Bouchey Financial Group Ltd Q2 2026 Portfolio Activity: Strategic Buys and Sells Observed

For the quarter ending June 30, 2026, Bouchey Financial Group Ltd (ISIN: US87951T4001) demonstrated active management within its portfolio, as evidenced by the changes disclosed in their filings. The total portfolio value stood at $1,409,002,520.

The investor was notably observed to be accumulating exposure across several sectors and asset classes during Q2 2026:

• PIMCO ETF TR (BOND): This fixed income fund saw a significant increase in shares held, growing by 100% from the previous quarter. The total stock value allocation increased to 3.25%.
• PIMCO ETF TRUST (PVAL): A new position was initiated, or significantly bolstered, with shares purchased equal to 100% of the current holding. This allocation now stands at 2.54%.
• VANGUARD INDEX FDS (VO): Shares increased substantially by 301%. The value allocation rose to 2.47%.
• FIRST TR EXCHNG TRADED FD VI (BUFR): This money fund position was newly established or dramatically increased, with shares purchased equal to 100%. It now accounts for 2.2% of the portfolio.
• Technology sector via MSFT: MICROSOFT CORP (MSFT) was identified as a significant buy, with its value allocation increasing to 2.0%, indicating substantial interest in this sector.

Concurrently, Bouchey Financial Group Ltd was observed reducing positions or exiting holdings during Q2 2026:

• SCHWAB STRATEGIC TR (SCHB): This fund experienced a large decrease in shares held (-78%). Its value allocation dropped to 4.54%.
• SCHWAB STRATEGIC TR (SCHD): Shares decreased significantly by 78%. This allocation is now 1.05%.
• FIRST TR EXCHNG TRADED FD VI (GOCT): Shares held were reduced by 94%. The value allocation is now 0.07%.
• FIRST TR EXCHNG TRADED FD VI (XOCT): Shares held were reduced by 98%. This allocation is now 0.03%.
• ISHARES TR (AGG): Shares held decreased substantially by 76%. Its value allocation is now 1.17%.

The portfolio adjustments reflect a dynamic approach to investing, with the investor simultaneously increasing allocations in fixed income and broad index funds while reducing exposure in other areas like specific Schwab tactical ETFs and certain First TR exchange traded fund positions.

Additionally, Bouchey Financial Group Ltd was observed making incremental changes across various holdings:

• VANGUARD INDEX FDS (VOO): Shares increased by 3.49%. Value allocation is 11.24%.
• INVESCO QQQ TR (QQQ): Shares increased by 0.6%. Value allocation is 7.02%.
• VANECK ETF TRUST (SMH): Shares increased slightly by 0.92%. Value allocation is 3.5%.
• APPLE INC (AAPL): Shares decreased by 1.32%. Value allocation is now 4.81%.

The overall portfolio structure, as of June 30, 2026, remains heavily concentrated in fixed income and unknown sectors (84.85%), followed by Technology (9.34%) and other allocations like Consumer Cyclical, Financial Services, etc.