MARS JEWETT FINANCIAL GROUP, INC. 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, MARS JEWETT FINANCIAL GROUP, INC. opened 8 positions, added to 7, reduced 4, sold out of 1 and left 4 unchanged. The largest increase in value was MGV (+$50,560,031); the largest decrease was JSMD (-$10,259,223).
- VO: Country of operation —; Class MID CAP ETF; Shares 2026-03-31 0; Shares 2026-06-30 107,072.
- AVSC: Country of operation —; Class AVAN US SMAL ETF; Shares 2026-03-31 0; Shares 2026-06-30 100,078.
- DFSU: Country of operation —; Class US SUSTAINABILTY; Shares 2026-03-31 0; Shares 2026-06-30 28,241.
- DFAS: Country of operation —; Class US SMALL CAP ETF; Shares 2026-03-31 0; Shares 2026-06-30 14,645.
Two Form 13F-HR filings compared (SEC CIK 2079098): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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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