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Ab Active Etfs shares owned by Planned Solutions

Quarter-by-quarter ownership of Ab Active Etfs shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab Active Etfs by Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 105k 25.10

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Apple Stock (AAPL)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard Intermediate-term Bond Etf Etf (BIV)

View all positions for Planned Solutions

Top funds holding Ab Active Etfs

DDFG
UBS Group
Planned Solutions
Brian McDonald
Wealth Enhancement Advisory Services
Diversify Advisory Services
Perigon Wealth Management
Capital Advantage
Paragon Capital Management

View all funds holding Ab Active Etfs