Allen Mooney & Barnes Investment Advisors LLC historic quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 15 quarters from 2022-03-31 to 2026-06-30, Allen Mooney & Barnes Investment Advisors LLC opened 2 positions, added to 8, reduced 1 and sold out of 3.
- Q2 2025: Stock PIMCO MUN INCOME FD III COM; Country of operation United States; Class CEF; Shares before 52,208.
- Q1 2025: Stock PIMCO MUN INCOME FD III COM; Country of operation United States; Class CEF; Shares before 52,117.
- Q4 2024: Stock PIMCO MUN INCOME FD III COM; Country of operation United States; Class CEF; Shares before 52,034.
- Q1 2024: Stock PIMCO MUN INCOME FD III COM; Country of operation United States; Class CEF; Shares before 51,275.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2001461), 15 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-05-23); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-05-23); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-05-23); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-05-23); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-05-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-09-30. Not compared, as a quarter between them is not held here yet: 2023-06-30 to 2023-12-31 (missing 2023-09-30).
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