Financial Avengers, 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, Financial Avengers, Inc. opened 2 positions, added to 10, reduced 1, sold out of 0 and left 8 unchanged. The largest increase in value was BND (+$474,877); the largest decrease was MGV (-$3,038).
- XLK: Country of operation —; Class UIT EXCHANGE TRADED; Shares 2026-03-31 101; Shares 2026-06-30 101.
- TMFG: Country of operation —; Class UIT EXCHANGE TRADED; Shares 2026-03-31 1,555; Shares 2026-06-30 1,555.
- ITA: Country of operation —; Class UIT EXCHANGE TRADED; Shares 2026-03-31 100; Shares 2026-06-30 100.
- ESGV: Country of operation —; Class UIT EXCHANGE TRADED; Shares 2026-03-31 75; Shares 2026-06-30 75.
Two Form 13F-HR filings compared (SEC CIK 1844393): 2026-03-31 (filed 2026-05-19) and 2026-06-30 (filed 2026-08-19). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Yoder Wealth Management, Inc. | United States | $0.219B | 124 |
| IDG China Venture Capital Fund IV Associates L.P. | Hong Kong | $0.219B | 4 |
| Transcendent Capital Group LLC | United States | $0.219B | 112 |
| Aberdeen Wealth Management LLC | United States | $0.219B | 179 |
| GARRISON POINT ADVISORS, LLC | United States | $0.219B | 168 |
| Horrell Capital Management, Inc. | United States | $0.219B | 194 |
| Higgins & Schmidt Wealth Strategies LLC | United States | $0.219B | 63 |
| SHAKER INVESTMENTS LLC/OH | United States | $0.220B | 82 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | United States | $0.220B | 148 |
| Orion Resource Partners LP | United States | $0.219B | 20 |