Independence Asset Advisors, 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 10 quarters from 2023-12-31 to 2026-06-30, Independence Asset Advisors, LLC opened 28 positions, added to 58, reduced 25 and sold out of 10.
- Q2 2026: Stock FLRT; Country of operation —; Class ARISTOTLE PACIFI; Shares before 69,539.
- Q2 2026: Stock LSGR; Country of operation —; Class NATIXIS LOOMIS; Shares before 26,250.
- Q2 2026: Stock VCIT; Country of operation —; Class INT-TERM CORP; Shares before 8,943.
- Q2 2026: Stock JPRE; Country of operation —; Class REALTY INCOME ET; Shares before 14,527.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2010929), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). 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 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ICW Investment Advisors LLC | United States | $0.277B | 147 |
| Ranch Capital Advisors Inc. | United States | $0.277B | 154 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | United States | $0.277B | 187 |
| Tanglewood Legacy Advisors, LLC | United States | $0.276B | 269 |
| Five Oceans Advisors | United States | $0.276B | 193 |
| Envision Financial Planning, LLC | United States | $0.276B | 51 |
| Alta Advisers Ltd | United Kingdom | $0.276B | 207 |
| Arcadia Wealth Management, LLC | United States | $0.276B | 67 |
| TOUNJIAN ADVISORY PARTNERS, LLC | United States | $0.277B | 150 |
| Metavasi Capital LP | United States | $0.276B | 21 |