POINCIANA ADVISORS GROUP, 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 6 quarters from 2024-12-31 to 2026-06-30, POINCIANA ADVISORS GROUP, LLC opened 15 positions, added to 80, reduced 69 and sold out of 8.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
- Q2 2026: Stock BSVO; Country of operation —; Class BRID OMN SMA ETF; Shares before 0.
- Q2 2026: Stock DFUS; Country of operation —; Class US EQUI MARK ETF; Shares before 0.
- Q2 2026: Stock DFSD; Country of operation —; Class SHOR DUR FIX ETF; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054543), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30). 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 2024-12-31.
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