NBZ Investment Advisors LLC 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, NBZ Investment Advisors LLC opened 12 positions, added to 3, reduced 15, sold out of 9 and left 15 unchanged. The largest increase in value was SPYM (+$34,691,752); the largest decrease was SPYM (-$30,544,666).
- SPYM: Country of operation United States; Class STATE STREET SPD; Shares 2026-03-31 399,068; Shares 2026-06-30 0.
- TSPA: Country of operation —; Class US EQUITY RESEAR; Shares 2026-03-31 335,256; Shares 2026-06-30 0.
- GRNY: Country of operation United States; Class FUNDSTRAT GRANNY; Shares 2026-03-31 573,972; Shares 2026-06-30 0.
- TACK: Country of operation —; Class FAIRLEAD TACTICA; Shares 2026-03-31 319,396; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1998018): 2026-03-31 (filed 2026-05-04) 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Granite Harbor Advisors, Inc. | United States | $0.229B | 129 |
| Two Point Capital Management, Inc. | United States | $0.229B | 28 |
| MONEYWISE, INC. | United States | $0.229B | 82 |
| Taconic Capital Advisors LP | United States | $0.229B | 15 |
| Altura Wealth Advisors Inc. | United States | $0.229B | 75 |
| ABOUND FINANCIAL, LLC | United States | $0.229B | 283 |
| NerdWallet Wealth Partners, LLC | United States | $0.229B | 59 |
| Worth Financial Advisory Group, LLC | United States | $0.229B | 50 |
| STUART INVESTMENT ADVISORS, INC. | United States | $0.229B | 27 |
| Alternative Investment Advisors, LLC. | United States | $0.229B | 76 |