SMITH SHELLNUT WILSON LLC /ADV 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, SMITH SHELLNUT WILSON LLC /ADV opened 4 positions, added to 20, reduced 10, sold out of 4 and left 12 unchanged. The largest increase in value was QQQ (+$3,325,309); the largest decrease was DFAC (-$1,034,997).
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 26,634; Shares 2026-06-30 0.
- FFLC: Country of operation —; Class FUNDAMENTAL LARG; Shares 2026-03-31 14,207; Shares 2026-06-30 0.
- BINC: Country of operation —; Class ISHARES FLEXIBLE; Shares 2026-03-31 4,905; Shares 2026-06-30 0.
- AWF: Country of operation —; Class COM; Shares 2026-03-31 10,522; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 944317): 2026-03-31 (filed 2026-08-03) and 2026-06-30 (filed 2026-08-03). 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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