SGL Investment Advisors, Inc. Historic Quarter Change: USA ETF, Sold Out

SGL Investment Advisors, 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 7 quarters from 2024-09-30 to 2026-06-30, SGL Investment Advisors, Inc. opened 10 positions, added to 149, reduced 18 and sold out of 7.

Q2 2026: Stock JNK; Country of operation —; Class STATE STREET SPD; Shares before 20,832.
Q2 2026: Stock ETHO; Country of operation —; Class AMPLIFY ETHO CLI; Shares before 7,912.
Q4 2025: Stock JNK; Country of operation —; Class BLOOMBERG HIGH Y; Shares before 12,472.
Q3 2025: Stock DES; Country of operation —; Class US SMALLCAP DIVD; Shares before 17,967.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2043186), 7 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14). 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 2024-09-30.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q2 2026	JNK SPDR SERIES TRUST	STATE STREET SPD	20,832	-20,832	$2,006,538	$0	-$2,006,538	2026-08-11
Q2 2026	ETHO AMPLIFY ETF TR	AMPLIFY ETHO CLI	7,912	-7,912	$587,150	$0	-$587,150	2026-08-11
Q4 2025	JNK SPDR SERIES TRUST	BLOOMBERG HIGH Y	12,472	-12,472	$1,204,546	$0	-$1,204,546	2026-02-06
Q3 2025	DES WISDOMTREE TR	US SMALLCAP DIVD	17,967	-17,967	$590,755	$0	-$590,755	2025-11-04
Q4 2024	SUSB ISHARES TR	ESG AWRE 1 5 YR	8,913	-8,913	$220,418	$0	-$220,418	2025-02-14
Q4 2024	NUBD NUSHARES ETF TR	NUVEEN ESG US	9,588	-9,588	$210,121	$0	-$210,121	2025-02-14
Q4 2024	SCHV SCHWAB STRATEGIC TR	US LCAP VA ETF	7,346	-7,346	$200,179	$0	-$200,179	2025-02-14

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