JRM Investment Counsel, LLC quarter change: USA ETF, New
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, JRM Investment Counsel, LLC opened 1 positions, added to 6, reduced 3, sold out of 1 and left 0 unchanged. The largest increase in value was AVLV (+$6,512,775); the largest decrease was SPDW (-$4,113,201).
- SPDW: Country of operation —; Class ST STR PO EX ETF; Shares 2026-03-31 0; Shares 2026-06-30 83,898.
Two Form 13F-HR filings compared (SEC CIK 1631084): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). 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.
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