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LAFFER TENGLER INVESTMENTS, INC. Historic Quarter Change: USA ETF, Added

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LAFFER TENGLER INVESTMENTS, 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 23 quarters from 2013-06-30 to 2026-06-30, LAFFER TENGLER INVESTMENTS, INC. opened 212 positions, added to 99, reduced 131 and sold out of 223.

  • Q2 2026: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 12,142.
  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 1,090.
  • Q1 2026: Stock BYLD; Country of operation —; Class YLD OPTIM BD; Shares before 39,082.
  • Q1 2026: Stock ETF OPPORTUNITIES TRUST; Country of operation —; Class LAFFER TEN EQ IN; Shares before 43,008.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1307878), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-17); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-06); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-18); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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 2004-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT12,14212,561+419$778,059$894,971+$116,9122026-07-21
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF1,0906,540+5,450$476,101$563,356+$87,2552026-07-21
Q1 2026BYLD
ISHARES TR		YLD OPTIM BD39,08264,796+25,714$890,081$1,459,854+$569,7732026-05-13
Q1 2026ETF OPPORTUNITIES TRUST
CUSIP 26923N769		LAFFER TEN EQ IN43,00854,382+11,374$1,553,978$1,967,867+$413,8892026-05-13
Q1 2026EFA
ISHARES TR		MSCI EAFE ETF3,1146,114+3,000$299,037$593,853+$294,8162026-05-13
Q1 2026CLOA
BLACKROCK ETF TRUST II		ISHARES AAA CLO25,13827,223+2,085$1,300,756$1,411,104+$110,3482026-05-13
Q1 2026SHYG
ISHARES TR		0-5YR HI YL CP44,41347,395+2,982$1,903,985$2,005,282+$101,2972026-05-13
Q1 2026JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL30,87932,459+1,580$1,561,860$1,634,960+$73,1002026-05-13
Q1 2026USHY
ISHARES TR		BROAD USD HIGH16,81318,233+1,420$628,722$671,704+$42,9822026-05-13
Q1 2026CLOI
VANECK ETF TRUST		CLO ETF8,4759,187+712$447,565$484,155+$36,5902026-05-13
Q4 2025ETF OPPORTUNITIES TRUST
CUSIP 26923N769		LAFFER TEN EQ IN42,48443,008+524$1,509,032$1,553,978+$44,9462026-02-12
Q4 2025IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT5,1305,902+772$333,450$293,034-$40,4162026-02-12
Q4 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT1,2261,231+5$402,490$412,786+$10,2962026-02-12
Q3 2025VRIG
INVESCO ACTIVELY MANAGED EXC		VAR RATE INVT86,742189,370+102,628$2,172,887$4,753,187+$2,580,3002025-11-12
Q3 2025SPY
SPDR S&P 500 ETF TR		TR UNIT1,8924,604+2,712$1,168,972$3,067,093+$1,898,1212025-11-12
Q3 2025INDA
ISHARES TR		MSCI INDIA ETF4,45212,668+8,216$247,887$659,496+$411,6092025-11-12
Q3 2025SHYG
ISHARES TR		0-5YR HI YL CP37,33044,641+7,311$1,610,416$1,932,955+$322,5392025-11-12
Q3 2025BINC
BLACKROCK ETF TRUST II		ISHARES FLEXIBLE20,39024,852+4,462$1,077,408$1,323,120+$245,7122025-11-12
Q3 2025CLOA
BLACKROCK ETF TRUST II		ISHARES AAA CLO20,68825,227+4,539$1,074,121$1,310,921+$236,8002025-11-12
