Action Point Financial Planning’s iShares Large Cap 10% Target Buffer Dec ETF TEND Stock Holding History

Action Point Financial Planning’s Portfolio TEND Stock Details TEND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.36K	Buy	+307	New	+$8.16K	﹤0.01%	1545

Other funds holding TEND

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Action Point Financial Planning's TEND Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Large Cap 10% Target Buffer Dec ETF (TEND) in Q2 2026: 307 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #1545 among its holdings.

15 funds tracked by Wall St. Rank hold TEND as of Q2 2026.

Action Point Financial Planning held 307 shares of iShares Large Cap 10% Target Buffer Dec ETF worth $8.36K as of Q2 2026.
iShares Large Cap 10% Target Buffer Dec ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Large Cap 10% Target Buffer Dec ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1545 holding.
15 funds tracked by Wall St. Rank held iShares Large Cap 10% Target Buffer Dec ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.