Cyr Financial Inc ETF Activity Analysis: Q2 2026 Insights

As of June 30, 2026, Cyr Financial Inc's investment strategy saw activity across various exchange-traded funds (ETFs). The investor's portfolio, valued at approximately $190.2 million as of the reporting date, experienced changes in several holdings during this quarter.

Purchasing Exchange-Traded Funds: Focus on Specific ETFs

Cyr Financial Inc demonstrated a clear preference for expanding its positions within certain exchange-traded fund categories during Q2 2026. The most significant purchases were observed in several funds, including COWZ, XLG, and BND. The investor increased their stake in COWZ by 7,320 shares (representing a +7.32% change), adding value to this holding which now accounts for about 8.84% of the portfolio.

Similarly, purchases were noted in XLG and BND, with share increases of approximately 6,710 shares (+6.71%) and 15,971 shares (+8.93%) respectively during the quarter. These ETFs now represent around 8.51% and 7.45% of the portfolio value as of June 30th.

Expanding Positions in SPDR and Fidelity Funds

The investor also significantly boosted their holdings within SPDR Series Trust (SPAB) by acquiring an additional 41,335 shares (+8.1%), bringing its allocation to approximately $7.3% of the portfolio value as of June 30th.

Further notable purchases include FBND, where shares increased by about 23,038 (+8.07%), and UITB with a +7.43% increase in share count.

Selling or Reducing Holdings: ETFs on the Exit List

In contrast to these purchases, Cyr Financial Inc also showed activity by reducing its exposure to certain funds during Q2 2026. The most significant reduction was observed in PULS, where the investor sold off approximately 6,525 shares (-46.27%), a substantial decrease from its previous position.

Additionally, there was a notable reduction in HEFA, with the investor selling around 13,907 shares (-5.6%), although this change is less pronounced than the sale of PULS.

Other Changes and Portfolio Context

Beyond these major shifts, other ETFs experienced smaller changes or adjustments in their positions during the quarter. For instance, RWJ saw a modest increase of about 4,408 shares (+3.35%), while other funds like FDVV, IDMO and COWZ also increased slightly, though their overall portfolio weightings remain relatively stable.

The investor's portfolio is diversified across 58 holdings as of June 30th. The top five ETFs by value now account for approximately 39.45% of the total portfolio allocation. While most holdings are categorized under 'Unknown' in this data, it's worth noting that other sectors like Technology and Consumer Cyclical also have allocations totaling $11.1 million (5.83%) and $4.1 million (2.17%) respectively.

Conclusion: Overall Portfolio Stability with Selective Adjustments

Cyr Financial Inc's portfolio changes during Q2 2026 reflect a strategy focused on selective buying and selling within the ETF space, contributing to overall stability despite some adjustments. The investor increased their positions in several prominent funds including COWZ, XLG, BND, SPAB, FBND, and UITB.

Conversely, they significantly reduced or exited positions in PULS during this period. No major disclosed purchases outside the 'Unknown' category were identified for this quarter.