United Asset Strategies, Inc. 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, 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).
- OEF: Country of operation —; Class S&P 100 ETF; Shares 2026-03-31 1,643; Shares 2026-06-30 1,643.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 2026-03-31 16,737; Shares 2026-06-30 16,737.
- IVW: Country of operation —; Class S&P 500 GRWT ETF; Shares 2026-03-31 2,623; Shares 2026-06-30 2,623.
- DVY: Country of operation —; Class SELECT DIVID ETF; Shares 2026-03-31 1,592; Shares 2026-06-30 1,592.
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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