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Altura Wealth Advisors Inc. Last Quarter Change: USA ETF, Reduced

Altura Wealth Advisors Inc. 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, Altura Wealth Advisors Inc. opened 16 positions, added to 23, reduced 5, sold out of 13 and left 0 unchanged. The largest increase in value was JNK (+$12,089,703); the largest decrease was JNK (-$10,656,831).

  • MUNI: Country of operation —; Class INTER MUN BD ACT; Shares 2026-03-31 172,955; Shares 2026-06-30 156,043.
  • DFAS: Country of operation —; Class US SMALL CAP ETF; Shares 2026-03-31 54,768; Shares 2026-06-30 54,590.
  • SMH: Country of operation —; Class SEMICONDUCTR ETF; Shares 2026-03-31 9,015; Shares 2026-06-30 5,147.
  • IYW: Country of operation —; Class U.S. TECH ETF; Shares 2026-03-31 1,138; Shares 2026-06-30 1,077.

Two Form 13F-HR filings compared (SEC CIK 1931465): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-22). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
MUNI
PIMCO ETF TR
INTER MUN BD ACT172,955156,043-16,912$9,026,513$8,207,855-$818,658
DFAS
DIMENSIONAL ETF TRUST
US SMALL CAP ETF54,76854,590-178$3,895,652$4,494,977+$599,325
SMH
VANECK ETF TRUST
SEMICONDUCTR ETF9,0155,147-3,868$3,456,184$3,375,564-$80,620
IYW
ISHARES TR
U.S. TECH ETF1,1381,077-61$206,409$271,654+$65,245
FALN
ISHARES TR
FALN ANGLS USD17,02616,279-747$454,941$443,427-$11,514

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