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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | DFAC DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 0 | 9,377,832 | +9,377,832 | $0 | $416,000,622 | +$416,000,622 | 2026-07-22 |
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| Q2 2026 | DUSB DIMENSIONAL ETF TRUST | | ULTR FIX INC ETF | 0 | 737,985 | +737,985 | $0 | $37,474,900 | +$37,474,900 | 2026-07-22 |
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| Q2 2026 | AVTM AMERICAN CENTY ETF TR | | AVAN TOTA EQ ETF | 0 | 205,237 | +205,237 | $0 | $11,174,026 | +$11,174,026 | 2026-07-22 |
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| Q2 2026 | VBIL VANGUARD INSTL INDEX FD | | 0 3 MO TR BI ETF | 0 | 100,758 | +100,758 | $0 | $7,625,378 | +$7,625,378 | 2026-07-22 |
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| Q2 2026 | DFCF DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 0 | 146,198 | +146,198 | $0 | $6,171,018 | +$6,171,018 | 2026-07-22 |
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| Q2 2026 | DFSD DIMENSIONAL ETF TRUST | | SHOR DUR FIX ETF | 0 | 87,060 | +87,060 | $0 | $4,157,115 | +$4,157,115 | 2026-07-22 |
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| Q2 2026 | DFUS DIMENSIONAL ETF TRUST | | US EQUI MARK ETF | 0 | 27,525 | +27,525 | $0 | $2,255,399 | +$2,255,399 | 2026-07-22 |
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| Q2 2026 | MDYV SPDR SERIES TRUST | | ST STR SP400VAL | 0 | 7,000 | +7,000 | $0 | $663,950 | +$663,950 | 2026-07-22 |
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| Q2 2026 | XLK SELECT SECTOR SPDR TR | | ST STR TECHN ETF | 0 | 2,868 | +2,868 | $0 | $546,362 | +$546,362 | 2026-07-22 |
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| Q2 2026 | XLI SELECT SECTOR SPDR TR | | ST STR INDL ETF | 0 | 2,219 | +2,219 | $0 | $411,026 | +$411,026 | 2026-07-22 |
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| Q2 2026 | SPCX SPACE EXPLORATION TECHN CORP | | CLASS A COM STK | 0 | 1,675 | +1,675 | $0 | $286,191 | +$286,191 | 2026-07-22 |
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| Q2 2026 | XLY SELECT SECTOR SPDR TR | | ST STR DISCR ETF | 0 | 2,292 | +2,292 | $0 | $268,806 | +$268,806 | 2026-07-22 |
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| Q2 2026 | JEPI J P MORGAN EXCHANGE TRADED F | | EQUITY PREMIUM | 0 | 4,013 | +4,013 | $0 | $226,655 | +$226,655 | 2026-07-22 |
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| Q2 2026 | XLV SELECT SECTOR SPDR TR | | ST STR CARE ETF | 0 | 1,096 | +1,096 | $0 | $173,892 | +$173,892 | 2026-07-22 |
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| Q2 2026 | XLF SELECT SECTOR SPDR TR | | ST STR FINL ETF | 0 | 2,936 | +2,936 | $0 | $157,399 | +$157,399 | 2026-07-22 |
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| Q2 2026 | DUHP DIMENSIONAL ETF TRUST | | US HIGH PROF ETF | 0 | 3,167 | +3,167 | $0 | $132,159 | +$132,159 | 2026-07-22 |
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| Q2 2026 | SPSB SPDR SERIES TRUST | | ST SHOR CORP ETF | 0 | 4,290 | +4,290 | $0 | $128,743 | +$128,743 | 2026-07-22 |
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| Q2 2026 | XLC SELECT SECTOR SPDR TR | | ST STR SVC ETF | 0 | 1,085 | +1,085 | $0 | $116,237 | +$116,237 | 2026-07-22 |
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| Q2 2026 | GUNR FLEXSHARES TR | | MORNSTAR UPSTR | 0 | 982 | +982 | $0 | $48,393 | +$48,393 | 2026-07-22 |
