United Asset Strategies, Inc. quarter change: USA ETF, Reduced
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, United Asset Strategies, Inc. opened 21 positions, added to 26, reduced 12, sold out of 20 and left 5 unchanged. The largest increase in value was XLK (+$29,661,455); the largest decrease was XLK (-$30,804,789).
- SOXX: Country of operation —; Class ISHARES SEMICDTR; Shares 2026-03-31 58,924; Shares 2026-06-30 48,982.
- IWN: Country of operation —; Class RUS 2000 VAL ETF; Shares 2026-03-31 38,671; Shares 2026-06-30 38,516.
- VMBS: Country of operation —; Class MTG-BKD SECS ETF; Shares 2026-03-31 418,804; Shares 2026-06-30 402,952.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 4,059; Shares 2026-06-30 4,041.
Two Form 13F-HR filings compared (SEC CIK 1539948): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-13). 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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