Stiles Financial Services Inc quarter change: USA ETF, Added
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, Stiles Financial Services Inc opened 0 positions, added to 12, reduced 3, sold out of 0 and left 2 unchanged. The largest increase in value was BKAG (+$1,234,635); the largest decrease was BIL (-$112,264).
- BKAG: Country of operation —; Class ETF; Shares 2026-03-31 32,825; Shares 2026-06-30 62,452.
- QQQ: Country of operation —; Class ETF; Shares 2026-03-31 2,525; Shares 2026-06-30 3,430.
- VOO: Country of operation —; Class ETF; Shares 2026-03-31 893; Shares 2026-06-30 1,327.
- SMH: Country of operation —; Class ETF; Shares 2026-03-31 959; Shares 2026-06-30 1,014.
Two Form 13F-HR filings compared (SEC CIK 1904832): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-08-12). 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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