Advertisement
Screener

STEEL GROVE CAPITAL ADVISORS, LLC Last Quarter Change: USA ETF, Sold Out

STEEL GROVE CAPITAL ADVISORS, LLC 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, STEEL GROVE CAPITAL ADVISORS, LLC opened 3 positions, added to 27, reduced 12, sold out of 3 and left 29 unchanged. The largest increase in value was QQQ (+$40,992,820); the largest decrease was UYLD (-$3,355,764).

  • EWJ: Country of operation —; Class ETF; Shares 2026-03-31 3,070; Shares 2026-06-30 0.
  • VSLU: Country of operation —; Class ETF; Shares 2026-03-31 6,064; Shares 2026-06-30 0.
  • IJH: Country of operation —; Class ETF; Shares 2026-03-31 3,582; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1166308): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-28). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
EWJ
ISHARES MSCI JAPAN ETF
ETF3,0700-3,070$259,231$0-$259,231
VSLU
APPLIED FINANCE VALUATION LARGE CAP ETF
ETF6,0640-6,064$253,536$0-$253,536
IJH
ISHARES CORE S&P MID-CAP ETF
ETF3,5820-3,582$241,877$0-$241,877

Similar Firms

Firm NameCountry13F ValueHoldings
Gemsstock Ltd.United Kingdom$0.949B28
HBW ADVISORY SERVICES LLCUnited States$0.949B444
CVA Family Office, LLCUnited States$0.950B1,840
Discipline Wealth Solutions, LLCUnited States$0.950B192
SUMMIT WEALTH GROUP LLC / COUnited States$0.950B339
DOCK STREET ASSET MANAGEMENT INCUnited States$0.951B58
Inscription Capital, LLCUnited States$0.951B715
Legacy Edge Advisors, LLCUnited States$0.951B223
Iron Gate Global Advisors LLCUnited States$0.947B105
Discerene Group LPUnited States$0.946B12