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Lynx Investment Advisory Historic Quarter Change: USA ETF, New

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Lynx Investment Advisory historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Lynx Investment Advisory opened 86 positions, added to 410, reduced 190 and sold out of 161.

  • Q2 2026: Stock ACWI; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock VOE; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock JNK; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock AMLP; Country of operation —; Class ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2028812), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04). 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 2024-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ACWI
ISHARES MSCI ACWI ETF		ETF012,983+12,983$0$2,037,989+$2,037,9892026-07-27
Q2 2026VOE
VANGUARD MID-CAP VALUE ETF		ETF09,200+9,200$0$1,817,920+$1,817,9202026-07-27
Q2 2026JNK
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF		ETF017,359+17,359$0$1,672,887+$1,672,8872026-07-27
Q2 2026AMLP
ALERIAN MLP ETF		ETF028,557+28,557$0$1,480,704+$1,480,7042026-07-27
Q2 2026VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF		ETF022,420+22,420$0$1,322,332+$1,322,3322026-07-27
Q2 2026JAAA
JANUS HENDERSON AAA CLO ETF		ETF023,065+23,065$0$1,164,552+$1,164,5522026-07-27
Q2 2026EPI
WISDOMTREE INDIA EARNINGS FUND		ETF025,886+25,886$0$1,107,383+$1,107,3832026-07-27
Q2 2026EOI
EATON VANCE ENHANCED EQUITY COM		CEF055,505+55,505$0$1,091,230+$1,091,2302026-07-27
Q2 2026SCHB
SCHWAB U.S. BROAD MARKET ETF		ETF035,692+35,692$0$1,033,640+$1,033,6402026-07-27
Q2 2026EOS
EATON VANCE ENHANCED EQUITY IN COM		CEF045,996+45,996$0$1,013,747+$1,013,7472026-07-27
Q2 2026ICLN
ISHARES GLOBAL CLEAN ENERGY ETF		ETF049,404+49,404$0$1,012,289+$1,012,2892026-07-27
Q2 2026FXI
ISHARES CHINA LARGE-CAP ETF		ETF026,659+26,659$0$842,147+$842,1472026-07-27
Q2 2026VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF		ETF07,277+7,277$0$622,111+$622,1112026-07-27
Q2 2026FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF		ETF010,399+10,399$0$548,625+$548,6252026-07-27
Q2 2026VOT
VANGUARD MID-CAP GROWTH ETF		ETF01,699+1,699$0$520,404+$520,4042026-07-27
Q2 2026LEND
SEI HIGH YIELD BOND & ALTERNATIVE CREDIT ETF		ETF020,659+20,659$0$520,014+$520,0142026-07-27
Q2 2026IYW
ISHARES U.S. TECHNOLOGY ETF		ETF01,368+1,368$0$345,051+$345,0512026-07-27
Q2 2026VBK
VANGUARD SMALL-CAP GROWTH ETF		ETF0862+862$0$315,233+$315,2332026-07-27
Q2 2026IWS
ISHARES RUSSELL MID-CAP VALUE ETF		ETF01,570+1,570$0$258,442+$258,4422026-07-27
Q2 2026XSW
STATE STREET SPDR S&P SOFTWARE & SERVICES ETF		ETF01,491+1,491$0$256,165+$256,1652026-07-27
Q2 2026IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF		ETF04,875+4,875$0$255,499+$255,4992026-07-27
Q2 2026SCHK
SCHWAB 1000 INDEX ETF		ETF06,900+6,900$0$248,814+$248,8142026-07-27
Q2 2026LVHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF		ETF05,144+5,144$0$226,369+$226,3692026-07-27
