Paller Financial Services Inc historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Paller Financial Services Inc opened 13 positions, added to 12, reduced 41 and sold out of 15.
- Q2 2026: Stock QTUM; Country of operation —; Class DEFIANCE QUANTUM; Shares before 59,205.
- Q2 2026: Stock NDIV; Country of operation —; Class ENERGY & NATURAL; Shares before 146,947.
- Q2 2026: Stock NLR; Country of operation —; Class URANIUM AND NUCL; Shares before 33,427.
- Q2 2026: Stock EIPI; Country of operation —; Class FT ENERGY INCOME; Shares before 179,962.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2095931), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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