Claro Advisors Inc. SIXG — ETF SER SOLUTIONS

Ownership history in Claro Advisors Inc.  ·  22 quarters on record

AI Ownership Summary

Claro Advisors Inc. reported ETF SER SOLUTIONS (SIXG) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q3. The latest visible filing shows SIXG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SIXG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Claro Advisors Inc.'s position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SIXG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SIXG stock page Claro Advisors Inc. fund profile Claro Advisors Inc. full holdings
How Claro Advisors Inc. held SIXG — position size vs. price
% of Fund (quarterly)    SIXG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,695 -50 -1.1% 0.04% $320K 2026-04-21 $80.86
2025 Q4 ADDED — — — 4,745 +20 +0.4% 0.04% $303K 2026-02-17 $67.47
2025 Q3 REDUCED — — — 4,725 -55 -1.2% 0.04% $291K 2025-11-12 $66.09
2025 Q2 REDUCED 24.9% +16.4% ❌ 4,780 -1,582 -24.9% 0.04% $252K 2025-08-05 $54.88
2025 Q1 REDUCED 7.8% +24.4% ❌ 6,362 -535 -7.8% 0.04% $270K 2025-05-12 $45.70
2024 Q4 REDUCED 10.3% -10.7% ✅ 6,897 -793 -10.3% 0.04% $329K 2025-01-13 $46.66
2024 Q3 REDUCED 5.2% +11.0% ❌ 7,690 -423 -5.2% 0.12% $945K 2024-10-17 $44.61
2024 Q2 REDUCED 8.5% +4.0% ❌ 8,113 -750 -8.5% 0.05% $339K 2024-07-31 $41.04
2024 Q1 REDUCED 5.7% +7.7% ❌ 8,863 -532 -5.7% 0.06% $346K 2024-04-18 $35.66
2023 Q4 REDUCED 31.0% +9.1% ❌ 9,395 -4,217 -31.0% 0.07% $337K 2024-01-22 $36.67
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SIXG

As of 2026 Q1 — sorted by position size

NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.6% KWMG, LLC 3Y 7Y 0.57% EHRLICH FINANCIAL GROUP 0.42% Fortune Financial Group, Inc. 0.35% OAK FAMILY ADVISORS, LLC 3Y 0.23% HT Partners LLC 3Y 7Y 0.21% Aurora Private Wealth, Inc. 3Y 0.19% RETIREMENT PLANNING GROUP, LLC / NY 0.18% American Institute for Advanced Investment Management, LLP 3Y 0.17% EAGLE WEALTH STRATEGIES LLC 0.13%

FAQ About Claro Advisors Inc. and SIXG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Claro Advisors Inc. reported owning SIXG?

Claro Advisors Inc. reported SIXG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SIXG position in Claro Advisors Inc.'s portfolio?

The largest reported portfolio weight for SIXG was 0.12% in 2024 Q3.

What is the latest reported SIXG position on this page?

The most recent filing on this page is 2026 Q1, when Claro Advisors Inc. reported 4,695 shares, equal to 0.04% of portfolio, with an estimated market value of $320K.

What does the chart on this SIXG ownership page compare?

The chart compares Claro Advisors Inc.'s quarterly SIXG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Claro Advisors Inc. time their SIXG position?

Based on 13F filing dates vs. subsequent SIXG price moves, Claro Advisors Inc. correctly timed 7 out of 19 reported position changes (37%). The annualised alpha on SIXG relative to SPY over the holding period was +5.7%.

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