Pinion Investment Advisors, 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, Pinion Investment Advisors, LLC opened 32 positions, added to 32, reduced 23, sold out of 19 and left 3 unchanged. The largest increase in value was IVV (+$15,863,120); the largest decrease was SGOV (-$13,011,893).
- SGOV: Country of operation —; Class 0-3 MNTH TREASRY; Shares 2026-03-31 129,266; Shares 2026-06-30 0.
- SPIB: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 299,800; Shares 2026-06-30 0.
- CAIE: Country of operation —; Class AUTOCALLABLE INC; Shares 2026-03-31 327,205; Shares 2026-06-30 0.
- EVTR: Country of operation —; Class EATON VANCE TOTA; Shares 2026-03-31 151,824; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1738738): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-06). 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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