Planned Solutions »

Series Portfolios Tr shares owned by Planned Solutions

Quarter-by-quarter ownership of Series Portfolios Tr (HEDG) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Series Portfolios Tr by Planned Solutions

Quarter filed Position value Share count Share price at filing
2026-09-30 $7.1M 232k 30.73

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Growth Etf Etf (IVW)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Equable Shares Hedged Equity Etf Etf (HEDG)
Apple Stock (AAPL)
Harbor Commodity All-weather Strategy Etf Etf (HGER)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Series Portfolios Tr

HighTower Advisors
UBS Group
Rockefeller Capital Management
Royal Bank of Canada
Enzi Wealth
Mount Yale Investment Advisors
Vestmark Advisory Solutions
Envestnet Asset Management
Garden State Investment Advisory Services
Platform Technology Partners
Raymond James Financial
Planned Solutions
Bramshill Investments
Harwood Advisory
Stifel Financial

View all funds holding Series Portfolios Tr