Q3 2025JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL26,37731,023+4,646$1,338,633$1,575,348+$236,7152025-11-12
Q3 2025HYBB
ISHARES TR		BB RAT CORP BD19,99124,380+4,389$939,577$1,153,418+$213,8412025-11-12
Q3 2025ETF OPPORTUNITIES TRUST
CUSIP 26923N769		LAFFER TEN EQ IN42,30042,484+184$1,364,623$1,509,032+$144,4092025-11-12
Q3 2025IWB
ISHARES TR		RUS 1000 ETF1,6261,892+266$552,141$691,488+$139,3472025-11-12
Q2 2025VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF6,22714,421+8,194$281,834$713,263+$431,4292025-08-07
Q2 2025ETF OPPORTUNITIES TRUST
CUSIP 26923N769		LAFFER TEN EQ IN34,75742,300+7,543$999,875$1,364,623+$364,7482025-08-07
Q2 2025SPY
SPDR S&P 500 ETF TR		TR UNIT1,5461,892+346$864,817$1,168,972+$304,1552025-08-07
Q2 2025VUG
VANGUARD INDEX FDS		GROWTH ETF6711,260+589$248,820$552,384+$303,5642025-08-07
Q2 2025DAX
GLOBAL X FDS		DAX GERMANY ETF6,8717,816+945$268,656$351,173+$82,5172025-08-07
Q2 2025EWA
ISHARES INC		MSCI AUST ETF8,90910,136+1,227$208,827$266,780+$57,9532025-08-07
Q2 2025EWD
ISHARES INC		MSCI SWEDEN ETF5,4176,163+746$227,947$281,896+$53,9492025-08-07
Q1 2025VRIG
INVESCO ACTIVELY MANAGED EXC		VAR RATE INVT63,509108,883+45,374$1,595,029$2,730,786+$1,135,7572025-05-14
Q1 2025HYBB
ISHARES TR		BB RAT CORP BD13,47920,012+6,533$620,018$924,755+$304,7372025-05-14
Q1 2025INDA
ISHARES TR		MSCI INDIA ETF3,9137,813+3,900$205,980$402,213+$196,2332025-05-14
Q1 2025SHYG
ISHARES TR		0-5YR HI YL CP36,07438,571+2,497$1,537,113$1,640,039+$102,9262025-05-14
Q4 2024TFLO
ISHARES TR		TRS FLT RT BD26,67933,734+7,055$1,349,971$1,702,555+$352,5842025-02-06
Q4 2024VRIG
INVESCO ACTIVELY MANAGED EXC		VAR RATE INVT55,87363,509+7,636$1,401,574$1,595,029+$193,4552025-02-06
Q4 2024FLTR
VANECK ETF TRUST		IG FLOATING RATE50,67457,317+6,643$1,290,667$1,458,718+$168,0512025-02-06
Q4 2024SHYG
ISHARES TR		0-5YR HI YL CP31,93636,074+4,138$1,386,661$1,537,113+$150,4522025-02-06
Q4 2024DIA
SPDR DOW JONES INDL AVERAGE		UT SER 1700889+189$296,184$378,270+$82,0862025-02-06
Q4 2024HYBB
ISHARES TR		BB RAT CORP BD12,31513,479+1,164$583,115$620,018+$36,9032025-02-06
Q2 2024SHYG
ISHARES TR 0-5YR HI YL CP		EXCHANGE TRADED FUND20,12739,973+19,846$856,404$1,686,861+$830,4572024-08-14
Q2 2024ETF OPPORTUNITIES TRUST LAFFER TEN EQ IN
CUSIP 26923N769		EXCHANGE TRADED FUND24,51644,961+20,445$670,307$1,238,487+$568,1802024-08-14
Q2 2024VRIG
INVESCO ACTIVELY MANAGED ETF VAR RATE INVT		EXCHANGE TRADED FUND47,39369,401+22,008$1,189,090$1,744,741+$555,6512024-08-14
Q2 2024FLTR
VANECK ETF TR		EXCHANGE TRADED FUND42,23063,321+21,091$1,077,287$1,615,319+$538,0322024-08-14
Q2 2024SPY
SPDR S&P 500 ETF		EXCHANGE TRADED FUND1,3751,702+327$719,221$926,262+$207,0412024-08-14
Q2 2024VNM
VANECK ETF TRUST VANECK VIETNAM		EXCHANGE TRADED FUND12,71917,422+4,703$176,794$212,026+$35,2322024-08-14
Q2 2024EWA
ISHARES MSCI AUSTRALIA INDEX		EXCHANGE TRADED FUND8,4258,752+327$207,761$213,811+$6,0502024-08-14
Q2 2024EWY
ISHARES INC MSCI SOUTH KOREA INDX FD		EXCHANGE TRADED FUND3,2163,255+39$215,826$215,123-$7032024-08-14
Q1 2024QQQ
INVESCO QQQ TRUST		EXCHANGE TRADED FUND321,804+1,772$12,969$800,868+$787,8992024-05-15
