PIER 88 INVESTMENT PARTNERS LLC quarter change: USA ETF, Unchanged
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, PIER 88 INVESTMENT PARTNERS LLC opened 2 positions, added to 0, reduced 0, sold out of 2 and left 2 unchanged. The largest increase in value was SMCO (+$598,300); the largest decrease was SMCO (-$475,650).
- IWO: Country of operation —; Class RUS 2000 GRW ETF; Shares 2026-03-31 1,400; Shares 2026-06-30 1,400.
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2026-03-31 1,600; Shares 2026-06-30 1,600.
Two Form 13F-HR filings compared (SEC CIK 1697366): 2026-03-31 (filed 2026-07-31) and 2026-06-30 (filed 2026-08-04). 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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BEAM WEALTH ADVISORS, INC. | United States | $0.402B | 108 |
| INTEGRAL INVESTMENT ADVISORS, INC. | United States | $0.402B | 174 |
| MERIDIAN MANAGEMENT CO | United States | $0.402B | 101 |
| United Wealth Management, LLC | United States | $0.402B | 24 |
| Bridgefront Capital, LLC | United States | $0.402B | 503 |
| TRV GP V, LLC | United States | $0.401B | 3 |
| CITIZENS & NORTHERN CORP | United States | $0.401B | 119 |
| Steamboat Capital Partners, LLC | United States | $0.403B | 56 |
| CLG LLC | United States | $0.403B | 134 |
| Strengthening Families & Communities, LLC | United States | $0.401B | 589 |