Advertisement
Screener

Nilsine Partners, LLC Historic Quarter Change: USA ETF, Sold Out, 2025 Q1

Nilsine Partners, LLC 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, Nilsine Partners, LLC opened 192 positions, added to 411, reduced 239 and sold out of 167.

  • Q1 2025: Stock FUMB; Country of operation —; Class ULTRA SHT DUR MU; Shares before 234,950.
  • Q1 2025: Stock BKAG; Country of operation —; Class CORE BOND ETF; Shares before 90,171.
  • Q1 2025: Stock SPLB; Country of operation —; Class PORTFOLIO LN COR; Shares before 97,430.
  • Q1 2025: Stock KBWP; Country of operation —; Class KBW PPTY CASUT; Shares before 15,164.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1913043), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). 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 2023-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025FUMB
FIRST TR EXCH TRADED FD III
ULTRA SHT DUR MU234,9500-234,950$4,720,146$0-$4,720,1462025-04-22
Q1 2025BKAG
BNY MELLON ETF TRUST
CORE BOND ETF90,1710-90,171$3,716,849$0-$3,716,8492025-04-22
Q1 2025SPLB
SPDR SER TR
PORTFOLIO LN COR97,4300-97,430$2,165,869$0-$2,165,8692025-04-22
Q1 2025KBWP
INVESCO EXCH TRADED FD TR II
KBW PPTY CASUT15,1640-15,164$1,759,934$0-$1,759,9342025-04-22
Q1 2025PKB
INVESCO EXCHANGE TRADED FD T
DYNMC BLDG CON23,0070-23,007$1,741,976$0-$1,741,9762025-04-22
Q1 2025EWN
ISHARES INC
MSCI NETHERL ETF38,3480-38,348$1,706,103$0-$1,706,1032025-04-22
Q1 2025SCHI
SCHWAB STRATEGIC TR
5 10YR CORP BD72,5490-72,549$1,601,156$0-$1,601,1562025-04-22
Q1 2025EUHY
ISHARES INC
INTL HIGH YIELD27,5300-27,530$1,294,268$0-$1,294,2682025-04-22
Q1 2025GRPM
INVESCO EXCHANGE TRADED FD T
S&P MIDCAP 4004,9640-4,964$559,691$0-$559,6912025-04-22
Q1 2025IWF
ISHARES TR
RUS 1000 GRW ETF1,3130-1,313$527,327$0-$527,3272025-04-22
Q1 2025ALTL
PACER FDS TR
LUNT LRG CP ALTR6,3570-6,357$236,290$0-$236,2902025-04-22
Q1 2025VTV
VANGUARD INDEX FDS
VALUE ETF1,3130-1,313$222,291$0-$222,2912025-04-22
Q1 2025AVUV
AMERICAN CENTY ETF TR
US SML CP VALU2,3000-2,300$222,019$0-$222,0192025-04-22

Similar Firms

Firm NameCountry13F ValueHoldings
Baader Bank AktiengesellschaftGermany$1.280B417
Penobscot Investment Management Company, Inc.United States$1.279B311
RVW Wealth, LLCUnited States$1.284B176
CREDIT INDUSTRIEL ET COMMERCIALFrance$1.284B349
Sovran Advisors, LLCUnited States$1.275B649
Fort Baker Capital Management LPUnited States$1.274B121
COZAD ASSET MANAGEMENT INCUnited States$1.273B421
Colonial Trust AdvisorsUnited States$1.287B726
Edgemoor Investment Advisors, Inc.United States$1.271B170
HARBOR INVESTMENT ADVISORY, LLCUnited States$1.271B1,233