LBMC INVESTMENT ADVISORS, LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LBMC INVESTMENT ADVISORS, LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was LISTED FDS TR (-$156,589); the largest decrease was LISTED FDS TR (-$156,589).
- LISTED FDS TR: Country of operation —; Class 21 SHARES 2X LON; Shares 2026-03-31 36,834; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1536924): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-10). 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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