Miller Investment Management, LP quarter change: USA ETF, Sold out
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, Miller Investment Management, LP opened 0 positions, added to 9, reduced 8, sold out of 1 and left 12 unchanged. The largest increase in value was SPY (+$32,295,526); the largest decrease was VGSH (-$8,488,463).
- IWD: Country of operation —; Class RUS 1000 VAL ETF; Shares 2026-03-31 3,368; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1407382): 2026-03-31 (filed 2026-05-08) 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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