Sheets Smith Investment Management quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Sheets Smith Investment Management opened 19 positions, added to 1, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was JEPQ (+$7,392,469); the largest decrease was VCSH (-$5,805,913).
- JEPQ: Country of operation —; Class NASDAQ EQT PREM; Shares 2025-06-30 83,771; Shares 2025-09-30 207,747.
Two Form 13F-HR filings compared (SEC CIK 1785199): 2025-06-30 (filed 2025-10-08) and 2025-09-30 (filed 2025-10-08). 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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