Slocum, Gordon & Co LLP 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 10 quarters from 2023-12-31 to 2026-06-30, Slocum, Gordon & Co LLP opened 20 positions, added to 13, reduced 11 and sold out of 26.
- Q2 2026: Stock HEFT; Country of operation —; Class HEDGEYE FOURTH T; Shares before 9,536.
- Q4 2025: Stock EWJ; Country of operation —; Class MSCI JPN ETF NEW; Shares before 16,787.
- Q3 2025: Stock BOTZ; Country of operation —; Class RBTCS ARTFL INTE; Shares before 1,724.
- Q3 2025: Stock ROBT; Country of operation —; Class NASDQ ARTFCIAL; Shares before 1,077.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1993325), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-19); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2023-06-30.
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