Allegiance Financial Group Advisory Services LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Allegiance Financial Group Advisory Services LLC opened 31 positions, added to 240, reduced 145 and sold out of 16.
- Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 11,010.
- Q2 2026: Stock SPY; Country of operation —; Class TR UNIT; Shares before 3,490.
- Q2 2026: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 31,872.
- Q2 2026: Stock VTWO; Country of operation —; Class VNG RUS2000IDX; Shares before 26,048.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964068), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Single Point Partners, LLC | United States | $0.503B | 83 |
| Altrius Capital Management Inc | United States | $0.503B | 87 |
| Northwest Bancshares, Inc. | United States | $0.502B | 219 |
| Tradewinds Capital Management, LLC | United States | $0.504B | 719 |
| INDEPENDENT INVESTORS INC | United States | $0.504B | 70 |
| UPTICK PARTNERS, LLC | United States | $0.502B | 339 |
| MYCIO WEALTH PARTNERS, LLC | United States | $0.502B | 49 |
| Whitaker-Myers Wealth Managers, LTD. | United States | $0.502B | 108 |
| Peak Retirement Planning, Inc. | United States | $0.501B | 152 |
| Serenus Wealth Advisors, LLC | United States | $0.501B | 68 |