Retirement Planning Group Reduced Holdings in Q3 2025

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-91.1K
- 42.31%
$107.27 - $113.94 $9.78M - $10.4M
124K $14.1M
VIG
Vanguard Dividend Appreciation

ETFs
-42.1K
- 26.03%
N/A
119K $21.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-184K
- 31.05%
$41.43 - $44.2 $7.64M - $8.15M
410K $18.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-71.7K
- 27.98%
$121.46 - $130.92 $8.71M - $9.39M
185K $24M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-125K
- 52.06%
$55.15 - $58.11 $6.88M - $7.24M
115K $6.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-300K
- 19.53%
$23.82 - $25.84 $7.15M - $7.76M
1.24M $31.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25.7K
- 17.92%
$72.57 - $74.72 $1.87M - $1.92M
118K $8.76M
BOND
Pimco Active Bond Exchange Tra

ETFs
-13K
- 41.14%
$90.83 - $93.81 $1.18M - $1.22M
18.7K $1.74M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-46.6K
- 81.11%
$24.73 - $25.29 $1.15M - $1.18M
10.8K $273K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-33.6K
- 13.48%
$28.38 - $29.05 $953K - $976K
216K $6.23M
OPER
ETF Ser Solutions Clearshares

ETFs
-5.17K
- 25.81%
$100.03 - $100.52 $517K - $519K
14.8K $1.49M
XLV
Select Sector Spdr Fund Health

ETFs
-3.02K
- 27.13%
$129.01 - $139.72 $389K - $422K
8.1K $1.13M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-9.2K
- 25.86%
$41.26 - $43.63 $379K - $401K
26.4K $1.15M
BOTZ
Global X Fds

ETFs
-11.5K
- 38.29%
$32.14 - $35.96 $371K - $415K
18.6K $659K
DRSK
ETF Ser Solutions Aptus Define

ETFs
-9.52K
- 26.82%
$28.26 - $29.29 $269K - $279K
26K $748K
USVM
Victory Portfolios Ii Victorys

ETFs
-7.44K
- 10.51%
$82.3 - $90.8 $612K - $675K
63.3K $5.73M
IGV
Ishares Expanded Tech Software

ETFs
-2.15K
- 20.79%
$105.96 - $117.79 $227K - $253K
8.18K $940K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.19K
- 2.66%
$76.16 - $78.59 $243K - $251K
117K $9.12M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-3.29K
- 23.84%
$48.07 - $51.26 $158K - $169K
10.5K $536K
OSCV
Opus Small Cap Value ETF

ETFs
-4.4K
- 22.45%
$35.98 - $38.73 $158K - $170K
15.2K $580K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.97K
- 5.14%
$22.9 - $23.58 $114K - $117K
91.8K $2.15M
FHB
First Hawaiian, Inc.

Financial Services
-3.6K
- 11.02%
$23.66 - $26.43 $85.3K - $95.3K
29.1K $722K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-3.16K
- 15.85%
$44.14 - $47.9 $139K - $151K
16.8K $796K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.43K
- 9.47%
$135.0 - $146.02 $328K - $354K
23.2K $3.38M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-2K
- 13.87%
$42.18 - $43.86 $84.4K - $87.7K
12.4K $544K
PLTR
Palantir Technologies Inc.

Technology
-6.26K
- 26.48%
$130.68 - $186.97 $818K - $1.17M
17.4K $3.17M
SOXX
Ishares Semiconductor ETF

ETFs
-821
- 14.94%
$236.93 - $271.12 $195K - $223K
4.68K $1.27M
GTO
Invesco Actively Managed ETF T

ETFs
-1.25K
- 3.79%
$46.43 - $47.91 $58.1K - $60K
31.8K $1.51M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-1.07K
- 11.15%
$37.58 - $39.01 $40.4K - $41.9K
8.55K $333K
CPRT
Copart Inc

Consumer Cyclical
-88
- 1.44%
$44.6 - $49.97 $3.92K - $4.4K
6.02K $270K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-318
- 5.62%
$181.56 - $190.33 $57.7K - $60.5K
5.34K $1.01M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-344
- 0.39%
N/A
86.8K $2.73M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-137
- 4.23%
$82.38 - $83.0 $11.3K - $11.4K
3.1K $257K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-804
- 4.04%
$42.21 - $43.91 $33.9K - $35.3K
19.1K $838K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-392
- 1.16%
$46.37 - $47.77 $18.2K - $18.7K
33.4K $1.59M
ETF Ser Solutions
-5.83K
- 22.74%
N/A
19.8K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-10.3K
- 25.82%
N/A
29.5K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-4.47K
- 1.84%
N/A
238K $0
American Centy ETF Tr
-257
- 1.01%
N/A
25.3K $0
TUSI
Touchstone ETF Tr Ultra Short
-26.4K
- 17.16%
N/A
128K $0
Cava Group Inc
-17
- 0.2%
N/A
8.4K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-4.93K
- 39.73%
N/A
7.48K $0
Vanguard Calif Tax Free Fds
-561
- 8.47%
N/A
6.07K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-5.16K
- 30.95%
N/A
11.5K $0
Vanguard Malvern Fds
-2.87K
- 8.29%
N/A
31.8K $0
Vanguard Mun Bd Fds
-2.17K
- 39.7%
N/A
3.3K $0
VUSB
Vanguard Bd Index Fds
-8.08K
- 41.44%
N/A
11.4K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-239
- 1.27%
$92.18 - $95.14 $22K - $22.7K
18.6K $1.77M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-510
- 4.98%
$72.04 - $77.35 $36.7K - $39.4K
9.73K $746K
Activity Summary
Buys All Purchases 288 New Holdings 113 Increased Positions 175 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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