My Wealth Management Inc.'s Q2 2026 Portfolio Activity

My Wealth Management Inc., with a portfolio value of $142 million as of June 30, 2026, showed significant changes in its holdings during the quarter. The firm increased positions in several ETFs while decreasing shares in others.

By Insiderset.Aug 10, 2026, 3:39 AM
My Wealth Management Inc.'s Q2 2026 Portfolio Activity
My Wealth Management Inc., with a portfolio value of $142 million as of June 30, 2026, showed significant changes in its holdings during the quarter. The firm increased positions in several ETFs while decreasing shares in others.
My Wealth Management Inc.'s Q2 2026 Portfolio Activity | InsiderSet