B.O.S.S. Retirement Advisors LLC Investment Changes: Q2 Portfolio Activity Analysis
This report details the significant stock purchases and sales observed by B.O.S.S. Retirement Advisors, Llc during the second quarter.
As of June 30th, 2026, B.O.S.S. Retirement Advisors, Llc has shown notable activity in its portfolio during the most recent quarter.
Prominent Purchases Observed This Quarter
The investment firm registered several significant acquisitions that have reshaped its holdings:
- SPLG (SPDR Series Trust): The investor purchased a substantial amount of shares in this fund, evidenced by a remarkable increase of approximately 78% in the number of shares held.
- MAYW (AIM ETF Products Trust): This position was newly established this quarter, with B.O.S.S. adding a significant number of shares representing an entirely new allocation.
- JUNW (AIM ETF Products Trust): Another newly acquired position, this fund was added to the portfolio with a fresh purchase of shares.
- MAYT (AIM ETF Products Trust): This trust fund was also newly acquired, forming another new position in the portfolio this quarter.
- BILZ (PIMCO ETF Trust): The investor significantly increased its stake in this fund by over four hundred percent during Q2.
Notable Sales and Reductions This Quarter
In addition to these purchases, B.O.S.S. Retirement Advisors also divested from certain holdings:
- BNDX (Vanguard Admiral Charlotte Shares): The investor sold a considerable portion of its Vanguard fund shares this quarter.
It is important to note that while the sale data for IWP was flagged in portfolio indicators, no specific details regarding this transaction were provided within the holdings list itself. Similarly, other changes not listed here are either minor or not disclosed by the firm.
Overall Portfolio Shifts
The observed transactions reflect a dynamic adjustment of B.O.S.S.'s portfolio during Q2 2026:
- The total portfolio value stood at $318,860,456 as of June 30th.
- Several existing positions saw share increases (SPLG, SPTM) while others experienced reductions or were removed entirely (BNDX).
The portfolio's holdings count increased to 133, indicating a period of active buying and selling. The top five holdings accounted for approximately 41% of the total value as of June 30th.