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Polaris Investment Advisors, LLC Historic Quarter Change: USA ETF, New

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Polaris Investment Advisors, LLC 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, Polaris Investment Advisors, LLC opened 19 positions, added to 24, reduced 39 and sold out of 14.

  • Q2 2026: Stock BAI; Country of operation —; Class ISHA I IN TE ETF; Shares before 0.
  • Q2 2026: Stock THRO; Country of operation —; Class ISHA US THEM ETF; Shares before 0.
  • Q2 2026: Stock BLCR; Country of operation —; Class ISHA LA CORE ETF; Shares before 0.
  • Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2103332), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21). 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 2026BAI
BLACKROCK ETF TRUST		ISHA I IN TE ETF093,827+93,827$0$4,946,543+$4,946,5432026-07-09
Q2 2026THRO
BLACKROCK ETF TRUST		ISHA US THEM ETF083,360+83,360$0$3,593,665+$3,593,6652026-07-09
Q2 2026BLCR
BLACKROCK ETF TRUST		ISHA LA CORE ETF063,792+63,792$0$3,213,217+$3,213,2172026-07-09
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF09,480+9,480$0$1,806,204+$1,806,2042026-07-09
Q2 2026CORO
BLACKROCK ETF TRUST		ISHA IN CTRY ETF040,758+40,758$0$1,491,743+$1,491,7432026-07-09
Q2 2026IALT
BLACKROCK ETF TRUST		ISHA SYST AL ETF040,731+40,731$0$1,142,500+$1,142,5002026-07-09
Q2 2026GGOV
BLACKROCK ETF TRUST II		ISHA GLO USD ETF016,702+16,702$0$839,944+$839,9442026-07-09
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF012,211+12,211$0$654,656+$654,6562026-07-09
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHA FLEX IN ETF012,127+12,127$0$634,727+$634,7272026-07-09
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF02,635+2,635$0$418,056+$418,0562026-07-09
Q2 2026USMV
ISHARES TR		MSCI USA MIN ETF03,368+3,368$0$324,897+$324,8972026-07-09
Q2 2026SOXX
ISHARES TR		ISHARES SEMICDTR0465+465$0$297,953+$297,9532026-07-09
Q2 2026EMXC
ISHARES INC		MSCI EMRG CHN02,229+2,229$0$228,027+$228,0272026-07-09
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 10300+300$0$220,920+$220,9202026-07-09
Q2 2026IMTM
ISHARES TR		MSCI INTL MOMENT04,050+4,050$0$215,987+$215,9872026-07-09
Q1 2026BLCR
BLACKROCK ETF TRUST		ISHARES LARGE CA028,787+28,787$0$1,181,997+$1,181,9972026-04-21
Q1 2026IDEF
BLACKROCK ETF TRUST		United StatesISHARES DEFENSE033,740+33,740$0$1,103,973+$1,103,9732026-04-21
Q1 2026GOVT
ISHARES TR		US TREAS BD ETF045,313+45,313$0$1,038,122+$1,038,1222026-04-21
Q1 2026LMUB
ISHARES TR		LONG TERM MUNI014,628+14,628$0$730,376+$730,3762026-04-21

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