Q1 2024ETF OPPORTUNITIES TRUST LAFFER TEN EQ IN
CUSIP 26923N769		EXCHANGE TRADED FUND88824,516+23,628$22,441$670,307+$647,8662024-05-15
Q1 2024IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND		EXCHANGE TRADED FUND22,38823,805+1,417$1,147,945$1,220,720+$72,7752024-05-15
Q1 2024SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND		EXCHANGE TRADED FUND23,24124,709+1,468$1,143,457$1,216,177+$72,7202024-05-15
Q1 2024EWQ
ISHARES MSCI FRANCE ETF		EXCHANGE TRADED FUND5,3076,218+911$207,928$257,487+$49,5592024-05-15
Q1 2024INDA
ISHARES MSCI INDIA INDEX ETF		EXCHANGE TRADED FUND3,4824,063+581$169,956$209,610+$39,6542024-05-15
Q1 2024VNM
VANECK ETF TRUST VANECK VIETNAM		EXCHANGE TRADED FUND10,73212,719+1,987$138,657$176,794+$38,1372024-05-15
Q1 2024FLGB
FRANKLIN FTSE UNITED KINGDOM ETF		EXCHANGE TRADED FUND7,3288,507+1,179$184,263$222,288+$38,0252024-05-15
Q1 2024EWC
ISHARES MSCI CANADA ETF		EXCHANGE TRADED FUND4,5745,356+782$167,774$205,028+$37,2542024-05-15
Q1 2024NEAR
BLACKROCK SHORT MATURITY BOND ETF		EXCHANGE TRADED FUND11,76112,499+738$594,166$630,700+$36,5342024-05-15
Q1 2024EWY
ISHARES INC MSCI SOUTH KOREA INDX FD		EXCHANGE TRADED FUND2,7393,216+477$179,487$215,826+$36,3392024-05-15
Q1 2024VUG
VANGUARD GROWTH ETF		EXCHANGE TRADED FUND676711+35$210,155$244,726+$34,5712024-05-15
Q1 2024EWA
ISHARES MSCI AUSTRALIA INDEX		EXCHANGE TRADED FUND7,1488,425+1,277$173,982$207,761+$33,7792024-05-15
Q1 2024IJH
ISHARES TR CORE S&P MCP ETF		EXCHANGE TRADED FUND51255+204$14,183$15,499+$1,3162024-05-15
Q3 2016Alerian MLP ETF
CUSIP 00162Q866		EXCHANGE TRADED FUND1,11245,108+43,996$14,144,000$572,420,000+$558,276,0002016-11-15
Q2 2016SHY
iShares Lehman 1-3 Tr		EXCHANGE TRADED FUND2,8693,707+838$243,951,000$316,281,000+$72,330,0002016-08-15
Q2 2016IEI
iShares Barclays 3-7 Year Tr		EXCHANGE TRADED FUND1,3381,732+394$168,521,000$220,570,000+$52,049,0002016-08-15
Q2 2016VCIT
Vanguard Intermediate - Term Corporate Bond ETF		EXCHANGE TRADED FUND1,6052,081+476$139,522,000$186,062,000+$46,540,0002016-08-15
Q2 2016HYG
iShares iBoxx High Yield Corp Bond ETF		EXCHANGE TRADED FUND4,0524,336+284$331,007,000$367,259,000+$36,252,0002016-08-15
Q2 2016XLV
Sector Healthcare Select Spider ETF		EXCHANGE TRADED FUND8141,052+238$55,172,000$75,433,000+$20,261,0002016-08-15
Q2 2016IEF
iShares Lehman 7-10 Tr		EXCHANGE TRADED FUND406526+120$44,798,000$59,412,000+$14,614,0002016-08-15
Q2 2016XLP
Consumer Staples Spdr		EXCHANGE TRADED FUND716928+212$37,990,000$51,179,000+$13,189,0002016-08-15
Q2 2016TLT
iShares Lehman 20+ Tr		EXCHANGE TRADED FUND206270+64$26,905,000$37,503,000+$10,598,0002016-08-15
Q2 2016TIP
iShares TIPS Bond ETF		EXCHANGE TRADED FUND431499+68$49,409,000$58,218,000+$8,809,0002016-08-15
Q2 2015ENZL
ISHARES TRUST MSCI NEW ZEALAND		EXCHANGE TRADED FUND133,897134,142+245$5,363,914,000$4,652,045,000-$711,869,0002015-08-14
Q2 2015INDA
iShares MSCI India ETF		EXCHANGE TRADED FUND192,950193,115+165$6,191,766,000$5,853,316,000-$338,450,0002015-08-14
Q2 2015ISHARES INC MSCI SINGAPORE INDEX FD
CUSIP 464286673		EXCHANGE TRADED FUND410,516411,088+572$5,254,600,000$5,167,371,000-$87,229,0002015-08-14
