STERLING INVESTMENT ADVISORS LLC /ADV quarter change: USA ETF, Unchanged
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, STERLING INVESTMENT ADVISORS LLC /ADV opened 3 positions, added to 15, reduced 10, sold out of 2 and left 1 unchanged. The largest increase in value was SGOV (+$18,987,207); the largest decrease was SGOV (-$18,397,021).
- DVY: Country of operation —; Class SELECT DIVID ETF; Shares 2026-03-31 1,559; Shares 2026-06-30 1,559.
Two Form 13F-HR filings compared (SEC CIK 1009198): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-09). 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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