Winter & Associates Inc Portfolio Shifts: Significant Buys and Sells in Q2 2026

As reported on InsiderSet, Winter & Associates Inc's portfolio underwent significant changes during the second quarter of 2026, ending as of June 30th. The firm demonstrated active buying and selling behavior across various exchange-traded funds (ETFs).

Significant Purchases This Quarter

The most prominent purchase activity involved Victory portfolios II (symbol USTB), where the number of shares increased by a substantial 79.19% compared to the previous quarter, highlighting strong confidence in this fund.

• DFIV (Dimensional ETF Trust) also saw a significant increase of approximately 65% in its holdings during the quarter, making it another notable addition or substantial build-up.

  Ongoing and New Positions

  In addition to these large increases, Winter & Associates Inc continued to hold and slightly increased positions in several funds:

  • SPHB (Invesco Exchange Traded Fund II) experienced a strong increase of about 71%.

    Substantial Sales and Exits

    The investor also showed significant selling activity during this period:

    • FNDA (Schwab Strategic Trust) was sold off by nearly half (-49.41%) in terms of shares.

      Mixed Performance and Smaller Adjustments

      The portfolio also reflected mixed performance with funds showing both gains and losses:

      • VXUS (Victory portfolios II) saw a decrease of about -39%.

        Diversification Across Sectors

        The changes observed across various funds suggest Winter & Associates Inc is actively managing its portfolio allocation. The firm's holdings now include exposure to different sectors, although the detailed sector breakdown shows that most assets are categorized as 'Unknown' (80.82% of total value).