Reality Financial Planning Services, 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, Reality Financial Planning Services, LLC opened 2 positions, added to 4, reduced 9, sold out of 3 and left 1 unchanged. The largest increase in value was USMV (+$3,300,282); the largest decrease was USMV (-$3,466,899).
- USMV: Country of operation —; Class MSCI USA MIN VOL; Shares 2026-03-31 37,383; Shares 2026-06-30 0.
- SDY: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 7,310; Shares 2026-06-30 0.
- MUNI: Country of operation —; Class INTER MUN BD ACT; Shares 2026-03-31 13,563; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2110687): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-08-17). 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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