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| Q2 2026 | SILJ AMPLIFY ETF TR | | JR SILV MINE ETF | 0 | 1,636 | +1,636 | $0 | $42,406 | +$42,406 | 2026-07-22 |
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| Q2 2026 | SPYG SPDR SERIES TRUST | | ST STR P500GRW | 0 | 339 | +339 | $0 | $40,338 | +$40,338 | 2026-07-22 |
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| Q2 2026 | DJD INVESCO EXCHANGE TRADED FD T | | DJ INDL AVG DV | 0 | 537 | +537 | $0 | $34,030 | +$34,030 | 2026-07-22 |
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| Q2 2026 | XOVR ENTREPRENEURSHARES SERIES TR | | ERSH PRI PUB ETF | 0 | 1,606 | +1,606 | $0 | $33,807 | +$33,807 | 2026-07-22 |
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| Q2 2026 | RWR SPDR SERIES TRUST | | ST STR DOW REIT | 0 | 258 | +258 | $0 | $29,147 | +$29,147 | 2026-07-22 |
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| Q2 2026 | DFSV DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 0 | 750 | +750 | $0 | $29,093 | +$29,093 | 2026-07-22 |
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| Q2 2026 | NFRA FLEXSHARES TR | | STOXX GLOBR INF | 0 | 452 | +452 | $0 | $28,983 | +$28,983 | 2026-07-22 |
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| Q2 2026 | XLU SELECT SECTOR SPDR TR | | ST STR UTIL ETF | 0 | 624 | +624 | $0 | $28,293 | +$28,293 | 2026-07-22 |
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| Q2 2026 | TSLY TIDAL TRUST II | | YIELD TSLA ETF | 0 | 899 | +899 | $0 | $25,664 | +$25,664 | 2026-07-22 |
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| Q2 2026 | XME SPDR SERIES TRUST | | ST STR SP METAL | 0 | 233 | +233 | $0 | $24,915 | +$24,915 | 2026-07-22 |
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| Q2 2026 | SPSM SPDR SERIES TRUST | | ST STR SP600 SML | 0 | 426 | +426 | $0 | $24,568 | +$24,568 | 2026-07-22 |
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| Q2 2026 | XBI SPDR SERIES TRUST | | ST STR SP BIOT | 0 | 154 | +154 | $0 | $24,371 | +$24,371 | 2026-07-22 |
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| Q2 2026 | JMEE J P MORGAN EXCHANGE TRADED F | | SMALL & MID CAP | 0 | 300 | +300 | $0 | $23,409 | +$23,409 | 2026-07-22 |
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| Q2 2026 | SPYM SPDR SERIES TRUST | United States | ST STR P500ETF | 0 | 233 | +233 | $0 | $20,477 | +$20,477 | 2026-07-22 |
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| Q2 2026 | DES WISDOMTREE TR | | US SMALLCAP DIVD | 0 | 490 | +490 | $0 | $19,934 | +$19,934 | 2026-07-22 |
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| Q2 2026 | FNDE SCHWAB STRATEGIC TR | | FUND EM EQUI ETF | 0 | 458 | +458 | $0 | $18,174 | +$18,174 | 2026-07-22 |
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| Q2 2026 | NLR VANECK ETF TRUST | | URANI NUCLE ETF | 0 | 110 | +110 | $0 | $12,758 | +$12,758 | 2026-07-22 |
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| Q2 2026 | IEF ISHARES TR | | 7-10 YR TRSY BD | 0 | 128 | +128 | $0 | $12,105 | +$12,105 | 2026-07-22 |
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| Q2 2026 | JGRO J P MORGAN EXCHANGE TRADED F | | ACTIVE GROWTH | 0 | 120 | +120 | $0 | $11,831 | +$11,831 | 2026-07-22 |
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| Q2 2026 | CGGR CAPITAL GROUP GROWTH ETF | | SHS CREAT UNIT | 0 | 250 | +250 | $0 | $11,800 | +$11,800 | 2026-07-22 |
