Psi Advisors LLC Strategic Portfolio Adjustments in Q2 2026
Psi Advisors LLC made significant changes to its portfolio during the second quarter of 2026, including notable increases and decreases across various holdings.
As reported by Psi Advisors LLC, the investment advisor's portfolio saw substantial shifts during Q2 2026. The total portfolio value stood at $425,697,100 as of June 30th.
Among the most significant actions were strategic additions to positions that showed considerable growth or represented new investments:
- SPYG: Psi Advisors significantly increased their position in this fund, with a 477% rise in shares and substantial value addition.
- MSFT: A notable new investment was made in Microsoft Corp (MSFT).
- SPYI: The fund experienced a significant increase, indicating confidence in the underlying index.
- SPYV: Another substantial addition was observed in this ETF tracking the VIX index.
- IGV: The fund also initiated a new position or significantly boosted an existing one with iShares Core Inflation Protection ETF (IGV).
In contrast, Psi Advisors divested from several positions during Q2:
- IBMO: This holding saw a sharp decline of 63% in shares and value.
- DE: Delta Corp (DE) experienced a significant reduction or exit from the portfolio, classified as a large sell by the platform.
- MCD: McDonald's Corp (MCD) shares decreased substantially, indicating an investor sale.
- CIEN: The investment in CIEN was completely liquidated during the quarter.
The overall portfolio adjustments reflect a dynamic approach to managing risk and returns. Psi Advisors maintained their core holdings like QQQ (slight decrease), JPMORGAN (JEPQ, slight decrease), and several other large allocations.
The changes also highlight the investor's focus on specific sectors or themes. The significant buying activity in SPYG, SPYI, SPYV, and IGV suggests an interest in volatility-related instruments and tracking indices like the S&P 500 closely under current market conditions.
Conversely, exiting positions in DE, MCD, IBMO, and CIEN indicates a strategic shift away from certain consumer cyclical stocks and specific bond ETFs. The sale of CIEN was particularly notable as it represented an exit from that position entirely.