Allen Mooney & Barnes Investment Advisors LLC quarter change: USA ETF, Reduced
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, Allen Mooney & Barnes Investment Advisors LLC opened 4 positions, added to 17, reduced 8, sold out of 2 and left 1 unchanged. The largest increase in value was SOXX (+$17,524,365); the largest decrease was PML (-$788,973).
- VB: Country of operation —; Class ETF; Shares 2026-03-31 17,655; Shares 2026-06-30 16,912.
- EFA: Country of operation —; Class ETF; Shares 2026-03-31 78,811; Shares 2026-06-30 77,190.
- IVV: Country of operation —; Class ETF; Shares 2026-03-31 912; Shares 2026-06-30 638.
- IWR: Country of operation —; Class ETF; Shares 2026-03-31 5,920; Shares 2026-06-30 5,661.
Two Form 13F-HR filings compared (SEC CIK 2001461): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-13). 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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