Stolper Co ETF holdings
Tulsa, OK
Reported $5.0M in 9 ETFs in its Form 13F for June 30, 2026.
ETF value
$5.0M
ETFs held
9
Change from prior quarter
+53.6%
With price moves
ETFs as a share of its 13F
1.3%
of $387.3M
Top 9 of 9 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IDV | iShares International Select Dividend ETF | $1.6M | 37,656 | +33,076 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $860K | 18,962 | −7,273 shares |
| PEY | Invesco High Yield Equity Dividend Achievers ETF | $739K | 31,869 | +18,108 shares |
| IEFA | iShares Core MSCI EAFE ETF | $442K | 4,580 | −11,410 shares |
| VOO | Vanguard S&P 500 ETF | $322K | 469 | −30,620 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $310K | 9,170 | −7,829 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $304K | 1,643 | −30,072 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $232K | 2,798 | New position |
| IJH | iShares Core S&P Mid-Cap ETF | $216K | 2,802 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001808195. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stolper Co own?
Stolper Co reported 9 ETF positions worth $5.0M in its Form 13F for June 30, 2026. The largest was IDV, at $1.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.