VISTA INVESTMENT PARTNERS II, LLC 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, VISTA INVESTMENT PARTNERS II, LLC opened 18 positions, added to 13, reduced 8, sold out of 16 and left 15 unchanged. The largest increase in value was AVLV (+$5,965,590); the largest decrease was NEAR (-$4,673,770).
- FYC: Country of operation —; Class SML CP GRW ALP; Shares 2026-03-31 4,551; Shares 2026-06-30 15,375.
- PIZ: Country of operation —; Class DORSEY WRGT DVLP; Shares 2026-03-31 6,479; Shares 2026-06-30 32,122.
- DFIV: Country of operation —; Class INTERNATNAL VAL; Shares 2026-03-31 44,644; Shares 2026-06-30 56,837.
- FRDM: Country of operation —; Class FREEDOM 100 EM; Shares 2026-03-31 7,303; Shares 2026-06-30 14,996.
Two Form 13F-HR filings compared (SEC CIK 2035219): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-21). 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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