WFA of San Diego, LLC 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, WFA of San Diego, LLC opened 1 positions, added to 15, reduced 32, sold out of 139 and left 1 unchanged. The largest increase in value was VONV (+$914,439); the largest decrease was JAAA (-$901,669).
- SDY: Country of operation —; Class ETF; Shares 2026-03-31 1,853; Shares 2026-06-30 1,853.
Two Form 13F-HR filings compared (SEC CIK 1821407): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-14). 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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