Nabity-Jensen Investment Management Inc quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Nabity-Jensen Investment Management Inc opened 5 positions, added to 6, reduced 12, sold out of 3 and left 8 unchanged. The largest increase in value was QQQ (+$2,115,318); the largest decrease was CWB (-$1,142,902).
- CWB: Country of operation —; Class ST STR CONV ETF; Shares 2026-03-31 0; Shares 2026-06-30 12,488.
- XLU: Country of operation —; Class ST STR UTIL ETF; Shares 2026-03-31 0; Shares 2026-06-30 6,000.
- VIG: Country of operation —; Class DIV APP ETF; Shares 2026-03-31 0; Shares 2026-06-30 927.
- UTG: Country of operation —; Class COM SH BEN INT; Shares 2026-03-31 0; Shares 2026-06-30 5,025.
Two Form 13F-HR filings compared (SEC CIK 2044851): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.
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