<strong>Denver Wealth Management Inc.</strong> Portfolio Shifts: Significant ETF Purchases and Sales Observed for Q2 2026
This report highlights notable changes observed in Denver Wealth Management Inc.'s holdings as of June 30, 2026. The firm significantly increased positions in PVAL, IWF, RSPU, SPLG, PYLD, and CLIP while reducing exposure to SPYV, BSCQ, and BSCR.
As reported by Insider Summary data for the period ending June 30, 2026, Denver Wealth Management Inc. has shown notable shifts in its investment portfolio. The firm's holdings indicate a strategic adjustment during the quarter, with several significant increases and decreases observed across various fixed income and sector-focused exchange-traded funds (ETFs).
The most substantial purchase noted is PVAL, where shares increased by 171,680 units representing a staggering 100% increase from the previous quarter. This ETF, tracking market performance with ticker symbol PUTNAM ETF TRUST (PVAL), now accounts for approximately 2.5% of the portfolio's value according to Denver Wealth Management Inc.'s latest filing.
Other significant buying activity includes a substantial increase in IWF shares, rising by 218.87% or about 113,385 units (from the prior period's data), now holding around 4.03%. This is an ETF known as ISHARES TR (IWF). Similarly, RSPU saw a notable increase of 11,491 shares (+12.28%) and SPLG increased by 57,672 units (+7.47%), adding to its allocation.
Additionally, the firm added positions in PYLD (PIMCO ETF TR) with a full 100% increase from prior period shares, and CLIP (GLOBAL X FDS), which increased by approximately 46.88%. The IWF purchase is particularly noteworthy given its large percentage change.
Conversely, the data reveals significant selling activity in several ETFs during this quarter. Notably, SPYV experienced a sharp decline of 117,410 shares (-84.57%), suggesting a substantial reduction or even exit from this position. The fund also sold off BSCQ and BSCR, both INVESCO EXCH TRD SLF IDX FD ETFs, with decreases of -74.83% and -75.22%, respectively.
Furthermore, other holdings like VXF (not listed in the top holdings but mentioned as a significant sell) were also reduced by 100% according to the data, though specific details are not provided for that symbol's change percentage or share count. The firm also saw reductions in XBIL (-42.93%) and other ETFs like VXF (noted separately), along with decreases in holdings of AMD.
These changes suggest a dynamic portfolio adjustment period, focusing on specific sectors through increased allocations to certain funds while strategically reducing exposure in others during the second quarter of 2026. The overall portfolio now includes investments across various sectors including Technology (represented by PYLD and VUG), Financial Services (via PVAL), Consumer Cyclical (XBIL), Energy (VEA), Real Estate, and more.