Macroview Investment Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DDFM
Innovator Equity Dual Directional 15 Buffer ETF - March
DDFM
|
+$1.42M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$463K |
| 3 |
First Trust Dow Jones Global Select Dividend Index Fund
FGD
|
+$400K |
| 4 |
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
|
+$334K |
| 5 |
KLX Energy Services
KLXE
|
+$330K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DDFO
Innovator Equity Dual Directional 15 Buffer ETF - October
DDFO
|
+$1.34M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.32M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$799K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$256K |
| 5 |
Global X Cloud Computing ETF
CLOU
|
+$244K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.4% |
| 2 | Consumer Discretionary | 3.42% |
| 3 | Financials | 1.77% |
| 4 | Communication Services | 1.49% |
| 5 | Industrials | 1.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Global X Cloud Computing ETF
CLOU
$239M
| – | – |
-10,787
| Closed | -$244K |
|
102
iShares MSCI Emerging Markets ETF
EEM
$28B
| – | – |
-3,726
| Closed | -$204K |
|
|
103
iShares MSCI EAFE Growth ETF
EFG
$16.4B
| – | – |
-7,011
| Closed | -$799K |
|
104
PUT
iShares Russell 2000 ETF
IWM
$82.2B
| – | – |
0
| – | -$1.03M |
|
|
105
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
| – | – |
-14,407
| Closed | -$1.32M |
|
|
DDFO
106
Innovator Equity Dual Directional 15 Buffer ETF - October
DDFO
$99.8M
| – | – |
-61,817
| Closed | -$1.34M |
|
Similar funds
Macroview Investment Management's Q1 2026 Portfolio in Review
As of Q1 2026, Macroview Investment Management held 106 positions worth $144M, down 1.6% from $146M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Macroview Investment Management's Q1 2026 filing shows 8 new, 57 increased, 24 reduced and 6 closed positions. Its largest new stake was Innovator Equity Dual Directional 15 Buffer ETF - March: 75,149 shares worth $1.41M. The largest sale was Innovator Equity Dual Directional 15 Buffer ETF - October, an estimated $1.34M.
By sector, the portfolio is most concentrated in Technology at 6.4% of assets, down from 7.1% a quarter earlier, followed by Consumer Discretionary and Financials.
- Macroview Investment Management's largest Q1 2026 buy was Innovator Equity Dual Directional 15 Buffer ETF - March: 75,149 shares worth $1.41M.
- Macroview Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $463K increase.
- Macroview Investment Management's biggest Q1 2026 reduction was Invesco QQQ Trust, cutting an estimated $256K.
- Macroview Investment Management fully exited Innovator Equity Dual Directional 15 Buffer ETF - October in Q1 2026, selling an estimated $1.34M.
- Macroview Investment Management's ten largest holdings make up 42% of its $144M portfolio in Q1 2026.
- Macroview Investment Management opened 8 new positions and closed 6 in Q1 2026.
- Macroview Investment Management's portfolio value fell 1.6% quarter-over-quarter to $144M.
Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.