Gilbert Capital Group Q2 2026: Major ETF Buys & Significant Fund Sells Observed

As part of its ongoing investment strategy, Gilbert Capital Group Inc. has shown significant activity in its portfolio during the quarter ending June 30, 2026.

A Focus on Exchange-Traded Funds

The investor's holdings primarily consist of exchange-traded funds (ETFs), with most assets allocated to various Gilbert Capital Group ETF positions. The portfolio includes prominent names like iShares and Invesco, reflecting a common strategy among institutional investors.

Substantial New Purchases Observed

Gilbert Capital Group demonstrated strong buying activity this quarter. Notably, the investor increased its position in INVECO EXCH TRADED FD TR II (QQQM) by 100%, acquiring an additional 26,751 shares valued at $8.1 million.

• The position in INVECO EXCH TRADED FD TR II (SPMO) also saw a massive 100% increase, adding another 37,303 shares worth $6.0 million.
• FIDELITY COVINGTON TRUST (FBCG) experienced a significant 100% jump in holdings, with the addition of 95,420 shares valued at $5.9 million.
• FIDELITY COVINGTON TRUST (FELC) was also added with full confidence, increasing by 100% to reach a position value of $5.9 million.
• FlexShares ETF, specifically FLEXSHARES TR (IQDF), saw an increase in shares, though not to the same extent as others mentioned.
• Furthermore, positions were built significantly in INVECO EXCH TRD SLF IDX FD (BSCS), increasing by over 60% to $1.2 million worth.

Significant Reduction in Holdings

In contrast, the investor significantly reduced its position in BLACKROCK ETF TRUST (DYNF). This fund allocation decreased by 40.73%, representing a reduction of 98,742 shares with a corresponding drop in value to $9.8 million.

Other Changes and Unchanged Positions

Beyond the major shifts, Gilbert Capital Group also adjusted other holdings:

• The position in iShares ETF (DSI) decreased slightly by 0.34%.
• ISHARES TR (ISTB) saw a modest reduction of about 10.62% in shares, though its allocation remains substantial at $6.3 million.
• New positions were initiated or increased significantly for funds like Vanguard MALVERN FDS (VTIP) and iShares INC (IEMG), indicating diversification efforts into specific sectors.

It's important to note that the data provided only reflects observable changes. Positions not listed in 'changed_holdings' are considered unchanged for this reporting period, meaning no buy/sell activity was disclosed by insiderset.com for those holdings during Q2 2026.