AA Financial Advisors, LLC quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, AA Financial Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2016899): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-20). 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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | United States | $0.710B | 411 |
| GREENUP STREET WEALTH MANAGEMENT LLC | United States | $0.710B | 127 |
| DEAN INVESTMENT ASSOCIATES, LLC | United States | $0.710B | 190 |
| Sixth Street Partners Management Company, L.P. | United States | $0.711B | 9 |
| Lee Financial Co | United States | $0.709B | 211 |
| Cypress Wealth Services, LLC | United States | $0.708B | 397 |
| PERSONAL CFO SOLUTIONS, LLC | United States | $0.712B | 520 |
| Asio Capital, LLC | United States | $0.712B | 110 |
| Alvarez & Marsal Private Wealth Partners, LLC | United States | $0.712B | 177 |
| Defilade Capital Management, L.P. | United States | $0.712B | 31 |