Retirement Planning Group Reduced Holdings in Q4 2024

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
POCT
Innovator U.S. Equity Power Bu

ETFs
-2K
- 17.65%
$38.63 - $40.03 $77.2K - $80K
9.33K $368K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2.23K
- 8.64%
$34.78 - $35.99 $77.4K - $80.1K
23.5K $835K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-282
- 4.28%
$96.64 - $101.23 $27.3K - $28.5K
6.3K $610K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.7K
- 1.88%
N/A
88.7K $2.79M
SVOL
Simplify ETF Simplify Volatili

ETFs
-1.19K
- 6.55%
$20.4 - $21.93 $24.3K - $26.1K
17K $352K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-193
- 0.72%
$90.66 - $99.46 $17.5K - $19.2K
26.5K $2.41M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-1.89K
- 6.1%
$22.28 - $22.66 $42.2K - $42.9K
29.2K $655K
OMFL
Invesco Exchange Traded Self I

ETFs
-1.76K
- 3.87%
$52.49 - $56.58 $92.5K - $99.7K
43.8K $2.37M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-42
- 0.51%
$50.06 - $55.0 $2.1K - $2.31K
8.16K $409K
DKNG
Draft Kings Inc.

Consumer Cyclical
-24
- 0.14%
$35.32 - $44.84 $848 - $1.08K
17.5K $650K
SBUX
Starbucks Corp

Consumer Cyclical
-56
- 1.68%
$87.44 - $102.5 $4.9K - $5.74K
3.27K $297K
URTH
Ishares Msci World ETF

ETFs
-108
- 1.44%
$153.73 - $162.67 $16.6K - $17.6K
7.38K $1.15M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
-1
- 0.02%
$68.55 - $74.48 $68.6 - $74.5
4.25K $292K
IEMG
Ishares Inc

ETFs
-481
- 8.63%
N/A
5.09K $273K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-69
- 0.79%
$176.42 - $186.91 $12.2K - $12.9K
8.69K $1.55M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-358
- 4.49%
$36.63 - $37.8 $13.1K - $13.5K
7.62K $285K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-565
- 1.44%
$55.86 - $60.21 $31.6K - $34K
38.7K $2.22M
ABT
Abbott Laboratories

Healthcare
-14
- 0.45%
$111.93 - $119.39 $1.57K - $1.67K
3.12K $353K
IOO
Ishares Tr Global 100 ETF

ETFs
-267
- 1.74%
$97.46 - $103.45 $26K - $27.6K
15K $1.52M
Touchstone ETF Trust
-2.83K
- 5.81%
N/A
45.9K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-381K
- 48.52%
N/A
404K $0
BSEP
Innovator U.S. Equity Buffer E

ETFs
-160
- 1.64%
$41.8 - $43.67 $6.69K - $6.99K
9.58K $410K
MGC
Vanguard Mega Cap ETF

ETFs
-2
- 0.2%
$204.21 - $220.18 $408 - $440
977 $207K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-91
- 1.9%
$100.18 - $109.1 $9.12K - $9.93K
4.69K $491K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-225
- 1.87%
$18.01 - $19.92 $4.05K - $4.48K
11.8K $232K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-76
- 0.37%
$39.04 - $40.41 $2.97K - $3.07K
20.3K $816K
FTNT
Fortinet, Inc.

Technology
-901
- 14.19%
$76.49 - $99.21 $68.9K - $89.4K
5.45K $514K
SPYG
Spdr Portfolio

ETFs
-22
- 0.23%
$81.74 - $91.38 $1.8K - $2.01K
9.4K $826K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-27
- 0.6%
$340.59 - $380.5 $9.2K - $10.3K
4.47K $1.64M
WMT
Walmart Inc.

Consumer Defensive
-2.8K
- 7.85%
$79.1 - $95.7 $222K - $268K
32.9K $2.97M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-359
- 0.31%
$44.7 - $46.74 $16K - $16.8K
115K $5.31M
IGV
Ishares Expanded Tech Software

ETFs
-234
- 1.64%
$87.5 - $110.17 $20.5K - $25.8K
14K $1.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
-24
- 0.66%
$275.15 - $388.2 $6.6K - $9.32K
3.59K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.26K
- 1.67%
$94.43 - $105.47 $119K - $133K
74.2K $7.53M
COST
Costco Wholesale Corp

Consumer Defensive
-84
- 0.25%
$873.59 - $994.69 $73.4K - $83.6K
33.3K $30.5M
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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