Koenig Investment Advisory, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Koenig Investment Advisory, LLC opened 1 positions, added to 24, reduced 9 and sold out of 2.
- Q2 2026: Stock FDG; Country of operation —; Class ETF; Shares before 15,572.
- Q2 2026: Stock VXF; Country of operation —; Class ETF; Shares before 2,637.
- Q2 2026: Stock VYM; Country of operation —; Class ETF; Shares before 4,436.
- Q2 2026: Stock VBR; Country of operation —; Class ETF; Shares before 3,921.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2114481), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-16); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16). 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 2025-12-31.
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