Quattro Advisors LLC quarter change: USA ETF, Unchanged
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, Quattro Advisors LLC opened 6 positions, added to 10, reduced 1, sold out of 3 and left 1 unchanged. The largest increase in value was WTAI (+$11,818,673); the largest decrease was WTAI (-$7,128,008).
- CZA: Country of operation —; Class ZACKS MID CAP; Shares 2026-03-31 2,305; Shares 2026-06-30 2,305.
Two Form 13F-HR filings compared (SEC CIK 2111158): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| NewCorp Financial Services, Inc. | United States | $0.115B | 50 |
| RD Lewis Holdings, Inc. | United States | $0.115B | 86 |
| LWM ADVISORS INC | United States | $0.115B | 34 |
| Arthedge Capital Management, LLC | United States | $0.115B | 11 |
| TSG Consumer Partners LP | United States | $0.115B | 1 |
| RAFFLES ASSOCIATES LP | United States | $0.115B | 49 |
| James Reed Financial Services, Inc. | United States | $0.116B | 17 |
| Corps Capital Advisors, LLC | United States | $0.115B | 96 |
| Cassilly Financial Group LLC | United States | $0.115B | 64 |
| AMERICAN ASSET MANAGEMENT INC. | United States | $0.115B | 31 |