PlanVest Financial, Inc historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, PlanVest Financial, Inc opened 17 positions, added to 87, reduced 35 and sold out of 6.
- Q2 2026: Stock HYMB; Country of operation —; Class ETF; Shares before 2,000.
- Q2 2026: Stock DGRW; Country of operation —; Class ETF; Shares before 519.
- Q2 2026: Stock CIBR; Country of operation —; Class ETF; Shares before 210.
- Q2 2026: Stock DFAE; Country of operation —; Class ETF; Shares before 298.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2135239), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10). 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 2026-03-31.
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