Resonant Capital Advisors Q2 2026 Portfolio Activity: Strategic Buys and Sells Observed

Resonant Capital Advisors, Llc demonstrated active management during Q2 2026, making notable adjustments across its investment landscape. The firm's portfolio saw a mix of new positions initiated and existing holdings modified or exited based on the disclosed Resonant Capital Advisors activity data.

Purchasing Activity: Resonant Capital Advisors focused on adding value through strategic acquisitions. The most significant buying event during the quarter was the initiation of a new position in PIMCO ETF TR (MUNI), which entered the portfolio at a 100% increase from the previous period. This suggests strong confidence or alignment with this specific investment vehicle. Furthermore, existing positions saw substantial increases in allocation percentage: J P Morgan Exchange Traded Fund (JMST) increased by 7.14%, and iShares US ETF TR (MEAR) rose by 8.24%. The firm also showed interest in other areas, adding positions like Harbor ETF Trust (HGER), which increased its allocation by approximately 16.22%, indicating a growing stake.

Selling Activity: Alongside these purchases, Resonant Capital Advisors also disposed of certain holdings during Q2 2026. The most prominent sale was observed in Schwab Strategic Trust (SCHR), which experienced a significant reduction of about 10% in its portfolio allocation, reflecting a major exit strategy for this fund. Another notable decrease occurred with Vanguard Municipal Bonds Fund Shares (VTEB), where the holding saw a substantial drop of approximately 15.11%. Additionally, while not initiating new positions, the firm modified other holdings like Schwab Strategic Trust (FNDX), which decreased its allocation by about 2.76%, and J P Morgan Exchange Traded Fund (JMST) also saw a decrease in this context.

Other Changes: Beyond the major buys and sells, Resonant Capital Advisors made several other adjustments. These included increasing holdings of iShares TR (MUB), albeit by a smaller percentage increase compared to its overall portfolio growth rate. The firm also added very small stakes in individual stocks, such as WIT and ZTS, which saw their allocations rise slightly but remain minimal. Conversely, they reduced exposure to other specific stocks like EBAY (-59.41%) and UBER (388.76% increase from prior period sale), though the latter's significant percentage change indicates a large purchase if it was previously sold.

Portfolio Insights: The overall portfolio value stood at $2,016 million as of June 30, 2026. While specific details about other potential purchases or sales are not disclosed in this filing (as per the Resonant Capital Advisors report), these changes reflect a dynamic approach to managing their investments.

Sector Focus: The firm's portfolio allocation across sectors provides further context. Technology and Financial Services remain significant portions, while the data also shows activity in Healthcare (ZOETIS INC) and Consumer Cyclical (EBAY INC). However, the detailed sector allocation data does not explicitly reveal new sector-specific investments beyond those already noted in individual stock changes.