Fluent Financial Makes Significant ETF Purchases and Sales in Q2 2026
Fluent Financial, Llc significantly increased its holdings in EFA, SPY, IWM, VWO, and QQQ while reducing positions in EDV, JPST, EEM, UPS, CPB.
As of June 30th, 2026, Fluent Financial, Llc has shown notable activity in its portfolio. The investment vehicle focused on ETFs made significant purchases and sales during the quarter.
The most substantial buying occurred with three holdings: ISHARES TR (EFA), STATE STR SPDR S&P 500 ETF T (SPY), and ISHAES TR (IWM). EFA saw an increase of over 228,000 shares representing a nearly 98% share growth from the previous period. Similarly, SPY increased by approximately 47,946 shares with a massive 706.86% change in percentage value. ISHARES TR (IWM) also experienced significant buying activity through its iShares Core fund.
In addition to these large purchases, the portfolio saw notable additions in other areas. VANGUARD INTL EQUITY INDEX F (VWO) was fully restocked with a 100% position change this quarter. INVESCO QQQ TR (QQQ) also received substantial new shares through its Invesco QQQ Trust. Furthermore, NEW YORK LIFE INVTS ACTIVE E (MMIN), VANECK ETF TRUST (PPH), and several individual stocks like COLUMBIA SPORTSWEAR CO (COLM) and PAYCHEX INC (PAYX) were initiated or increased.
Conversely, the portfolio experienced significant reductions in several holdings. The largest sale was of VANGUARD WORLD FD (EDV), which saw a reduction of over 276,000 shares resulting in an approximately 52% decrease in its position value from prior periods. Similarly, J P MORGAN EXCHANGE TRADED F (JPST) suffered heavy selling with nearly 837,000 shares sold off, reducing its portfolio allocation significantly.
Other notable exits included ISHARES TR (EEM), which was reduced by over 214,512 shares leading to a substantial decrease in its weight. The CAMPBELLS COMPANY (CPB) and KRAFT HEINZ CO (KHC) also saw their positions exit entirely from the portfolio during this quarter.
Additionally, several other holdings showed significant reductions or exits: UNITED PARCEL SVCS INC (UPS), ATlASSIAN CORPORATION (TEAM), MCCORMICK & CO INC (MKC). These changes reflect a dynamic approach to rebalancing and refining the investment strategy. The overall portfolio turnover was high due to these substantial buying and selling activities.