 3,837 | +3,837 | $0 | $211,438 | +$211,438 | 2025-07-16 |
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| Q2 2025 | VPV
INVESCO PA VALUE MUN INC TR | | COM | 0 | 10,122 | +10,122 | $0 | $101,823 | +$101,823 | 2025-07-16 |
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| Q1 2025 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 0 | 1,441 | +1,441 | $0 | $279,479 | +$279,479 | 2025-04-22 |
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| Q1 2025 | JPST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHRT ETF | 0 | 3,991 | +3,991 | $0 | $202,063 | +$202,063 | 2025-04-22 |
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| Q1 2025 | VDC
VANGUARD WORLD FD | | CONSUM STP ETF | 0 | 923 | +923 | $0 | $201,973 | +$201,973 | 2025-04-22 |
|---|
| Q4 2024 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 0 | 5,630 | +5,630 | $0 | $298,672 | +$298,672 | 2025-01-22 |
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| Q3 2024 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 0 | 9,296 | +9,296 | $0 | $473,005 | +$473,005 | 2024-10-21 |
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| Q3 2024 | VFLO
VICTORY PORTFOLIOS II | | SHARES FREE CASH | 0 | 12,201 | +12,201 | $0 | $406,301 | +$406,301 | 2024-10-21 |
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| Q3 2024 | INCM
FRANKLIN TEMPLETON ETF TR | | INCOME FOCUS ETF | 0 | 8,232 | +8,232 | $0 | $223,758 | +$223,758 | 2024-10-21 |
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| Q2 2024 | HELO
J P MORGAN EXCHANGE TRADED F | | HEDGED EQUITY LA | 0 | 24,483 | +24,483 | $0 | $1,433,732 | +$1,433,732 | 2024-07-18 |
|---|
| Q1 2024 | JEPQ
J P MORGAN EXCHANGE TRADED F | | NASDAQ EQT PREM | 0 | 41,773 | +41,773 | $0 | $2,265,753 | +$2,265,753 | 2024-04-22 |
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| Q1 2024 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 0 | 818 | +818 | $0 | $212,629 | +$212,629 | 2024-04-22 |
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| Q1 2024 | BGT
BLACKROCK FLOATING RATE INC | | COM | 0 | 10,131 | +10,131 | $0 | $131,503 | +$131,503 | 2024-04-22 |
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