HRB previous ETF holdings
Dates are bounded by retained official portfolio snapshots; baseline presence is never presented as an original addition date.
Previous ETFs holding HRB
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| AIEQ | Amplify AI Powered Equity ETF | 2024-12-31 | 2025-03-31 |
| AIEQ | Amplify AI Powered Equity ETF | 2023-06-30 | 2023-09-30 |
| AIEQ | Amplify AI Powered Equity ETF | 2022-09-30 | 2023-03-31 |
| AIEQ | Amplify AI Powered Equity ETF | 2020-12-31 | 2021-03-31 |
| AVIG | Avantis Core Fixed Income ETF | 2024-11-30 | 2025-02-28 |
| AVUS | Avantis U.S. Equity ETF | Present before retained history; addition date unavailable | 2025-02-28 |
| BALI | iShares U.S. Large Cap Premium Income Active ETF | 2025-06-30 | 2026-03-31 |
| BKMC | BNY Mellon US Mid Cap Core Equity ETF | 2024-01-31 | 2026-04-30 |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| BOUT | Innovator IBD(R) Breakout Opportunities ETF | 2025-04-30 | 2025-07-31 |
| BRNY | Burney U.S. Factor Rotation ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| BUL | Pacer US Cash Cows Growth ETF | 2025-01-31 | 2026-01-31 |
| BUL | Pacer US Cash Cows Growth ETF | 2023-01-31 | 2023-10-31 |
| CHGX | Stance Sustainable Beta ETF | 2021-10-31 | 2022-10-31 |
| CHGX | Stance Sustainable Beta ETF | 2020-10-31 | 2021-01-31 |
| CLSE | Convergence Long/Short Equity ETF | 2023-11-30 | 2024-11-30 |
| CLSE | Convergence Long/Short Equity ETF | Present before retained history; addition date unavailable | 2023-05-31 |
| COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | Present before retained history; addition date unavailable | 2024-01-31 |
| COWZ | Pacer US Cash Cows 100 ETF | 2022-07-31 | 2025-04-30 |
| COWZ | Pacer US Cash Cows 100 ETF | Present before retained history; addition date unavailable | 2022-04-30 |
| CSML | IQ U.S. Small Cap ETF | 2022-04-29 | 2023-04-28 |
| DBLV | AdvisorShares Insider Advantage ETF | 2022-09-30 | 2023-03-31 |
| DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2024-06-30 | 2025-03-31 |
| DIVY | Sound Equity Dividend Income ETF | 2023-11-30 | 2025-05-31 |
| DSMC | Distillate Small/Mid Cash Flow ETF | 2023-12-31 | 2024-09-30 |
| DVAL | BrandywineGLOBAL-Dynamic US Large Cap Value ETF | 2025-09-30 | 2025-12-31 |
| DWSH | AdvisorShares Dorsey Wright Short ETF | 2020-09-30 | 2021-03-31 |
| ERM | EquityCompass Risk Manager ETF | Present before retained history; addition date unavailable | 2020-02-28 |
| ERNZ | TrueShares Active Yield ETF | 2025-12-31 | 2026-03-31 |
| ERNZ | TrueShares Active Yield ETF | Present before retained history; addition date unavailable | 2025-03-31 |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | 2022-06-30 | 2023-06-30 |
| ETHO | Amplify Etho Climate Leadership U.S. ETF | Present before retained history; addition date unavailable | 2021-06-30 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2025-10-31 | 2026-01-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2023-10-31 | 2024-01-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | 2020-10-30 | 2022-01-31 |
| FAB | First Trust Multi Cap Value AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2025-04-30 | 2025-10-31 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2024-04-30 | 2025-01-31 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2022-04-29 | 2023-04-28 |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | Present before retained history; addition date unavailable | 2022-06-30 |
| FGD | First Trust Dow Jones Global Select Dividend Index Fund | 2021-03-31 | 2023-03-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2025-10-31 | 2026-01-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2023-10-31 | 2024-01-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2021-10-29 | 2022-01-31 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | 2020-10-30 | 2021-04-30 |
| FNK | First Trust Mid Cap Value AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2025-04-30 | 2026-01-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2024-07-31 | 2025-01-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2023-10-31 | 2024-01-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2022-04-29 | 2023-04-28 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2021-10-29 | 2022-01-31 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | 2020-10-30 | 2021-04-30 |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2025-04-30 | 2025-10-31 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2024-04-30 | 2025-01-31 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2022-04-29 | 2023-04-28 |
