Advertisement
Screener

LIBERTY ONE INVESTMENT MANAGEMENT, LLC Historic Quarter Change: USA ETF, Reduced

LIBERTY ONE INVESTMENT MANAGEMENT, 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 10 quarters from 2023-12-31 to 2026-06-30, LIBERTY ONE INVESTMENT MANAGEMENT, LLC opened 45 positions, added to 80, reduced 144 and sold out of 25.

  • Q2 2026: Stock RSPU; Country of operation —; Class S&P500 EQL UTL; Shares before 29,104.
  • Q2 2026: Stock NOBL; Country of operation —; Class S&P 500 DV ARIST; Shares before 20,162.
  • Q2 2026: Stock XMLV; Country of operation —; Class S&P MIDCP LOW; Shares before 33,638.
  • Q2 2026: Stock SPLV; Country of operation —; Class S&P500 LOW VOL; Shares before 28,431.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1807328), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026RSPU
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL29,1041,753-27,351$2,360,646$142,225-$2,218,4212026-08-13
Q2 2026NOBL
PROSHARES TR
S&P 500 DV ARIST20,1622,487-17,675$2,137,402$139,683-$1,997,7192026-08-13
Q2 2026XMLV
INVESCO EXCH TRADED FD TR II
S&P MIDCP LOW33,6382,069-31,569$2,118,171$137,251-$1,980,9202026-08-13
Q2 2026SPLV
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL28,4311,786-26,645$2,079,476$133,797-$1,945,6792026-08-13
Q2 2026SPGP
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF19,2411,208-18,033$2,070,709$147,748-$1,922,9612026-08-13
Q2 2026SPHQ
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY51,80426,298-25,506$3,895,166$2,369,485-$1,525,6812026-08-13
Q2 2026VDC
VANGUARD WORLD FD
CONSUM STP ETF4,687286-4,401$1,052,555$64,442-$988,1132026-08-13
Q2 2026SMH
VANECK ETF TRUST
SEMICONDUCTR ETF2,0191,543-476$774,085$1,012,038+$237,9532026-08-13
Q2 2026ROBO
EXCHANGE TRADED CONCEPTS TRU
ROBO GLB ETF7,5597,483-76$517,262$640,994+$123,7322026-08-13
Q2 2026SCHY
SCHWAB STRATEGIC TR
INTERNL DIVID13,65513,295-360$432,331$421,836-$10,4952026-08-13

Similar Firms

Firm NameCountry13F ValueHoldings
Cascade Financial Partners, LLCUnited States$0.970B266
Parkman Healthcare Partners LLCUnited States$0.970B90
MANE GLOBAL CAPITAL MANAGEMENT LPUnited States$0.971B57
Stokes Family Office, LLCUnited States$0.969B276
Bensler, LLCUnited States$0.969B194
CUTLER INVESTMENT COUNSEL LLCUnited States$0.971B146
Intrua Financial, LLCUnited States$0.969B459
Pinnacle Wealth Planning Services, Inc.United States$0.968B2,737
Jackson Wealth Management, LLCUnited States$0.972B153
STANSBERRY ASSET MANAGEMENT, LLCUnited States$0.973B141