Rothwell Investment Advisors, LLC’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.2K	Buy	+45	New	+$16.9K	0.01%	658

Other funds holding OEF

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

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

Rothwell Investment Advisors, LLC opened a new position in iShares S&P 100 ETF (OEF) in Q3 2026: 45 shares worth $17.2K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

632 funds tracked by Wall St. Rank hold OEF as of Q3 2026.

Rothwell Investment Advisors, LLC held 45 shares of iShares S&P 100 ETF worth $17.2K as of Q3 2026.
iShares S&P 100 ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares S&P 100 ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #658 holding.
632 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2026.

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