Denver PWM LLC Portfolio Activity: Significant Changes Observed in Q2 2026
Denver PWM LLC's holdings for the period ending June 30, 2026, show notable shifts including new positions and substantial changes to existing investments.
As of June 30, 2026, Denver PWM, Llc has demonstrated active investment behavior during this quarter. The filing reveals several significant transactions across its portfolio.
The investor's most notable purchase was the initiation of a position in BUFR, an exchange-traded fund, with a 100% increase in shares compared to the previous quarter. Similarly, a new position was started in BSJS (INVESCO Exchang Trd Slf Idx Fd), also showing a substantial 100% jump in holdings.
In addition to new positions, Denver PWM LLC significantly increased its stake in several other funds. The investor notably boosted their position in TOTL (SSGA Active ETF TR) by 7.82%, adding shares during a period of strong performance for the fund. Increases were also observed in IBTK, HEFA, and IBTG.
Conversely, the investor reduced their exposure in certain areas. The position in SCHX (Schwab Strategic TR) decreased by 8.68%, indicating a divestment or reduction of shares during the quarter.
The most significant selling activity observed was in AAPL (Apple Inc.), where holdings dropped by 33.78%. This substantial decrease suggests a major divestment of the technology giant during Q2.
The investor also partially reduced their position in HELO (J P Morgan Exchang Traded Fd), which saw a 38.36% reduction from prior quarter holdings.
Overall, the portfolio shows active management with significant buying in new positions and established funds like TOTL, IBTK, HEFA, and IBTG, alongside notable selling or reduction of exposure to Apple Inc. (AAPL) and the SCHWAB ETF (SCHX).