Win Advisors Inc Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales Observed
Win Advisors Inc's portfolio saw notable changes in Q2 2026, with significant buying activity observed across several Exchange-Traded Funds (ETFs) and substantial selling or reduction of others.
Win Advisors Inc reported its portfolio holdings as of June 30th, 2026. This period saw considerable changes in the fund's investment landscape, characterized by both significant additions to existing positions and reductions or exits from other holdings.
The investor was notably active this quarter, with several ETFs experiencing substantial share increases. Among these were:
- ISHARES TR (MTUM), seeing a significant increase of +292.16% in its portfolio allocation.
- INVESCO EXCHANGE TRADED FD T (XMMO), with shares increasing by 100%, adding a substantial position valued at $13,049,670.
- NUSHARES ETF TR (NULG), also increasing by 100% in shares, contributing $11,590,696 to the portfolio.
- ISHARES TR (ILCG), similarly adding a large position with a +100% share increase valued at $11,289,650.
- WISDOMTREE TR (AGZD), acquiring this position entirely new with a +100% share increase valued at $9,973,297.
Conversely, Win Advisors Inc reduced or exited several holdings during Q2 2026. The most significant reduction occurred in:
- VANGUARD WORLD FD (MGC), where shares decreased by a substantial -61.87%, representing an exit of $5,054,790 from the portfolio.
- ISHARES TR (ILCB), which was sold down by -76.74%, resulting in a significant reduction of $3,987,208.
- SPDR SERIES TRUST (SPYG), experiencing an even steeper -79.71% change in shares from the prior period.
These changes reflect a dynamic investment strategy focused on ETFs, particularly within sectors like Technology and various financial instruments. The fund also added new positions during this quarter:
- SCHWAB STRATEGIC TR (SCHX), acquiring a small position valued at $232,005.
Additionally, Win Advisors Inc demonstrated interest in individual stocks:
- INTEL CORP (INTC), a Technology stock, was added with significant buying activity.
The overall portfolio allocation shifted during Q2 2026. The fund exited some older ETFs and significantly increased its exposure to newer or different Exchange-Traded Funds across various sectors, including substantial additions in the Technology space via INTEL CORP (INTC). This quarter's activity highlights a clear pattern of strategic buying and selling focused on specific ETF vehicles.