Yanni & Associates Investment Advisors, 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, Yanni & Associates Investment Advisors, LLC opened 1 positions, added to 5, reduced 12, sold out of 1 and left 3 unchanged. The largest increase in value was FLTR (+$2,955,471); the largest decrease was FLTR (-$2,942,481).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 6,971; Shares 2026-06-30 7,073.
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 75,582; Shares 2026-06-30 75,726.
- SCHJ: Country of operation —; Class 1 5YR CORP BD; Shares 2026-03-31 143,400; Shares 2026-06-30 145,694.
- FTSL: Country of operation —; Class SENIOR LN FD; Shares 2026-03-31 34,052; Shares 2026-06-30 34,784.
Two Form 13F-HR filings compared (SEC CIK 2109644): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-09). 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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