Investment Advisory Services Inc Portfolio Shifts in Q2 2026: Focus on Energy, Fiduciary Trust ETFs

As of June 30, 2026, Investment Advisory Services Inc has shown notable shifts in its portfolio holdings during the second quarter. The firm's activities are evident through changes in specific stock positions and sector allocations.

Prominent Purchases Observed

Investment Advisory Services Inc demonstrated significant buying activity this quarter, most notably with DEVON ENERGY CORP NEW (DVN). The firm acquired a substantial number of shares in the Energy sector ETF, increasing its stake by over 590% compared to the previous period. This large position change suggests confidence in the energy sector outlook.

Furthermore, Investment Advisory Services Inc significantly boosted its holdings in several Fiduciary Trust products from Fidelity. The firm purchased considerable amounts of FIDELITY COVINGTON TRUST (FMDE), acquiring 27,202 more shares than before; similarly, it increased its position in FIDELITY COVINGTON TRUST (FESM) by 36.56%, adding 23,867 shares to the portfolio.

The firm also showed strong interest in other Fiduciary Trust products and ETFs from Schwab. Increases were noted for FIDELITY COVINGTON TRUST (FDVV), acquiring 9,694 more shares than previously held; additionally, the firm added to its position in SCHWAB STRATEGIC TR (SCHD) by purchasing an extra 7,917 shares.

Significant Sales and Reductions

Conversely, Investment Advisory Services Inc reduced its exposure in certain areas during Q2. A major sale was observed with respect to J P MORGAN EXCHANGE TRADED F (JEPI). The firm sold a significant portion of this ETF, reducing its stake by 15.35% and decreasing the number of shares held by over 40,000.

Another notable reduction occurred with GENERAL MILLS INC (GIS). The firm sold off its position in this Consumer Defensive stock, decreasing the share count by 50.64% and effectively exiting a portion of this sector allocation.

Additionally, Investment Advisory Services Inc disposed of other holdings during the quarter. While specific details on sales volume are not provided for all exits, the firm clearly reduced its stake in PACER FDS TR (COWZ) and FIDELITY COVINGTON TRUST (FFLG). The firm also decreased its position in WALMART INC (WMT) and made adjustments to other holdings like ISHARES TR (IUSG).

Balanced Portfolio Adjustments

The changes observed by Investment Advisory Services Inc reflect a dynamic portfolio management approach. The firm simultaneously increased its allocation in the Technology sector (APPLE INC (AAPL) and MICROSOFT CORP (MSFT)) while also showing buying interest in other sectors like Energy (DEVON ENERGY CORP NEW). This indicates a focus on diversification and capitalizing on perceived opportunities across different market segments.

Furthermore, Investment Advisory Services Inc added new positions during the quarter. The firm invested in WESTERN AST INFL LKD OPP & I (WIW), a Financial Services ETF, and also purchased shares of VANGUARD WORLD FD (VGT). These additions further diversify the portfolio.

For more detailed information on Investment Advisory Services Inc's holdings or to explore specific stock profiles, visit Investment Advisory Services Inc and individual stocks.