Pacific Wealth Strategies Q2 2026: Major ETF Buys and Tech Sells Observed

Q2 Activity Overview

Pacific Wealth Strategies Group, Inc., as reported in its latest filing dated June 30, 2026, demonstrated active portfolio management during the second quarter. The firm engaged in notable buying and selling activities across various sectors, with a particular emphasis on exchange-traded funds (ETFs) and fixed income instruments.

Significant Purchases Observed

The investor's most pronounced buying activity this quarter involved several ETFs and fund holdings. Notably, the firm increased its stake in SCHWAB STRATEGIC TR (SCHG), a mutual fund tracking specific stocks, by 53% or approximately 341,095 shares (SCHG). This substantial increase suggests confidence in the underlying holdings of this fund. Similarly, PROSHARES TR (NOBL) saw a significant jump of 112% or about 219,810 shares (NOBL), indicating strong interest in the specific exposure offered by this tracker.

Furthermore, Pacific Wealth Strategies Group added new positions or significantly increased existing ones with various INVESCO Exchange-Traded Funds focused on single-factor investing. These include INVESCO EXCH TRD SLF IDX FD (BSJT), which gained 104.82% in shares; (ICOW), up 439.48%; (BSCS), increased by 36.17%; and (BSJS) with a 32.58% rise, alongside other INVESCO funds like (BSJR), (BSCR), and (BSCS). The addition of these diverse fixed income-related ETFs points towards a strategy aimed at enhancing yield or diversifying away from traditional equities.

In the equity space, while not matching the scale of the large ETF purchases, there was also buying activity in PACER FDS TR holdings. Specifically, (CALF) increased by 274.56% and (ICOW) saw a massive jump of 439.48%, both representing substantial additions to the portfolio (CALF). These purchases further emphasize the investor's focus on tactical ETFs for this period.

Pacific Wealth Strategies Group also engaged in significant selling activities during Q2 2026. The most prominent exit involved Apple Inc. (AAPL), where the firm sold shares resulting in a -51.63% change (AAPL). This was one of two large tech divestments, as SPY experienced an even steeper sell-off with a -77.68% share reduction (SPY). The sale of these substantial positions suggests a strategic shift away from broad market exposure or perhaps capitalizing on gains realized during the period.

Additionally, the investor divested other significant holdings. For instance, AMAZON COM INC (AMZN) saw an approximate -19.37% reduction (AMZN). While less drastic than AAPL or SPY, this still represents a notable decrease in the portfolio's exposure to online retail stocks.

Portfolio Allocation Shifts

The observed changes reflect shifts in sector allocation. Prior period data indicates that Technology was a major component of the portfolio (Pacific Wealth Strategies Group, Inc.). However, this quarter saw significant reductions within this sector: holdings in ALPHABET INC (AAPL) and MICROSOFT CORP (MSFT), both Technology stocks, were sold (AAPL, MSFT). Similarly, the Communication Services sector saw a reduction via sales of ALPHABET INC (GOOGL) shares (GOOGL).

In contrast, purchases shifted focus towards specific ETFs and funds. The SCHG position increased the Technology allocation slightly to 19.14%, while NOBL boosted an unallocated category (likely representing other sectors) to 13.43%. However, the largest sector by value remained 'Unknown', accounting for a substantial 67.28% of the portfolio's total value as of June 30, 2026.

Conclusion: Focus on Tactical ETFs

In summary, Pacific Wealth Strategies Group's Q2 2026 activity appears heavily concentrated in tactical ETF strategies. The investor significantly bolstered its positions in SCHG and NOBL, both large ETFs/tracker funds (SCHG, NOBL). This was complemented by substantial gains in various INVESCO single-factor ETFs, which together with the SCHWAB and PROSHARES holdings, form a significant part of the portfolio's structure. Simultaneously, there were notable exits from high-profile Technology stocks like Apple (AAPL) and Microsoft (MSFT), as well as from broad market exposure via SPY (AAPL, SPY). The overall portfolio still maintains a large allocation to unclassified holdings, suggesting that while tactical bets were made, the core remains substantial and not fully disclosed in sector terms.