Westside Investment Management, Inc. Last Quarter Change: USA ETF, Sold Out

Westside Investment Management, Inc. quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Westside Investment Management, Inc. opened 29 positions, added to 107, reduced 56, sold out of 27 and left 224 unchanged. The largest increase in value was QQQ (+$4,982,638); the largest decrease was JPST (-$1,023,282).

FRANKLIN CA TAX FREE INCOME A1: Country of operation —; Class ETF; Shares 2026-03-31 105,761; Shares 2026-06-30 0.
TBIL: Country of operation —; Class BOND; Shares 2026-03-31 8,800; Shares 2026-06-30 0.
AMERICAN FUNDS TAX-EXEMPT BOND F2: Country of operation —; Class ETF; Shares 2026-03-31 32,571; Shares 2026-06-30 0.
BLACKROCK CALIFORNIA MUNI OPPS INSTL: Country of operation —; Class ETF; Shares 2026-03-31 17,175; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1538383): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-27). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
FRANKLIN CA TAX FREE INCOME A1 CUSIP 352518104		ETF	105,761	-105,761	$710,720	$0	-$710,720
TBIL RBB FD INC US TREAS 3		BOND	8,800	-8,800	$438,768	$0	-$438,768
AMERICAN FUNDS TAX-EXEMPT BOND F2 CUSIP 876902602		ETF	32,571	-32,571	$404,542	$0	-$404,542
BLACKROCK CALIFORNIA MUNI OPPS INSTL CUSIP 09252Y606		ETF	17,175	-17,175	$202,841	$0	-$202,841
AMERICAN CENTURY DIVERSIFIED BOND INV CUSIP 024932402	United States	ETF	21,746	-21,746	$199,632	$0	-$199,632
CGBL CAPITAL GROUP CORE BALANCED		COM	5,500	-5,500	$189,255	$0	-$189,255
AMERICAN CENTURY INTERMTRM TX-FR BD INV CUSIP 024934507		ETF	10,148	-10,148	$109,093	$0	-$109,093
SPYD SPDR SER TR PRTFLO S&P500		ETF	2,200	-2,200	$100,144	$0	-$100,144
PGIM TOTAL REITURN BOND Z CUSIP 74440B405		ETF	7,906	-7,906	$95,348	$0	-$95,348
VCSH VANGUARD SHORT TERM COR BD ETF		ETF	500	-500	$39,550	$0	-$39,550
BAIRD CORE PLUS BOND INV CUSIP 057071888		ETF	2,728	-2,728	$29,385	$0	-$29,385
BLACKROCK STRATEGIC INCOME OPPS INSTL CUSIP 09260B382	United States	ETF	2,578	-2,578	$24,886	$0	-$24,886
TPYP TORTOISE NORTH		ETF	279	-279	$11,818	$0	-$11,818
HYS PIMCO 0-5		ETF	126	-126	$11,752	$0	-$11,752
BKLN INVESCO SENIOR		ETF	461	-461	$9,409	$0	-$9,409
SRLN STATE STREET		ETF	214	-214	$8,590	$0	-$8,590
MLPA GLOBAL X		ETF	158	-158	$8,512	$0	-$8,512
JHML JOHN HANCOCK		ETF	104	-104	$8,140	$0	-$8,140
SCHO SCHWAB SHORT		ETF	302	-302	$7,329	$0	-$7,329
JHMM JOHN HANCOCK		ETF	107	-107	$7,181	$0	-$7,181
DWX STATE STREET		ETF	140	-140	$6,384	$0	-$6,384
JHMD JOHN HANCOCK		ETF	142	-142	$6,016	$0	-$6,016
JHSC JOHN HANCOCK		ETF	92	-92	$3,946	$0	-$3,946
PGX INVESCO PFD		ETF	32	-32	$348	$0	-$348
RWX STATE STREET		ETF	12	-12	$319	$0	-$319
PCY INVESCO EMERGING		ETF	9	-9	$188	$0	-$188
EBND SPDR BLOOMBERG		ETF	9	-9	$186	$0	-$186

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