Advertisement
Screener

LIBERTY ONE INVESTMENT MANAGEMENT, LLC Last Quarter Change: Foreign ETF, Reduced

LIBERTY ONE INVESTMENT MANAGEMENT, LLC quarter change: Foreign ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, LIBERTY ONE INVESTMENT MANAGEMENT, LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was BABA (-$26,955); the largest decrease was BABA (-$26,955).

Two Form 13F-HR filings compared (SEC CIK 1807328): 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.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Cascade Financial Partners, LLCUnited States$0.970B266
Parkman Healthcare Partners LLCUnited States$0.970B90
MANE GLOBAL CAPITAL MANAGEMENT LPUnited States$0.971B57
Stokes Family Office, LLCUnited States$0.969B276
Bensler, LLCUnited States$0.969B194
CUTLER INVESTMENT COUNSEL LLCUnited States$0.971B146
Intrua Financial, LLCUnited States$0.969B459
Pinnacle Wealth Planning Services, Inc.United States$0.968B2,737
Jackson Wealth Management, LLCUnited States$0.972B153
STANSBERRY ASSET MANAGEMENT, LLCUnited States$0.973B141