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Family Capital Management, Inc. Last Quarter Change: USA ETF, Unchanged

Family Capital 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, Family Capital Management, Inc. opened 8 positions, added to 20, reduced 10, sold out of 6 and left 12 unchanged. The largest increase in value was BUFR (+$7,009,157); the largest decrease was BUFR (-$7,337,005).

  • RDVY: Country of operation —; Class RISNG DIVD ACHIV; Shares 2026-03-31 17,887; Shares 2026-06-30 17,887.
  • EPS: Country of operation —; Class US LARGECAP FUND; Shares 2026-03-31 10,000; Shares 2026-06-30 10,000.
  • FPX: Country of operation —; Class US EQTY OPPT ETF; Shares 2026-03-31 1,588; Shares 2026-06-30 1,588.
  • QQQE: Country of operation —; Class NASDAQ 100 EQ WT; Shares 2026-03-31 2,824; Shares 2026-06-30 2,824.

Two Form 13F-HR filings compared (SEC CIK 1964344): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-31). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
RDVY
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV17,88717,8870$1,221,304$1,449,925+$228,621
EPS
WISDOMTREE TR
US LARGECAP FUND10,00010,0000$681,100$777,900+$96,800
FPX
FIRST TR EXCHANGE-TRADED FD
US EQTY OPPT ETF1,5881,5880$252,207$327,436+$75,229
QQQE
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT2,8242,8240$278,249$344,556+$66,307
PHDG
INVESCO ACTIVELY MANAGED EXC
S&P500 DOWNSID20,04920,0490$757,578$820,806+$63,228
VFH
VANGUARD WORLD FD
FINANCIALS ETF4,0504,0500$489,254$533,033+$43,779
ITB
ISHARES TR
US HOME CONS ETF2,5402,5400$229,997$265,379+$35,382
VTV
VANGUARD INDEX FDS
VALUE ETF1,6111,6110$316,078$351,085+$35,007
MOAT
VANECK ETF TRUST
MRNGSTR WDE MOAT4,4514,4510$430,412$462,726+$32,314
DGRO
ISHARES TR
CORE DIV GRWTH3,3073,3070$232,085$250,638+$18,553
SPLV
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL6,5476,5470$478,848$490,370+$11,522
SHYD
VANECK ETF TRUST
SHRT HGH YLD MUN9,3739,3730$212,392$214,642+$2,250

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