Retirement Planning Group Closed Holding Positions

Retirement Planning Group

  • $1.58 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BAPR
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Jul 13, 2022
13,670
$29.18 - $34.17 $399K - $467K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2022 Filed on Jul 13, 2022
337,416
$45.91 - $60.17 $15.5M - $20.3M
BOCT
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Jul 13, 2022
19,973
$29.7 - $34.25 $593K - $684K
Innovator Etfs Tr
Q2 2022 Filed on Jul 13, 2022
5,548
N/A
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2022 Filed on Jul 13, 2022
12,225
$26.34 - $35.77 $322K - $437K
Innovator Etfs Tr
Q2 2022 Filed on Jul 13, 2022
8,455
N/A
BJAN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Jul 13, 2022
7,111
$31.3 - $36.38 $223K - $259K
Innovator Etfs Tr
Q2 2022 Filed on Jul 13, 2022
59,952
N/A
BJUN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Jul 13, 2022
5,984
$29.12 - $34.51 $174K - $207K
PDEC
Innovator U.S. Equity Power Bu
Q2 2022 Filed on Jul 13, 2022
14,775
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
5,147
$113.44 - $123.09 $584K - $634K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q2 2022 Filed on Jul 13, 2022
61,966
$68.33 - $73.94 $4.23M - $4.58M
Navsight Hldgs Inc
Q2 2022 Filed on Jul 13, 2022
700
N/A
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2022 Filed on Apr 19, 2022
5,443
$50.22 - $50.49 $273K - $275K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on Apr 19, 2022
2,449
$72.32 - $91.66 $177K - $224K
Cerner Corp
Q1 2022 Filed on Apr 19, 2022
9,423
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 20, 2022
1,474
$179.32 - $271.7 $264K - $400K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,261
$158.3 - $265.08 $200K - $334K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Jan 20, 2022
3,533
$66.4 - $67.68 $235K - $239K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 20, 2022
16,514
N/A
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2021 Filed on Oct 18, 2021
11,949
$26.48 - $26.97 $316K - $322K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Oct 18, 2021
691
$219.29 - $299.67 $152K - $207K
EMB
Ishares Tr

ETFs
Q1 2021 Filed on Apr 26, 2021
2,245
$106.72 - $115.35 $240K - $259K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q3 2020 Filed on Oct 15, 2020
3,113
$101.36 - $112.97 $316K - $352K
JHMD
John Hancock ETF Tr Multifacto

ETFs
Q2 2020 Filed on Aug 06, 2020
13,244
$21.66 - $27.57 $287K - $365K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2020 Filed on Aug 06, 2020
5,351
$51.53 - $51.71 $276K - $277K
IDV
Ishares Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
9,780
$21.21 - $27.95 $207K - $273K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2020 Filed on May 05, 2020
11,905
$20.7 - $34.9 $246K - $415K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on May 05, 2020
18,425
$18.2 - $29.21 $335K - $538K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2020 Filed on May 05, 2020
3,484
$36.77 - $59.64 $128K - $208K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 05, 2020
163,949
$105.05 - $134.27 $17.2M - $22M
JHML
John Hancock Multifactor Large

ETFs
Q1 2020 Filed on May 05, 2020
20,237
$27.49 - $43.04 $556K - $871K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on May 05, 2020
14,980
$17.27 - $26.2 $259K - $392K
BA
Boeing CO

Industrials
Q1 2020 Filed on May 05, 2020
651
$95.01 - $347.45 $61.9K - $226K
PSLV
Sprott Physical Silver Trust

Financial Services
Q4 2019 Filed on Jan 29, 2020
13,000
$6.08 - $6.64 $79K - $86.3K
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2019 Filed on Jan 29, 2020
10,000
$11.67 - $12.18 $117K - $122K
USB
Us Bancorp \De\

Financial Services
Q3 2019 Filed on Oct 25, 2019
4,278
$50.9 - $57.38 $218K - $245K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2019 Filed on May 06, 2019
15,782
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 06, 2019
4,482
$43.11 - $61.57 $193K - $276K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q4 2018 Filed on Feb 06, 2019
4,394
$36.7 - $48.03 $161K - $211K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2018 Filed on Feb 06, 2019
5,761
N/A
Acer Therapeutics Inc
Q2 2018 Filed on Aug 07, 2018
374,031
N/A
Westar Energy Inc
Q2 2018 Filed on Aug 07, 2018
4,622
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2018 Filed on Aug 07, 2018
5,170
N/A
Great Plains Energy Inc
Q2 2018 Filed on Aug 07, 2018
25,555
N/A
WTI
W&T Offshore Inc

Energy
Q4 2017 Filed on Jan 31, 2018
60,000
$2.6 - $3.49 $156K - $209K
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