Lifewealth Investments LLC Activity in Q2 2026

This article analyzes the investment activities of Lifewealth Investments, Llc for the period ending June 30, 2026. The firm demonstrated active buying and selling behavior during this quarter.

New Positions & Significant Buys

Lifewealth Investments initiated several new positions in Q2 2026. Notably, the firm purchased shares of SMH (VANECK ETF TRUST), adding it to their portfolio for the first time with a full 100% increase in holdings compared to the previous quarter.

AIM ETF PRODUCTS TRUST contributed significantly to Lifewealth's buying activity. The firm acquired MAYW, investing $2,390,994 and creating a new position representing 0.64% of the portfolio. Similarly, they launched positions in JUNW ($1,467,868 invested) and MAYT ($1,276,466 invested), though these allocations are smaller.

The investor also significantly increased their stake in existing holdings. For instance, they boosted the position in BILZ (PIMCO ETF TR) by 238.62%, investing an additional $768,600 worth of shares.

Increases to Existing Holdings

Lifewealth continued to grow several positions within their portfolio during the quarter:

• BUFF (INNOVATOR ETFS TRUST) saw a modest increase of 10.22% in its share count.
• The position in IWX increased by 9.37%, adding $2,628,672 worth of shares.
• EFV's holdings grew by 6.87% in share count.
• They added to their stake in IWRY (ISHARES TR), increasing it by 6.35%.

Sales & Decreases

Conversely, Lifewealth reduced the size of some holdings:

• The position in SPLG (SPDR SERIES TRUST) decreased by a significant 29.73%.

Furthermore, the investor completely exited one holding during this period: IVV (ISHARES TR). This stock was sold entirely out of the portfolio.

Sector Changes

Lifewealth Investments also adjusted their sector allocations:

• The allocation to 'Unknown' sectors decreased slightly from 81.06% to presumably a lower percentage following these changes, though the exact new figure isn't provided.
• They added Technology exposure through the purchase of SMH and also held existing Technology positions like AAPL (though AAPL's change is not detailed in changed_holdings).

In summary, Lifewealth Investments showed a pattern of strategic buying during Q2 2026. They initiated new positions with substantial purchases ($5 million into SMH alone) and significantly increased existing holdings like BUFF and IWX.