Catalyst Investment Management 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, Catalyst Investment Management LLC opened 16 positions, added to 23, reduced 28 and sold out of 17.
- Q2 2026: Stock GNR; Country of operation —; Class STATE STREET SPD; Shares before 32,955.
- Q2 2026: Stock BUFQ; Country of operation —; Class FT VEST LADDERED; Shares before 31,156.
- Q2 2026: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 21,706.
- Q2 2026: Stock FNDE; Country of operation —; Class FUNDAMENTAL EMER; Shares before 8,660.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055584), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). 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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