Prime Capital Investment Advisors, LLC 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, Prime Capital Investment Advisors, LLC opened 320 positions, added to 1,572, reduced 1,896 and sold out of 215.
- Q2 2026: Stock IVV; Country of operation —; Class ETF; Shares before 466,993.
- Q2 2026: Stock IEFA; Country of operation —; Class ETF; Shares before 637,728.
- Q2 2026: Stock XTEN; Country of operation —; Class ETF; Shares before 1,987,051.
- Q2 2026: Stock IUSB; Country of operation —; Class ETF; Shares before 38,778.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1731446), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2017-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IVV
ISHARES TR CORE S&P500 ETF | | ETF | 466,993 | 945,895 | +478,902 | $305,044,577 | $708,371,087 | +$403,326,510 | 2026-08-05 |
|---|
| Q2 2026 | IEFA
ISHARES TR CORE MSCI EAFE | | ETF | 637,728 | 2,770,947 | +2,133,219 | $57,733,549 | $267,618,094 | +$209,884,545 | 2026-08-05 |
|---|
| Q2 2026 | XTEN
BONDBLOXX ETF TRUST BLOOMBERG TEN YR | | ETF | 1,987,051 | 4,136,120 | +2,149,069 | $91,126,154 | $188,524,335 | +$97,398,181 | 2026-08-05 |
|---|
| Q2 2026 | IUSB
ISHARES TR CORE UNIVRSL USD | | ETF | 38,778 | 1,657,922 | +1,619,144 | $1,791,153 | $76,513,096 | +$74,721,943 | 2026-08-05 |
|---|
| Q2 2026 | IJH
ISHARES TR CORE S&P MCP ETF | | ETF | 155,506 | 945,484 | +789,978 | $10,501,323 | $72,906,254 | +$62,404,931 | 2026-08-05 |
|---|
| Q2 2026 | IXUS
ISHARES TR CORE MSCI TOTAL | | ETF | 1,163,580 | 1,404,457 | +240,877 | $100,812,584 | $134,041,358 | +$33,228,774 | 2026-08-05 |
|---|
| Q2 2026 | BIV
VANGUARD BD INDEX FDS INTERMED TERM | | ETF | 233,220 | 415,253 | +182,033 | $17,999,933 | $31,849,938 | +$13,850,005 | 2026-08-05 |
|---|
| Q2 2026 | FENI
FIDELITY COVINGTON TRUST ENHANCED INTL | | ETF | 13,078 | 316,789 | +303,711 | $486,510 | $12,712,739 | +$12,226,229 | 2026-08-05 |
|---|
| Q2 2026 | FTEC
FIDELITY COVINGTON TRUST MSCI INFO TECH I | | ETF | 105,576 | 118,093 | +12,517 | $21,965,025 | $33,724,998 | +$11,759,973 | 2026-08-05 |
|---|
| Q2 2026 | AGG
ISHARES TR CORE US AGGBD ET | | ETF | 3,679,473 | 3,796,233 | +116,760 | $365,261,321 | $375,751,146 | +$10,489,825 | 2026-08-05 |
|---|
| Q2 2026 | AVDE
AMERICAN CENTY ETF TR INTL EQT ETF | | ETF | 366,255 | 464,198 | +97,943 | $31,073,074 | $41,406,479 | +$10,333,405 | 2026-08-05 |
|---|
| Q2 2026 | IAGG
ISHARES TR CORE INTL AGGR | | ETF | 896,069 | 1,088,753 | +192,684 | $44,839,296 | $55,090,909 | +$10,251,613 | 2026-08-05 |
|---|
| Q2 2026 | VXUS
VANGUARD STAR FDS VG TL INTL STK F | | ETF | 153,648 | 220,404 | +66,756 | $11,847,804 | $18,842,327 | +$6,994,523 | 2026-08-05 |
