Fsa Investment Group LLC Trading Activity Analysis: Q2 2026 Portfolio Shifts

Fsa Investment Group, Llc managed a substantial portfolio valued at approximately $238.9 million as of June 30, 2026. The investor's activity during this quarter was concentrated in Exchange-Traded Funds (ETFs), with significant changes observed across their holdings.

Significant Purchases This Quarter

Fsa Investment Group demonstrated active buying behavior in several ETFs during the second quarter of 2026. The most substantial purchase was recorded in AMERICAN CENTY ETF TR (AVDE), where shareholding increased by a remarkable +58.97%. This investor also significantly boosted their position in INVESCO ACTVELY MNGD ETC FD (PDBC) with a +40.66% increase, and showed strong interest in the newly listed WISDOMTREE TR (USDU), acquiring shares representing a 100% stake.

Additionally, Fsa Investment Group increased their holdings in LISTED FDS TR (MAGS) by +53.12%, indicating confidence in this fund's prospects or strategy for the quarter ahead. Their position in Amplify ETF TR, represented by AMPLIFY ETF TR (BLOK), also saw a significant jump of +156.49%, further highlighting their focus on expanding exposure during this period.

Notable Sales and Portfolio Adjustments

Conversely, the investor was observed reducing positions in certain funds. The most substantial sale occurred with SCHWAB STRATEGIC TR (SCHP), where holdings decreased by a significant -63.04%. Another exit involved Vanguard Index Fds, specifically VANGUARD INDEX FDS (VBR), with a sharp reduction of -86.37% in their stake.

Other changes included an increase in shares for BLACKROCK ETF TRUST II (BINC) (+19.72%) and several other funds, while some holdings remained static or saw minor fluctuations during the quarter.

Overall Portfolio Dynamics

The portfolio's structure as of June 30, 2026, shows a heavy concentration in ETFs tracking broad market strategies. SCHWAB STRATEGIC TR (SCHX) remains the largest holding at nearly $119 million, followed by INVESCO EXCHANGE TRADED FD T (RSP). The top five holdings account for approximately 64.24% of the total portfolio value.

Fsa Investment Group's strategy appears to involve both maintaining core positions and actively adjusting their portfolio based on performance or market outlook, as evidenced by the substantial changes in specific ETFs during this quarter.

Conclusion

In summary, Fsa Investment Group, Llc exhibited dynamic trading activity in Q2 2026. Key areas of focus included expanding positions in emerging funds like WISDOMTREE TR (USDU) and significantly increasing exposure to specific sectors or strategies through holdings such as LISTED FDS TR (MAGS). Simultaneously, they reduced substantial stakes in funds like SCHP and VBR. For detailed analysis of their portfolio composition and performance, please visit the investor profile at fsa-investment-group-llc.