Optivise Investment Strategy: Key Purchases & Sales in Q2 2026
Optivise Advisory Services LLC significantly increased its holdings in established ETFs like DYNF and VT while reducing exposure to US-focused funds this quarter.
As of June 30, 2026, Optivise Advisory Services LLC, a registered investment advisor specializing in institutional money management and ETF strategies, has shown notable shifts in its portfolio. The firm appears to be balancing its exposure across various asset classes based on the latest filing data.
Significant Purchases This Quarter
DYNF (BlackRock ETF Trust): Optivise significantly bolstered its position in this fund, increasing shares by 132.17%. DYNF is a Blackrock trust fund.
VT (Vanguard Intl Equity Index Fund): The firm also made a substantial purchase in Vanguard's international equity index fund, increasing its stake by 100.0%. VT represents exposure to global equities.
Bufr (First TR ETF VI): Optivise demonstrated strong interest in fixed-income strategies with a nearly 162% increase in shares of BUFR, the First TR Exchange Traded Fund VI.
Bufq (First TR ETF VI): Another fixed-income fund, BUFQ, saw a 161.52% increase in shares held by Optivise.
Bibl (Northern LTS FD TR IV): The firm also added to its holdings of BIBL, the Northern LTS FD TR IV, increasing shares by 100.0%.
Major Sales This Quarter
NEAR (iShares US ETF): Optivise substantially reduced its position in NEAR, the iShares U.S. ETF, decreasing shares by 56.02%.
USFR (WisdomTree TR): The firm exited its position entirely in USFR, the WisdomTree TR fund, reducing shares by 64.76%.
Overall Portfolio Changes
The portfolio's total value stood at $183,958,358 as of June 30, 2026. The changes observed in holdings like NEAR and USFR indicate a strategic shift away from certain domestic or sector-specific exposures.
Optivise has shown activity across various sectors including Technology (represented by SBSW, Sibanye Stillwater Ltd), Basic Materials, and others. The firm's approach involves both strategic additions to existing positions and reductions in others.
For more detailed information about Optivise Advisory Services LLC or any of the funds mentioned, please refer to their filings on InsiderSet.