Nvest Wealth Strategies Inc Q2 2026 Portfolio Activity: Key ETF Purchases And Sales
InsiderSet analysis reveals significant changes in holdings for Nvest Wealth Strategies Inc as of June 30, 2026. The firm increased positions in several trusts and funds while reducing or exiting others.
As of June 30, 2026, the investment strategy firm Nvest Wealth Strategies Inc managed a substantial portfolio valued at approximately $136.3 million.
The investor's activity during this quarter was concentrated in exchange-traded funds (ETFs) and trusts, with notable changes observed across various sectors:
Prominent Purchases This Quarter
- SCHWAB STRATEGIC TRUST (SCHG): The investor significantly increased their position in this fund, adding 10,789 shares which represented a nearly 91.4% increase from the previous period.
- HARBOR ETF TRUST (HGER): Holdings in this trust were boosted by adding 7,640 shares during Q2.
- JOHN HANCOCK EXCHANGE TRADED (JHMM): The investor added a modest number of shares to this fund, increasing holdings by 6865 units.
- FIRST TR EXCHANGE-TRADED FD (EMLP): This exchange-traded fund saw an increase in shares held by the investor, rising by 6,501 units.
- AMERICAN CENTY ETF TR (AVUV): The position in this American Century fund was increased slightly during the quarter.
Sales And Reductions Observed
The investor also made strategic reductions or exits from certain holdings:
- BP PLC (BP): A significant reduction occurred in the energy sector stock, with a decrease of 3550 shares (-90.49%) from prior period holdings.
- SOUTHWEST AIRLS CO (LUV): The investor exited their position entirely in this industrials stock, reducing the number of shares by 56.5% (-50%) during Q2.
- INVESCO EXCHANGE TRADED FD T (RSP): Shares in this fund were reduced slightly, decreasing by 1,204 units (-4.37%) from the previous period.
- DIREXION SHARES ETF TRUST (COM): The investor sold their position in this trust entirely during Q2, reducing shares by 1,342 units (-53.7%) from prior period.
- WISDOMTREE TR (USFR): Holdings in this WisdomTree fund were reduced during the quarter, decreasing by 1,278 units (-43.92%) from previous levels.
New Positions And Significant Changes
Among the most notable changes was a new position initiated with T ROWE PRICE EXCHANGE-TRADED (TDVG), adding 10,789 shares to their portfolio during Q2.
Overall, the investor's focus appears heavily weighted towards exchange-traded products and trusts, with specific interest in certain sectors reflected through these transactions. Further details on sector allocation can be found by visiting Nvest Wealth Strategies Inc's profile.
Understanding The Portfolio Shifts
The observed changes in holdings provide insight into the investor's current strategy and preferences. Increases were noted across several trusts, suggesting a continued interest in diversified exchange-traded products for portfolio construction purposes.
Sales occurred primarily in individual stocks (BP, LUV) and specific ETFs/trusts (COM, USFR), indicating potential adjustments to concentration or shifts away from certain asset classes. The initiation of the TDVG position suggests exploration into new areas during this quarter.