Rothwell Investment Advisors, LLC’s Helus Pharma Inc. Common Stock HELP Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HELP Stock Details HELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$320	Buy	+26	New	+$272	﹤0.01%	1097

Other funds holding HELP

DCF Advisers Greenwich, Connecticut $444M AUM 151.5% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $978M AUM 14.27% 1-Year Est. Return

ACPLP

ACT Capital Partners, L.P. Wayne, Pennsylvania $154M AUM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HELP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Helus Pharma Inc. Common Stock (HELP) in Q3 2026: 26 shares worth $320. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings.

34 funds tracked by Wall St. Rank hold HELP as of Q3 2026.

Rothwell Investment Advisors, LLC held 26 shares of Helus Pharma Inc. Common Stock worth $320 as of Q3 2026.
Helus Pharma Inc. Common Stock was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Helus Pharma Inc. Common Stock made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1097 holding.
34 funds tracked by Wall St. Rank held Helus Pharma Inc. Common Stock as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.