OneDigital Investment Advisors LLC quarter change: USA Options, Reduced
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, OneDigital Investment Advisors LLC opened 2 positions, added to 0, reduced 2, sold out of 7 and left 6 unchanged. The largest increase in value was AAPL (+$1,591,480); the largest decrease was HD (-$131,556).
- SPY: Country of operation —; Class TR UNIT · Call; Shares 2026-03-31 5,200; Shares 2026-06-30 4,800.
- EFA: Country of operation —; Class MSCI EAFE ETF · Call; Shares 2026-03-31 3,700; Shares 2026-06-30 2,400.
Two Form 13F-HR filings compared (SEC CIK 1690370): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-07). 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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