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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $839M AUM 141 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 61 Added 38 Reduced 9 Exited
Page 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PALC PACER FDS TR 236,296.0 $14.1M 1.68% +3K +1.3% $59.75 -2.7%
22 IVOL KRANESHARES TRUST 766,757.0 $13.3M 1.58% +90K +13.4% $17.29 +1.2%
23 QEFA SPDR INDEX SHS FDS 134,597.0 $12.9M 1.54% -1K -0.9% $96.02 +5.6%
24 QQQM INVESCO EXCH TRADED FD TR II 40,312.0 $12.2M 1.46% -3K -6.9% $302.97 -2.7%
25 NVDA NVIDIA CORPORATION Technology 56,506.0 $11.3M 1.35% +472.0 +0.8% $200.09 +8.7%
26 VOO VANGUARD INDEX FDS 15,648.0 $10.7M 1.28% -116.0 -0.7% $686.82 +2.9%
27 LGOV FIRST TR EXCHANGE-TRADED FD 494,720.0 $10.6M 1.26% -4K -0.8% $21.40 -1.6%
28 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 85,169.0 $10.5M 1.25% +13K +17.6% $123.11 +27.7%
29 J P MORGAN EXCHANGE TRADED F 198,946.0 $10.1M 1.20% +17K +9.4% $50.57
30 EFA ISHARES TR 93,937.0 $9.8M 1.16% -2K -1.8% $103.88 +3.6%
31 ACWI ISHARES TR 59,113.0 $9.3M 1.11% +535.0 +0.9% $156.97 +2.4%
32 QUAL ISHARES TR 42,270.0 $9.3M 1.11% +273.0 +0.7% $219.43 +2.2%
33 USMV ISHARES TR 92,415.0 $8.9M 1.06% +1K +1.5% $96.46 +5.0%
34 FEZ SPDR INDEX SHS FDS 129,738.0 $8.9M 1.06% -22K -14.3% $68.68 +4.3%
35 PTLC PACER FDS TR 148,672.0 $8.7M 1.03% -2K -1.6% $58.26 +2.9%
36 RSP INVESCO EXCHANGE TRADED FD T 40,088.0 $8.5M 1.02% +11K +37.1% $212.77 +4.4%
37 FIRST TR EXCH TRADED FD III 112,472.0 $8.3M 0.99% -2K -1.5% $73.80
38 XLI SELECT SECTOR SPDR TR 42,290.0 $7.8M 0.93% NEW $185.23 -1.8%
39 XLK SELECT SECTOR SPDR TR 40,765.0 $7.8M 0.93% NEW $190.52 -3.6%
40 XLE SELECT SECTOR SPDR TR 142,533.0 $7.6M 0.90% +5K +3.6% $53.11 +19.7%
Page 2 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.8%
Technology 28.2%
Basic Materials 9.1%
Healthcare 6.0%
Consumer Defensive 4.8%
Industrials 4.7%
Utilities 4.4%
Consumer Cyclical 1.9%
Communication Services 0.7%
Energy 0.3%