Protective Life Corp Investment Activity Analysis: June 2026 Portfolio Changes
This analysis details observable purchases and sales by Protective Life Corp in its portfolio as of June 30, 2026.
As of June 30, 2026, Protective Life Corp's total portfolio value stood at $13.4 million.
The investor observed activity across several holdings during this quarter. Significant purchases were noted in new or existing positions, while substantial sales occurred in previously held securities.
Significant Purchases Observed
In its portfolio filing for the period ending June 30th, Protective Life Corp disclosed several new or increased positions. The company recently added exposure to:
- Vanguard Intermediate-Term Corporate Bond ETF (VCIT), increasing its allocation by 1.22 percentage points.
- First Trust Institutional Preferred & Income Fund (FPEI), boosting its position by 1.93 percentage points.
These additions suggest a strategic move towards potentially higher-yielding fixed-income securities and institutional preferred stocks during this period.
Substantial Sales Observed
The investor also recorded significant reductions or exits from several holdings:
- Vanguard Short-Term Corporate Bond ETF (VCSH), which saw a decrease of 5.8 percentage points.
- Schwab International Equity ETF (SCHF), experiencing a reduction of 4.1 percentage points.
- Vanguard Short-Term Bond ETF (BSV), down by 5.2 percentage points.
- JPMorgan Limited Duration Bond ETF (JPLD), reduced by 6.64 percentage points.
- iShares 1-5 Year Investment Grade Fund (IGSB), decreased by 4.49 percentage points.
- State Street SPDR Portfolio Select Sector ETF (SPTS), down by 3.54 percentage points.
- Invesco QQQ Trust Series 1 (QQQ), reduced by 1.28 percentage points.
These sales indicate a deliberate shift away from short-term bonds, international equities, and the Nasdaq 100 during this quarter.
- The company exited positions in iShares Russell Mid-Cap ETF (IWR), decreasing its allocation by 1.06 percentage points.
- It also reduced exposure to iShares MSCI EAFE Value ETF (EFV) and Dimensional International Small Cap ex-US Equity ETF (DFIS), though the reductions were less pronounced.
- The sale of shares in Invesco QQQ Trust Series 1 was particularly significant, contributing to a notable exit from tech-heavy growth stocks.
Additional Changes
Beyond these major shifts, Protective Life Corp's portfolio also reflected changes in other areas:
Overall, the portfolio adjustments made by Protective Life Corp during this quarter appear focused on altering its risk profile and sector exposure.