SEC Form 13F

SUN LIFE FINANCIAL INC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$1,952,194,000
Positions44

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR S&P 500 ETF TRUSTSPY* STATE STR SPDR S&P 500 ETF T TR UNIT$448,488,000600,571
XTRACKERS S&P 500 SCORED & SCREENED ETFSNPE* DBX ETF TR XTRACKRS S&P 500$329,402,0004,783,652
ISHARES CORE S&P 500 ETFIVV* ISHARES TR CORE S&P500 ETF$323,515,000431,993
VANGUARD S&P 500 ETFVOO* VANGUARD INDEX FDS S&P 500 ETF SHS$319,227,000464,796
ISHARES MSCI TAIWAN ETFEWT* ISHARES INC MSCI TAIWAN ETF$145,713,0001,341,618
INVESCO QQQ TRUST SERIES 1QQQ* INVESCO QQQ TR UNIT SER 1$91,151,000123,779
AAM SLC LOW DURATION INCOME ETFLODIETF SER SOLUTIONS AAM SLC LOW DUR$50,370,0002,000,000
AAM CRESCENT CLO ETFCLOCETF SER SOLUTIONS AAM CRES CLO ETF$49,880,0002,000,000
ISHARES ESG SCREENED S&P 500 ETFXVV* ISHARES TR ESG SELECT SCRE$25,080,000441,619
CRESCENT CAPITAL BDC INCCCAP* CRESCENT CAP BDC INC COM$24,311,0002,226,308

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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