Ferguson Shapiro LLC Investment Activity Analysis: Q2 2026 Portfolio Changes

According to data available on InsiderSet, Ferguson Shapiro Llc's portfolio saw notable changes during the second quarter of 2026. The total portfolio value stood at $23,993,608 as of June 30th.

The investor was observed to have sold significant positions in certain holdings this quarter. Notably, SIMPLIFY EXCHANGE TRADED FUN (TUA) experienced a substantial reduction of 77% in shares held and exited the position entirely. Similarly, there was an approximate 72% decrease in shares for FIRST TR EXCHNG TRADED FD VI (QJUN), also leading to its exit from the portfolio.

Conversely, Ferguson Shapiro Llc demonstrated strong buying activity during Q2 2026. The investor significantly increased their stake in several Vanguard ETFs and others. This quarter marked a substantial purchase of VANGUARD TAX-MANAGED FDS (VEA), acquiring all 213,192 shares held previously in the prior period. A new position was initiated with VANECK ETF TRUST (FLTR) by purchasing a full amount of 258,711 shares representing an entirely new allocation.

The buying interest also extended to EA SERIES TRUST (FRDM), where the investor acquired all 87,512 shares previously held. Furthermore, a new allocation was created for VANECK ETF TRUST (RAAX) by purchasing 205,545 shares and another new position with VANECK ETF TRUST (CLOI), acquiring all 96,010 shares previously held.

Other activities included moderate increases in holdings like MOAT and BOXX, although these were not as pronounced. There was also a significant increase in shares for CLOA (47.58%), and purchases of 100% for several other VANECK ETFs including BIZD, HYEM, ANGL, and TLT.

In summary, Ferguson Shapiro Llc's portfolio in Q2 2026 featured a mix of strategic exits from large positions like TUA and significant new purchases across various Vanguard and other ETFs. For more detailed information, please refer to the full filing on InsiderSet.