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Financial Life PlannersETFConcentrated long-term

CIK: 0002053368 | TEMPE, AZ

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR339$155.6M2026-07-21SEC ↗
Q1 2026
13F-HR367$130.4M2026-04-24SEC ↗
Q4 2025
13F-HR61$139.3M2026-01-29SEC ↗
Q3 2025
13F-HR362$148.8M2025-11-13SEC ↗
Q2 2025
13F-HR54$122.9M2025-08-08SEC ↗
Q1 2025
13F-HR83$102.7M2025-04-23SEC ↗
Q4 2024
13F-HR411$119.3M2025-01-24SEC ↗