Retirement Management Systems Inc. historic quarter change: USA ETF, Sold out
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, Retirement Management Systems Inc. opened 16 positions, added to 47, reduced 23 and sold out of 17.
- Q2 2026: Stock SPYG; Country of operation —; Class STATE STREET SPD; Shares before 316,966.
- Q2 2026: Stock HFSI; Country of operation —; Class STRATEGIC INCOME; Shares before 723,138.
- Q2 2026: Stock EVTR; Country of operation —; Class EATON VANCE TOTA; Shares before 469,813.
- Q2 2026: Stock FMDE; Country of operation —; Class ENHANCED MID; Shares before 529,507.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2110516), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14). 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 2025-12-31.
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