|---|
| Q2 2026 | BUFD
FIRST TR EXCHNG TRADED FD VI FT VEST DEEP ETF | | ETF | 1,097,887 | 1,253,318 | +155,431 | $30,740,846 | $37,248,619 | +$6,507,773 | 2026-08-05 |
|---|
| Q2 2026 | QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | | ETF | 14,692 | 32,570 | +17,878 | $3,491,008 | $9,867,619 | +$6,376,611 | 2026-08-05 |
|---|
| Q2 2026 | ITA
ISHARES TR US AER DEF ETF | | ETF | 21,430 | 43,889 | +22,459 | $4,687,792 | $10,639,642 | +$5,951,850 | 2026-08-05 |
|---|
| Q2 2026 | EFA
ISHARES TR MSCI EAFE ETF | | ETF | 571,745 | 588,054 | +16,309 | $55,533,572 | $61,087,062 | +$5,553,490 | 2026-08-05 |
|---|
| Q2 2026 | IWF
ISHARES TR RUS 1000 GRW ETF | | ETF | 48,249 | 206,667 | +158,418 | $20,573,236 | $25,661,877 | +$5,088,641 | 2026-08-05 |
|---|
| Q2 2026 | IQDG
WISDOMTREE TR INTL QULTY DIV | | ETF | 224,821 | 324,190 | +99,369 | $9,024,332 | $13,966,107 | +$4,941,775 | 2026-08-05 |
|---|
| Q2 2026 | SMIG
ETF SER SOLUTIONS BAHL GAYNOR SML | | ETF | 336,636 | 446,824 | +110,188 | $9,880,262 | $14,660,308 | +$4,780,046 | 2026-08-05 |
|---|
| Q2 2026 | CAIE
CALAMOS ETF TR AUTOC INCOM ETF | | ETF | 471,706 | 609,896 | +138,190 | $11,858,701 | $16,595,278 | +$4,736,577 | 2026-08-05 |
|---|
| Q2 2026 | VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF | | ETF | 194,698 | 196,082 | +1,384 | $41,871,842 | $46,396,818 | +$4,524,976 | 2026-08-05 |
|---|
| Q2 2026 | AGGY
WISDOMTREE TR YIELD ENHANCD US | | ETF | 675,916 | 779,212 | +103,296 | $29,368,539 | $33,880,117 | +$4,511,578 | 2026-08-05 |
|---|
| Q2 2026 | VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD | | ETF | 1,896,133 | 1,951,599 | +55,466 | $94,598,067 | $98,711,883 | +$4,113,816 | 2026-08-05 |
|---|
| Q2 2026 | VUG
VANGUARD INDEX FDS GROWTH ETF | | ETF | 41,377 | 256,738 | +215,361 | $18,073,235 | $22,115,442 | +$4,042,207 | 2026-08-05 |
|---|
| Q2 2026 | GRID
FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE | | ETF | 63,949 | 75,474 | +11,525 | $10,460,770 | $14,472,112 | +$4,011,342 | 2026-08-05 |
|---|
| Q2 2026 | VNQ
VANGUARD INDEX FDS REAL ESTATE ETF | | ETF | 349,940 | 361,861 | +11,921 | $31,039,668 | $34,894,286 | +$3,854,618 | 2026-08-05 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR ST STR ENERG ETF | | ETF | 90,537 | 175,246 | +84,709 | $5,546,278 | $9,307,336 | +$3,761,058 | 2026-08-05 |
|---|
| Q2 2026 | BUFR
FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF | | ETF | 547,760 | 602,632 | +54,872 | $18,497,854 | $22,014,150 | +$3,516,296 | 2026-08-05 |
|---|
| Q2 2026 | IJR
ISHARES TR CORE S&P SCP ETF | | ETF | 134,524 | 134,779 | +255 | $16,722,672 | $19,989,090 | +$3,266,418 | 2026-08-05 |
