Axiom Financial Strategies, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Axiom Financial Strategies, LLC opened 26 positions, added to 91, reduced 115 and sold out of 35.
- Q2 2026: Stock SPHB; Country of operation —; Class S&P 500 HB ETF; Shares before 212,453.
- Q2 2026: Stock FLMI; Country of operation —; Class FRANKLIN DYN MUN; Shares before 1,336,255.
- Q2 2026: Stock PXH; Country of operation —; Class RAFI EMRGNG MRKT; Shares before 512,912.
- Q2 2026: Stock RFV; Country of operation —; Class S&P MDCP400 VL; Shares before 13,375.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1831985), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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 2020-09-30.
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