ACORN FINANCIAL ADVISORY SERVICES INC /ADV quarter change: USA ETF, Unchanged
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, ACORN FINANCIAL ADVISORY SERVICES INC /ADV opened 34 positions, added to 30, reduced 37, sold out of 31 and left 10 unchanged. The largest increase in value was SPTS (+$41,723,481); the largest decrease was SPTS (-$38,006,030).
- QJUN: Country of operation —; Class FT VEST NAS; Shares 2026-03-31 73,586; Shares 2026-06-30 73,586.
- SAUG: Country of operation —; Class FT VEST U.S; Shares 2026-03-31 87,337; Shares 2026-06-30 87,337.
- IXN: Country of operation —; Class GLOBAL TECH ETF; Shares 2026-03-31 2,349; Shares 2026-06-30 2,349.
- IWB: Country of operation —; Class RUS 1000 ETF; Shares 2026-03-31 1,086; Shares 2026-06-30 1,086.
Two Form 13F-HR filings compared (SEC CIK 1018561): 2026-03-31 (filed 2026-04-24) 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.
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