Retirement Planning Group Sells in Q2 2025

Retirement Planning Group

  • $1.64 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
-78
- 1.26%
$47.72 - $63.84 $3.72K - $4.98K
6.11K $299K
IEMG
Ishares Inc

ETFs
-851
- 17.84%
N/A
3.92K $210K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.42K
- 1.6%
N/A
87.1K $2.74M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-1.19K
- 6.61%
$65.1 - $75.98 $77.3K - $90.2K
16.8K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
-63
- 5.27%
$210.83 - $235.28 $13.3K - $14.8K
1.13K $251K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-970
- 8.73%
$19.94 - $22.91 $19.3K - $22.2K
10.1K $218K
ROP
Roper Technologies Inc

Industrials
-14
- 3.57%
$519.19 - $590.78 $7.27K - $8.27K
378 $214K
VAW
Vanguard Materials ETF

ETFs
-144
- 7.54%
$163.82 - $196.64 $23.6K - $28.3K
1.77K $344K
DRSK
ETF Ser Solutions Aptus Define

ETFs
-2.18K
- 5.78%
$26.75 - $28.79 $58.2K - $62.7K
35.5K $1.02M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-288
- 5.09%
$47.94 - $52.5 $13.8K - $15.1K
5.37K $274K
AAXJ
Ishares Msci All Country Asia

ETFs
-726
- 12.56%
$65.0 - $82.89 $47.2K - $60.2K
5.05K $417K
OSCV
Opus Small Cap Value ETF

ETFs
-1.06K
- 5.14%
$31.34 - $36.29 $33.3K - $38.5K
19.6K $707K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-129
- 1.93%
$96.84 - $99.46 $12.5K - $12.8K
6.54K $648K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-343
- 1.79%
$85.42 - $94.39 $29.3K - $32.4K
18.9K $1.77M
HON
Honeywell International Inc

Industrials
-112
- 10.49%
$182.86 - $232.88 $20.5K - $26.1K
956 $222K
SO
Southern CO

Utilities
-32
- 0.61%
$84.91 - $92.56 $2.72K - $2.96K
5.18K $475K
Vanguard Calif Tax Free Fds
-2.8K
- 29.71%
N/A
6.63K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-25.1K
- 9.37%
N/A
242K $0
Vanguard Malvern Fds
-4.13K
- 10.64%
N/A
34.7K $0
TUSI
Touchstone ETF Tr Ultra Short
-4K
- 2.53%
N/A
154K $0
Vanguard Mun Bd Fds
-4.58K
- 45.56%
N/A
5.47K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-2.82K
- 6.64%
N/A
39.7K $0
T
At&T Inc.

Communication Services
-335
- 2.32%
$26.33 - $28.94 $8.82K - $9.69K
14.1K $408K
ETF Ser Solutions
-1.84K
- 6.71%
N/A
25.6K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-614
- 3.55%
N/A
16.7K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-273
- 3.21%
$35.35 - $42.68 $9.65K - $11.7K
8.24K $351K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-39
- 1.2%
$66.87 - $79.47 $2.61K - $3.1K
3.2K $254K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-2.45K
- 6.45%
$36.36 - $41.4 $89.2K - $102K
35.6K $1.47M
VFH
Vanguard Financial ETF

ETFs
-397
- 6.49%
$104.87 - $127.3 $41.6K - $50.5K
5.72K $728K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-910
- 7.8%
$32.66 - $40.75 $29.7K - $37.1K
10.8K $435K
BK
Bank Of New York Mellon Corp

Financial Services
-137
- 4.97%
$73.31 - $91.62 $10K - $12.6K
2.62K $238K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 0.11%
$141.87 - $164.49 $284 - $329
1.75K $287K
IWM
Ishares Russell 2000 ETF

ETFs
-336
- 6.03%
$174.82 - $215.79 $58.7K - $72.5K
5.23K $1.13M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-886
- 6.03%
$40.85 - $48.2 $36.2K - $42.7K
13.8K $665K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-209
- 3.56%
$152.93 - $181.74 $32K - $38K
5.66K $1.03M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-63
- 1.78%
$70.44 - $86.87 $4.44K - $5.47K
3.48K $302K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-923
- 3.27%
$22.92 - $28.05 $21.2K - $25.9K
27.3K $764K
IEFA
Ishares Tr

ETFs
-93
- 1.84%
$67.83 - $84.09 $6.31K - $7.82K
4.97K $415K
VT
Vanguard Total World Stk Index

ETFs
-94
- 2.72%
$103.16 - $128.52 $9.7K - $12.1K
3.37K $432K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.26K
- 7.16%
$19.6 - $24.44 $63.8K - $79.6K
42.2K $1.03M
FTNT
Fortinet, Inc.

Technology
-135
- 2.42%
$84.71 - $108.69 $11.4K - $14.7K
5.45K $576K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.05%
$104.34 - $138.68 $104 - $139
1.92K $265K
VEU
Vanguard Ftse All World Ex Us

ETFs
-93
- 1.22%
$54.19 - $67.22 $5.04K - $6.25K
7.53K $506K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-242
- 1.57%
$51.16 - $62.02 $12.4K - $15K
15.1K $938K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-611
- 5.63%
$57.14 - $72.68 $34.9K - $44.4K
10.2K $744K
IGV
Ishares Expanded Tech Software

ETFs
-1.67K
- 13.89%
$80.15 - $109.5 $133K - $182K
10.3K $1.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
-39
- 0.46%
$74.88 - $91.97 $2.92K - $3.59K
8.37K $769K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-151
- 0.67%
$32.66 - $37.42 $4.93K - $5.65K
22.4K $836K
LRGF
Ishares Tr

ETFs
-37
- 0.37%
$51.37 - $64.13 $1.9K - $2.37K
9.9K $634K
Activity Summary
Buys All Purchases 139 New Holdings 24 Increased Positions 115 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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