Mainsail Financial Group Q2 Activity Analysis: Significant ETF Purchases & Sales

As of June 30th, 2026, Mainsail Financial Group has released data detailing their investment activities during the second quarter. This information provides valuable insights into specific stock transactions undertaken by this financial institution.

The portfolio shows active management with notable changes across various exchange-traded funds (ETFs). Among the significant actions observed are substantial increases in holdings for several ETFs, including SCHWAB STRATEGIC TR (SCHG), FIRST TR EXCHANGE-TRADED FD (FTSM), and SCHWAB STRATEGIC TR (LMBS).

Specifically, Mainsail Financial Group increased their position in SCHWAB STRATEGIC TR ETF by 68,507 shares (SCHG). Similarly, they boosted FIRST TR EXCHANGE-TRADED FD (FTSM) by 67,372 shares and LMBS ETF by 45,769 shares. These large share increases suggest a strategic decision to allocate capital towards these specific funds.

Conversely, the data also reveals significant reductions in other holdings during Q2. Notable examples include FIRST TR EXCH TRADED FD III (FPE), where they sold 86,661 shares (FPE). Additionally, FIDELITY MERRIMACK STR TR ETF (FBND) saw a substantial decrease of 45,576 shares, and J P MORGAN EXCHANGE TRADED F ETF (JCPB) was reduced by 33,002 shares. These actions indicate exits from certain positions.

Furthermore, the investor initiated new positions or significantly increased allocations for other funds like SCHWAB STRATEGIC TR (SCHD), FIRST TR EXCHANGE TRAD FD VI (FTGC), and PACER FDS TR ETF (COWZ). On the flip side, they completely exited INVESCO EXCHANGE TRADED FD T ETF (PBJ) as evidenced by zero shares held compared to prior period data.

In summary, Mainsail Financial Group's Q2 filing indicates a dynamic portfolio management strategy focused on specific ETFs. They demonstrated both large capital inflows into certain funds and significant outflows from others during this quarter.