Andina Capital Management Q2 2026: Significant ETF Purchases and Sales Observed
Andina Capital Management, Llc observed substantial buying activity in several ETFs during the second quarter of 2026 while strategically reducing positions in others.
As reported by insiderset.com for Andina Capital Management, LLC (institution profile) on their filing dated 2026-06-30, the investment firm demonstrated active portfolio management during Q2 2026. The analysis of their holdings changes reveals a clear pattern of both strategic additions and reductions across various exchange-traded funds (ETFs).
Major Purchases Observed in Q2 2026
Andina Capital Management showed significant buying interest this quarter, most notably increasing its stake in the ISHARES TR (SGOV). The firm added 58,650 shares to this position, representing an astronomical increase of over 1894% from the previous quarter. This ETF allocation now stands at approximately $6.2 million, or 10.2% of their total portfolio value.
Furthermore, substantial buying was noted in other funds. The PGIM ETF TR (PAAA) saw an increase of 52,566 shares, boosting its portfolio allocation to $3.2 million or 5.27%. Similarly, the FIRST TR EXCHNG TRADED FD VI (BUFR) increased by just over 18% in shares, adding another $630k to their portfolio. The firm also purchased a significant amount of VANGUARD TAX-MANAGED FDS (VEA), increasing its value by nearly $277k, and added shares to the VANGUARD INTL EQUITY INDEX FUND ETF (VWO) as well.
Strategic Reductions in Holdings
In contrast to their buying activity, Andina Capital Management also reduced positions significantly during Q2 2026. The most pronounced sale was observed in the INNOVATOR ETFS TRUST (XDSQ), where they sold over 85,126 shares (-65.07%), reducing its portfolio allocation from a previous level down to $196k or just 3.22%.
Other notable reductions include the VANGUARD SCOTTSDALE FDS (VONG), which saw a decrease of over 55%, resulting in an approximate $920k reduction from their portfolio. The firm also sold shares from the ISHARES TR (SMMD) (-27.17%) and exited positions entirely in funds like SCHWAB STRATEGIC TR (SCHI), SPDR SERIES TRUST (SPTL), FRANKLIN TEMPLETON ETF TR (FLBL), and others, including the INNOVATOR ETFS TRUST symbol BUFF.
New Positions Added This Quarter
The filing indicates that Andina Capital Management added new positions during the quarter. One of the most significant additions was the ISHARES TR (SGOV), which now represents a substantial 10.2% allocation, suggesting it became a core holding.
Additionally, they incorporated new ETFs into their portfolio structure this quarter, including the SIMPLIFY EXCHANGE TRADED FUN (MTBA), which now holds $590k worth of shares. They also added exposure to the cryptocurrency sector via the ISHARES BITCOIN TRUST ETF and included a position in the BKLC fund, though specific details for BKLC are not provided.
Holdings Removed Entirely This Quarter
The analysis of changes also reveals that Andina Capital Management removed several holdings completely from their portfolio during Q2 2026. These include the SCHWAB STRATEGIC TR, SPDR ETFs (SPTL), Franklin Templeton fund (FLBL), and others like BUFF, CTAS, JAAA.
Overall Portfolio Shifts
The overall portfolio value reported by Andina Capital Management stood at $57.6 million as of June 30th, 2026. Their strategy involved a mix of increasing allocations to specific sectors or funds and exiting less significant positions.