Advertisement
Screener

Paller Financial Services Inc Historic Quarter Change: USA ETF, New

Paller Financial Services Inc historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Paller Financial Services Inc opened 13 positions, added to 12, reduced 41 and sold out of 15.

  • Q2 2026: Stock QTUM; Country of operation —; Class DEFIA QUANT ETF; Shares before 0.
  • Q2 2026: Stock NDIV; Country of operation —; Class ENER NAT RES ETF; Shares before 0.
  • Q2 2026: Stock ARKQ; Country of operation —; Class AUTNMUS TECHNLGY; Shares before 0.
  • Q2 2026: Stock NLR; Country of operation —; Class URANI NUCLE ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2095931), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026QTUM
ETF SER SOLUTIONS
DEFIA QUANT ETF054,561+54,561$0$9,023,362+$9,023,3622026-07-07
Q2 2026NDIV
AMPLIFY ETF TR
ENER NAT RES ETF0140,265+140,265$0$4,485,675+$4,485,6752026-07-07
Q2 2026ARKQ
ARK ETF TR
AUTNMUS TECHNLGY033,877+33,877$0$4,479,217+$4,479,2172026-07-07
Q2 2026NLR
VANECK ETF TRUST
URANI NUCLE ETF033,184+33,184$0$3,848,623+$3,848,6232026-07-07
Q2 2026EIPI
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF0173,202+173,202$0$3,782,732+$3,782,7322026-07-07
Q2 2026AGNG
GLOBAL X FDS
AGING POPUL ETF085,907+85,907$0$3,094,018+$3,094,0182026-07-07
Q2 2026ARKF
ARK ETF TR
BLOC FIN INN ETF071,486+71,486$0$2,820,838+$2,820,8382026-07-07
Q2 2026XLB
SELECT SECTOR SPDR TR
ST STR MATER ETF052,858+52,858$0$2,686,772+$2,686,7722026-07-07
Q2 2026DTCR
GLOBAL X FDS
DATA CTR DIG ETF083,740+83,740$0$2,543,184+$2,543,1842026-07-07
Q2 2026REMX
VANECK ETF TRUST
RARE EAR STR ETF024,776+24,776$0$2,192,676+$2,192,6762026-07-07
Q2 2026BIZD
VANECK ETF TRUST
BDC INCOME ETF0130,672+130,672$0$1,654,313+$1,654,3132026-07-07
Q2 2026IGEB
ISHARES TR
INVT GRAD SY ETF022,255+22,255$0$1,003,923+$1,003,9232026-07-07
Q1 2026NDIV
AMPLIFY ETF TR
ENERGY & NATURAL0146,947+146,947$0$5,271,826+$5,271,8262026-04-28

Similar Firms

Firm NameCountry13F ValueHoldings
Avise Financial Cooperative, Inc.United States$0.121B102
FULCRUM WEALTH ADVISORS, LLCUnited States$0.121B72
LiftPoint Family Wealth Advisors LLCUnited States$0.121B56
SECTORAL ASSET MANAGEMENT INCCanada$0.121B77
Reliant Investment Partners, LLCUnited States$0.121B113
Chicago Capital Management, LLCUnited States$0.121B29
Candelo Capital Management LPUnited States$0.121B31
Connective Capital Management, LLCUnited States$0.121B66
CONQUIS FINANCIAL LLCUnited States$0.121B54
WIREGRASS INVESTMENT MANAGEMENT LLCUnited States$0.121B96