Lynx Investment Advisory: Significant ETF Purchases and Sales in Q1 2026
Lynx Investment Advisory's portfolio saw notable changes during the quarter ending June 30, 2026. Key holdings like VEA (Vanguard FTSE Developed Markets ETF) experienced substantial increases while others like IJH decreased significantly.
As of June 30, 2026, Lynx Investment Advisory's portfolio has undergone several significant changes during the most recent quarter. The firm appears to have focused on enhancing exposure to specific sectors and asset classes while strategically adjusting its positions in established holdings.
The largest change observed was a substantial increase in Vanguard FTSE Developed Markets ETF (VEA). Lynx added over 66,000 shares during this period, representing an unprecedented VEA portfolio allocation growth of +136.54% from the previous quarter.
In addition to VEA's massive expansion, other notable additions include:
- Vanguard Short-Term Corporate Bond ETF (VCSH) with a significant increase in its portfolio weighting by +1205.88%
- SPDR S&P 500 ETF (SPY) saw substantial growth, increasing by +51.76% during the quarter
- No Shares Aristocrats ETF (NOBL) experienced a considerable increase of +79.62%
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) added significantly with its portfolio weighting jumping by +1067.8%
These substantial purchases suggest confidence in the long-term prospects of developed international markets, intermediate and short-term corporate bonds, and domestic equities.
Lynx also noted a significant decrease in IShares Core S&P Mid-Cap ETF (IJH). The position saw a sharp reduction during the quarter with its portfolio weighting decreasing by -21.83%.
Furthermore, the firm established new positions or significantly increased exposure to several other holdings:
- Vanguard Global ex-US Real Estate ETF (VNQI) saw a substantial increase of +828.82%
- SCHWAB U.S. Broad Market ETF (SCHB) was added with its portfolio weighting increasing by +100%
- Eaton Vance Enhanced Equity Composite Fund (EOI) showed significant growth during the period
- Dimensional US High Profitability ETF (DUHP) experienced a massive increase of +321.08%
- Alerian MLP ETF (AMLP) was added with its portfolio weighting increasing by +100%
The overall portfolio allocation has been adjusted to favor certain sectors more heavily, while others have seen reduced representation.