PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV opened 67 positions, added to 205, reduced 133 and sold out of 40.
- Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 45,592.
- Q2 2026: Stock JPST; Country of operation —; Class ULTRA SHRT ETF; Shares before 24,441.
- Q2 2026: Stock FNDX; Country of operation —; Class FUNDAMENTAL US L; Shares before 675,288.
- Q2 2026: Stock MGK; Country of operation —; Class MEGA GRWTH IND; Shares before 30,770.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1004140), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). 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 2019-12-31.
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