Sherrill & Hutchins Financial Advisory, Inc 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 2026-03-31 to 2026-06-30, Sherrill & Hutchins Financial Advisory, Inc opened 3 positions, added to 8, reduced 2, sold out of 0 and left 2 unchanged. The largest increase in value was DFIS (+$18,388,876); the largest decrease was FIXD (+$3,798).
- DFIS: Country of operation —; Class INTL SMALL CAP E; Shares 2026-03-31 26,752; Shares 2026-06-30 550,660.
- QGRO: Country of operation —; Class US QUALITY GROW; Shares 2026-03-31 267,827; Shares 2026-06-30 305,614.
- FBND: Country of operation —; Class TOTAL BD ETF; Shares 2026-03-31 905,462; Shares 2026-06-30 943,913.
- FLQM: Country of operation —; Class US MID CP MLTFCT; Shares 2026-03-31 241,098; Shares 2026-06-30 246,185.
Two Form 13F-HR filings compared (SEC CIK 2005607): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). 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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