Annex Advisory Services LLC: Significant Portfolio Changes in Q2 2026

Annex Advisory Services, Llc significantly reshaped its investment portfolio during the period ending June 30th, 2026. The firm engaged in both strategic buying and selling activities across various holdings.

The investor's actions were characterized by a high volume of transactions, impacting numerous positions. According to filings, Annex held 347 distinct securities in its portfolio.

Purchasing Activity: This quarter revealed several substantial buys by the investor. Notably, there was a significant increase of LRGF, which experienced a 108.51% change in shares and allocation percentage from the previous period. Similarly, VGLT saw an enormous jump of 13989.53%, indicating strong confidence in this fund. Other significant purchases included a full replacement of positions for both KBWB and XHB.

Selling Activity: Conversely, the investor also divested substantial portions of its portfolio or saw existing holdings drastically reduced. The IOO ETF was sold off significantly with a -90.92% change in shares and allocation percentage from prior period. Additionally, the investor noted sales related to MRVL, MU, VFLO, and QLTY.

The overall portfolio turnover rate appears very high for this quarter, reflecting active management strategies focused on capitalizing on specific market opportunities or exiting positions as they matured.