Amicus Financial Advisors, LLC quarter change: USA ETF, Unchanged
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, Amicus Financial Advisors, LLC opened 4 positions, added to 29, reduced 39, sold out of 2 and left 8 unchanged. The largest increase in value was DCOR (+$11,201,451); the largest decrease was BND (-$2,452,917).
- IYW: Country of operation —; Class ETF; Shares 2026-03-31 3,674; Shares 2026-06-30 3,674.
- ETHB: Country of operation —; Class ETF; Shares 2026-03-31 14,001; Shares 2026-06-30 14,001.
- ETH: Country of operation United States; Class ETF; Shares 2026-03-31 15,200; Shares 2026-06-30 15,200.
- URNM: Country of operation —; Class ETF; Shares 2026-03-31 3,984; Shares 2026-06-30 3,984.
Two Form 13F-HR filings compared (SEC CIK 2113629): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-20). 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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