PIER 88 INVESTMENT PARTNERS LLC historic quarter change: USA ETF, Reduced
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, PIER 88 INVESTMENT PARTNERS LLC opened 18 positions, added to 7, reduced 4 and sold out of 17.
- Q1 2026: Stock IWM; Country of operation —; Class RUSSELL 2000 ETF; Shares before 2,100.
- Q3 2025: Stock QQQM; Country of operation —; Class NASDAQ 100 ETF; Shares before 2,100.
- Q3 2024: Stock QQQM; Country of operation —; Class Depository Receipt; Shares before 4,100.
- Q1 2024: Stock SPY; Country of operation —; Class ETF; Shares before 900.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697366), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-31); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); 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 2016-12-31.
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