PARR MCKNIGHT WEALTH MANAGEMENT GROUP, 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, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC opened 6 positions, added to 46, reduced 14, sold out of 5 and left 8 unchanged. The largest increase in value was IVV (+$6,648,715); the largest decrease was HGER (-$4,359,727).
- HGER: Country of operation —; Class HARBOR COMMODITY; Shares 2026-03-31 140,591; Shares 2026-06-30 0.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 15,520; Shares 2026-06-30 0.
- SPTI: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 29,802; Shares 2026-06-30 0.
- PSCE: Country of operation —; Class S&P SMALLCAP ENE; Shares 2026-03-31 7,500; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2026926): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-05). 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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