SFI Advisors, LLC historic quarter change: USA ETF, Reduced
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, SFI Advisors, LLC opened 85 positions, added to 139, reduced 302 and sold out of 120.
- Q2 2025: Stock XSD; Country of operation —; Class S&P SEMICNDCTR; Shares before 16,976.
- Q2 2025: Stock IGV; Country of operation —; Class EXPANDED TECH; Shares before 62,960.
- Q2 2025: Stock AIS; Country of operation —; Class VISTASHARES ARTI; Shares before 170,448.
- Q2 2025: Stock CIBR; Country of operation —; Class NASDAQ CYB ETF; Shares before 90,070.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1911308), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). 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 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | XSD
SPDR SERIES TRUST | | S&P SEMICNDCTR | 16,976 | 3,645 | -13,331 | $3,408,272 | $934,979 | -$2,473,293 | 2025-08-11 |
|---|
| Q2 2025 | IGV
ISHARES TR | | EXPANDED TECH | 62,960 | 60,316 | -2,644 | $5,602,766 | $6,604,547 | +$1,001,781 | 2025-08-11 |
|---|
| Q2 2025 | AIS
TIDAL TRUST III | | VISTASHARES ARTI | 170,448 | 162,218 | -8,230 | $3,670,990 | $4,562,382 | +$891,392 | 2025-08-11 |
|---|
| Q2 2025 | CIBR
FIRST TR EXCHANGE TRADED FD | | NASDAQ CYB ETF | 90,070 | 86,109 | -3,961 | $5,674,410 | $6,508,118 | +$833,708 | 2025-08-11 |
|---|
| Q2 2025 | FDN
FIRST TR EXCHANGE-TRADED FD | | DJ INTERNT IDX | 23,780 | 22,647 | -1,133 | $5,282,731 | $6,099,522 | +$816,791 | 2025-08-11 |
|---|
| Q2 2025 | IAI
ISHARES TR | | US BR DEL SE ETF | 43,321 | 40,485 | -2,836 | $6,069,698 | $6,847,624 | +$777,926 | 2025-08-11 |
|---|
| Q2 2025 | XAR
SPDR SERIES TRUST | | AEROSPACE DEF | 20,076 | 18,734 | -1,342 | $3,226,012 | $3,951,750 | +$725,738 | 2025-08-11 |
|---|
| Q2 2025 | FCLD
FIDELITY COVINGTON TRUST | | CLOUD COMPUTNG | 188,274 | 179,435 | -8,839 | $4,477,156 | $5,098,646 | +$621,490 | 2025-08-11 |
|---|
| Q2 2025 | VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 3,520 | 1,276 | -2,244 | $886,230 | $353,375 | -$532,855 | 2025-08-11 |
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| Q2 2025 | FPXI
FIRST TR EXCHANGE TRADED FD | | INTL EQUITY OPP | 76,616 | 72,159 | -4,457 | $3,608,614 | $4,074,819 | +$466,205 | 2025-08-11 |
|---|
| Q2 2025 | FBT
FIRST TR EXCHANGE-TRADED FD | | NY ARCA BIOTECH | 24,973 | 23,797 | -1,176 | $4,248,282 | $3,839,170 | -$409,112 | 2025-08-11 |
|---|
| Q2 2025 | IYK
ISHARES TR | | US CONSM STAPLES | 67,415 | 62,708 | -4,707 | $4,824,892 | $4,419,660 | -$405,232 | 2025-08-11 |
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| Q2 2025 | FTXN
FIRST TR EXCHANGE TRADED FD | | NASDQ OIL GAS | 93,556 | 89,943 | -3,613 | $2,832,876 | $2,447,349 | -$385,527 | 2025-08-11 |
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| Q2 2025 | IBUY
AMPLIFY ETF TR | | ONLIN RETL ETF | 71,965 | 68,254 | -3,711 | $4,328,450 | $4,711,574 | +$383,124 | 2025-08-11 |
|---|
| Q2 2025 | XTL
SPDR SERIES TRUST | | S&P TELECOM | 56,451 | 51,293 | -5,158 | $5,642,266 | $6,017,307 | +$375,041 | 2025-08-11 |
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| Q2 2025 | FDIS
FIDELITY COVINGTON TRUST | | MSCI CONSM DIS | 52,596 | 50,029 | -2,567 | $4,444,888 | $4,706,228 | +$261,340 | 2025-08-11 |
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| Q2 2025 | AIA
ISHARES TR | | ASIA 50 ETF | 44,888 | 42,853 | -2,035 | $3,247,647 | $3,473,664 | +$226,017 | 2025-08-11 |
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| Q2 2025 | PAVE
GLOBAL X FDS | | US INFR DEV ETF | 70,633 | 66,207 | -4,426 | $2,664,983 | $2,885,301 | +$220,318 | 2025-08-11 |
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| Q2 2025 | IPO
RENAISSANCE CAP GREENWICH FD | | IPO ETF | 69,943 | 63,321 | -6,622 | $2,626,360 | $2,845,646 | +$219,286 | 2025-08-11 |
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| Q2 2025 | PTH
INVESCO EXCHANGE TRADED FD T | | DORSEY WRIGHT HE | 93,276 | 89,734 | -3,542 | $3,680,671 | $3,488,858 | -$191,813 | 2025-08-11 |
