Secured Retirement Advisors LLC Activity in Q2 2026: Strategic Shifts Observed

Secured Retirement Advisors LLC appears to have made several notable adjustments to its investment portfolio in Q2 2026. The firm's holdings were last reported as of June 30, 2026.

The following table summarizes the key changes observed during this quarter:

• New Positions Acquired: CPB experienced a massive increase in its share count by over 97,949 shares (100% jump), suggesting a significant new investment. Similarly, DUK and AEP saw their positions fully replenished from prior periods.
• Divested Holdings: GLW was divested significantly (-76.65%), while STXE also showed notable reduction (-29.1%). PYLD increased but not as dramatically as the new positions, indicating a different type of change.

For more detailed information on Secured Retirement Advisors' portfolio holdings and changes during Q2 2026, please visit Insiderset's coverage.

Investor interest often focuses on significant share movements. The most substantial increase occurred in CPB, with the firm acquiring nearly all 97,949 shares held at this point.

DUK and AEP also saw their positions fully restored to previous levels (100% change), indicating that these holdings were maintained or re-established after potential prior reductions.

On the other hand, GLW was significantly reduced (-76.65%), suggesting a major divestment from this holding during the quarter.

STXE experienced a notable reduction of -29.1%, while PYLD saw an increase but not as pronounced as CPB's new position.

To explore specific company holdings and changes, you can visit CAT, META, or other relevant companies mentioned in the context of significant buys.