Advertisement
Screener

ROSENBLUM SILVERMAN SUTTON S F INC /CA Historic Quarter Change: USA ETF, New

ROSENBLUM SILVERMAN SUTTON S F INC /CA historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 20 quarters from 2013-09-30 to 2026-06-30, ROSENBLUM SILVERMAN SUTTON S F INC /CA opened 17 positions, added to 113, reduced 78 and sold out of 5.

  • Q2 2026: Stock JAAA; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock AOR; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock JEPI; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock MVV; Country of operation —; Class ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 918893), 20 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); 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); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2015-12-31 to 2016-06-30, filed 2016-08-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2014-12-31 to 2015-06-30, filed 2015-08-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-16); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14). 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 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026JAAA
JANUS DETROIT STR TR
ETF0149,875+149,875$0$7,567,189+$7,567,1892026-08-13
Q2 2026AOR
ISHARES TR
ETF013,550+13,550$0$941,725+$941,7252026-08-13
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F
ETF010,500+10,500$0$593,040+$593,0402026-08-13
Q2 2026MVV
PROSHARES TR
ETF02,630+2,630$0$242,118+$242,1182026-08-13
Q2 2026CMF
ISHARES TR
ETF04,185+4,185$0$241,223+$241,2232026-08-13
Q2 2026QQQ
INVESCO QQQ TR
ETF0292+292$0$215,029+$215,0292026-08-13
Q2 2026IWP
ISHARES TR
ETF01,370+1,370$0$200,590+$200,5902026-08-13
Q4 2025NAC
NUVEEN CA QUALTY MUN INCOME
CEF011,440+11,440$0$135,106+$135,1062026-02-13
Q2 2025IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
ETF01,635+1,635$0$226,742+$226,7422025-08-13
Q2 2025CMF
ISHARES CALIFORNIA MUNI BOND ETF
ETF03,980+3,980$0$221,845+$221,8452025-08-13
Q3 2024JBND
JPMorgan Active Bond ETF
ETF016,495+16,495$0$901,452+$901,4522024-11-14
Q3 2024SLYG
SPDR S&P 600 Small Cap Growth
ETF02,170+2,170$0$202,049+$202,0492024-11-14
Q2 2024PGF
Invesco Financial Preferred ETF
ETF030,080+30,080$0$443,078+$443,0782024-08-14
Q2 2024IWO
iShares Russell 2000 Growth
ETF0870+870$0$228,401+$228,4012024-08-14
Q1 2024VOT
Vanguard Mid-Cap Growth
ETF01,308+1,308$0$308,413+$308,4132024-05-14
Q1 2024CMF
iShares California Muni Bond
ETF04,600+4,600$0$264,684+$264,6842024-05-14
Q3 2014BABA
Alibaba Group Holdings ADR
COM057,645+57,645$0$5,122,000+$5,122,0002014-11-21

Similar Firms

Firm NameCountry13F ValueHoldings
Science & Technology Partners, L.P.United States$0.382B43
Luminvest Wealth Management LLCUnited States$0.382B55
DROMS STRAUSS ADVISORS INC /MO/ /ADVUnited States$0.383B77
RV Capital AGSwitzerland$0.383B13
Narus Financial Partners, LLCUnited States$0.382B163
Milestones Administradora de Recursos Ltda.Brazil$0.383B17
MILLER VALUE PARTNERS, LLCUnited States$0.383B55
Briaud Financial Planning IncUnited States$0.381B38
Quadratic Capital Management LLCUnited States$0.383B2
Accel Wealth ManagementUnited States$0.383B290