Global Strategic Investment Solutions LLC Activity Analysis: Q2 ETF Transactions Detailed

A detailed analysis reveals Global Strategic Investment Solutions' significant buying and selling activities within its $1.09 billion portfolio during the second quarter.

By Insiderset.Aug 10, 2026, 3:20 AM
Global Strategic Investment Solutions LLC Activity Analysis: Q2 ETF Transactions Detailed

As of June 30, 2026, Global Strategic Investment Solutions LLC, a sophisticated investment entity, has shown considerable activity in its portfolio holdings. The total value stands at $1.09 billion.

The investor's focus appears heavily weighted towards Exchange-Traded Funds (ETFs), particularly those tracking US equity indices and fixed income sectors like munitions bonds. This quarter, several ETF positions saw notable increases or decreases based on the available changed_holdings data.

Purchasing Activity: Global Strategic Investment Solutions demonstrated strong buying interest in several ETFs. The most significant purchase was the Vanguard Uprising ETF (VUG), which saw a substantial increase of 484,197 shares, representing an almost 500% jump from the previous quarter and now accounting for approximately 4.48% of the portfolio.

Other notable buys include:

  • The Vanguard Short Term Corporate Bond ETF (VONV) increased by 50,719 shares (-5.54%)
  • The iShares Core Small-Cap Growth ETF (IWF) added a significant number of shares (+300.2%, or 72,117 more)
  • Several iShares ETFs were increased: IUSB gained 232,337 shares (+18.34%), ICSH gained 82,162 shares (+33.76%), and IEMG gained 35,935 shares (-8.14% from prior period)
  • The Vanguard Municipal Bond ETF (VTEB) also saw an increase of 83,592 shares (+10.84%)

Selling Activity: The investor's portfolio also reflects significant reductions in certain holdings this quarter.

  • The American Century ETF Trust (AVLV) experienced a sharp decline, with 224,775 shares sold (-33.58%)
  • The Vanguard Intermediate-Term Corporate Bond ETF (VONG) saw an increase of just over 1% (+0.96%, or -7,572 shares)
  • However, the most drastic reduction was in SPY holdings: only 148 shares remain after selling off 148,531 shares (-98.67%)
  • The HDV ETF (iShares Core Dividend Growth) also saw a decrease of 384,343 shares (-402.08%)

Additionally, the investor disposed of other positions entirely:

  • The SPDR S&P 500 ETF (SPDW) was completely exited.
  • The SCHWAB Strategic Allocation Trust (SCHG) saw a reduction of $342,500 worth (-5.63%)
  • And the MUB ETF (iShares Core MSCI USA Small Cap Growth) decreased by 7,661 shares (-7.66%)

In summary, Global Strategic Investment Solutions appears to be actively managing its portfolio this quarter, favoring growth-oriented and fixed-income ETFs while significantly reducing exposure in some areas.