Serenity Investment Advisors 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 2 quarters from 2025-12-31 to 2026-06-30, Serenity Investment Advisors opened 20 positions, added to 49, reduced 19 and sold out of 12.
- Q2 2026: Stock FMDE; Country of operation —; Class ENHANCED MID; Shares before 286,056.
- Q2 2026: Stock SPHY; Country of operation —; Class STATE STREET SPD; Shares before 117,533.
- Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 5,860.
- Q2 2026: Stock SOXL; Country of operation —; Class DAILY SEMICONDUC; Shares before 2,426.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2105389), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-26). 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 2025-12-31.
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