ETFIDEA, LLC historic quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, ETFIDEA, LLC opened 0 positions, added to 1, reduced 2 and sold out of 0.
- Q3 2024: Stock INVESTMENT MANAGERS SER TR I; Country of operation —; Class AXS CHANGE FINAN; Shares before 16,327.
- Q1 2024: Stock INVESTMENT MANAGERS SER TR I; Country of operation —; Class AXS CHANGE FINAN; Shares before 14,355.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1957148), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). 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 2021-12-31.
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