Client First Investment Management LLC Activity Analysis: Q2 2026 Portfolio Shifts

As of June 30, 2026, Client First Investment Management LLC's portfolio totaled $100.64 million. This comprehensive review focuses on the significant changes observed in their holdings during this quarter, based on disclosed data.

Prominent Purchases Observed by Client First

This period saw substantial buying activity concentrated across several exchange-traded funds (ETFs). The most notable purchase was a 361.26% increase in shares of PROSHARES TR (SSO), which now represents approximately 15.46% of the portfolio.

Client First also demonstrated significant buying power with other ETFs, including PROSHARES TR (UWM). This holding experienced a 100.0% share increase during the quarter.

Furthermore, there were substantial additions to positions like DIREXION SHARES ETF TRUST (SOXL), which saw a 100.0% increase in shares, and ISHARES TR (FALN) with the same percentage jump.

The investor also significantly increased their position in PACER FDS TR (FLRT)", adding 562.53% more shares, and showed strong interest in ARK ETF TR (ARKG), increasing holdings by a full 100.0%.

Significant Sales Noted for Client First

In contrast to the buying activity, Client First Investment Management LLC also recorded substantial reductions in certain holdings.

The most drastic change was a 62.1% reduction in shares of EA SERIES TRUST (BOXX), which experienced a significant decrease, potentially indicating an exit strategy or reassessment.

Another major sale involved the ETF known as PROSHARES TR (USD). Client First sold off this position completely, reducing its share count by 88.91% during the quarter.

Overall Portfolio Changes and Concentration

The data indicates that Client First Investment Management LLC made strategic adjustments across a wide range of holdings, impacting 19 out of the total positions tracked.

This suggests an active management style focused on capitalizing on perceived opportunities in specific ETFs while strategically reducing exposure elsewhere.

The portfolio's sector allocation remains dominated by 'Unknown' categories at approximately 95.65% as of this date, despite having some allocations to Technology (1.28%), Healthcare (2.72%), and Financial Services (0.35%).

Conclusion: Client First's Active ETF Strategy

The observed changes in holdings during Q2 2026 highlight an active investment approach by Client First Investment Management LLC.

While the investor demonstrated strong conviction with significant purchases in several ETFs, they also showed decisiveness in exiting positions like BOXX.