Lantz Financial LLC Investment Activity in Q2 2026

As part of its investment strategy for the period ending June 30th, 2026 (Q2), Lantz Financial LLC engaged in several notable transactions across various holdings. The data reveals specific changes in share counts and allocations for certain stocks, providing insight into the investor's focus during this quarter.

The most significant purchase activity appears to be concentrated within iShares ETFs. Lantz Financial LLC notably increased its position in HDV by over 470,806 shares (a staggering +411% change), which now accounts for approximately 2.94% of the portfolio's total value as of June 30th, 2026.

Other substantial additions include:

• A significant increase in FDV shares by +40,985 (a +9.15%) allocation change.
• A considerable boost to CGXU with a +40,427 share increase (+6.31% change).

Furthermore, the investor established new positions or significantly expanded existing ones in several other ETFs:

• UMAY, an Innovator ETF Trust product.
• IBTI (ISHARES TR), showing a +21,317 share increase (+15.81% change).
• IBTH (ISHARES TR), with a +20,867 share increase (+15.73% change).
• BSCR, an Invesco ETF Trust product.
• BMAY (INNOVATOR ETFS TRUST), showing a +18,893 share increase (+99.38% change).

In contrast to the focus on ETFs, there is also evidence of stock purchases:

• AAPL (Apple Inc.) saw a purchase despite its shares decreasing slightly from prior periods.
• The investor added exposure to VANGUARD INDEX FDS (VUG) through new purchases.

On the other side of the ledger, Lantz Financial LLC also divested certain holdings during Q2:

• IWD, an iShares ETF Trust product.
• There was a notable reduction in the position of EFV (ISHARES TR), with a -29,746 share change (-33.16% change).

The portfolio's sector allocation remains dominated by 'Unknown' holdings at approximately 59.54%, followed closely by Technology and Financial Services sectors.