Mullooly Asset Management, Inc. 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 5 quarters from 2025-03-31 to 2026-06-30, Mullooly Asset Management, Inc. opened 20 positions, added to 91, reduced 41 and sold out of 13.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN VOL; Shares before 38,931.
- Q2 2026: Stock AOA; Country of operation —; Class CORE 80/20 AGGRE; Shares before 8,494.
- Q2 2026: Stock PDP; Country of operation —; Class DORSEY WRIGHT MO; Shares before 6,189.
- Q2 2026: Stock XLY; Country of operation —; Class STATE STREET CON; Shares before 3,966.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950591), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23). 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 2025-03-31.
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