Pioneer Family Office, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Pioneer Family Office, LLC opened 38 positions, added to 27, reduced 22 and sold out of 39.
- Q2 2026: Stock SPMO; Country of operation —; Class S&P 500 MOMNTM; Shares before 0.
- Q2 2026: Stock ANGL; Country of operation —; Class FALLEN ANGEL HG; Shares before 0.
- Q2 2026: Stock SOXX; Country of operation —; Class ISHARES SEMICDTR; Shares before 0.
- Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2135110), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). 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 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 0 | 110,355 | +110,355 | $0 | $17,822,728 | +$17,822,728 | 2026-07-28 |
|---|
| Q2 2026 | ANGL
VANECK ETF TRUST | | FALLEN ANGEL HG | 0 | 450,854 | +450,854 | $0 | $13,182,971 | +$13,182,971 | 2026-07-28 |
|---|
| Q2 2026 | SOXX
ISHARES TR | | ISHARES SEMICDTR | 0 | 7,585 | +7,585 | $0 | $4,860,165 | +$4,860,165 | 2026-07-28 |
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| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | ST STR TECHN ETF | 0 | 4,611 | +4,611 | $0 | $878,488 | +$878,488 | 2026-07-28 |
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| Q2 2026 | SPYM
SPDR SERIES TRUST | United States | ST STR P500ETF | 0 | 9,410 | +9,410 | $0 | $826,951 | +$826,951 | 2026-07-28 |
|---|
| Q2 2026 | NLR
VANECK ETF TRUST | | URANI NUCLE ETF | 0 | 1,860 | +1,860 | $0 | $215,723 | +$215,723 | 2026-07-28 |
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| Q2 2026 | VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 0 | 2,086 | +2,086 | $0 | $172,408 | +$172,408 | 2026-07-28 |
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| Q2 2026 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 0 | 3,177 | +3,177 | $0 | $153,862 | +$153,862 | 2026-07-28 |
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| Q2 2026 | HYEM
VANECK ETF TRUST | | EMERGING MRKT HI | 0 | 1,000 | +1,000 | $0 | $138,874 | +$138,874 | 2026-07-28 |
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| Q2 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 0 | 1,309 | +1,309 | $0 | $129,565 | +$129,565 | 2026-07-28 |
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| Q2 2026 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 0 | 1,637 | +1,637 | $0 | $127,539 | +$127,539 | 2026-07-28 |
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| Q2 2026 | APCB
TRUST FOR PROFESSIONAL MANAG | | ACTIVEPASSIVE CR | 0 | 3,940 | +3,940 | $0 | $115,943 | +$115,943 | 2026-07-28 |
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| Q2 2026 | IBDW
ISHARES TR | | IBONDS DEC 2031 | 0 | 4,741 | +4,741 | $0 | $98,802 | +$98,802 | 2026-07-28 |
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| Q2 2026 | VMBS
VANGUARD SCOTTSDALE FDS | | MTG-BKD SECS ETF | 0 | 1,140 | +1,140 | $0 | $53,363 | +$53,363 | 2026-07-28 |
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| Q2 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 0 | 525 | +525 | $0 | $50,631 | +$50,631 | 2026-07-28 |
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| Q2 2026 | SDHY
PGIM SHORT DUR HIG YLD OPP F | | COM | 0 | 3,045 | +3,045 | $0 | $49,908 | +$49,908 | 2026-07-28 |
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| Q2 2026 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 0 | 617 | +617 | $0 | $48,762 | +$48,762 | 2026-07-28 |
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| Q2 2026 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 0 | 627 | +627 | $0 | $48,091 | +$48,091 | 2026-07-28 |
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| Q2 2026 | TLT
ISHARES TR | | 20 YR TR BD ETF | 0 | 552 | +552 | $0 | $47,704 | +$47,704 | 2026-07-28 |
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| Q2 2026 | BLV
VANGUARD BD INDEX FDS | | LONG TERM BOND | 0 | 689 | +689 | $0 | $47,493 | +$47,493 | 2026-07-28 |
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| Q2 2026 | IEI
ISHARES TR | | 3 7 YR TREAS BD | 0 | 347 | +347 | $0 | $40,755 | +$40,755 | 2026-07-28 |
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| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | ST STR FINL ETF | 0 | 730 | +730 | $0 | $39,135 | +$39,135 | 2026-07-28 |
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| Q2 2026 | IVES
WEDBUSH SER TR | | DAN IVE REVO ETF | 0 | 850 | +850 | $0 | $32,385 | +$32,385 | 2026-07-28 |
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| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | ST STR CARE ETF | 0 | 163 | +163 | $0 | $25,862 | +$25,862 | 2026-07-28 |
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| Q2 2026 | IEF
ISHARES TR | | 7-10 YR TRSY BD | 0 | 270 | +270 | $0 | $25,534 | +$25,534 | 2026-07-28 |
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| Q2 2026 | IBDU
ISHARES TR | | IBONDS DEC 29 | 0 | 910 | +910 | $0 | $21,076 | +$21,076 | 2026-07-28 |
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| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | ST STR SVC ETF | 0 | 184 | +184 | $0 | $19,712 | +$19,712 | 2026-07-28 |
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| Q2 2026 | SPCX
SPACE EXPLORATION TECHN CORP | | CLASS A COM STK | 0 | 70 | +70 | $0 | $11,960 | +$11,960 | 2026-07-28 |
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| Q2 2026 | IYT
ISHARES TR | | US TRSPRTION | 0 | 116 | +116 | $0 | $10,063 | +$10,063 | 2026-07-28 |
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| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | ST STR DISCR ETF | 0 | 85 | +85 | $0 | $9,992 | +$9,992 | 2026-07-28 |
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| Q2 2026 | XLU
SELECT SECTOR SPDR TR | | ST STR UTIL ETF | 0 | 218 | +218 | $0 | $9,884 | +$9,884 | 2026-07-28 |
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| Q2 2026 | XLB
SELECT SECTOR SPDR TR | | ST STR MATER ETF | 0 | 189 | +189 | $0 | $9,607 | +$9,607 | 2026-07-28 |
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| Q1 2026 | IVLU
ISHARES TR | | MSCI INTL VLU FT | 0 | 300,785 | +300,785 | $0 | $11,935,264 | +$11,935,264 | 2026-05-14 |
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| Q1 2026 | SHLD
GLOBAL X FDS | | DEFENSE TECH ETF | 0 | 30,055 | +30,055 | $0 | $2,129,097 | +$2,129,097 | 2026-05-14 |
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| Q1 2026 | ILF
ISHARES TR | | LATN AMER 40 ETF | 0 | 6,170 | +6,170 | $0 | $219,158 | +$219,158 | 2026-05-14 |
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| Q1 2026 | FAS
DIREXION SHARES ETF TRUST | | DAILY FINANCIAL | 0 | 859 | +859 | $0 | $101,792 | +$101,792 | 2026-05-14 |
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| Q1 2026 | VGK
VANGUARD INTL EQUITY INDEX F | | FTSE EUROPE ETF | 0 | 375 | +375 | $0 | $30,911 | +$30,911 | 2026-05-14 |
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| Q1 2026 | ACWX
ISHARES TR | | MSCI ACWI EX US | 0 | 110 | +110 | $0 | $7,532 | +$7,532 | 2026-05-14 |
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