Retirement Planning Group Sells in Q3 2024

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-425K
- 48.37%
$71.45 - $75.64 $30.4M - $32.1M
454K $34.1M
BOTZ
Global X Fds

ETFs
-120K
- 45.03%
$27.68 - $32.27 $3.33M - $3.88M
147K $4.72M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-57.6K
- 43.49%
$39.66 - $43.57 $2.28M - $2.51M
74.8K $3.26M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-16.7K
- 42.11%
$139.03 - $157.34 $2.32M - $2.63M
23K $3.62M
PULS
Pgim ETF Tr

ETFs
-31K
- 42.83%
$49.47 - $49.8 $1.53M - $1.54M
41.4K $2.06M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-24.5K
- 30.2%
$45.2 - $47.87 $1.11M - $1.17M
56.5K $2.69M
VFH
Vanguard Financial ETF

ETFs
-7.73K
- 75.77%
$99.27 - $111.21 $767K - $860K
2.47K $271K
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.44K
- 10.81%
$90.01 - $95.32 $580K - $614K
53.2K $5.03M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-14K
- 10.81%
$41.71 - $45.02 $583K - $630K
115K $5.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-9.39K
- 18.47%
$45.87 - $48.53 $430K - $455K
41.4K $2M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.23K
- 17.72%
$201.77 - $221.32 $450K - $494K
10.4K $2.26M
ABBV
Abb Vie Inc.

Healthcare
-2.04K
- 43.89%
$163.84 - $199.33 $334K - $406K
2.61K $514K
XLE
Energy Sector Spdr

ETFs
-1.94K
- 8.33%
$84.35 - $93.39 $164K - $181K
21.4K $1.88M
FNDB
Schwab Fundamental U S Broad M

ETFs
-3.92K
- 38.18%
$64.17 - $70.37 $251K - $276K
6.35K $446K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-14.7K
- 6.83%
$24.39 - $25.28 $359K - $372K
201K $5.04M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-4.28K
- 18.58%
$69.7 - $76.81 $298K - $328K
18.7K $1.44M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.68K
- 8.44%
$48.06 - $49.39 $177K - $182K
39.9K $1.97M
VAW
Vanguard Materials ETF

ETFs
-856
- 38.08%
$189.89 - $213.71 $163K - $183K
1.39K $294K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 24.9%
$162.83 - $179.16 $172K - $189K
3.18K $570K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-30.1K
- 6.19%
$53.41 - $57.9 $1.61M - $1.74M
456K $26.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.36K
- 8.11%
$84.81 - $93.54 $200K - $220K
26.7K $2.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.01K
- 20.59%
$77.02 - $85.06 $155K - $171K
7.74K $654K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.01K
- 3.22%
N/A
90.4K $2.85M
SCHW
Schwab Charles Corp

Financial Services
-112
- 1.19%
$61.74 - $76.08 $6.91K - $8.52K
9.3K $602K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.07K
- 13.49%
$35.57 - $37.86 $109K - $116K
19.7K $745K
GTO
Invesco Actively Managed ETF T

ETFs
-3.4K
- 8.25%
$46.22 - $48.77 $157K - $166K
37.8K $1.83M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.98K
- 10.71%
$44.24 - $49.47 $132K - $148K
24.9K $1.23M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-3.17K
- 10.96%
$33.02 - $35.03 $105K - $111K
25.8K $902K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.01K
- 11.77%
$57.32 - $62.65 $115K - $126K
15.1K $940K
OMFL
Invesco Exchange Traded Self I

ETFs
-1.55K
- 3.3%
$47.65 - $52.99 $74K - $82.3K
45.5K $2.41M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.01K
- 23.74%
$71.9 - $79.86 $72.6K - $80.7K
3.24K $257K
OXY
Occidental Petroleum Corp

Energy
-2
- 0.05%
$49.91 - $63.73 $99.8 - $127
4.05K $208K
VGSH
Vanguard

ETFs
-2.81K
- 2.37%
$57.74 - $59.13 $162K - $166K
116K $6.85M
DVY
Ishares Tr

ETFs
-1.13K
- 14.21%
$119.99 - $135.74 $136K - $154K
6.84K $923K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-1.87K
- 5.66%
$22.11 - $22.46 $41.3K - $41.9K
31.1K $696K
SVOL
Simplify ETF Simplify Volatili

ETFs
-1.26K
- 6.51%
$20.05 - $22.81 $25.3K - $28.8K
18.2K $398K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.39K
- 16.84%
$37.33 - $40.63 $51.9K - $56.4K
6.86K $278K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.1K
- 9.78%
$83.76 - $91.82 $176K - $193K
19.4K $1.77M
XLP
Consumer Staples Sector Spdr

ETFs
-99
- 0.25%
$76.04 - $76.04 $7.53K - $7.53K
39.2K $2.98M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.36K
- 7.61%
$33.3 - $35.24 $45.1K - $47.8K
16.4K $579K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.73K
- 5.95%
$36.7 - $39.46 $63.5K - $68.2K
27.3K $1.08M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.07K
- 11.53%
$50.02 - $54.5 $53.5K - $58.3K
8.21K $447K
CPRT
Copart Inc

Consumer Cyclical
-187
- 3.4%
$49.19 - $55.54 $9.2K - $10.4K
5.31K $278K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-264
- 8.02%
$62.4 - $62.4 $16.5K - $16.5K
3.03K $189K
IGV
Ishares Expanded Tech Software

ETFs
-547
- 3.69%
$77.94 - $89.37 $42.6K - $48.9K
14.3K $1.28M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-647
- 6.3%
$32.83 - $34.88 $21.2K - $22.6K
9.63K $335K
STAG
Stag Industrial, Inc.

Real Estate
-5.34K
- 8.11%
$35.42 - $40.98 $189K - $219K
60.4K $2.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.77K
- 8.94%
$41.9 - $48.26 $158K - $182K
38.4K $1.84M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-102
- 3.07%
$152.9 - $180.39 $15.6K - $18.4K
3.22K $561K
Activity Summary
Buys All Purchases 144 New Holdings 50 Increased Positions 94 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email