Bos Asset Management Portfolio Shifts in Q2 2026
Bos Asset Management increased its holdings significantly this quarter while reducing exposure to certain stocks.
Investment Activity Overview
Bos Asset Management, Llc demonstrated notable investment activity during the second quarter of 2026. The firm focused on adding positions and strategically exiting some holdings within its portfolio.
Significant Purchases This Quarter
The most prominent buying activities involved several exchange-traded funds (ETFs). Bos Asset Management made a substantial purchase in the First Trust Exchange-Traded Fund, adding 189,273 shares which represented an unprecedented 100% increase from the previous period. This ETF now accounts for approximately 1.23% of Bos Asset Management's portfolio.
Another significant addition was to PGIM ETF TR (PULS), where the firm increased its stake by over 66,000 shares. This substantial growth in holdings for this fund is noteworthy and suggests confidence in certain market segments.
Additionally, there was a considerable increase in ISHARES TR (IUSB), with the investor acquiring an additional 16,291 shares. This ETF's allocation grew to about 1.06% of the portfolio.
Major Reductions and Exits
Bos Asset Management also showed significant reductions in its positions during Q2 2026. The firm sold off substantial holdings, particularly evident in the case of SPDR Series Trust (XHB). This ETF saw a staggering reduction of nearly 95% in shares held by Bos Asset Management.
Furthermore, the investor disposed of its position entirely in State Street SPDR S&P 500 ETF (SPY), which experienced a significant decrease of over 20% in shares. This exit removes one of the previously prominent holdings from their portfolio.
Other Notable Changes
The firm also made adjustments to other assets this quarter, including adding positions like First Trust Exchange-Traded Fund (AIRR), which saw a massive increase of over 1300% in shares. Conversely, there were notable decreases observed in holdings such as ETFS Gold TR (SGOL) and Barrick Mining Corp (B).
Bos Asset Management's portfolio also reflected changes in its structure, with holdings like VOYA Emerging Markets High Dividend ETF showing a 100% increase. The overall portfolio value stood at $410 million as of June 30th.
The firm's actions this quarter highlight its dynamic approach to managing assets, with clear signals for both increased confidence in certain areas and strategic withdrawals from others.