Advertisement
Screener

MORTON COMMUNITY BANK Historic Quarter Change: USA ETF, Sold Out

Add as a preferred source on Google

MORTON COMMUNITY BANK historic quarter change: USA ETF, Sold out

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, MORTON COMMUNITY BANK opened 15 positions, added to 90, reduced 42 and sold out of 13.

  • Q4 2025: Stock BSCV; Country of operation —; Class Exchange Traded Fund; Shares before 126,660.
  • Q4 2025: Stock BSCP; Country of operation —; Class Fixed Income ETF; Shares before 51,523.
  • Q4 2025: Stock VOO; Country of operation —; Class Exchange Traded Fund; Shares before 632.
  • Q4 2025: Stock VEA; Country of operation —; Class Exchange Traded Fund; Shares before 4,238.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011821), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); 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 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025BSCV
INVESCO EXCH TRD SLF IDX FD TR		Exchange Traded Fund126,6600-126,660$2,110,156$0-$2,110,1562026-02-13
Q4 2025BSCP
INVESCO EXCH TRD SLF IDX FD TR		Fixed Income ETF51,5230-51,523$1,066,268$0-$1,066,2682026-02-13
Q4 2025VOO
VANGUARD INDEX FDS		Exchange Traded Fund6320-632$396,289$0-$396,2892026-02-13
Q4 2025VEA
VANGUARD TAX-MANAGED FDS		Exchange Traded Fund4,2380-4,238$258,433$0-$258,4332026-02-13
Q2 2025XLE
SELECT SECTOR SPDR TR		Exchange Traded Fund13,9760-13,976$1,306,057$0-$1,306,0572025-08-13
Q2 2025BSCU
INVESCO EXCH TRD SLF IDX FD TR		Exchange Traded Fund15,6200-15,620$259,136$0-$259,1362025-08-13
Q1 2025XLP
SELECT SECTOR SPDR TR		Exchange Traded Fund17,7960-17,796$1,398,944$0-$1,398,9442025-05-12
Q4 2024INVESCO EXCH TRD SLF IDX FD TR
CUSIP 46138J841		United StatesFixed Income ETF257,6600-257,660$5,441,779$0-$5,441,7792025-02-07
Q4 2024BSCT
INVESCO EXCH TRD SLF IDX FD TR		Exchange Traded Fund17,2000-17,200$323,532$0-$323,5322025-02-07
Q2 2024VBF
INVESCO BD FD		Fixed Income ETF12,3000-12,300$192,495$0-$192,4952024-08-06
Q1 2024XLV
SELECT SECTOR SPDR TR		Exchange Traded Fund5,2610-5,261$717,495$0-$717,4952024-05-02
Q1 2024VEA
VANGUARD TAX-MANAGED FDS		Exchange Traded Fund10,1800-10,180$487,622$0-$487,6222024-05-02
Q1 2024IVV
ISHARES TR		Exchange Traded Fund5920-592$282,757$0-$282,7572024-05-02

Similar Firms

Firm NameCountry13F ValueHoldings
Rockline Wealth Management, LLCUnited States$0.460B108
Foresite Capital Management VI LLCUnited States$0.460B17
Fulcrum Capital LLCUnited States$0.461B101
Pureheart Capital Pte Ltd.Singapore$0.459B1
BUILDER INVESTMENT GROUP INC /ADVUnited States$0.461B102
Weaver Capital Management LLCUnited States$0.461B174
PRUDENT INVESTORS NETWORK, INC.United States$0.459B74
Fielder Capital Group LLCUnited States$0.459B290
DAGCO, INC.United States$0.461B353
Ancient Art, L.P.United States$0.459B16
Advertisement