Kuhn & Co Investment Counsel Historic Quarter Change: USA ETF, Added

Kuhn & Co Investment Counsel 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, Kuhn & Co Investment Counsel opened 48 positions, added to 244, reduced 76 and sold out of 36.

Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 12,178.
Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 34,271.
Q2 2026: Stock NAD; Country of operation —; Class COM; Shares before 124,805.
Q2 2026: Stock BIV; Country of operation —; Class INTERMED TERM; Shares before 33,793.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011958), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	VUG VANGUARD INDEX FDS	GROWTH ETF	12,178	74,024	+61,846	$5,319,435	$6,376,439	+$1,057,004	2026-07-31
Q2 2026	VTV VANGUARD INDEX FDS	VALUE ETF	34,271	35,081	+810	$6,723,887	$7,645,160	+$921,273	2026-07-31
Q2 2026	NAD NUVEEN QUALITY MUNCP INCOME	COM	124,805	141,712	+16,907	$1,435,258	$1,717,547	+$282,289	2026-07-31
Q2 2026	BIV VANGUARD BD INDEX FDS	INTERMED TERM	33,793	36,798	+3,005	$2,608,144	$2,822,407	+$214,263	2026-07-31
Q2 2026	AVEM AMERICAN CENTY ETF TR	AVANTIS EMGMKT	11,604	11,755	+151	$935,051	$1,134,240	+$199,189	2026-07-31
Q2 2026	VO VANGUARD INDEX FDS	MID CAP ETF	3,754	15,015	+11,261	$1,077,998	$1,209,754	+$131,756	2026-07-31
Q2 2026	VTEB VANGUARD MUN BD FDS	TAX EXEMPT BD	54,789	56,614	+1,825	$2,733,424	$2,863,537	+$130,113	2026-07-31
Q2 2026	SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	1,162	1,163	+1	$756,004	$868,202	+$112,198	2026-07-31
Q2 2026	MUNI PIMCO ETF TR	INTER MUN BD ACT	27,942	29,675	+1,733	$1,458,293	$1,560,905	+$102,612	2026-07-31
Q2 2026	JCPB J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	20,616	21,623	+1,007	$970,602	$1,014,984	+$44,382	2026-07-31
Q2 2026	SMMU PIMCO ETF TR	SHTRM MUN BD ACT	16,715	17,574	+859	$843,272	$887,487	+$44,215	2026-07-31
Q2 2026	GTO INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	15,663	16,427	+764	$733,499	$769,934	+$36,435	2026-07-31
Q2 2026	JMST J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	19,188	19,841	+653	$978,205	$1,011,891	+$33,686	2026-07-31
Q2 2026	SCHO SCHWAB STRATEGIC TR	SHT TM US TRES	35,086	35,843	+757	$851,528	$865,254	+$13,726	2026-07-31
Q2 2026	HYGV FLEXSHARES TR	HIG YLD VL ETF	16,416	16,456	+40	$657,625	$662,519	+$4,894	2026-07-31

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