IAM Advisory LLC Q2 2026 Portfolio Activity: Major Buys & Sells Observed
This analysis details observable purchases and sales by IAM Advisory, Llc during the second quarter of 2026 based on disclosed holdings data.
As reported in filings up to IAM Advisory LLC's portfolio snapshot dated June 30, 2026 (the 'as-of-date'), the investment firm has demonstrated significant buying activity in several holdings during this quarter.
Notably, IAM Advisory increased its stake substantially in PROSHARES TR (NOBL), boosting its portfolio allocation from an unspecified previous level to 8.49% with a remarkable +102.45% change in shares held. This suggests strong confidence or alignment with the ETF's performance during Q2.
Concurrently, there was significant buying activity observed in other exchange-traded funds (ETFs). The investor added SPDR SERIES TRUST (XBI), increasing its position by +978.23% on a share change basis, indicating a major new investment or realignment towards this sector trust.
Additionally, the firm bolstered positions in several fixed income ETFs and other trusts. IAM Advisory increased holdings in CAPITAL GRP FIXED INCM ETF T (CGCP), raising its allocation slightly despite a modest share increase, and similarly added to REDDIT INC (RDDT) which now holds an allocation of 0.33%.
The investor also showed growth in its exposure to specific foreign entities, notably increasing the stake in NVENT ELEC PLC (NVT) by +100%, adding a new position with an allocation of 0.2%. Furthermore, IAM Advisory slightly increased its holding in SPDR SERIES TRUST (KRE), raising the ETF's portfolio percentage to 1.14%.
On the sell side, while specific details for major disposals are not fully disclosed in this snapshot format, IAM Advisory did exit or reduce positions significantly during Q2. The data indicates a large sale involving ETN (symbol unspecified), which was sold entirely from the portfolio according to the filing's structure.
In summary, IAM Advisory's Q2 2026 activity highlights a strategic focus on enhancing exposure within specific ETFs and trusts while reducing other positions. For detailed holdings information including stock names beyond symbols, please refer directly to IAM Advisory LLC's latest filing.