J. Team Financial Inc Q2 2026 Portfolio Activity
This analysis details observable purchases and sales by J. Team Financial Inc during the second quarter of 2026, highlighting significant changes in their investment strategy.
Portfolio Overview
J. Team Financial, Inc managed a portfolio valued at $101,582,304 as of June 30, 2026.
Purchasing Focus in Q2 2026
The second quarter saw J. Team Financial primarily focused on acquiring ETFs and exchange-traded funds (ETFs), while also adding positions to individual stocks like Hewlett-Packard Enterprise Co (HPE). The most notable purchase during this period was the complete acquisition of a new position in IShares TR (IFRA), which experienced a 100% increase in shares held. This ETF, tracking specific indices, now represents approximately 2.28% allocation within their portfolio.
Significant Increases and New Holdings
Beyond the new position, J. Team Financial demonstrated strong interest in established funds by increasing their stake in INVESCO EXCH TRD SLF IDX FD (BSCQ) by 5.47%, now accounting for about 7.25% of the portfolio value. They also boosted holdings in J P MORGAN EXCHANGE TRADED FUND (JEPI) by 13.23%. Furthermore, they purchased a new position in IShares INC (EWZ), adding it to their portfolio with a full 100% increase.
Shifts and Sector Exposure
The observable changes reflect shifts in sector exposure for J. Team Financial Inc during Q2 2026. Their investments now include Technology stocks like NVIDIA Corporation (NVDA) and Hewlett-Packard Enterprise Co (HPE), alongside exposure to Industrials via Deere & Company (DE). The portfolio's sector breakdown shows significant allocations in Unknown, Technology, and Industrials categories.
Sales Activity Observed
J. Team Financial also engaged in selling activities during the quarter. Notably, they reduced their position in INVESCO QQQ TR (QQQ) by 6.71%, following a decrease in shares from the previous period. This ETF allocation decreased to just under 9.18% of the total portfolio value.
Position Reductions
In addition, they sold their entire position in AMERICAN CENTY ETF TR (AVUS), reducing its allocation percentage to zero from a previous level. This action highlights a change in focus away from certain types of ETFs during this quarter.