Investment Partners Asset Management, Inc. quarter change: USA ETF, Reduced
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, Investment Partners Asset Management, Inc. opened 5 positions, added to 30, reduced 22, sold out of 1 and left 26 unchanged. The largest increase in value was TPYP (+$708,030); the largest decrease was TPYP (-$720,374).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 4,203; Shares 2026-06-30 4,163.
- EEMV: Country of operation —; Class MSCI EMERG MRKT; Shares 2026-03-31 16,941; Shares 2026-06-30 8,385.
- JEPQ: Country of operation —; Class NASDAQ EQT PREM; Shares 2026-03-31 60,009; Shares 2026-06-30 59,833.
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 2,034; Shares 2026-06-30 2,024.
Two Form 13F-HR filings compared (SEC CIK 1384416): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-24). 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 |
|---|---|---|---|
| Manuka Financial, LLC | United States | $0.162B | 56 |
| HERBST GROUP, LLC | United States | $0.162B | 59 |
| Collaborative Fund Advisors, LLC | United States | $0.162B | 160 |
| Themes Management Co LLC | United States | $0.162B | 151 |
| Stillwater Wealth Management Group | United States | $0.162B | 78 |
| Lagoda Investment Management, L.P. | United States | $0.162B | 25 |
| Greenhouse Wealth Management, LLC | United States | $0.162B | 57 |
| Bulwark Capital Corp | United States | $0.162B | 100 |
| Bay Capital Advisors, LLC | United States | $0.162B | 107 |
| M3 Advisory Group, LLC | United States | $0.162B | 149 |