Plante Moran Financial Advisors, LLC Last Quarter Change: USA ETF, Sold Out

Plante Moran Financial Advisors, LLC quarter change: USA ETF, Sold out

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, Plante Moran Financial Advisors, LLC opened 91 positions, added to 58, reduced 40, sold out of 28 and left 98 unchanged. The largest increase in value was IWP (+$193,906,418); the largest decrease was BMOP (-$1,312,163).

BMOP: Country of operation —; Class ETF; Shares 2026-03-31 53,275; Shares 2026-06-30 0.
BNDX: Country of operation —; Class ETF; Shares 2026-03-31 4,112; Shares 2026-06-30 0.
XCEM: Country of operation —; Class ETF; Shares 2026-03-31 3,795; Shares 2026-06-30 0.
XPP: Country of operation —; Class ETF; Shares 2026-03-31 5,305; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1424717): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
BMOP BNY MELLON MUNICIPAL OPPORTUNITIES ETF	ETF	53,275	-53,275	$1,312,163	$0	-$1,312,163
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	4,112	-4,112	$197,582	$0	-$197,582
XCEM COLUMBIA EM CORE EX-CHINA ETF	ETF	3,795	-3,795	$154,874	$0	-$154,874
XPP PROSHARES ULTRA FTSE CHINA 50	ETF	5,305	-5,305	$118,302	$0	-$118,302
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	ETF	1,667	-1,667	$92,552	$0	-$92,552
CEFZ RIVERNORTH ACTIVE INCOME ETF	ETF	10,626	-10,626	$83,392	$0	-$83,392
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF	ETF	4,334	-4,334	$73,201	$0	-$73,201
SCHH SCHWAB U.S. REIT ETF	ETF	2,765	-2,765	$59,420	$0	-$59,420
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF	ETF	940	-940	$58,919	$0	-$58,919
JCPB JPMORGAN CORE PLUS BOND ETF	ETF	1,034	-1,034	$48,681	$0	-$48,681
PXJ INVESCO OIL & GAS SERVICES ETF	ETF	753	-753	$31,213	$0	-$31,213
PTLC PACER TRENDPILOT US LARGE CAP ETF	ETF	300	-300	$15,738	$0	-$15,738
KLIP KRANESHARES KWEB COVERED CALL STRATEGY ETF	ETF	506	-506	$13,004	$0	-$13,004
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF	ETF	351	-351	$9,558	$0	-$9,558
RWL INVESCO S&P 500 REVENUE ETF	ETF	64	-64	$7,354	$0	-$7,354
JTEK JPMORGAN U.S. TECH LEADERS ETF	ETF	84	-84	$6,681	$0	-$6,681
AGG ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	55	-55	$5,460	$0	-$5,460
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	ETF	139	-139	$4,690	$0	-$4,690
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF	ETF	75	-75	$3,056	$0	-$3,056
BDJ BLACKROCK ENHANCED EQUITY DIVI COM	CEF	301	-301	$2,595	$0	-$2,595
EUFN ISHARES MSCI EUROPE FINANCIALS ETF	ETF	70	-70	$2,440	$0	-$2,440
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	ETF	89	-89	$2,207	$0	-$2,207
SHY ISHARES 1-3 YEAR TREASURY BOND ETF	ETF	26	-26	$2,147	$0	-$2,147
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	ETF	25	-25	$2,117	$0	-$2,117
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	12	-12	$1,278	$0	-$1,278
SCZ ISHARES MSCI EAFE SMALL-CAP ETF	ETF	16	-16	$1,255	$0	-$1,255
JCPI JPMORGAN INFLATION MANAGED BOND ETF	ETF	18	-18	$871	$0	-$871
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	7	-7	$364	$0	-$364

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