MONETA GROUP INVESTMENT ADVISORS LLC quarter change: USA Options, Sold out
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MONETA GROUP INVESTMENT ADVISORS LLC opened 3 positions, added to 1, reduced 1, sold out of 6 and left 0 unchanged. The largest increase in value was CPER (+$1,320,550); the largest decrease was IBIT (-$251,084).
- MSFT: Country of operation United States; Class COM · Call; Shares 2026-03-31 100; Shares 2026-06-30 0.
- AMZN: Country of operation United States; Class COM · Call; Shares 2026-03-31 100; Shares 2026-06-30 0.
- NBIS: Country of operation —; Class SHS CLASS A · Call; Shares 2026-03-31 200; Shares 2026-06-30 0.
- OKLO: Country of operation United States; Class COM CL A · Call; Shares 2026-03-31 200; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1120927): 2026-03-31 (filed 2026-05-12) 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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