Unify Financial Advisors historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Unify Financial Advisors opened 7 positions, added to 36, reduced 23 and sold out of 7.
- Q2 2026: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 31,197.
- Q2 2026: Stock FLRN; Country of operation —; Class STATE STREET SPD; Shares before 23,006.
- Q2 2026: Stock SPYM; Country of operation United States; Class STATE STREET SPD; Shares before 7,644.
- Q2 2026: Stock EMB; Country of operation —; Class JPMORGAN USD EMG; Shares before 2,425.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2126814), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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