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| Q2 2026 | FFTY CAPITAL-FORCE ETF TR | | IBD 50 ETF | 0 | 205 | +205 | $0 | $8,928 | +$8,928 | 2026-07-22 |
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| Q2 2026 | LVHI LEGG MASON ETF INVT | | FRANKLIN INTL LW | 0 | 160 | +160 | $0 | $6,494 | +$6,494 | 2026-07-22 |
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| Q2 2026 | EUAD SPINNAKER ETF SERIES | | SELE STO EUR ETF | 0 | 140 | +140 | $0 | $5,906 | +$5,906 | 2026-07-22 |
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| Q2 2026 | MUB ISHARES TR | | NATIONAL MUN ETF | 0 | 51 | +51 | $0 | $5,489 | +$5,489 | 2026-07-22 |
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| Q2 2026 | SCYB SCHWAB STRATEGIC TR | | HIGH YIEL BD ETF | 0 | 205 | +205 | $0 | $5,372 | +$5,372 | 2026-07-22 |
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| Q2 2026 | BLOK AMPLIFY ETF TR | | BLOCK TECHN ETF | 0 | 75 | +75 | $0 | $4,713 | +$4,713 | 2026-07-22 |
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| Q2 2026 | RSSL GLOBAL X FDS | | RUSSELL 2000 ETF | 0 | 36 | +36 | $0 | $4,282 | +$4,282 | 2026-07-22 |
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| Q2 2026 | DXYZ DESTINY TECH100 INC | | COM SHS | 0 | 159 | +159 | $0 | $4,096 | +$4,096 | 2026-07-22 |
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| Q2 2026 | IVES WEDBUSH SER TR | | DAN IVE REVO ETF | 0 | 104 | +104 | $0 | $3,963 | +$3,963 | 2026-07-22 |
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| Q2 2026 | CGXU CAPITAL GROUP INTL FOCUS EQT | | SHS CREAT UNIT | 0 | 100 | +100 | $0 | $3,462 | +$3,462 | 2026-07-22 |
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| Q2 2026 | XLP SELECT SECTOR SPDR TR | | ST STR STAPL ETF | 0 | 33 | +33 | $0 | $2,742 | +$2,742 | 2026-07-22 |
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| Q2 2026 | SPXL DIREXION SHARES ETF TRUST | | DA 500 BU 3X ETF | 0 | 9 | +9 | $0 | $2,437 | +$2,437 | 2026-07-22 |
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| Q2 2026 | URNM SPROTT FDS TR | | URANI MINER ETF | 0 | 45 | +45 | $0 | $2,367 | +$2,367 | 2026-07-22 |
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| Q2 2026 | FTLS FIRST TR EXCH TRADED FD III | | LNG/SHT EQUITY | 0 | 30 | +30 | $0 | $2,214 | +$2,214 | 2026-07-22 |
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| Q2 2026 | JEDI ETF SER SOLUTIONS | | DEFI DRON MO ETF | 0 | 73 | +73 | $0 | $2,121 | +$2,121 | 2026-07-22 |
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| Q2 2026 | CTA SIMPLIFY EXCHANGE TRADED FUN | | MANAGED FUTURES | 0 | 68 | +68 | $0 | $1,764 | +$1,764 | 2026-07-22 |
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| Q2 2026 | WLTH WEALTHFRONT CORP | | COM | 0 | 170 | +170 | $0 | $1,520 | +$1,520 | 2026-07-22 |
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| Q2 2026 | FRDM EA SERIES TRUST | | FREEDOM 100 EM | 0 | 15 | +15 | $0 | $1,094 | +$1,094 | 2026-07-22 |
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| Q2 2026 | UXRP PROSHARES TR | | ULTRA XRP ETF | 0 | 98 | +98 | $0 | $974 | +$974 | 2026-07-22 |
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| Q2 2026 | TCAL T ROWE PRICE EXCHANGE-TRADED | | CAP APP PREM ETF | 0 | 42 | +42 | $0 | $939 | +$939 | 2026-07-22 |
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| Q2 2026 | SEVN SEVEN HILLS REALTY TRUST | | COM | 0 | 10 | +10 | $0 | $85 | +$85 | 2026-07-22 |
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