Q2 2026KBWB
INVESCO KBW BANK ETF		ETF02,305+2,305$0$214,289+$214,2892026-07-27
Q2 2026MOAT
VANECK MORNINGSTAR WIDE MOAT ETF		ETF02,043+2,043$0$212,397+$212,3972026-07-27
Q2 2026ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF		ETF0876+876$0$212,247+$212,2472026-07-27
Q2 2026USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF		ETF04,088+4,088$0$209,674+$209,6742026-07-27
Q2 2026IVW
ISHARES S&P 500 GROWTH ETF		ETF01,504+1,504$0$206,845+$206,8452026-07-27
Q2 2026SCZ
ISHARES MSCI EAFE SMALL-CAP ETF		ETF02,468+2,468$0$203,042+$203,0422026-07-27
Q2 2026IXJ
ISHARES GLOBAL HEALTHCARE ETF		ETF02,053+2,053$0$201,966+$201,9662026-07-27
Q2 2026PGX
INVESCO PREFERRED ETF		ETF010,006+10,006$0$108,465+$108,4652026-07-27
Q1 2026TDTF
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND		ETF032,985+32,985$0$795,269+$795,2692026-04-24
Q1 2026VB
VANGUARD SMALL-CAP ETF		ETF02,024+2,024$0$530,155+$530,1552026-04-24
Q1 2026VTI
VANGUARD TOTAL STOCK MKT ETF (VTI)		ETF01,433+1,433$0$459,721+$459,7212026-04-24
Q1 2026SDY
STATE STREET SPDR S&P DIVIDEND ETF		ETF02,780+2,780$0$405,674+$405,6742026-04-24
Q1 2026VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF		ETF02,650+2,650$0$386,344+$386,3442026-04-24
Q1 2026BSV
VANGUARD ST BOND ETF (BSV)		ETF04,774+4,774$0$374,348+$374,3482026-04-24
Q1 2026VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF		ETF04,370+4,370$0$361,623+$361,6232026-04-24
Q1 2026DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF		ETF09,682+9,682$0$355,910+$355,9102026-04-24
Q1 2026VO
VANGUARD MID-CAP ETF		ETF01,114+1,114$0$319,859+$319,8592026-04-24
Q1 2026BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF		ETF011,773+11,773$0$285,966+$285,9662026-04-24
Q1 2026VBR
VANGUARD SMALL CAP VALUE ETF		ETF01,276+1,276$0$277,212+$277,2122026-04-24
Q1 2026VNQI
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF		ETF06,058+6,058$0$269,278+$269,2782026-04-24
Q1 2026VCSH
VANGUARD ST CORP BOND ETF (VCSH)		ETF03,315+3,315$0$262,780+$262,7802026-04-24
Q1 2026VPU
VANGUARD UTILITIES ETF		ETF01,300+1,300$0$257,582+$257,5822026-04-24
Q1 2026PAAA
PGIM AAA CLO ETF		ETF04,682+4,682$0$239,624+$239,6242026-04-24
Q1 2026DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF		ETF07,222+7,222$0$232,694+$232,6942026-04-24
Q1 2026PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF		ETF04,621+4,621$0$214,437+$214,4372026-04-24
Q1 2026VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND		ETF02,842+2,842$0$213,464+$213,4642026-04-24
Q1 2026EMLC
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF		ETF08,055+8,055$0$202,261+$202,2612026-04-24
Q1 2026VNQ
VANGUARD REAL ESTATE ETF		ETF02,280+2,280$0$202,236+$202,2362026-04-24
Q1 2026REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF		ETF02,413+2,413$0$200,778+$200,7782026-04-24
Q1 2026IYM
ISHARES U.S. BASIC MATERIALS ETF		ETF01,141+1,141$0$200,725+$200,7252026-04-24
Q4 2025AKRE
AKRE FOCUS ETF		United StatesETF087,467+87,467$0$5,729,963+$5,729,9632026-02-05
Q4 2025EFA
