Tkg Advisors Llc Buys And Sells Key Stocks In Q2 2026

Tkg Advisors Llc saw substantial changes within its investment strategy during the second quarter of 2026. The firm's total portfolio value stood at $278 million as of June 30th.

Significant Purchases Observed

In Q2, Tkg Advisors demonstrated notable buying activity in several sectors and instruments:

• Tkg Advisors Llc significantly increased its position in the SPDR Series Trust (BIL), adding over 71,000 shares. This ETF allocation rose to represent approximately 6.5% of their portfolio.
• The firm made a large purchase in the First TR Exchange-Traded Fund (FTSM), acquiring over 120,000 shares. This ETF allocation surged to nearly triple its previous level, now accounting for about 3% of their assets.
• Tkg Advisors Llc also noted a significant increase in holdings of the SPDR Series Trust (SPAB), adding over 22,000 shares. This ETF allocation grew to around 0.57%.

Furthermore, Tkg Advisors Llc initiated new positions or substantially increased existing ones in:

• Tkg Advisors Llc's portfolio includes a newly added position in HEWLETT PACKARD ENTERPRISE CORP (HPE), fully bought this quarter.
• The firm also recently acquired shares of ALPS ETF Trust Shares (AMLP) in its entirety during the period.
• Tkg Advisors Llc's holdings in GE Vernova Inc (GEV), an Utilities stock, were fully restocked this quarter.
• The firm recently added a new position with the full purchase of Keysight Technologies Inc (KEYS).

Significant Sales Observed

Tkg Advisors Llc also showed substantial selling activity during Q2:

• The firm sold a considerable portion of its holdings in MICRON TECHNOLOGY INC (MU), reducing the position by over 8,000 shares. This Technology stock allocation decreased significantly.
• Tkg Advisors Llc disposed of its entire investment in PROCTER & GAMBLE CO (PG), a Consumer Defensive stock, reducing the position by nearly 17,000 shares.
• The firm also sold all its holdings in SSGA Active ETF Trust Shares (ULST) during this period.

In summary:

• Tkg Advisors Llc increased positions in several Exchange-Traded Funds, including BIL, SPAB, and notably FTSM.
• The firm initiated new positions with the full purchase of stocks like HPE and ETFs such as AMLP, while also fully restocking GEV.
• Tkg Advisors Llc sold out positions in stocks like MU and PG, as well as the ETF ULST.