Juncture Wealth Strategies Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed

For the quarter ending June 30, 2026, Juncture Wealth Strategies LLC showed notable activity in its portfolio. The firm observed significant changes across various holdings, including substantial increases and decreases in shares for several exchange-traded funds (ETFs) and stocks.

Prominent Purchases This Quarter

Juncture Wealth Strategies demonstrated strong buying interest during Q2 2026. The most significant purchase was observed in RSP (INVESCO Exchange Traded Fund Trust), where the fund increased its holdings by a remarkable +58.84% quarter-over-quarter, adding 25,856 shares.

Similarly, SDY (SPDR Series Trust) saw an enormous jump of +100.0% in its position during the quarter, acquiring 44,771 additional shares.

The firm also purchased a substantial amount of IJR (ISHARES ETF Trust), increasing its stake by +1075.47% through the addition of 28,629 shares.

Furthermore, purchases were noted in VLUE (though specific details are not provided) and other ETFs like SCHB and DFUV showed positive share changes, indicating continued buying interest.

Notable Sales Observed

Juncture Wealth Strategies also recorded significant sales activity during the quarter. The most prominent exit was from CPRX (CATALYST PHARMACEUTICALS), which experienced a drastic reduction of -74.37% in its position, shedding 53,401 shares.

Other substantial sales included AURINIA PHARMACEUTICALS (AUPH), which saw a significant reduction of -237.59% in its position, losing 34,232 shares.

Additionally, the fund sold out positions in VNQ, IDCC, and STX (though specific details for these last two are not provided in the changed_holdings list).

These changes reflect a dynamic portfolio management approach focused on ETFs, particularly those tracking Technology, Healthcare, and Financial Services sectors.