Acima Private Wealth Q2 2026 Investment Activity Analysis

As reported for the period ending June 30th, 2026 (Q2), Acima Private Wealth has documented its investment activities through a series of changes to its portfolio holdings. The firm appears focused on rebalancing or refining specific areas while maintaining core positions.

The most notable activity involves substantial additions to Asian assets and reductions in China-related investments, reflecting a strategic shift away from the Chinese market despite overall international diversification efforts. Acima significantly increased exposure to emerging Asia through the purchase of ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ), acquiring shares valued at approximately $2.9 million during this quarter.

Conversely, the firm divested from its China holdings entirely in Q2 2026. Both XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ASHR) and ISHARES MSCI CHINA ETF (MCHI) were sold completely during this period.

Within US equities, Acima reduced its allocation to the S&P Mid-Cap via IShares Core S&P Mid-Cap ETF (IJH), selling shares worth over $15 million. However, there was a significant increase in Applied Finance Valuation Large Cap ETF (VSLU), adding nearly 12% more shares during Q2.

The firm also adjusted its US equity allocation by increasing the holding count from previous periods and modifying existing positions like IEMG (ISHARES Core MSCI Emerging Markets ETF) and RSP (Invesco S&P 500 Equal Weight ETF). Additionally, Acima purchased shares of Booking Holdings Inc COM (BKNG), a stock in the Consumer Cyclical sector.

In fixed income, while maintaining core bond positions like JPMorgan Core Plus Bond ETF (JCPB) and Invesco Total Return Bond ETF (GTO), there was also an exit from DJP (IPATH ETN tracking commodities). Overall, Acima's portfolio saw a reduction in the number of holdings compared to prior periods.