Advyzon Investment Management, LLC 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, Advyzon Investment Management, LLC opened 158 positions, added to 157, reduced 97, sold out of 86 and left 5 unchanged. The largest increase in value was CGDV (+$26,132,146); the largest decrease was CGDV (-$18,749,706).
- FELG: Country of operation —; Class ENHANCED LARGE; Shares 2026-03-31 11,552; Shares 2026-06-30 11,552.
- OMFL: Country of operation —; Class RUSL 1000 DYNM; Shares 2026-03-31 8,467; Shares 2026-06-30 8,467.
- USXF: Country of operation —; Class ESG MSCI USA ETF; Shares 2026-03-31 3,701; Shares 2026-06-30 3,701.
- VTHR: Country of operation —; Class VNG RUS3000IDX; Shares 2026-03-31 700; Shares 2026-06-30 700.
Two Form 13F-HR filings compared (SEC CIK 2011872): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-14). 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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