Advertisement
Screener

Pioneer Family Office, LLC Last Quarter Change: USA ETF, New

Pioneer Family Office, LLC quarter change: USA ETF, New

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, Pioneer Family Office, LLC opened 32 positions, added to 10, reduced 11, sold out of 17 and left 22 unchanged. The largest increase in value was SPMO (+$17,822,728); the largest decrease was EIS (-$12,978,430).

  • SPMO: Country of operation —; Class S&P 500 MOMNTM; Shares 2026-03-31 0; Shares 2026-06-30 110,355.
  • ANGL: Country of operation —; Class FALLEN ANGEL HG; Shares 2026-03-31 0; Shares 2026-06-30 450,854.
  • SOXX: Country of operation —; Class ISHARES SEMICDTR; Shares 2026-03-31 0; Shares 2026-06-30 7,585.
  • XLK: Country of operation —; Class ST STR TECHN ETF; Shares 2026-03-31 0; Shares 2026-06-30 4,611.

Two Form 13F-HR filings compared (SEC CIK 2135110): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-28). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SPMO
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM0110,355+110,355$0$17,822,728+$17,822,728
ANGL
VANECK ETF TRUST
FALLEN ANGEL HG0450,854+450,854$0$13,182,971+$13,182,971
SOXX
ISHARES TR
ISHARES SEMICDTR07,585+7,585$0$4,860,165+$4,860,165
XLK
SELECT SECTOR SPDR TR
ST STR TECHN ETF04,611+4,611$0$878,488+$878,488
SPYM
SPDR SERIES TRUST
United StatesST STR P500ETF09,410+9,410$0$826,951+$826,951
NLR
VANECK ETF TRUST
URANI NUCLE ETF01,860+1,860$0$215,723+$215,723
VCIT
VANGUARD SCOTTSDALE FDS
INT-TERM CORP02,086+2,086$0$172,408+$172,408
BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF03,177+3,177$0$153,862+$153,862
HYEM
VANECK ETF TRUST
EMERGING MRKT HI01,000+1,000$0$138,874+$138,874
AGG
ISHARES TR
CORE US AGGBD ET01,309+1,309$0$129,565+$129,565
BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND01,637+1,637$0$127,539+$127,539
APCB
TRUST FOR PROFESSIONAL MANAG
ACTIVEPASSIVE CR03,940+3,940$0$115,943+$115,943
IBDW
ISHARES TR
IBONDS DEC 203104,741+4,741$0$98,802+$98,802
VMBS
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF01,140+1,140$0$53,363+$53,363
EMB
ISHARES TR
JPMORGAN USD EMG0525+525$0$50,631+$50,631
SDHY
PGIM SHORT DUR HIG YLD OPP F
COM03,045+3,045$0$49,908+$49,908
VCSH
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD0617+617$0$48,762+$48,762
BIV
VANGUARD BD INDEX FDS
INTERMED TERM0627+627$0$48,091+$48,091
TLT
ISHARES TR
20 YR TR BD ETF0552+552$0$47,704+$47,704
BLV
VANGUARD BD INDEX FDS
LONG TERM BOND0689+689$0$47,493+$47,493
IEI
ISHARES TR
3 7 YR TREAS BD0347+347$0$40,755+$40,755
XLF
SELECT SECTOR SPDR TR
ST STR FINL ETF0730+730$0$39,135+$39,135
IVES
WEDBUSH SER TR
DAN IVE REVO ETF0850+850$0$32,385+$32,385
XLV
SELECT SECTOR SPDR TR
ST STR CARE ETF0163+163$0$25,862+$25,862
IEF
ISHARES TR
7-10 YR TRSY BD0270+270$0$25,534+$25,534
IBDU
ISHARES TR
IBONDS DEC 290910+910$0$21,076+$21,076
XLC
SELECT SECTOR SPDR TR
ST STR SVC ETF0184+184$0$19,712+$19,712
SPCX
SPACE EXPLORATION TECHN CORP
CLASS A COM STK070+70$0$11,960+$11,960
IYT
ISHARES TR
US TRSPRTION0116+116$0$10,063+$10,063
XLY
SELECT SECTOR SPDR TR
ST STR DISCR ETF085+85$0$9,992+$9,992
XLU
SELECT SECTOR SPDR TR
ST STR UTIL ETF0218+218$0$9,884+$9,884
XLB
SELECT SECTOR SPDR TR
ST STR MATER ETF0189+189$0$9,607+$9,607

Similar Firms

Firm NameCountry13F ValueHoldings
Adirondack Capital Advisors, LLCUnited States$0.156B44
Hidden Cove Wealth Management, LLCUnited States$0.156B109
WINEBRENNER CAPITAL MANAGEMENT LLCUnited States$0.156B139
SOUTHERN CAPITAL SERVICES INC /ADVUnited States$0.156B29
Truxt Investmentos Ltda.Brazil$0.156B32
BNB Wealth Management, LLCUnited States$0.156B90
ACCREDITED INVESTOR SERVICES, LLCUnited States$0.156B77
BML Capital Management, LLCUnited States$0.156B16
Cornerstone Financial Group, LLC /NE/United States$0.156B73
Invera Wealth Advisors, LLCUnited States$0.156B98