AWM
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Able Wealth Management’s ePlus PLUS Stock Holding History

Able Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$233K Buy
+2,502
New +$223K 0.05% 145

Other funds holding PLUS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Able Wealth Management's PLUS Position: Q3 2026 in Review

Able Wealth Management opened a new position in ePlus (PLUS) in Q3 2026: 2,502 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

12 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Able Wealth Management held 2,502 shares of ePlus worth $233K as of Q3 2026.
  • ePlus was a new Able Wealth Management position in Q3 2026.
  • ePlus made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #145 holding.
  • 12 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.