Capital Investment Management, Inc. 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, Capital Investment Management, Inc. opened 32 positions, added to 26, reduced 16, sold out of 29 and left 1 unchanged. The largest increase in value was SPYM (+$34,883,087); the largest decrease was SPYM (-$30,254,201).
- FPX: Country of operation —; Class US EQTY OPPT ETF; Shares 2026-03-31 1,505; Shares 2026-06-30 1,505.
Two Form 13F-HR filings compared (SEC CIK 2124549): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-16). 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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