NATIONS FINANCIAL GROUP INC, /IA/ /ADV historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 13 quarters from 2015-12-31 to 2026-06-30, NATIONS FINANCIAL GROUP INC, /IA/ /ADV opened 369 positions, added to 1,904, reduced 1,379 and sold out of 225.
- Q2 2026: Stock DRAM; Country of operation —; Class ETF; Shares before 0.
- Q2 2026: Stock AVUV; Country of operation —; Class ETF; Shares before 0.
- Q2 2026: Stock XOVR; Country of operation —; Class ETF; Shares before 0.
- Q2 2026: Stock UJUN; Country of operation —; Class ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1109767), 13 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-12); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-09-06). 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 2015-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | DRAM
ROUNDHILL MEMORY ETF | | ETF | 0 | 60,283 | +60,283 | $0 | $4,451,900 | +$4,451,900 | 2026-07-23 |
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| Q2 2026 | AVUV
AVANTIS U.S. SMALL CAP VALUE ETF | | ETF | 0 | 9,597 | +9,597 | $0 | $1,197,346 | +$1,197,346 | 2026-07-23 |
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| Q2 2026 | XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | | ETF | 0 | 55,997 | +55,997 | $0 | $1,178,737 | +$1,178,737 | 2026-07-23 |
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| Q2 2026 | UJUN
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE | | ETF | 0 | 28,572 | +28,572 | $0 | $1,101,165 | +$1,101,165 | 2026-07-23 |
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| Q2 2026 | BUFZ
FT VEST LADDERED MODERATE BUFFER ETF | | ETF | 0 | 34,405 | +34,405 | $0 | $960,932 | +$960,932 | 2026-07-23 |
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| Q2 2026 | SPCX
SPACE EXPLORATION TECHN CORP CLASS A COM STK | | Stock | 0 | 4,782 | +4,782 | $0 | $817,053 | +$817,053 | 2026-07-23 |
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| Q2 2026 | JBND
JPMORGAN ACTIVE BOND ETF | | ETF | 0 | 15,260 | +15,260 | $0 | $816,410 | +$816,410 | 2026-07-23 |
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| Q2 2026 | FLMI
FRANKLIN DYNAMIC MUNICIPAL BOND ETF | | ETF | 0 | 26,376 | +26,376 | $0 | $663,884 | +$663,884 | 2026-07-23 |
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| Q2 2026 | NASA
TEMA SPACE INNOVATORS ETF | | ETF | 0 | 21,355 | +21,355 | $0 | $648,765 | +$648,765 | 2026-07-23 |
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| Q2 2026 | EMBX
VANECK EMERGING MARKETS BOND ETF | | ETF | 0 | 12,045 | +12,045 | $0 | $618,029 | +$618,029 | 2026-07-23 |
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| Q2 2026 | GQI
NATIXIS GATEWAY QUALITY INCOME ETF | | ETF | 0 | 8,955 | +8,955 | $0 | $529,867 | +$529,867 | 2026-07-23 |
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| Q2 2026 | JIVE
JPMORGAN INTERNATIONAL VALUE ETF | | ETF | 0 | 5,418 | +5,418 | $0 | $498,208 | +$498,208 | 2026-07-23 |
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| Q2 2026 | NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM | | CEF | 0 | 39,327 | +39,327 | $0 | $415,690 | +$415,690 | 2026-07-23 |
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| Q2 2026 | QQQI
NEOS NASDAQ 100 HIGH INCOME ETF | | ETF | 0 | 6,444 | +6,444 | $0 | $365,974 | +$365,974 | 2026-07-23 |
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| Q2 2026 | PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | | ETF | 0 | 6,257 | +6,257 | $0 | $309,659 | +$309,659 | 2026-07-23 |
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| Q2 2026 | VOLT
TEMA ELECTRIFICATION ETF | | ETF | 0 | 7,003 | +7,003 | $0 | $293,356 | +$293,356 | 2026-07-23 |
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| Q2 2026 | WAR
U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | | ETF | 0 | 8,300 | +8,300 | $0 | $286,184 | +$286,184 | 2026-07-23 |
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| Q2 2026 | TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF | | ETF | 0 | 11,989 | +11,989 | $0 | $267,834 | +$267,834 | 2026-07-23 |
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| Q2 2026 | FTMH
FRANKLIN MUNICIPAL HIGH YIELD ETF | | ETF | 0 | 22,393 | +22,393 | $0 | $266,033 | +$266,033 | 2026-07-23 |
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| Q2 2026 | TLH
ISHARES 10-20 YEAR TREASURY BOND ETF | | ETF | 0 | 2,450 | +2,450 | $0 | $245,952 | +$245,952 | 2026-07-23 |
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| Q2 2026 | FGD
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | | ETF | 0 | 7,635 | +7,635 | $0 | $244,264 | +$244,264 | 2026-07-23 |
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| Q2 2026 | VEGN
US VEGAN CLIMATE ETF | | ETF | 0 | 2,934 | +2,934 | $0 | $241,356 | +$241,356 | 2026-07-23 |
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| Q2 2026 | FLRT
PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | | ETF | 0 | 5,150 | +5,150 | $0 | $240,145 | +$240,145 | 2026-07-23 |
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| Q2 2026 | VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | | ETF | 0 | 2,851 | +2,851 | $0 | $235,682 | +$235,682 | 2026-07-23 |
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| Q2 2026 | SCHM
SCHWAB U.S. MID-CAP ETF | | ETF | 0 | 6,293 | +6,293 | $0 | $232,023 | +$232,023 | 2026-07-23 |
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| Q2 2026 | VFMO
VANGUARD U.S. MOMENTUM FACTOR ETF | | ETF | 0 | 927 | +927 | $0 | $231,296 | +$231,296 | 2026-07-23 |
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| Q2 2026 | SCHA
SCHWAB U.S. SMALL-CAP ETF | | ETF | 0 | 6,143 | +6,143 | $0 | $221,947 | +$221,947 | 2026-07-23 |
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| Q2 2026 | KRE
STATE STREET SPDR S&P REGIONAL BANKING ETF | | ETF | 0 | 2,934 | +2,934 | $0 | $219,674 | +$219,674 | 2026-07-23 |
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| Q2 2026 | IBUY
AMPLIFY ONLINE RETAIL ETF | | ETF | 0 | 3,083 | +3,083 | $0 | $213,148 | +$213,148 | 2026-07-23 |
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| Q2 2026 | PAPR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | | ETF | 0 | 4,955 | +4,955 | $0 | $209,101 | +$209,101 | 2026-07-23 |
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| Q2 2026 | GNOV
FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER | | ETF | 0 | 5,000 | +5,000 | $0 | $208,975 | +$208,975 | 2026-07-23 |
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| Q2 2026 | BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | | ETF | 0 | 3,956 | +3,956 | $0 | $208,567 | +$208,567 | 2026-07-23 |
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| Q2 2026 | DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | | ETF | 0 | 4,894 | +4,894 | $0 | $201,878 | +$201,878 | 2026-07-23 |
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| Q2 2026 | XMMO
INVESCO S&P MIDCAP MOMENTUM ETF | | ETF | 0 | 1,184 | +1,184 | $0 | $201,446 | +$201,446 | 2026-07-23 |
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| Q2 2026 | IQQQ
PROSHARES NASDAQ-100 HIGH INCOME ETF | | ETF | 0 | 3,950 | +3,950 | $0 | $200,664 | +$200,664 | 2026-07-23 |
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