ISHARES MSCI EAFE ETF		ETF06,092+6,092$0$585,015+$585,0152026-02-05
Q4 2025MCHI
ISHARES MSCI CHINA ETF		ETF08,277+8,277$0$497,219+$497,2192026-02-05
Q4 2025IHE
ISHARES U.S. PHARMACEUTICALS ETF		ETF05,244+5,244$0$444,865+$444,8652026-02-05
Q4 2025IWR
ISHARES RUSSELL MIDCAP ETF		ETF04,565+4,565$0$439,515+$439,5152026-02-05
Q4 2025RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		ETF01,939+1,939$0$371,435+$371,4352026-02-05
Q4 2025INTF
ISHARES INTERNATIONAL EQUITY FACTOR ETF		ETF08,867+8,867$0$334,729+$334,7292026-02-05
Q4 2025IXG
ISHARES GLOBAL FINANCIALS ETF		ETF02,207+2,207$0$266,617+$266,6172026-02-05
Q4 2025MUB
ISHARES NATIONAL MUNI BOND ETF		ETF02,064+2,064$0$221,047+$221,0472026-02-05
Q4 2025VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF		ETF03,255+3,255$0$219,484+$219,4842026-02-05
Q4 2025PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF		ETF04,445+4,445$0$212,406+$212,4062026-02-05
Q4 2025MOAT
VANECK MORNINGSTAR WIDE MOAT ETF		ETF02,043+2,043$0$211,580+$211,5802026-02-05
Q4 2025XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF		ETF0838+838$0$202,091+$202,0912026-02-05
Q4 2025RQI
COHEN & STEERS QUALITY INCOME COM		CEF011,339+11,339$0$129,491+$129,4912026-02-05
Q3 2025DFAS
DIMENSIONAL U.S. SMALL CAP ETF		ETF04,120+4,120$0$282,049+$282,0492025-11-06
Q3 2025DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF		ETF06,726+6,726$0$259,412+$259,4122025-11-06
Q3 2025VT
VANGUARD TOTAL WORLD STOCK ETF		ETF01,573+1,573$0$216,743+$216,7432025-11-06
Q3 2025MFSI
MFS ACTIVE INTERNATIONAL ETF		ETF07,000+7,000$0$206,780+$206,7802025-11-06
Q2 2025BND
VANGUARD TOTAL BOND MARKET ETF		ETF016,647+16,647$0$1,225,725+$1,225,7252025-07-18
Q2 2025FEZ
SPDR EURO STOXX 50 ETF		ETF05,522+5,522$0$329,836+$329,8362025-07-18
Q2 2025MBB
ISHARES MBS ETF		ETF02,465+2,465$0$231,439+$231,4392025-07-18
Q2 2025XMHQ
INVESCO S&P MIDCAP QUALITY ETF		ETF02,173+2,173$0$213,466+$213,4662025-07-18
Q2 2025RSP
INVESCO S&P 500 EQUAL WEIGHT ETF		ETF01,170+1,170$0$212,635+$212,6352025-07-18
Q2 2025ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF		ETF01,746+1,746$0$207,023+$207,0232025-07-18
Q2 2025FLIN
FRANKLIN FTSE INDIA ETF		ETF05,158+5,158$0$205,451+$205,4512025-07-18
Q1 2025XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND		ETF05,996+5,996$0$489,658+$489,6582025-06-16
Q1 2025PHO
INVESCO WATER RESOURCES ETF		ETF05,211+5,211$0$336,188+$336,1882025-06-16
Q1 2025TOLZ
PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF		ETF03,830+3,830$0$201,649+$201,6492025-06-16
Q4 2024SEIE
SEI SELECT INTERNATIONAL EQUITY ETF		ETF039,871+39,871$0$951,521+$951,5212025-02-11
Q4 2024VCRB
VANGUARD CORE BOND ETF		ETF07,949+7,949$0$602,595+$602,5952025-02-11
Q4 2024SEIS
SEI SELECT SMALL CAP ETF		ETF017,449+17,449$0$446,753+$446,7532025-02-11
Q4 2024SEEM
SEI SELECT EMERGING MARKETS EQUITY ETF		ETF015,826+15,826$0$369,329+$369,3292025-02-11
Q4 2024SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF		ETF011,058+11,058$0$308,186+$308,1862025-02-11

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