LAFFER TENGLER INVESTMENTS, INC. quarter change: USA ETF, Reduced
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, LAFFER TENGLER INVESTMENTS, INC. opened 6 positions, added to 2, reduced 10, sold out of 5 and left 16 unchanged. The largest increase in value was TGLR (+$3,490,591); the largest decrease was ETF OPPORTUNITIES TRUST (-$1,967,867).
- VRIG: Country of operation —; Class VAR RATE INVT; Shares 2026-03-31 60,064; Shares 2026-06-30 29,514.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 3,793; Shares 2026-06-30 3,791.
- SHYG: Country of operation —; Class 0-5YR HI YL CP; Shares 2026-03-31 47,395; Shares 2026-06-30 44,195.
- CLOA: Country of operation —; Class ISHARES AAA CLO; Shares 2026-03-31 27,223; Shares 2026-06-30 25,090.
Two Form 13F-HR filings compared (SEC CIK 1307878): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-21). 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.
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