Arvest Investments Inc.: Quarterly ETF Purchases & Sales Analysis
This quarter, Arvest Investments Inc. significantly increased its holdings in several ETFs while exiting others.
As of June 30th, 2026, Arvest Investments Inc. has shown notable activity in its portfolio. The analysis reveals specific purchases and sales across various exchange-traded funds (ETFs) during this period.
Prominent Purchases This Quarter
The investor demonstrated strong buying interest, particularly evident in ETFs where they achieved a 100% increase in shares or allocation. Notably, SCHWAB STRATEGIC TR (SCHP) saw its share count jump by 79,908 units, representing a massive +30.81% change from the previous period and adding SCHWAB STRATEGIC TR to their holdings with a significant allocation of 1.09%. Similarly, they established or significantly increased positions in other trusts like EA SERIES TRUST (FRDM), acquiring all shares listed and boosting its portfolio weight to 0.49%, and BONDBLOXX ETF TRUST (XFIV) with a +100% change in holdings, adding this bond fund trust.
Substantial Changes Across Holdings
Beyond the new positions, Arvest Investments Inc. also made significant adjustments to existing holdings. The allocation for GOLDMAN SACHS ETF TR (GIGB) notably rose by 4.86%, indicating substantial confidence in this fund's performance or strategy, now holding it at a considerable weight within the portfolio.
Furthermore, there was activity involving other specific trusts and ETFs with large percentage changes relative to their overall allocation. For instance, ABRDN PALLADIUM ETF TRUST (PALL) showed a significant increase of +1208.45% in shares from the prior period, though its overall portfolio allocation remains small at 0.29%. Conversely, FIRST TR EXCHANGE TRAD FD VI (FTGC) experienced a sharp decline of -25.48% in shares from the prior period.
Diversification and Other Activity
The portfolio also reflects activity in other areas, including individual stocks like NIKE INC (NKE), which was added or its position significantly increased this quarter. The investor's holdings now span across various sectors and asset classes, showing a diversified approach.
Additionally, the portfolio includes other ETFs such as VANGUARD TAX-MANAGED FDS (VEA), which saw an increase in shares (+36,564) and a slight rise in allocation to 8.07%, as well as INVESCO EXCHANGE TRADED FD T (RSP) with increased holdings by +14,108 shares (+5.41%) and a stable allocation of 7.08%. There are also positions in JANUS DETROIT STR TR (JMBS), now holding it at 3.5%, following an increase.
The overall portfolio structure, as detailed by the holdings and allocations data, indicates a focus on various fixed income trusts alongside equity-focused ETFs like VEA and RSP, which are prominent in their respective categories.