Clarity Asset Management's Investor Activity in Q2 2026: Key Purchases and Sales Observed

Clarity Asset Management Inc., as of its filing date on June 30, 2026, observed significant changes in its portfolio holdings during the most recent quarter. The investor's total portfolio value stood at $193,409,809 as of that date.

Significant Purchases Observed This Quarter

The following individual equity positions show notable increases or are newly established:

• CGMU (Capital Grp Fixed Incm ETF T) experienced a substantial increase in shares, rising by over 230,000 units (+599.54%) and contributing significantly to the portfolio.
• PVAL (Putnam ETF Trust) saw a significant increase in shares by approximately 81,000 units (+445.56%) during the period.
• DGRO (iShares Trust) added around 25,000 shares (+78.6%), indicating strong interest in this equity.
• DBMF (Litman Gregory ETFs) increased its position by about 24,000 shares (+35.75%) over the quarter.

Major Sales and Exits Observed This Quarter

In contrast to the purchases, Clarity Asset Management Inc. also divested substantial portions of its portfolio during this period:

• AVSU (American Centy ETF Trust) was sold significantly, with a reduction in shares by over 65,000 units (-51.04%).
• NULG (NuShares ETF Trust) saw its position reduced by approximately 28,000 shares (-54.09%), representing a notable exit.
• MINO (PIMCO ETF Trust) experienced a large decrease in its position by over 61,000 shares (-69.94%).
• MEAR (iShares ETF Trust) was substantially reduced with a share decrease of nearly 45,000 units (-74.98%) during the quarter.

The observed activities suggest active management focused on capitalizing on specific opportunities and reducing exposure to certain areas within their investment strategy for this period ending June 30, 2026.