Soltis Investment Advisors LLC quarter change: USA Options, New
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Soltis Investment Advisors LLC opened 12 positions, added to 3, reduced 8, sold out of 3 and left 12 unchanged. The largest increase in value was MU (+$5,771,450); the largest decrease was TMO (-$534,785).
- MU: Country of operation United States; Class COM · Put; Shares 2026-03-31 0; Shares 2026-06-30 5,000.
- SMH: Country of operation —; Class SEMICONDUCTR ETF · Put; Shares 2026-03-31 0; Shares 2026-06-30 3,800.
- AMZN: Country of operation United States; Class COM · Call; Shares 2026-03-31 0; Shares 2026-06-30 3,200.
- CHRW: Country of operation United States; Class COM NEW · Put; Shares 2026-03-31 0; Shares 2026-06-30 2,200.
Two Form 13F-HR filings compared (SEC CIK 1802530): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-31). 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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