|---|
| Q2 2026 | ILCG
ISHARES TR MORNINGSTAR GRWT | | ETF | 122,151 | 125,749 | +3,598 | $11,663,013 | $14,715,176 | +$3,052,163 | 2026-08-05 |
|---|
| Q2 2026 | ACIO
ETF SER SOLUTIONS APTUS COLLRD INV | | ETF | 205,054 | 250,056 | +45,002 | $8,604,079 | $11,537,601 | +$2,933,522 | 2026-08-05 |
|---|
| Q2 2026 | BNDX
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | | ETF | 1,374,142 | 1,423,682 | +49,540 | $66,027,542 | $68,948,922 | +$2,921,380 | 2026-08-05 |
|---|
| Q2 2026 | SPYM
SPDR SERIES TRUST ST STR P500ETF | United States | ETF | 103,314 | 121,857 | +18,543 | $7,907,653 | $10,708,809 | +$2,801,156 | 2026-08-05 |
|---|
| Q2 2026 | USFR
WISDOMTREE TR FLOATNG RAT TREA | | ETF | 138,562 | 192,766 | +54,204 | $6,975,205 | $9,705,758 | +$2,730,553 | 2026-08-05 |
|---|
| Q2 2026 | BND
VANGUARD BD INDEX FDS TOTAL BND MRKT | | ETF | 1,403,857 | 1,443,141 | +39,284 | $103,380,023 | $105,940,949 | +$2,560,926 | 2026-08-05 |
|---|
| Q2 2026 | TQQQ
PROSHARES TR ULTRAPRO QQQ | | ETF | 17,524 | 39,956 | +22,432 | $730,402 | $3,236,471 | +$2,506,069 | 2026-08-05 |
|---|
| Q2 2026 | SOXX
ISHARES TR ISHARES SEMICDTR | | ETF | 6,791 | 7,298 | +507 | $2,231,785 | $4,676,070 | +$2,444,285 | 2026-08-05 |
|---|
| Q2 2026 | IWR
ISHARES TR RUS MID CAP ETF | | ETF | 130,840 | 136,456 | +5,616 | $12,721,589 | $15,053,858 | +$2,332,269 | 2026-08-05 |
|---|
| Q2 2026 | DFAC
DIMENSIONAL ETF TRUST US COR EQU 2 ETF | | ETF | 420,219 | 420,508 | +289 | $16,329,709 | $18,653,725 | +$2,324,016 | 2026-08-05 |
|---|
| Q2 2026 | IWY
ISHARES TR RUS TP200 GR ETF | | ETF | 51,130 | 51,573 | +443 | $12,723,267 | $14,988,028 | +$2,264,761 | 2026-08-05 |
|---|
| Q2 2026 | VEA
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | | ETF | 158,945 | 174,673 | +15,728 | $10,185,192 | $12,445,440 | +$2,260,248 | 2026-08-05 |
|---|
| Q2 2026 | DRSK
ETF SER SOLUTIONS APTUS DEFINED | | ETF | 256,154 | 320,306 | +64,152 | $7,000,690 | $9,208,788 | +$2,208,098 | 2026-08-05 |
|---|
| Q2 2026 | SGOV
ISHARES TR 0-3 MTH TREASURY | | ETF | 31,032 | 51,837 | +20,805 | $3,123,718 | $5,218,452 | +$2,094,734 | 2026-08-05 |
|---|
| Q2 2026 | IEUR
ISHARES TR CORE MSCI EURO | | ETF | 269,881 | 276,032 | +6,151 | $18,964,540 | $20,749,346 | +$1,784,806 | 2026-08-05 |
|---|
| Q2 2026 | VGT
VANGUARD WORLD FD INF TECH ETF | | ETF | 8,689 | 65,470 | +56,781 | $6,062,336 | $7,824,919 | +$1,762,583 | 2026-08-05 |
|---|
| Q2 2026 | IWM
ISHARES TR RUSSELL 2000 ETF | | ETF | 27,783 | 28,711 | +928 | $6,890,262 | $8,626,306 | +$1,736,044 | 2026-08-05 |
|---|
| Q2 2026 | CGDV
CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT | | ETF | 183,897 | 190,608 | +6,711 | $7,822,989 | $9,393,159 | +$1,570,170 | 2026-08-05 |
|---|
| Q2 2026 | SMH
VANECK ETF TRUST SEMICONDUCTR ETF | | ETF | 3,664 | 4,401 | +737 | $1,404,806 | $2,886,251 | +$1,481,445 | 2026-08-05 |
|---|
| Q2 2026 | USHY
ISHARES TR BROAD USD HIGH | | ETF | 1,082,373 | 1,115,267 | +32,894 | $39,874,614 | $41,287,167 | +$1,412,553 | 2026-08-05 |
|---|
| Q2 2026 | FHEQ
FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF | | ETF | 121,483 | 150,778 | +29,295 | $3,574,027 | $4,965,106 | +$1,391,079 | 2026-08-05 |
|---|
| Q2 2026 | DAPR
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. | | ETF | 5,295 | 36,969 | +31,674 | $210,553 | $1,511,293 | +$1,300,740 | 2026-08-05 |
|---|
| Q2 2026 | IDUB
ETF SER SOLUTIONS APTUS INT ENH YL | | ETF | 184,920 | 213,240 | +28,320 | $4,561,972 | $5,860,908 | +$1,298,936 | 2026-08-05 |
|---|
| Q2 2026 | SCHP
SCHWAB STRATEGIC TR US TIPS ETF | | ETF | 2,265,508 | 2,323,341 | +57,833 | $60,285,158 | $61,568,533 | +$1,283,375 | 2026-08-05 |
|---|
| Q2 2026 | FBND
FIDELITY MERRIMACK STR TR TOTAL BD ETF | | ETF | 392,277 | 420,968 | +28,691 | $17,895,660 | $19,149,824 | +$1,254,164 | 2026-08-05 |
|---|
| Q2 2026 | JEPI
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | | ETF | 500,267 | 524,142 | +23,875 | $28,355,137 | $29,603,540 | +$1,248,403 | 2026-08-05 |
|---|
| Q2 2026 | XSD
SPDR SERIES TRUST ST STR SP SEMI | | ETF | 3,060 | 3,307 | +247 | $997,952 | $2,062,748 | +$1,064,796 | 2026-08-05 |
|---|
| Q2 2026 | VB
VANGUARD INDEX FDS SMALL CP ETF | | ETF | 16,764 | 17,984 | +1,220 | $4,390,795 | $5,451,277 | +$1,060,482 | 2026-08-05 |
|---|
| Q2 2026 | NXTE
INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA | | ETF | 63,366 | 63,863 | +497 | $2,482,494 | $3,476,472 | +$993,978 | 2026-08-05 |
|---|
| Q2 2026 | IWB
ISHARES TR RUS 1000 ETF | | ETF | 7,010 | 8,447 | +1,437 | $2,499,608 | $3,459,227 | +$959,619 | 2026-08-05 |
|---|
| Q2 2026 | DUBS
ETF SER SOLUTIONS APTUS LARGE CAP | | ETF | 68,978 | 81,143 | +12,165 | $2,487,339 | $3,379,181 | +$891,842 | 2026-08-05 |
|---|
| Q2 2026 | MBB
ISHARES TR MBS ETF | | ETF | 63,705 | 73,225 | +9,520 | $6,048,823 | $6,921,235 | +$872,412 | 2026-08-05 |
|---|
| Q2 2026 | NUKZ
EXCHANGE TRADED CONCEPTS TRU RANG NUCL RE ETF | | ETF | 102,995 | 111,897 | +8,902 | $6,773,985 | $7,626,910 | +$852,925 | 2026-08-05 |
|---|
| Q2 2026 | TAXF
AMERICAN CENTY ETF TR DIVERSIFIED MU | | ETF | 339,492 | 351,005 | +11,513 | $16,991,599 | $17,843,335 | +$851,736 | 2026-08-05 |
|---|
| Q2 2026 | OSCV
ETF SER SOLUTIONS OPUS SML CP VL | | ETF | 87,817 | 101,940 | +14,123 | $3,463,493 | $4,300,864 | +$837,371 | 2026-08-05 |
