Crumly & Associates Inc Portfolio Changes Q2 2026

As reported for Crumly & Associates Inc (crumly-and-associates-inc) as of June 30, 2026, the firm's portfolio experienced considerable activity during Q2. The total value remained substantial at $482 million.

The quarter highlighted significant buying interest from Crumly & Associates Inc in specific Exchange Traded Funds (ETFs) and fund structures. Notably, JMUB, the J P Morgan Exchange Traded Fund (JMUB), saw a substantial increase of 66.7% in its position allocation from the previous quarter.

Alongside this, Crumly & Associates Inc significantly boosted its stake in PAAA, the PGIM ETF TR (PAAA). The allocation for PAAA jumped by an impressive 381.06%, indicating strong confidence or a strategic shift towards this fund structure.

Furthermore, the investor continued to build exposure in other areas like SDVY, First TR Exchange Traded FD (SDVY). While this fund structure was already a significant holding at 3.87% allocation, the increase in shares held during Q2 further solidified its position.

Conversely, Crumly & Associates Inc also made notable moves to reduce or exit certain positions within its portfolio. The firm significantly decreased its stake in FMHI, First TR Exch Traded FD III (FMHI). This ETF structure's allocation dropped by 70.18%, representing a substantial reduction.

Additionally, the investor sold off shares in MTBA, Simplify Exchange Traded Fun (MTBA). The position saw an 83.6% reduction in holdings (down by -57.17%), and the fund structure itself was listed among the significant sell symbols, suggesting a deliberate exit strategy.

Overall, Crumly & Associates Inc's Q2 activity reflects focused buying on specific ETFs like JMUB and PAAA while strategically reducing exposure in others such as FMHI. These changes are part of an active investment management process evident throughout the portfolio with 151 positions showing a change during this quarter.