Imz Advisory Inc Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
This analysis details observable changes to Imz Advisory Inc's portfolio holdings during the second quarter of 2026, highlighting significant purchases and sales based on available data.
Imz Advisory Inc saw substantial activity within its portfolio during Q2 2026. The total portfolio value stood at $315,813,762 as of June 30th.
The most significant purchase observed was a large increase in holdings of the ETF tracked by symbol JPST, which represents J P Morgan Exchange Traded Fund. The allocation jumped to 9.16% from previous levels, indicating strong confidence or strategic interest in this fund.
Conversely, the investor was notably active in exiting a position held previously. Shares of JMST, another J P Morgan Exchange Traded Fund, were sold significantly, resulting in an 86.31% reduction in its portfolio allocation.
Other notable purchases occurred during this period. The ETF XLE, tracking the Energy sector Select Sector SPDR Fund, saw a substantial increase of 21.3%, adding weight to its position at 2.26%. Similarly, there was a significant jump in allocation for Vanguard World Fund ETF (VGT), with an unprecedented +700.32% change percentage.
In addition to these major moves, several other holdings experienced changes or additions. The Technology sector exposure via XLK Select Sector SPDR Fund decreased slightly by 3.61%. Holdings in the Consumer Cyclical ETF (XLY) and Healthcare ETF (XLC) also saw increases, though less dramatic than some other positions.
Imz Advisory Inc's portfolio includes exposure to various sectors through different Exchange Traded Funds (ETFs). The investor holds a total of 38 holdings. Detailed information on all changes can be found by visiting the investor profile.