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Flexshares Tr mornstar upstr shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 28k 48.05

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
MAI Wealth Advisors
ValMark Advisers
Common Fund For Nonprofit Organizations
Morgan Stanley
First Interstate Bank
Connable Office
Aaron Wealth Advisors
Moller Financial Services
NBT Bank
Goodman & Company, Investment Counsel
Versant Capital Management
Raymond James Financial
Barry Investment Advisors
Pure Financial Advisors

View all funds holding Flexshares Tr mornstar upstr