Hbw Advisory Services Llc Portfolio Changes in Q2 2026

As reported for the period ending June 30, 2026, Hbw Advisory Services Llc has shown activity in its portfolio holdings. The firm manages a substantial investment with a total value of approximately $1.03 billion.

Purchase Activities This Quarter

Hbw Advisory Services Llc demonstrated significant buying interest during Q2 2026, adding several ETFs and individual stocks to its portfolio. Notable additions include:

• PGIM ETF TR (PHYL), which saw a massive 100% increase in shares, indicating a substantial new purchase.
• SCHWAB STRATEGIC TR (SCHG), adding over 37,000 shares during the quarter.
• PACER FDS TR (GCOW), increasing its position by more than 20,000 shares and over 6% in terms of percentage change.
• FIRST TR EXCHNG TRADED FD VI (BUFR), also listed as a top holding with significant growth, increased by nearly 5% and over 28,000 shares.
• VANGUARD WORLD FD (VGT) experienced an unusual large increase of about 850%, adding nearly 24,300 shares to its position.

The investor's buying activity appears focused on exchange-traded funds and specific stocks like VANGUARD WORLD FD (VGT), which added a considerable number of shares despite its small portfolio allocation.

Significant Sales Observed

Hbw Advisory Services Llc also recorded notable selling activity during the quarter. The most significant sale was:

• FIRST TR EXCHNG TRADED FD VI (JUNM), which was completely sold out, representing a 100% decrease in shares and effectively exiting this position.

Furthermore, the investor disposed of other substantial holdings:

• J P MORGAN EXCHANGE TRADED F (JPIE), a position that decreased by nearly 0.4% and over 1,796 shares.
• SELECT SECTOR SPDR TR (XLE) saw an unusually large decrease of approximately 850%, shedding nearly all its holdings in this fund.

The overall portfolio percentage allocation for the investor changed slightly during Q2, with adjustments noted across various sectors and specific ETFs. The total value held by Hbw Advisory Services Llc as of June 30th is $1,028,720,190.

Conclusion

In summary, the portfolio filing for Hbw Advisory Services Llc reveals a mix of buying and selling activities during Q2 2026. The investor significantly increased its positions in several ETFs, including PGIM ETF TR (PHYL), while completely exiting the position in another exchange-traded fund (FIRST TR EXCHNG TRADED FD VI (JUNM)). These changes reflect the investor's dynamic approach to managing its assets during this period.