| FTHI | First Trust BuyWrite Income ETF | 2025-12-31 | 2026-03-31 |
| FTHI | First Trust BuyWrite Income ETF | 2021-03-31 | 2022-06-30 |
| FTLB | First Trust Nasdaq BuyWrite Income ETF | 2021-03-31 | 2022-06-30 |
| FTLS | First Trust Long/Short Equity ETF | 2025-07-31 | 2026-01-31 |
| FTLS | First Trust Long/Short Equity ETF | 2024-07-31 | 2025-04-30 |
| FTLS | First Trust Long/Short Equity ETF | 2023-04-30 | 2024-01-31 |
| FTLS | First Trust Long/Short Equity ETF | 2022-10-31 | 2023-01-31 |
| FTLS | First Trust Long/Short Equity ETF | 2021-04-30 | 2022-04-30 |
| FTLS | First Trust Long/Short Equity ETF | Present before retained history; addition date unavailable | 2020-01-31 |
| FTXD | First Trust Nasdaq Retail ETF | Present before retained history; addition date unavailable | 2021-03-31 |
| FXD | First Trust Consumer Discretionary AlphaDEX Fund | 2020-10-30 | 2022-01-31 |
| FXD | First Trust Consumer Discretionary AlphaDEX Fund | Present before retained history; addition date unavailable | 2020-07-31 |
| FYT | First Trust Small Cap Value AlphaDEX Fund | 2021-04-30 | 2021-10-29 |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 2021-04-30 | 2021-10-29 |
| GGZ | Gabelli Global Small & Mid Cap Value Trust | Present before retained history; addition date unavailable | 2022-09-30 |
| GLO | Clough Global Opportunities Fund | 2025-01-31 | 2025-04-30 |
| GLQ | Clough Global Equity Fund | 2025-01-31 | 2025-04-30 |
| GLV | Clough Global Dividend and Income Fund | 2025-01-31 | 2025-04-30 |
| GQQQQ | Astoria US Quality Growth Kings ETF | Present before retained history; addition date unavailable | 2025-11-28 |
| HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 2022-07-29 | 2022-10-31 |
| HDV | iShares Core High Dividend ETF | 2025-07-31 | 2026-01-31 |
| HDV | iShares Core High Dividend ETF | 2024-01-31 | 2024-04-30 |
| HEQ | John Hancock Diversified Income Fund | Present before retained history; addition date unavailable | 2020-06-30 |
| HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2021-04-30 | 2026-04-30 |
| IQSM | NYLI Candriam U.S. Mid Cap Equity ETF | Present before retained history; addition date unavailable | 2026-04-30 |
| ITAN | Sparkline Intangible Value ETF | 2025-11-28 | 2026-02-27 |
| ITAN | Sparkline Intangible Value ETF | 2023-08-31 | 2025-02-28 |
| ITAN | Sparkline Intangible Value ETF | 2023-02-28 | 2023-05-31 |
| IUSV | iShares Core S&P U.S. Value ETF | 2022-09-30 | 2022-12-30 |
| JHMC | John Hancock Multifactor Consumer Discretionary ETF | Present before retained history; addition date unavailable | 2020-10-31 |
| JHMM | John Hancock Multifactor Mid Cap ETF | Present before retained history; addition date unavailable | 2020-10-31 |
| JHSC | John Hancock Multifactor Small Cap ETF | Present before retained history; addition date unavailable | 2020-10-31 |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | Present before retained history; addition date unavailable | 2020-02-28 |
| KORP | American Century Diversified Corporate Bond ETF | 2021-08-31 | 2021-11-30 |
| LBAY | Leatherback Long/short Alternative Yield ETF | Present before retained history; addition date unavailable | 2023-05-31 |
| MDIV | Multi-Asset Diversified Income Index Fund | 2022-03-31 | 2022-09-30 |
| MDIV | Multi-Asset Diversified Income Index Fund | 2019-12-31 | 2020-06-30 |
| MPAY | Akros Monthly Payout ETF | 2023-11-30 | 2024-02-29 |
| MUSI | American Century Multisector Income ETF | 2022-05-31 | 2023-05-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2025-01-31 | 2025-04-30 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | 2024-04-30 | 2024-10-31 |
| PAMC | Pacer Lunt Midcap Multi-Factor Alternator ETF | Present before retained history; addition date unavailable | 2021-10-31 |
| PTLC | Pacer Trendpilot US Large Cap ETF | 2020-07-31 | 2020-10-31 |
| PTLC | Pacer Trendpilot US Large Cap ETF | Present before retained history; addition date unavailable | 2020-04-30 |