Allworth Financial LP quarter change: Foreign ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Allworth Financial LP opened 1 positions, added to 0, reduced 2, sold out of 1 and left 0 unchanged. The largest increase in value was AVSE (+$7,857); the largest decrease was BABA (-$213,707).
- AVSE: Country of operation —; Class AVANTIS RESPONSI; Shares 2026-03-31 96; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1555170): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-11). 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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