OneDigital Investment Advisors LLC historic quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, OneDigital Investment Advisors LLC opened 0 positions, added to 0, reduced 3 and sold out of 4.
- Q2 2024: Stock APOLLO SR FLOATING RATE FD I; Country of operation United States; Class COM; Shares before 216,521.
- Q1 2024: Stock SCHWAB CHARLES FAMILY FD; Country of operation —; Class AMT TAX FREE MNY; Shares before 883,062.
- Q1 2024: Stock APOLLO SR FLOATING RATE FD I; Country of operation United States; Class COM; Shares before 234,138.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1690370), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.
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