POINCIANA ADVISORS GROUP, 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, POINCIANA ADVISORS GROUP, LLC opened 6 positions, added to 7, reduced 14, sold out of 6 and left 9 unchanged. The largest increase in value was AVUS (+$17,818,117); the largest decrease was AVUV (-$15,775,068).
- AVUV: Country of operation —; Class US SML CP VALU; Shares 2026-03-31 142,800; Shares 2026-06-30 0.
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 226,646; Shares 2026-06-30 0.
- BSVO: Country of operation —; Class EA BRIDGEWAY OMN; Shares 2026-03-31 245,266; Shares 2026-06-30 0.
- DFUS: Country of operation —; Class US EQUITY MARKET; Shares 2026-03-31 39,169; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2054543): 2026-03-31 (filed 2026-04-16) 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.
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