Nottingham Advisors' Portfolio Shifts in Q2 2026: Key Buys and Sells
This report details observable purchases and sales by Nottingham Advisors, Inc. during the quarter ending June 30, 2026.
As of June 30, 2026, Nottingham Advisors, Inc.'s portfolio shows significant activity in various exchange-traded funds (ETFs) and mutual funds compared to the previous quarter. The analysis focuses on holdings that experienced changes in shares or value.
Purchasing Activity: The fund demonstrated buying interest during this period. Notable purchases include a substantial increase in its position of IJH, which saw an addition of 248,064 shares and experienced a massive value growth exceeding 750% quarter-over-quarter. Other significant buys were observed in IWF (adding 13,900 shares), VCLT, EZU (both adding over 150,000 shares), and HDV. These actions suggest confidence in certain sectors or strategies.
Selling Activity: Simultaneously, the fund reduced its exposure across several holdings. The most significant sell was MBB, which lost 400,393 shares and over 65% of its value quarter-over-quarter. Other substantial exits included reductions in IAU (over 128,000 shares), another position involving IJH, and IJR (over 89% reduction). These large reductions indicate a strategic shift away from these specific assets.
Minor Adjustments: Beyond major buys and sells, the fund made several smaller adjustments. Holdings like IEFA, SPIB, and JAAA saw moderate decreases in shares, while others such as IVV experienced slight increases. These incremental changes fine-tune the portfolio's composition.
No Activity Disclosed: For categories not present in the 'changed_holdings' data, no specific activity can be confirmed based on this filing. This includes detailed information about purchases or sales within specific sectors beyond what was observed for EZU, IWF, and minor adjustments noted elsewhere.
In summary, Nottingham Advisors' portfolio saw a mix of strategic buying and significant selling during the second quarter. The substantial inflows into certain ETFs contrast with large outflows from others, reflecting an active management approach focused on optimizing exposure based on market outlook or performance criteria.