Cassilly Financial Group LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Cassilly Financial Group LLC opened 25 positions, added to 60, reduced 28 and sold out of 16.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 48,371.
- Q2 2026: Stock FMDE; Country of operation —; Class ENHANCED MID; Shares before 61,018.
- Q2 2026: Stock BINC; Country of operation —; Class ISHARES FLEXIBLE; Shares before 42,176.
- Q2 2026: Stock VBIL; Country of operation —; Class 0-3 MO TREAS BIL; Shares before 28,421.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2090777), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10). 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 2025-12-31.
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