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| Q2 2025 | FXH
FIRST TR EXCHANGE TRADED FD | | HLTH CARE ALPH | 36,213 | 34,445 | -1,768 | $3,751,667 | $3,571,259 | -$180,408 | 2025-08-11 |
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| Q2 2025 | FDT
FIRST TR EXCH TRD ALPHDX FD | | DEV MRK EX US | 16,636 | 16,560 | -76 | $969,047 | $1,138,666 | +$169,619 | 2025-08-11 |
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| Q2 2025 | IVE
ISHARES TR | | S&P 500 VAL ETF | 32,542 | 30,871 | -1,671 | $6,201,854 | $6,032,817 | -$169,037 | 2025-08-11 |
|---|
| Q2 2025 | AIQ
GLOBAL X FDS | | ARTIFICIAL ETF | 25,252 | 24,662 | -590 | $918,668 | $1,077,483 | +$158,815 | 2025-08-11 |
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| Q2 2025 | RINC
INVESTMENT MANAGERS SER TR I | | AXS REAL ESTATE | 51,016 | 46,825 | -4,191 | $1,132,917 | $976,952 | -$155,965 | 2025-08-11 |
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| Q2 2025 | EWW
ISHARES INC | | MSCI MEXICO ETF | 20,531 | 14,841 | -5,690 | $1,046,260 | $898,771 | -$147,489 | 2025-08-11 |
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| Q2 2025 | COWZ
PACER FDS TR | | US CASH COWS 100 | 54,770 | 52,018 | -2,752 | $2,999,205 | $2,866,192 | -$133,013 | 2025-08-11 |
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| Q2 2025 | PSI
INVESCO EXCHANGE TRADED FD T | | SEMICONDUCTORS | 14,241 | 13,048 | -1,193 | $674,739 | $782,358 | +$107,619 | 2025-08-11 |
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| Q2 2025 | IWC
ISHARES TR | | MICRO-CAP ETF | 12,148 | 9,784 | -2,364 | $1,347,335 | $1,249,025 | -$98,310 | 2025-08-11 |
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| Q2 2025 | MLPA
GLOBAL X FDS | | GLBL X MLP ETF | 13,654 | 12,579 | -1,075 | $726,802 | $631,466 | -$95,336 | 2025-08-11 |
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| Q2 2025 | FXO
FIRST TR EXCHANGE TRADED FD | | FINLS ALPHADEX | 123,028 | 117,997 | -5,031 | $6,520,484 | $6,614,912 | +$94,428 | 2025-08-11 |
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| Q2 2025 | IWMW
ISHARES TR | | RUSSELL 2000 BUY | 13,265 | 11,819 | -1,446 | $538,523 | $468,294 | -$70,229 | 2025-08-11 |
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| Q2 2025 | IQLT
ISHARES TR | | MSCI INTL QUALTY | 75,802 | 70,873 | -4,929 | $3,008,581 | $3,063,131 | +$54,550 | 2025-08-11 |
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| Q2 2025 | FEMS
FIRST TR EXCH TRD ALPHDX FD | | EM SML CP ALPH | 20,862 | 20,340 | -522 | $775,441 | $826,007 | +$50,566 | 2025-08-11 |
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| Q2 2025 | WCLD
WISDOMTREE TR | | CLOUD COMPUTNG | 14,760 | 14,509 | -251 | $478,962 | $524,355 | +$45,393 | 2025-08-11 |
|---|
| Q2 2025 | SIMS
SPDR SERIES TRUST | | S&P KENSHO INTLG | 13,166 | 12,735 | -431 | $407,374 | $451,028 | +$43,654 | 2025-08-11 |
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| Q2 2025 | EFAD
PROSHARES TR | | MSCI EAFE DIVD | 11,443 | 11,281 | -162 | $443,874 | $484,210 | +$40,336 | 2025-08-11 |
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| Q2 2025 | FIW
FIRST TR EXCHANGE-TRADED FD | | WTR ETF | 13,908 | 12,615 | -1,293 | $1,400,675 | $1,362,168 | -$38,507 | 2025-08-11 |
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| Q2 2025 | EIM
EATON VANCE MUN BD FD | | COM | 49,912 | 49,106 | -806 | $497,623 | $474,855 | -$22,768 | 2025-08-11 |
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| Q2 2025 | JETS
ETF SER SOLUTIONS | | US GLB JETS | 21,021 | 19,912 | -1,109 | $436,606 | $457,379 | +$20,773 | 2025-08-11 |
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| Q2 2025 | NUW
NUVEEN AMT-FREE MUN VALUE FD | | COM | 32,241 | 31,419 | -822 | $442,991 | $429,812 | -$13,179 | 2025-08-11 |
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| Q2 2025 | EOD
ALLSPRING GLOBAL DIVIDEND OP | | COM | 10,757 | 10,187 | -570 | $53,247 | $54,908 | +$1,661 | 2025-08-11 |
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