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PIN OAK INVESTMENT ADVISORS INC Historic Quarter Change: USA ETF, Added

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PIN OAK INVESTMENT ADVISORS INC historic quarter change: USA ETF, Added

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, PIN OAK INVESTMENT ADVISORS INC opened 166 positions, added to 172, reduced 134 and sold out of 130.

  • Q2 2026: Stock IWF; Country of operation —; Class ETF; Shares before 2,254.
  • Q2 2026: Stock ONEQ; Country of operation —; Class ETF; Shares before 137.
  • Q2 2026: Stock PPLT; Country of operation United States; Class ETF; Shares before 3,001.
  • Q2 2026: Stock TSPY; Country of operation —; Class ETF; Shares before 850.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1094584), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-18); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). 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 1999-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IWF
iShares Russell 1000 Growth ETF		ETF2,25411,598+9,344$961$1,440+$4792026-08-18
Q2 2026ONEQ
Fidelity Nasdaq Composite Indx ETF		ETF1373,037+2,900$12$313+$3012026-08-18
Q2 2026PPLT
Abrdn Physical Platinum Shares ETF		United StatesETF3,00129,580+26,579$535$418-$1172026-08-18
Q2 2026TSPY
Tappalpha SPY Growt And Daly Inc ETF		ETF8502,273+1,423$20$58+$382026-08-18
Q2 2026IJR
iShares Core S&P Small Cap ETF		ETF662751+89$82$111+$292026-08-18
Q2 2026VUG
Vanguard Growth ETF		ETF3031,818+1,515$132$157+$252026-08-18
Q2 2026IJH
iShares Core S&P Mid Cap		ETF809973+164$55$75+$202026-08-18
Q2 2026VBK
Vanguard Small Cap Growth		ETF3164+33$9$23+$142026-08-18
Q2 2026VO
Vanguard Mid Cap ETF		ETF133532+399$38$43+$52026-08-18
Q2 2026BTCI
Neos Bitcoin High Income ETF		ETF280455+175$9$12+$32026-08-18
Q2 2026SCHD
Schwab US Dividend Equity ETF		ETF1,9151,933+18$59$61+$22026-08-18
Q2 2026BLOX
Nicholas Crypto Income ETF		ETF205305+100$3$5+$22026-08-18
Q2 2026METU
Direxion Daily Meta BL 2X SHS ETF		ETF100200+100$2$4+$22026-08-18
Q2 2026MSFY
Kurv Yield Prem STRGY MSFT ETF		ETF340440+100$6$7+$12026-08-18
Q2 2026XLUI
Ste STRT Uts Sel Sec SPDR PR Inc ETF		ETF250300+50$6$7+$12026-08-18
Q2 2026MGK
Vanguard Mega Cap Growth ETF		ETF840+32$3$4+$12026-08-18
Q2 2026PTY
PIMCO Corporate Opp Fund		COM1,2061,306+100$15$16+$12026-08-18
Q2 2026HDV
iShares Core High Dividend ETF		ETF92460+368$12$13+$12026-08-18

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