Q2 2015EWC
ISHARES INC MSCI CDA INDEX FD		EXCHANGE TRADED FUND185,052185,376+324$5,029,713,000$4,943,978,000-$85,735,0002015-08-14
Q2 2015SHY
iShares Lehman 1-3 Tr		EXCHANGE TRADED FUND1,8772,869+992$159,320,000$243,463,000+$84,143,0002015-08-14
Q2 2015IEI
iShares Barclays 3-7 Year Tr		EXCHANGE TRADED FUND8721,338+466$108,276,000$164,520,000+$56,244,0002015-08-14
Q2 2015VCIT
Vanguard Intermediate - Term Corporate Bond ETF		EXCHANGE TRADED FUND1,0421,605+563$91,383,000$136,907,000+$45,524,0002015-08-14
Q2 2015IEF
iShares Lehman 7-10 Tr		EXCHANGE TRADED FUND263406+143$28,507,000$42,634,000+$14,127,0002015-08-14
Q2 2015XLP
Consumer Staples Spdr		EXCHANGE TRADED FUND466716+250$22,713,000$34,082,000+$11,369,0002015-08-14
Q2 2015HYG
iShares iBoxx High Yield Corp Bond ETF		EXCHANGE TRADED FUND6,0096,221+212$544,475,000$552,425,000+$7,950,0002015-08-14
Q2 2015TLT
iShares Lehman 20+ Tr		EXCHANGE TRADED FUND130206+76$16,990,000$24,197,000+$7,207,0002015-08-14
Q3 2014Alerian MLP ETF
CUSIP 00162Q866		EXCHANGE TRADED FUND102,054112,913+10,859$1,939,026,000$2,164,542,000+$225,516,0002014-11-14
Q3 2014TIP
iShares Lehman Tips		EXCHANGE TRADED FUND7,2647,331+67$837,975,000$821,585,000-$16,390,0002014-11-14
Q3 2014HYG
iShares Iboxx Hy Cp Bd		EXCHANGE TRADED FUND5,7125,764+52$543,782,000$529,999,000-$13,783,0002014-11-14
Q3 2014DVY
iShares DJ Select Dividend		EXCHANGE TRADED FUND1,9362,193+257$149,033,000$161,974,000+$12,941,0002014-11-14
Q3 2014FLOT
iShares Floating Rate Bond ETF		EXCHANGE TRADED FUND16,86017,032+172$856,488,000$865,736,000+$9,248,0002014-11-14
Q3 2014IGSB
iShares Lehman 1-3 Credit		EXCHANGE TRADED FUND8,0938,190+97$855,268,000$862,243,000+$6,975,0002014-11-14
Q3 2014IGIB
iShares Lehman Int Credit		EXCHANGE TRADED FUND10,65810,789+131$1,174,405,000$1,179,345,000+$4,940,0002014-11-14
Q3 2014Guggenheim Enhanced Short Duration Bond ETF
CUSIP 18383M654		EXCHANGE TRADED FUND12,23712,361+124$615,765,000$620,048,000+$4,283,0002014-11-14
Q3 2014LQD
iShares IBoxx $ Investment		EXCHANGE TRADED FUND10,54610,671+125$1,257,715,000$1,261,525,000+$3,810,0002014-11-14
Q2 2014DXJ
Wisdomtree Japan Hedged Equity Fund		EXCHANGE TRADED FUND107,026122,749+15,723$5,066,610,000$6,058,890,000+$992,280,0002014-08-14
Q2 2014EWC
iShares MSCI Canada Index		EXCHANGE TRADED FUND181,507184,484+2,977$5,363,531,000$5,942,229,000+$578,698,0002014-08-14
Q2 2014iShares MSCI Singapore Index
CUSIP 464286673		EXCHANGE TRADED FUND381,996409,684+27,688$4,988,872,000$5,538,932,000+$550,060,0002014-08-14
Q2 2014EWH
iShares MSCI Hong Kong Index		EXCHANGE TRADED FUND266,217269,598+3,381$5,265,765,000$5,629,198,000+$363,433,0002014-08-14
Q2 2014Alerian MLP ETF
CUSIP 00162Q866		EXCHANGE TRADED FUND97,144102,054+4,910$1,715,563,000$1,939,026,000+$223,463,0002014-08-14
Q2 2014DVY
iShares DJ Select Dividend		EXCHANGE TRADED FUND1,6531,936+283$121,197,000$149,033,000+$27,836,0002014-08-14
Q1 2014Alerian MLP ETF
CUSIP 00162Q866		EXCHANGE TRADED FUND88,66997,144+8,475$1,577,421,000$1,715,563,000+$138,142,0002014-05-15

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