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Maxele Advisors, LLC Historic Quarter Change: USA ETF, Added

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Maxele Advisors, LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 9 quarters from 2021-12-31 to 2026-06-30, Maxele Advisors, LLC opened 41 positions, added to 140, reduced 273 and sold out of 36.

  • Q2 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 24,445.
  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 8,421.
  • Q2 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 7,027.
  • Q2 2026: Stock FENY; Country of operation —; Class MSCI ENERGY IDX; Shares before 91,623.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2096567), 9 quarters: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-12-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-12-01); Q4 2024 (2022-09-30 to 2024-12-31, filed 2025-12-01); Q3 2022 (2022-06-30 to 2022-09-30, filed 2025-12-01); Q2 2022 (2022-03-31 to 2022-06-30, filed 2025-12-01); Q1 2022 (2021-12-31 to 2022-03-31, filed 2025-12-01). 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 2025-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VTV
VANGUARD INDEX FDS		VALUE ETF24,44524,710+265$4,668,703$5,384,996+$716,2932026-08-17
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS8,4218,493+72$5,281,295$5,833,226+$551,9312026-08-17
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF7,0277,472+445$1,729,692$2,245,100+$515,4082026-08-17
Q2 2026FENY
FIDELITY COVINGTON TRUST		MSCI ENERGY IDX91,62393,347+1,724$2,269,503$2,759,332+$489,8292026-08-17
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF5,9936,003+10$4,105,108$4,495,686+$390,5782026-08-17
Q2 2026ITA
ISHARES TR		US AER DEF ETF13,24513,310+65$2,843,569$3,226,626+$383,0572026-08-17
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF12,72312,804+81$1,529,089$1,898,996+$369,9072026-08-17
Q2 2026IWN
ISHARES TR		RUS 2000 VAL ETF5,3085,434+126$961,904$1,202,034+$240,1302026-08-17
Q2 2026IWD
ISHARES TR		RUS 1000 VAL ETF7,4297,430+1$1,562,698$1,801,350+$238,6522026-08-17
Q2 2026VWO
VANGUARD INTL EQUITY INDEX F		FTSE EMR MKT ETF9,95012,865+2,915$534,912$767,912+$233,0002026-08-17
Q2 2026FMAT
FIDELITY COVINGTON TRUST		MSCI MATLS INDEX15,70318,055+2,352$833,989$1,056,421+$222,4322026-08-17
Q2 2026VXUS
VANGUARD STAR FDS		VG TL INTL STK F3,7655,165+1,400$284,001$441,593+$157,5922026-08-17
Q2 2026BIV
VANGUARD BD INDEX FDS		INTERMED TERM9,48911,639+2,150$739,003$892,711+$153,7082026-08-17
Q2 2026DXJ
WISDOMTREE TR		JAPN HEDGE EQT4,0884,125+37$589,326$715,770+$126,4442026-08-17
Q2 2026IBB
ISHARES TR		ISHARES BIOTECH4,6524,755+103$785,118$904,353+$119,2352026-08-17
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT7,3518,117+766$459,213$578,342+$119,1292026-08-17
Q2 2026FCOM
FIDELITY COVINGTON TRUST		MSCI COMMNTN SVC19,22019,226+6$1,408,421$1,335,790-$72,6312026-08-17
Q2 2026VDC
VANGUARD WORLD FD		CONSUM STP ETF1,7781,883+105$375,585$424,598+$49,0132026-08-17
Q2 2026FSTA
FIDELITY COVINGTON TRUST		CONSMR STAPLES13,85613,860+4$681,556$728,194+$46,6382026-08-17
Q2 2026IGV
ISHARES TR		EXPANDED TECH4,1804,430+250$441,784$401,358-$40,4262026-08-17
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF2,85211,154+8,302$1,349,822$1,384,961+$35,1392026-08-17
Q2 2026FNCL
FIDELITY COVINGTON TRUST		MSCI FINLS IDX30,56731,463+896$2,376,259$2,408,838+$32,5792026-08-17
Q2 2026IAI
ISHARES TR		US BR DEL SE ETF2,9563,081+125$530,188$540,193+$10,0052026-08-17
Q2 2026IYH
ISHARES TR		US HLTHCARE ETF4,4754,493+18$291,323$301,076+$9,7532026-08-17

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