Michels Family Financial, 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, Michels Family Financial, LLC opened 10 positions, added to 30, reduced 20, sold out of 7 and left 4 unchanged. The largest increase in value was SPHY (+$3,194,707); the largest decrease was SPHY (-$3,143,158).
- SPHY: Country of operation —; Class ST PORT HIGH ETF; Shares 2026-03-31 0; Shares 2026-06-30 136,293.
- DNL: Country of operation —; Class GLOB EX US QU FD; Shares 2026-03-31 0; Shares 2026-06-30 46,264.
- EWX: Country of operation —; Class ST MARKE CAP ETF; Shares 2026-03-31 0; Shares 2026-06-30 20,402.
- NEAR: Country of operation —; Class SHOR DURA BD ETF; Shares 2026-03-31 0; Shares 2026-06-30 22,651.
Two Form 13F-HR filings compared (SEC CIK 2053733): 2026-03-31 (filed 2026-04-24) 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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