Retirement Planning Group Purchases in Q4 2024

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
657K
+ 69.8%
$44.87 - $46.86 $29.5M - $30.8M
1.6M $71.7M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
1.09M
+ 70.58%
$22.43 - $23.09 $24.4M - $25.1M
2.63M $59M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
146K
+ 11.5%
$103.6 - $112.52 $15.1M - $16.4M
1.42M $148M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
398K
+ 12.2%
$40.26 - $42.88 $16M - $17.1M
3.66M $148M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.99M
+ 222.51%
$22.01 - $66.82 $87.7M - $266M
5.78M $131M
FSMD
Fidelity Covington Tr Small Mi

ETFs
288K
+ 12.57%
$40.75 - $44.85 $11.7M - $12.9M
2.58M $106M
VIG
Vanguard Dividend Appreciation

ETFs
58.6K
+ 8.51%
N/A
748K $136M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
52.4K
+ 5.21%
$111.85 - $120.71 $5.86M - $6.33M
1.06M $122M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
265K
+ 14.3%
$32.68 - $36.28 $8.65M - $9.6M
2.11M $69.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
322K
+ 14.66%
$37.12 - $41.23 $12M - $13.3M
2.52M $93.6M
AAPL
Apple Inc.

Technology
30
+ 0.02%
$221.69 - $259.02 $6.65K - $7.77K
125K $31.2M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
36.4K
New
$39.5 - $41.38 $1.44M - $1.51M
36.4K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
2.84K
+ 12.6%
$180.88 - $232.93 $513K - $661K
25.4K $5.56M
DRSK
ETF Ser Solutions Aptus Define

ETFs
35.6K
New
$27.43 - $28.44 $977K - $1.01M
35.6K $976K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.6K
+ 374.3%
$66.77 - $71.52 $843K - $903K
16K $1.1M
PLTR
Palantir Technologies Inc.

Technology
168
+ 0.79%
$36.46 - $82.38 $6.13K - $13.8K
21.5K $1.63M
XLY
Select Sector Spdr Consumer Di

ETFs
968
+ 4.39%
$194.8 - $239.43 $189K - $232K
23K $5.17M
OSCV
Opus Small Cap Value ETF

ETFs
20.1K
New
$36.89 - $40.88 $740K - $820K
20.1K $742K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.92K
+ 6.36%
$124.26 - $134.12 $487K - $525K
65.5K $8.42M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
14.1K
New
$45.72 - $48.37 $646K - $683K
14.1K $659K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.66K
+ 114.99%
$174.22 - $187.62 $637K - $687K
6.84K $1.2M
XLK
Technology Sector Spdr

ETFs
2.12K
+ 19.59%
$220.26 - $241.44 $468K - $513K
13K $3.02M
MSFT
Microsoft Corp

Technology
1.59K
+ 7.27%
$406.35 - $454.46 $646K - $723K
23.5K $9.89M
VGT
Vanguard Information Technolog

ETFs
465
+ 9.58%
$571.78 - $647.97 $266K - $301K
5.32K $3.31M
GOOGL
Alphabet Inc.

Communication Services
877
+ 6.96%
$161.86 - $196.66 $142K - $172K
13.5K $2.55M
SCHG
Schwab Strategic Tr Us Large C

ETFs
96.1K
+ 329.95%
$25.93 - $105.3 $2.49M - $10.1M
125K $3.49M
NVDA
Nvidia Corp

Technology
2.14K
+ 17.45%
$117.0 - $148.88 $251K - $319K
14.4K $1.94M
GOOG
Alphabet Inc.

Communication Services
622
+ 4.97%
$163.08 - $198.16 $101K - $123K
13.1K $2.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.32K
New
$45.07 - $47.1 $375K - $392K
8.32K $376K
BNDX
Vanguard Total International B

ETFs
7.57K
New
$48.91 - $50.61 $370K - $383K
7.57K $371K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.18K
+ 56.67%
$42.84 - $45.38 $393K - $416K
25.4K $1.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.28K
New
$81.68 - $82.93 $350K - $355K
4.28K $351K
NFLX
Netflix Inc

Communication Services
7
+ 0.39%
$687.65 - $936.56 $4.81K - $6.56K
1.8K $1.6M
MBB
Ishares Tr

ETFs
3.46K
New
$91.26 - $95.82 $316K - $332K
3.46K $317K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.05K
+ 15.17%
$57.53 - $60.83 $406K - $429K
53.5K $3.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.55K
New
$87.1 - $98.49 $309K - $349K
3.55K $309K
TSLA
Tesla, Inc.

Consumer Cyclical
268
+ 19.25%
$213.65 - $479.86 $57.3K - $129K
1.66K $670K
INTF
Ishares Tr

ETFs
10.5K
New
$28.54 - $31.26 $300K - $328K
10.5K $301K
JPM
Jpmorgan Chase & CO

Financial Services
344
+ 5.03%
$205.18 - $250.29 $70.6K - $86.1K
7.19K $1.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.46K
+ 24.64%
$44.04 - $49.49 $416K - $468K
47.8K $2.11M
V
Visa Inc.

Financial Services
559
+ 25.58%
$273.87 - $320.91 $153K - $179K
2.74K $867K
VOX
Vanguard Communication Service

ETFs
1.59K
New
$144.31 - $163.57 $230K - $260K
1.59K $246K
XLF
Financial Sector Spdr

ETFs
4.97K
New
$44.89 - $51.34 $223K - $255K
4.97K $240K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.76K
+ 60.77%
$46.48 - $51.32 $221K - $244K
12.6K $606K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
16.2K
+ 50.27%
$15.05 - $16.03 $244K - $260K
48.5K $740K
LRGF
Ishares Tr

ETFs
3.61K
+ 40.18%
$58.25 - $63.26 $211K - $229K
12.6K $760K
IVV
Ishares Core S&P 500 ETF

ETFs
157
+ 1.35%
$570.51 - $610.59 $89.6K - $95.9K
11.8K $6.94M
IYW
Ishares Dj Us Tech ETF

ETFs
1.42K
New
$148.14 - $166.23 $211K - $237K
1.42K $227K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.89K
New
$115.08 - $119.55 $217K - $226K
1.89K $218K
Activity Summary
Buys All Purchases 160 New Holdings 25 Increased Positions 135 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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