Emerald Investment Advisers, LLC quarter change: USA ETF, Sold out
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, Emerald Investment Advisers, LLC opened 3 positions, added to 12, reduced 1, sold out of 2 and left 12 unchanged. The largest increase in value was XBIL (+$2,523,444); the largest decrease was SPY (-$1,373,347).
- TBIL: Country of operation —; Class US TREAS 3 MNTH; Shares 2026-03-31 18,241; Shares 2026-06-30 0.
- VEU: Country of operation —; Class ALLWRLD EX US; Shares 2026-03-31 3,090; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2127823): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-12). 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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