Tennessee Valley Asset Management Partners 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, Tennessee Valley Asset Management Partners opened 212 positions, added to 469, reduced 281 and sold out of 375.
- Q2 2026: Stock IUSG; Country of operation —; Class CORE S&P US GWT; Shares before 331,001.
- Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 135,483.
- Q2 2026: Stock VEU; Country of operation —; Class ALLWRLD EX US; Shares before 86,269.
- Q2 2026: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 29,968.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1826790), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). 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 2020-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IUSG
ISHARES TR | | CORE S&P US GWT | 331,001 | 329,315 | -1,686 | $51,341,500 | $61,940,731 | +$10,599,231 | 2026-08-10 |
|---|
| Q2 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 135,483 | 134,818 | -665 | $43,464,373 | $49,888,015 | +$6,423,642 | 2026-08-10 |
|---|
| Q2 2026 | VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 86,269 | 85,947 | -322 | $6,478,771 | $7,198,100 | +$719,329 | 2026-08-10 |
|---|
| Q2 2026 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 29,968 | 29,864 | -104 | $6,444,881 | $7,066,381 | +$621,500 | 2026-08-10 |
|---|
| Q2 2026 | IWP
ISHARES TR | | RUS MD CP GR ETF | 26,885 | 20,548 | -6,337 | $3,444,564 | $3,008,416 | -$436,148 | 2026-08-10 |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 5,771 | 5,573 | -198 | $3,769,648 | $4,173,612 | +$403,964 | 2026-08-10 |
|---|
| Q2 2026 | PDI
PIMCO DYNAMIC INCOME FD | | SHS | 145,093 | 134,000 | -11,093 | $2,482,549 | $2,237,796 | -$244,753 | 2026-08-10 |
|---|
| Q2 2026 | GOF
GUGGENHEIM STRATEGIC OPPORTU | | COM SBI | 171,680 | 158,023 | -13,657 | $1,891,908 | $1,725,608 | -$166,300 | 2026-08-10 |
|---|
| Q2 2026 | ICVT
ISHARES TR | | CONV BD ETF | 8,519 | 8,439 | -80 | $867,154 | $1,027,316 | +$160,162 | 2026-08-10 |
|---|
| Q2 2026 | HYDB
ISHARES TR | | HIGH YLD SYSTM B | 7,403 | 4,366 | -3,037 | $344,360 | $204,181 | -$140,179 | 2026-08-10 |
|---|
| Q2 2026 | MDY
STATE STR SPDR S&P MIDCAP 40 | | UTSER1 S&PDCRP | 1,373 | 1,360 | -13 | $846,764 | $956,194 | +$109,430 | 2026-08-10 |
|---|
| Q2 2026 | IGLB
ISHARES TR | | 10+ YR INVST GRD | 14,256 | 12,021 | -2,235 | $707,528 | $601,504 | -$106,024 | 2026-08-10 |
|---|
| Q2 2026 | MTUM
ISHARES TR | | MSCI USA MMENTM | 995 | 982 | -13 | $238,886 | $336,881 | +$97,995 | 2026-08-10 |
|---|
| Q2 2026 | IUSV
ISHARES TR | | CORE S&P US VLU | 12,575 | 12,557 | -18 | $1,285,777 | $1,383,157 | +$97,380 | 2026-08-10 |
|---|
| Q2 2026 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 11,372 | 11,254 | -118 | $876,919 | $962,092 | +$85,173 | 2026-08-10 |
|---|
| Q2 2026 | IJH
ISHARES TR | | CORE S&P MCP ETF | 12,413 | 11,943 | -470 | $838,225 | $920,982 | +$82,757 | 2026-08-10 |
|---|
| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 3,927 | 3,910 | -17 | $753,740 | $832,011 | +$78,271 | 2026-08-10 |
|---|
| Q2 2026 | EFA
ISHARES TR | | MSCI EAFE ETF | 20,004 | 19,306 | -698 | $1,942,972 | $2,005,456 | +$62,484 | 2026-08-10 |
|---|
| Q2 2026 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 8,985 | 7,783 | -1,202 | $452,560 | $392,969 | -$59,591 | 2026-08-10 |
|---|
| Q2 2026 | XMMO
INVESCO EXCHANGE TRADED FD T | | S&P MDCP MOMNTUM | 2,130 | 2,125 | -5 | $308,953 | $361,473 | +$52,520 | 2026-08-10 |
|---|
| Q2 2026 | IGR
CBRE GBL REAL ESTATE INC FD | | COM | 262,652 | 261,160 | -1,492 | $1,153,043 | $1,203,948 | +$50,905 | 2026-08-10 |
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| Q2 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | 5,269 | 4,885 | -384 | $367,483 | $404,691 | +$37,208 | 2026-08-10 |
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| Q2 2026 | OEF
ISHARES TR | | S&P 100 ETF | 1,089 | 888 | -201 | $346,254 | $324,689 | -$21,565 | 2026-08-10 |
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| Q2 2026 | BSMQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 MUNI | 14,536 | 13,678 | -858 | $343,406 | $322,053 | -$21,353 | 2026-08-10 |
|---|
| Q2 2026 | IWY
ISHARES TR | | RUS TP200 GR ETF | 2,189 | 1,822 | -367 | $544,808 | $529,449 | -$15,359 | 2026-08-10 |
|---|
| Q2 2026 | EAGG
ISHARES TR | | ESG AWR US AGRGT | 6,381 | 6,131 | -250 | $303,412 | $290,668 | -$12,744 | 2026-08-10 |
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| Q2 2026 | IGV
ISHARES TR | | EXPANDED TECH | 2,753 | 2,308 | -445 | $220,379 | $209,105 | -$11,274 | 2026-08-10 |
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| Q2 2026 | IGRO
ISHARES TR | | INTL DIV GRWTH | 2,655 | 2,651 | -4 | $222,417 | $233,131 | +$10,714 | 2026-08-10 |
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| Q2 2026 | PXF
INVESCO EXCH TRADED FD TR II | | RAFI DVLPD MRKTS | 3,252 | 3,098 | -154 | $227,295 | $234,346 | +$7,051 | 2026-08-10 |
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| Q2 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 3,534 | 3,390 | -144 | $331,968 | $326,919 | -$5,049 | 2026-08-10 |
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| Q2 2026 | IVE
ISHARES TR | | S&P 500 VAL ETF | 2,416 | 2,265 | -151 | $510,226 | $514,316 | +$4,090 | 2026-08-10 |
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