Tactive Advisors LLC Portfolio Shifts in Q1 2026

As of Tactive Advisors, Llc's latest filing dated for reporting periods up to June 30, 2026, the investment advisor has shown significant activity in their portfolio. The firm's holdings have undergone substantial changes this quarter, reflecting strategic decisions regarding various assets.

Among the most notable actions were large purchases of exchange-traded funds (ETFs). Tactive Advisors significantly increased its stake in VOO by acquiring shares representing a 52% increase from the previous period. Similarly, they made a substantial purchase of MGK, boosting its position by an impressive 421%. These moves suggest confidence in broad market exposure and specific ETF strategies.

Additionally, purchases were noted for other prominent ETFs like SPMO (INVESCO EXCH TRADED FD TR II) and QQQM (INVESCO EXCH TRADED FD TR II). While the exact magnitude of these new positions isn't provided in the changed holdings data, their inclusion alongside significant increases indicates an ongoing focus on diversified fixed income strategies through exchange-traded funds.

Conversely, Tactive Advisors also demonstrated large selling activities during this period. They disposed of substantial portions of certain ETFs, including DBEF (down 50.14%), JPEM (down 63.5%), and COWZ (down 64.73%). These exits from specific fixed income trusts highlight a potential rebalancing or strategic withdrawal from these sectors.

Furthermore, the investor was observed to have initiated new positions in small-cap stocks like NNDM (Nano Dimension Ltd.), albeit with very low market value (NNDM). They also took a position in MGK, which is listed as an ETF but might represent underlying holdings. However, the most significant new allocation noted was CLSE (Trust for Professional Management), acquiring shares representing a 41.99% increase from prior.

On the exit side, besides selling large portions of specific ETFs, Tactive Advisors also shed positions in other trusts and stocks like UCON (down 39.15%) and FSCO (FS CO). The sale of GEV is mentioned in the portfolio indicators but not explicitly detailed here as it wasn't part of the changed holdings list provided.

Overall, Tactive Advisors' actions this quarter reveal a dynamic approach to managing their investments. They combined buying activities on major ETFs like VOO and MGK with selling from others such as JPEM and COWZ, while also establishing new positions in smaller companies or trusts where the impact was less pronounced.