Northern Financial Advisors Inc quarter change: USA ETF, Reduced
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, Northern Financial Advisors Inc opened 3 positions, added to 1, reduced 4, sold out of 1 and left 3 unchanged. The largest increase in value was SPY (+$1,893,967); the largest decrease was DFUS (-$278,573).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 3,758; Shares 2026-06-30 3,648.
- DIA: Country of operation —; Class UT SER 1; Shares 2026-03-31 9,317; Shares 2026-06-30 9,043.
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2026-03-31 1,138; Shares 2026-06-30 1,099.
- SCHX: Country of operation —; Class US LRG CAP ETF; Shares 2026-03-31 15,556; Shares 2026-06-30 14,882.
Two Form 13F-HR filings compared (SEC CIK 1962457): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-28). 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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