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Advantage Solutions shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 12k 1.53

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Advantage Solutions

Leonard Green & Partners
CVC Management Holdings II
Atairos Partners GP
CastleKnight Management
BlackRock
T. Rowe Price Investment Management
Dimensional Fund Advisors
Bain Capital Investors
Geode Capital Management
Charles Schwab Investment Management
Vanguard Group
Bridgeway Capital Management
State Street Corporation
Millennium Management
Empowered Funds

View all funds holding Advantage Solutions