Calton & Associates Q3 2026: Major ETF Purchases and Strategic Sales

Calton & Associates, Inc., as reported on InsiderSet, showed significant changes in its portfolio holdings during the third quarter of 2026 (ending June 30). The firm's activities included notable purchases and sales, reflecting strategic adjustments across various sectors.

Among the most prominent actions were substantial increases in ETF positions. Calton & Associates purchased shares worth a considerable portion of its portfolio value this quarter:

• VUG: Acquired 97,164 shares (worth $8.37M) representing an increase of over 300% from the prior period.
• LITE: Increased holdings by a large margin, though specific figures are not provided in this summary section.
• VFMF: Showed significant buying activity with shares increasing substantially (though exact numbers aren't detailed here).
• AEP: Purchased ETF shares amounting to $QTUM million, indicating a strong interest shift.
• QTUM: Acquired this ETF in large quantities during the quarter.

In addition to these major buys, Calton & Associates also demonstrated buying activity with:

• VFH: Purchased 61,387 shares (worth $8.08M), adding a small allocation ETF.
• SCHD: Acquired 24,732 shares (worth $784K) in this Schwab Strategic Trust fund.

Conversely, the firm also reported significant selling activity during Q3:

• SPDW: Sold a large number of shares from this ETF.
• TSM: Reduced exposure significantly by selling substantial amounts.
• TMFC: Showed a notable decrease in holdings through sales.
• HYG: The firm sold its entire position in the SPDR ETF Trust (HYG).

Furthermore, Calton & Associates exited positions entirely during this quarter:

• PECO: Sold all shares of Phillips Edison & Co Inc.

The overall portfolio value for Calton & Associates stood at $643 million as of June 30, 2026. The firm's buying and selling activities suggest a dynamic approach to managing its investments across different asset classes and sectors during the third quarter.