During the fourth quarter, Visionary Wealth Advisors has actively adjusted its exchange-traded funds (ETFs) portfolio, reflecting a strategic approach to market changes. The wealth management firm has reduced its holdings in several ETFs, including the Innovator Laddered Allocation Buffer ETF (BUFB) by 6.9%, iShares Floating Rate Bond ETF (FLOT) by 1.0%, Vanguard Consumer Discretionary ETF (VCR) by 15.2%, Innovator U.S. Equity Power Buffer ETF – September (PSEP) by 4.2%, Invesco Variable Rate Preferred ETF (VRP) by 3.7%, Dimensional US Marketwide Value ETF (DFUV) by 0.9%, and Vanguard U.S. Value Factor (VFVA) by 14.7%.Despite these reductions, the firm has also increased its positions in other areas. Notably, Visionary Wealth Advisors bolstered its stake in iShares MSCI EAFE Growth ETF (EFG) by 83.7%, iShares MSCI EAFE ETF (EFA) by 8.6%, SPDR S&P 600 Small Cap Growth ETF (SLYG) by 61.7%, and Vanguard Dividend Appreciation ETF (VIG). These investments indicate a targeted approach to growth and international exposure, as well as a continued focus on small-cap and dividend-appreciating stocks.The firm’s adjustments in its ETF holdings are part of a broader trend among institutional investors to navigate the evolving financial landscape. Other large investors, including Regal Investment Advisors LLC and Hancock Whitney Corp, have also made significant changes to their ETF positions, as reported in their latest SEC filings.
Key points
- Visionary Wealth Advisors reduced its stake in several ETFs including BUFB, FLOT, VCR, PSEP, VRP, DFUV, and VFVA.
- The firm increased its holdings in EFG, EFA, SLYG, and VIG, indicating a strategic investment approach.
- Other institutional investors have also repositioned their ETF holdings, reflecting a common trend in response to market changes.