|---|
| Q2 2026 | IWD
ISHARES TR RUS 1000 VAL ETF | | ETF | 28,126 | 28,206 | +80 | $6,009,755 | $6,838,069 | +$828,314 | 2026-08-05 |
|---|
| Q2 2026 | CGGO
CAPITAL GROUP GBL GROWTH EQT SHS CREAT UNIT | | ETF | 8,309 | 25,959 | +17,650 | $277,288 | $1,098,866 | +$821,578 | 2026-08-05 |
|---|
| Q2 2026 | CGXU
CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT | | ETF | 47,142 | 63,079 | +15,937 | $1,390,203 | $2,183,778 | +$793,575 | 2026-08-05 |
|---|
| Q2 2026 | VO
VANGUARD INDEX FDS MID CAP ETF | | ETF | 25,469 | 100,607 | +75,138 | $7,314,185 | $8,105,880 | +$791,695 | 2026-08-05 |
|---|
| Q2 2026 | IWS
ISHARES TR RUS MDCP VAL ETF | | ETF | 4,920 | 9,151 | +4,231 | $717,006 | $1,506,244 | +$789,238 | 2026-08-05 |
|---|
| Q2 2026 | DEFR
ETF SER SOLUTIONS APTU DEFD IN ETF | | ETF | 116,336 | 144,619 | +28,283 | $3,094,392 | $3,867,923 | +$773,531 | 2026-08-05 |
|---|
| Q2 2026 | PYLD
PIMCO ETF TR MULTISECTOR BD | | Stock | 1,724,346 | 1,732,584 | +8,238 | $45,177,861 | $45,948,130 | +$770,269 | 2026-08-05 |
|---|
| Q2 2026 | CLOA
BLACKROCK ETF TRUST II ISHARES AAA CLO | | ETF | 195,748 | 209,865 | +14,117 | $10,146,590 | $10,894,081 | +$747,491 | 2026-08-05 |
|---|
| Q2 2026 | JUCY
ETF SER SOLUTIONS APTUS ENHANCED | | ETF | 102,869 | 136,785 | +33,916 | $2,278,541 | $3,006,540 | +$727,999 | 2026-08-05 |
|---|
| Q2 2026 | IWV
ISHARES TR RUSSELL 3000 ETF | | ETF | 12,337 | 12,344 | +7 | $4,573,173 | $5,263,439 | +$690,266 | 2026-08-05 |
|---|
| Q2 2026 | SPEM
SPDR INDEX SHS FDS ST PORT MARK ETF | | ETF | 50,395 | 58,488 | +8,093 | $2,364,042 | $3,028,488 | +$664,446 | 2026-08-05 |
|---|
| Q2 2026 | VFLO
VICTORY PORTFOLIOS II SHS FR CA FL ETF | | ETF | 46,090 | 53,813 | +7,723 | $1,819,615 | $2,461,945 | +$642,330 | 2026-08-05 |
|---|
| Q2 2026 | USD
PROSHARES TR PSHS ULT SEMICDT | | ETF | 10,276 | 10,426 | +150 | $492,734 | $1,087,015 | +$594,281 | 2026-08-05 |
|---|
| Q2 2026 | JMUB
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF | | ETF | 103,166 | 113,404 | +10,238 | $5,157,275 | $5,744,455 | +$587,180 | 2026-08-05 |
|---|
| Q2 2026 | VONG
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW | | ETF | 20,507 | 22,164 | +1,657 | $2,249,396 | $2,832,843 | +$583,447 | 2026-08-05 |
|---|
| Q2 2026 | CPSL
CALAMOS ETF TR LADD S&P 500 ETF | | ETF | 117,199 | 134,220 | +17,021 | $3,191,798 | $3,747,422 | +$555,624 | 2026-08-05 |
|---|
| Q2 2026 | PSQO
PALMER SQUARE FUNDS TR CR OPPOR ETF | | ETF | 2,385,079 | 2,393,248 | +8,169 | $48,941,825 | $49,468,433 | +$526,608 | 2026-08-05 |
|---|
