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SJS Investment Consulting Inc. Historic Quarter Change: USA ETF, New

SJS Investment Consulting Inc. historic quarter change: USA ETF, New

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, SJS Investment Consulting Inc. opened 296 positions, added to 416, reduced 273 and sold out of 206.

  • Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
  • Q2 2026: Stock DUSB; Country of operation —; Class ULTR FIX INC ETF; Shares before 0.
  • Q2 2026: Stock AVTM; Country of operation —; Class AVAN TOTA EQ ETF; Shares before 0.
  • Q2 2026: Stock VBIL; Country of operation —; Class 0 3 MO TR BI ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1894302), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFAC
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF09,377,832+9,377,832$0$416,000,622+$416,000,6222026-07-22
Q2 2026DUSB
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF0737,985+737,985$0$37,474,900+$37,474,9002026-07-22
Q2 2026AVTM
AMERICAN CENTY ETF TR
AVAN TOTA EQ ETF0205,237+205,237$0$11,174,026+$11,174,0262026-07-22
Q2 2026VBIL
VANGUARD INSTL INDEX FD
0 3 MO TR BI ETF0100,758+100,758$0$7,625,378+$7,625,3782026-07-22
Q2 2026DFCF
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF0146,198+146,198$0$6,171,018+$6,171,0182026-07-22
Q2 2026DFSD
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF087,060+87,060$0$4,157,115+$4,157,1152026-07-22
Q2 2026DFUS
DIMENSIONAL ETF TRUST
US EQUI MARK ETF027,525+27,525$0$2,255,399+$2,255,3992026-07-22
Q2 2026MDYV
SPDR SERIES TRUST
ST STR SP400VAL07,000+7,000$0$663,950+$663,9502026-07-22
Q2 2026XLK
SELECT SECTOR SPDR TR
ST STR TECHN ETF02,868+2,868$0$546,362+$546,3622026-07-22
Q2 2026XLI
SELECT SECTOR SPDR TR
ST STR INDL ETF02,219+2,219$0$411,026+$411,0262026-07-22
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP
CLASS A COM STK01,675+1,675$0$286,191+$286,1912026-07-22
Q2 2026XLY
SELECT SECTOR SPDR TR
ST STR DISCR ETF02,292+2,292$0$268,806+$268,8062026-07-22
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM04,013+4,013$0$226,655+$226,6552026-07-22
Q2 2026XLV
SELECT SECTOR SPDR TR
ST STR CARE ETF01,096+1,096$0$173,892+$173,8922026-07-22
Q2 2026XLF
SELECT SECTOR SPDR TR
ST STR FINL ETF02,936+2,936$0$157,399+$157,3992026-07-22
Q2 2026DUHP
DIMENSIONAL ETF TRUST
US HIGH PROF ETF03,167+3,167$0$132,159+$132,1592026-07-22
Q2 2026SPSB
SPDR SERIES TRUST
ST SHOR CORP ETF04,290+4,290$0$128,743+$128,7432026-07-22
Q2 2026XLC
SELECT SECTOR SPDR TR
ST STR SVC ETF01,085+1,085$0$116,237+$116,2372026-07-22
Q2 2026GUNR
FLEXSHARES TR
MORNSTAR UPSTR0982+982$0$48,393+$48,3932026-07-22
Q2 2026SILJ
AMPLIFY ETF TR
JR SILV MINE ETF01,636+1,636$0$42,406+$42,4062026-07-22
Q2 2026SPYG
SPDR SERIES TRUST
ST STR P500GRW0339+339$0$40,338+$40,3382026-07-22
Q2 2026DJD
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV0537+537$0$34,030+$34,0302026-07-22
Q2 2026XOVR
ENTREPRENEURSHARES SERIES TR
ERSH PRI PUB ETF01,606+1,606$0$33,807+$33,8072026-07-22
Q2 2026RWR
SPDR SERIES TRUST
