BARNES PETTEY FINANCIAL ADVISORS, LLC quarter change: USA ETF, New
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, BARNES PETTEY FINANCIAL ADVISORS, LLC opened 12 positions, added to 68, reduced 13, sold out of 0 and left 7 unchanged. The largest increase in value was FBCG (+$11,450,761); the largest decrease was FVD (-$599,675).
- TCAI: Country of operation —; Class AI INFRA ETF; Shares 2026-03-31 0; Shares 2026-06-30 11,490.
- TIP: Country of operation —; Class TIPS BD ETF; Shares 2026-03-31 0; Shares 2026-06-30 4,114.
- VGSH: Country of operation —; Class SHORT TERM TREAS; Shares 2026-03-31 0; Shares 2026-06-30 7,364.
- PSI: Country of operation —; Class SEMICONDUCTORS; Shares 2026-03-31 0; Shares 2026-06-30 2,064.
Two Form 13F-HR filings compared (SEC CIK 1908288): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-28). 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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