| Q2 2026 | VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | | ETF | 32,505 | 38,106 | +5,601 | $1,756,915 | $2,274,538 | +$517,623 | 2026-08-05 |
|---|
| Q2 2026 | BBAG
J P MORGAN EXCHANGE TRADED F BETABUILDERS US | | ETF | 11,879 | 23,101 | +11,222 | $548,335 | $1,061,491 | +$513,156 | 2026-08-05 |
|---|
| Q2 2026 | AIQ
GLOBAL X FDS ARTIFICIAL ETF | | ETF | 18,173 | 20,457 | +2,284 | $848,134 | $1,342,184 | +$494,050 | 2026-08-05 |
|---|
| Q2 2026 | HIMU
BLACKROCK ETF TRUST II ISH HIG MUN ETF | | ETF | 163,332 | 167,169 | +3,837 | $7,836,669 | $8,325,034 | +$488,365 | 2026-08-05 |
|---|
| Q2 2026 | PAVE
GLOBAL X FDS US INFR DEV ETF | | ETF | 50,925 | 51,554 | +629 | $2,587,514 | $3,037,568 | +$450,054 | 2026-08-05 |
|---|
| Q2 2026 | SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ | | ETF | 95,114 | 105,298 | +10,184 | $2,918,095 | $3,338,987 | +$420,892 | 2026-08-05 |
|---|
| Q2 2026 | FLKR
FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA | | ETF | 7,500 | 10,600 | +3,100 | $299,025 | $700,448 | +$401,423 | 2026-08-05 |
|---|
| Q2 2026 | KOMP
SPDR SERIES TRUST SP KENSHO NEWEC | | ETF | 14,331 | 17,100 | +2,769 | $838,021 | $1,222,682 | +$384,661 | 2026-08-05 |
|---|
| Q2 2026 | USSG
DBX ETF TR XTRACKERS MSCI | | ETF | 32,382 | 33,341 | +959 | $1,932,578 | $2,315,877 | +$383,299 | 2026-08-05 |
|---|
| Q2 2026 | SUB
ISHARES TR SHRT NAT MUN ETF | | ETF | 147,013 | 150,565 | +3,552 | $15,656,878 | $16,030,638 | +$373,760 | 2026-08-05 |
|---|
| Q2 2026 | SLYG
SPDR SERIES TRUST ST STR SP600GRWO | | ETF | 11,412 | 12,300 | +888 | $1,102,658 | $1,465,256 | +$362,598 | 2026-08-05 |
|---|
| Q2 2026 | GBF
ISHARES TR GOV CRED BD ETF | | ETF | 2,605 | 6,096 | +3,491 | $271,363 | $632,929 | +$361,566 | 2026-08-05 |
|---|
| Q2 2026 | BINC
BLACKROCK ETF TRUST II ISHA FLEX IN ETF | | ETF | 743,242 | 743,967 | +725 | $38,596,570 | $38,939,234 | +$342,664 | 2026-08-05 |
|---|
| Q2 2026 | ILCV
ISHARES TR MORNINGSTAR VALU | | ETF | 32,447 | 33,018 | +571 | $3,022,145 | $3,342,721 | +$320,576 | 2026-08-05 |
|---|
| Q2 2026 | NOBL
PROSHARES TR S&P 500 DV ARIST | | ETF | 47,424 | 84,610 | +37,186 | $5,027,438 | $4,751,672 | -$275,766 | 2026-08-05 |
|---|
| Q2 2026 | CGUS
CAPITAL GROUP CORE EQUITY ET SHS CREAT UNIT | | ETF | 22,125 | 25,125 | +3,000 | $850,043 | $1,117,560 | +$267,517 | 2026-08-05 |
|---|
| Q2 2026 | DVY
ISHARES TR SELECT DIVID ETF | | ETF | 46,312 | 46,459 | +147 | $7,012,113 | $7,261,566 | +$249,453 | 2026-08-05 |
|---|
| Q2 2026 | XFIV
BONDBLOXX ETF TRUST BLOOMBERG FVE YR | | ETF | 19,250 | 24,218 | +4,968 | $946,335 | $1,178,949 | +$232,614 | 2026-08-05 |
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