ST STR DOW REIT0258+258$0$29,147+$29,1472026-07-22
Q2 2026DFSV
DIMENSIONAL ETF TRUST
US SMALL CAP ETF0750+750$0$29,093+$29,0932026-07-22
Q2 2026NFRA
FLEXSHARES TR
STOXX GLOBR INF0452+452$0$28,983+$28,9832026-07-22
Q2 2026XLU
SELECT SECTOR SPDR TR
ST STR UTIL ETF0624+624$0$28,293+$28,2932026-07-22
Q2 2026TSLY
TIDAL TRUST II
YIELD TSLA ETF0899+899$0$25,664+$25,6642026-07-22
Q2 2026XME
SPDR SERIES TRUST
ST STR SP METAL0233+233$0$24,915+$24,9152026-07-22
Q2 2026SPSM
SPDR SERIES TRUST
ST STR SP600 SML0426+426$0$24,568+$24,5682026-07-22
Q2 2026XBI
SPDR SERIES TRUST
ST STR SP BIOT0154+154$0$24,371+$24,3712026-07-22
Q2 2026JMEE
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP0300+300$0$23,409+$23,4092026-07-22
Q2 2026SPYM
SPDR SERIES TRUST
United StatesST STR P500ETF0233+233$0$20,477+$20,4772026-07-22
Q2 2026DES
WISDOMTREE TR
US SMALLCAP DIVD0490+490$0$19,934+$19,9342026-07-22
Q2 2026FNDE
SCHWAB STRATEGIC TR
FUND EM EQUI ETF0458+458$0$18,174+$18,1742026-07-22
Q2 2026NLR
VANECK ETF TRUST
URANI NUCLE ETF0110+110$0$12,758+$12,7582026-07-22
Q2 2026IEF
ISHARES TR
7-10 YR TRSY BD0128+128$0$12,105+$12,1052026-07-22
Q2 2026JGRO
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH0120+120$0$11,831+$11,8312026-07-22
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT0250+250$0$11,800+$11,8002026-07-22
Q2 2026FFTY
CAPITAL-FORCE ETF TR
IBD 50 ETF0205+205$0$8,928+$8,9282026-07-22
Q2 2026LVHI
LEGG MASON ETF INVT
FRANKLIN INTL LW0160+160$0$6,494+$6,4942026-07-22
Q2 2026EUAD
SPINNAKER ETF SERIES
SELE STO EUR ETF0140+140$0$5,906+$5,9062026-07-22
Q2 2026MUB
ISHARES TR
NATIONAL MUN ETF051+51$0$5,489+$5,4892026-07-22
Q2 2026SCYB
SCHWAB STRATEGIC TR
HIGH YIEL BD ETF0205+205$0$5,372+$5,3722026-07-22
Q2 2026BLOK
AMPLIFY ETF TR
BLOCK TECHN ETF075+75$0$4,713+$4,7132026-07-22
Q2 2026RSSL
GLOBAL X FDS
RUSSELL 2000 ETF036+36$0$4,282+$4,2822026-07-22
Q2 2026DXYZ
DESTINY TECH100 INC
COM SHS0159+159$0$4,096+$4,0962026-07-22
Q2 2026IVES
WEDBUSH SER TR
DAN IVE REVO ETF0104+104$0$3,963+$3,9632026-07-22
Q2 2026CGXU
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT0100+100$0$3,462+$3,4622026-07-22
Q2 2026XLP
SELECT SECTOR SPDR TR
ST STR STAPL ETF033+33$0$2,742+$2,7422026-07-22
Q2 2026SPXL
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF09+9$0$2,437+$2,4372026-07-22
Q2 2026URNM
SPROTT FDS TR
URANI MINER ETF045+45$0$2,367+$2,3672026-07-22
Q2 2026FTLS
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY030+30$0$2,214+$2,2142026-07-22
Q2 2026JEDI
ETF SER SOLUTIONS
DEFI DRON MO ETF073+73$0$2,121+$2,1212026-07-22
Q2 2026CTA
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES068+68$0$1,764+$1,7642026-07-22
Q2 2026WLTH
WEALTHFRONT CORP
COM0170+170$0$1,520+$1,5202026-07-22
Q2 2026FRDM
EA SERIES TRUST
FREEDOM 100 EM015+15$0$1,094+$1,0942026-07-22
Q2 2026UXRP
PROSHARES TR
ULTRA XRP ETF098+98$0$974+$9742026-07-22
Q2 2026TCAL
T ROWE PRICE EXCHANGE-TRADED
CAP APP PREM ETF042+42$0$939+$9392026-07-22
Q2 2026SEVN
SEVEN HILLS REALTY TRUST
COM010+10$0$85+$852026-07-22

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