Joule Financial LLC Q2 2026 Portfolio Activity: Strategic Shifts and Concentrations
This report details observable purchases and sales by Joule Financial, Llc during the quarter ending June 30, 2026. Significant changes include increased holdings in VANGUARD WORLD FD (VGT) and ISHARES TR (LQD), alongside adjustments to existing positions like BND.
By Insiderset.Jul 17, 2026, 8:53 PM
This report details observable purchases and sales by Joule Financial, Llc during the quarter ending June 30, 2026. Significant changes include increased holdings in VANGUARD WORLD FD (VGT) and ISHARES TR (LQD), alongside adjustments to existing positions like BND.