Alexis Investment Partners, LLC quarter change: USA ETF, New
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, Alexis Investment Partners, LLC opened 6 positions, added to 8, reduced 10, sold out of 2 and left 0 unchanged. The largest increase in value was PYLD (+$9,651,558); the largest decrease was VUG (-$6,519,815).
- PYLD: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 362,977.
- BINC: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 183,013.
- IWD: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 37,106.
- RWR: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 63,340.
Two Form 13F-HR filings compared (SEC CIK 2054271): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-23). 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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