Waller Financial Planning Group Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales Observed
This analysis details observable changes in holdings for Waller Financial Planning Group Inc as of June 30, 2026. Key purchases include substantial increases in VO and VUG, while notable sales involve JEPI.
As of the June 30, 2026 reporting period, Waller Financial Planning Group Inc has demonstrated active portfolio management through observable changes in its holdings. The firm's overall portfolio value stands at $485 million.
The most significant purchase during this quarter appears to be the substantial increase in allocation for INVESCO EXCH TRD SLF IDX FD (VO). This holding saw a remarkable +272.73% change from its prior period value, driven by an increase of 61,654 shares.
Another notable addition is VANGUARD INDEX FDS (VUG), which experienced a substantial +461.61% increase in its portfolio allocation percentage, indicating strong interest despite holding only $0.7 million of the fund.
Additionally, Waller Financial Planning Group Inc has been observed adding to several other ETF positions including SPDR SERIES TRUST (SPYG), INVESCO EXCH TRD SLF IDX FD (OMFL), and ISHARES TR (IGEB). These additions, while less dramatic than VO or VUG in percentage terms, still represent positive portfolio movement.
Conversely, the firm has shown significant selling activity. The most prominent exit is J P MORGAN EXCHANGE TRADED F (JEPI), which saw a sharp -59.11% change in allocation percentage and experienced an 84,260 share reduction.
Other ETFs where Waller Financial Planning Group Inc reduced exposure include SCHWAB STRATEGIC TR (SCHD), with a -13.71% change, and several Vanguard funds like VBR (-6.75%) and SPYV (-3.04%).
For more detailed information on Waller Financial Planning Group Inc's portfolio holdings or to explore specific stock performance, please visit their profile at InsiderSet.